IOWA DEPARTMENT OF ADMINISTRATIVE SERVICES –

HUMAN RESOURCES ENTERPRISE

 

CLASSIFICATION GUIDELINES

 

FISCAL & POLICY ANALYST SERIES

 

CLASSES IN THE SERIES

 

Class Code

Class Title

 

 

00720

Fiscal & Policy Analyst

00719

Fiscal & Policy Analyst Senior

00728

Fiscal & Policy Analyst, Principal

 

SERIES CONCEPT

Employees whose positions are classified in this series are responsible for researching, analyzing, and forecasting the financial impact of tax law/policy changes on state revenues (Department of Revenue), agency program changes on state budgets (Department of Management) and administration of the statewide accounting system (Administrative Services – State Accounting Enterprise).  Use of this class series is limited to these departments.

 

EXCLUSIONS

Position incumbents that perform the full range of supervisory duties should be classified in the appropriate supervisory class, while those that perform professional accounting, budgeting, management analysis and program planning duties, but do not meet the concept of the Fiscal & Policy Analyst series, should be classified in the appropriate Accountant, Budget Analyst, Management Analyst or Program Planner series.

 

CLASS DISTINCTIONS

Fiscal & Policy Analyst

Position incumbents at this level perform entry/full performance work in the analysis of financial issues relating to the planning and evaluation of current/proposed programs (Department of Management) and/or tax legislation/policy (Department of Revenue) and their impact on budget resources.  Revenue employees also provide technical economic analysis support to the Revenue Estimating Conference.  Department of Administrative Services employees assist in the preparation the State’s “Comprehensive Annual Financial Report” and perform financial analysis/reporting for the various branches of government.

 

Fiscal & Policy Analyst, Senior

At this level in the Department of Management, positions incumbents are responsible for providing a detailed analysis of budgets/supplemental financial materials for a number of agencies or local governments and making recommendations concerning the Governor’s budget agenda and priorities.  Employees act as a liaison between the Governor’s Office, assigned departments and the Legislative Fiscal/Service Bureaus.  They identify and resolve budget, policy or performance issues and suggest changes to program/budget areas.

 

Department of Revenue employees analyze accounting/operational functions of the department to assure that the tax laws and accounting/financial regulations are equitably administered and top management is provided with recommendations for improvements.  They also perform revenue/economic analysis and forecasting that impacts state/federal legislation and the evaluation of tax expenditure programs.

 

In addition to assisting with the State’s “Comprehensive Annual Financial Report”, employees of the Department of Administrative Services analyze/implement generally accepted accounting principles (GAAP) in State departments/other branches of government.  They also analyze data/information related to the State’s obligation, financing and federal reporting requirements.

 

Fiscal & Policy Analyst, Principal

Positions at this level are distinguished from others in the series by being designated as a leadworker over lower level Fiscal & Policy Analyst positions.

 

Effective Date:        10/07      SH