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Form of work
SalaryWHO WE ARE:
Service, Respect, and Connection are core to the individual and collective TRS experience. We know that great service rests on a foundation of relationships that connect us all to an empowering and rewarding career. At TRS, we’re inspired by our diverse community who bring authenticity and commitment to our mission to improve the retirement security of public education employees and retirees throughout Texas.
As a group of achievers, we tap collaboration and innovation to raise the bar in performance, administering and counseling pensions and healthcare benefits to ensure certainty for the future of our members. We invite you to join us, where both personal and career growth are respected and where you can make a difference in our members’ lives every day.
The Budget Analyst Associate is responsible for performing budget and financial analysis work. The incumbent will develop, analyze, and execute budgets, position control, performance measures, and financial reports, and monitor fiscal activity and program performance. This position will proactively work with the Budget and Financial Analysis team, internal stakeholders, such as TRS Business units, and external stakeholders, such as the Texas State Legislature.
The Budget Analyst Intermediate is responsible for performing in-depth budget and financial analysis work. The incumbent will develop, analyze, and execute budgets, position control, performance measures, and financial reports, and monitor fiscal activity and program performance. This position will proactively work with the Budget and Financial Analysis team, internal stakeholders, such as TRS leadership and executive team members, and external stakeholders, such as the Texas State Legislature.
The Budget Analyst Senior is responsible for performing complex budget and financial analysis work. The incumbent will develop, analyze, and execute budgets, position control, performance measures, and financial reports, and monitor fiscal activity and program performance. This position will proactively work with the Budget and Financial Analysis team, internal stakeholders, such as TRS leadership and executive team members, and external stakeholders, such as the Texas State Legislature.
This vacancy will be filled at one of three levels: Budget Analyst Associate, Budget Analyst Intermediate, or Budget Analyst Senior. Selected applicant will be offered the position that most closely matches their education and experience.
Salary Range
Budget Analyst Associate: $57,169 - $68,466
Budget Analyst Intermediate: $77,303 - $96,629
Budget Analyst Senior: $85,034 - $106,293
WHAT YOU WILL DO:
Budget Analyst Associate
Budgetary & Fiscal Activities
- Assists in the planning, coordinating, and preparation of the agency’s administrative operating budget, Legislative Appropriations Request (LAR), and other financial reports.
- Assist in the development of the Annual Administrative Operating Budget Report for the GFOA Distinguished Budget Presentation Award program.
- Assists with coordinating and preparing the agency’s strategic plan and performance measures.
- Assists in maintaining the budgetary system and financial reporting tools.
- Reviews and approves all procurement, fiscal and personnel transactions for completeness, accuracy, and compliance with laws, regulations, policies, and procedures.
- Assist in preparing monthly and annual reconciliations on the agency budgetary and expenditure system, OpenGov, Procurement and Vendor System (PAVES), the Comptroller of Public Accounts (CPA) Uniform Statewide Accounting System (USAS), the Legislative Budget Board (LBB) Automated Budget and Evaluation System of Texas (ABEST) application, and the Centralized Accounting and Payroll/Personnel System (CAPPS).
- Assists with budget, expenditure, and position oversight, including developing monitoring tools and financial analysis reports.
- Conduct quarterly budget meetings to review organizational spending to ensure that it is within the budget.
- Provide guidance and training to agency staff on budgetary and expenditure system processes.
- Participates on finance related agency committees and special projects as needed.
- Serves in back up capacity to the Senior Budget Analyst and the Director of Budget and Financial Analysis.
- Aids management and team members as needed.
- Analyze the distribution of budget and resource allocations across agency business operations and departments to ensure compliance with budgetary laws, regulations, and policies.
- Analyze key drivers of budget variances and assist in developing, updating, and maintaining models and financial systems to budget, forecast, analyze, and report financial data.
- Monitors and analyzes appropriation, encumbrance, and cash balances.
- Analyze expenditure patterns.
- Makes recommendations on the use and distribution of funds, including allocation of indirect program costs and budget evaluation techniques.
- Informs management of budget deviations, problems, and events likely to affect operations; explains causes; and measures and reports effects on agency’s resources.
- Prepares monthly, quarterly, and annual budgetary reports, including periodic and ad-hoc management reports regarding budgetary and fiscal activities for internal use and Board of Trustee reporting.
- Assists with the coordination and preparation of a variety of technical reports on estimates, costing data, and budget limits; and compiles and analyzes data for the legislative process.
- Assists with the reporting of quarterly and annual performance measures.
- Serves as part of the internal control process for budget and fiscal management.
- Serves as the budget liaison with internal business units to field budgetary and fiscal related inquiries.
- Assists the Director of Budget & Financial Analysis in analyzing budget proposals and identifying alternatives if the projected results are unsatisfactory.
- Supports the preparation of key presentations and financial reports to communicate the budgetary plan and progress to executive-level administration.
- Assists with special projects as needed.
- Performs related work as assigned.
Budget Analyst Intermediate
Budgetary & Fiscal Activities
- Assists in the planning, coordinating, and preparation of the agency’s administrative operating budget, Legislative Appropriations Request (LAR), and other financial and legislative reports.
- Contributes to the development of the Annual Administrative Operating Budget Report for the GFOA Distinguished Budget Presentation Award program.
- Assists with coordinating and preparing the agency’s strategic plan and performance measures.
- Maintains the budgetary system and financial reporting tools.
- Reviews and approves all procurement, fiscal and personnel transactions for completeness, accuracy, and compliance with laws, regulations, policies, and procedures.
- Prepares monthly and annual reconciliations on the agency budgetary and expenditure system, OpenGov, Procurement and Vendor System (PAVES), the Comptroller of Public Accounts (CPA) Uniform Statewide Accounting System (USAS), the Legislative Budget Board (LBB) Automated Budget and Evaluation System of Texas (ABEST) application, and the Centralized Accounting and Payroll/Personnel System (CAPPS).
- Provides budget, expenditure, and position oversight, including developing monitoring tools and financial analysis reports.
- Informs management of budget activities including deviations, concerns, and events likely to affect operations; explains causes; and measures and reports effects on agency’s resources.
- Conducts quarterly budget meetings to review organizational spending to ensure that it is within the budget.
- Prepares monthly, quarterly, and annual budgetary reports, including periodic and ad-hoc management reports regarding budgetary and fiscal activities for internal use and Board of Trustee reporting.
- Provides guidance and training to agency staff on budgetary and expenditure system processes.
- Coordinates the reporting of quarterly and annual performance measures.
- Coordinates the reporting of USAS quarterly expenditure reconciliations in ABEST.
- Assist in the annual clean-up and close-out of accounts at Fiscal Year-end.
- Prepares a variety of technical financial reports to provide management with expenditure data, trends, and recommendations.
- Participates on finance related agency committees and special projects as needed.
- Serves in back up capacity to the Senior Budget Analyst and the Director of Budget and Financial Analysis.
- Aides management and team members as needed.
- Analyzes the distribution of budget and resource allocations across agency business operations and departments to ensure compliance with budgetary laws, regulations, and policies.
- Analyzes key drivers of budget variances and assist in developing, updating, and maintaining models and financial systems to budget, forecast, analyze, and report financial data.
- Monitors and analyzes appropriation, encumbrance, and cash balances.
- Analyze expenditure patterns.
- Makes recommendations on the use and distribution of funds, including allocation of indirect program costs and budget evaluation techniques.
- Informs management of budget deviations, problems, and events likely to affect operations; explains causes; and measures and reports effects on agency’s resources.
- Prepares monthly, quarterly, and annual budgetary reports, including periodic and ad-hoc management reports regarding budgetary and fiscal activities for internal use and Board of Trustee reporting.
- Assists with the coordination and preparation of a variety of technical reports on estimates, costing data, and budget limits; and compiles and analyzes data for the legislative process.
- Assists with the reporting of quarterly and annual performance measures.
- Serves as part of the internal control process for budget and fiscal management.
- Serves as the budget liaison with internal business units to field budgetary and fiscal related inquiries.
- Supports the Director of Budget & Financial Analysis in analyzing budget proposals and identifying alternatives if the projected results are unsatisfactory.
- Supports the preparation of key presentations and financial reports to communicate the budgetary plan and progress to executive-level administration.
- Participates on finance related agency committees and special projects as needed.
- Performs related work as assigned.
Budget Analyst Senior
Budgetary & Fiscal Activities
Budgetary & Fiscal Activities
- Plans, coordinates, and prepares the agency’s administrative operating budget, Legislative Appropriations Request (LAR), and other financial and legislative reports.
- Plans, coordinates, and prepares the Annual Administrative Operating Budget Report for the GFOA Distinguished Budget Presentation Award program.
- Assists with coordinating and preparing the agency’s strategic plan and performance measures.
- Maintains the budgetary system and financial reporting tools.
- Reviews and approves all procurement, fiscal and personnel transactions for completeness, accuracy, and compliance with laws, regulations, policies, and procedures.
- Oversees and prepares monthly and annual reconciliations on the agency budgetary and expenditure system, OpenGov, Procurement and Vendor System (PAVES), the Comptroller of Public Accounts (CPA) Uniform Statewide Accounting System (USAS), the Legislative Budget Board (LBB) Automated Budget and Evaluation System of Texas (ABEST) application, and the Centralized Accounting and Payroll/Personnel System (CAPPS).
- Provides budget, expenditure, and position oversight, including developing monitoring tools and financial analysis reports.
- Informs management of budget activities including deviations, concerns, and events likely to affect operations; explains causes; and measures and reports effects on agency’s resources.
- Conducts quarterly budget meetings to review organizational spending to ensure that it is within the budget.
- Prepares monthly, quarterly, and annual budgetary reports, including periodic and ad-hoc management reports regarding budgetary and fiscal activities for internal use and Board of Trustee reporting.
- Provides guidance and training to agency staff on budgetary and expenditure system processes.
- Oversees the reporting of quarterly and annual performance measures.
- Oversees the reporting of USAS quarterly expenditure reconciliations in ABEST.
- Coordinates the annual clean-up and close-out of accounts at Fiscal Year end.
- Prepares a variety of technical financial reports to provide management with expenditure data, trends, and recommendations.
- Participates on finance related agency committees and special projects as needed.
- Serves in back up capacity to the Director of Budget and Financial Analysis and the Deputy Chief Financial Officer
- Aides management and team members as needed.
- Analyzes and manage the distribution of budget and resource allocations across agency business operations and departments to ensure compliance with budgetary laws, regulations, and policies.
- Analyzes key drivers of budget variances and assist in developing, updating, and maintaining models and financial systems to budget, forecast, analyze, and report financial data.
- Monitors and analyzes appropriation, encumbrance, and cash balances.
- Monitors and analyzes position control.
- Analyzes expenditure patterns.
- Makes recommendations on the use and distribution of funds, including allocation of indirect program costs and budget evaluation techniques.
- Informs management of budget deviations, problems, and events likely to affect operations; explains causes; and measures and reports effects on agency’s resources.
- Prepares monthly, quarterly, and annual budgetary reports, including periodic and ad-hoc management reports regarding budgetary and fiscal activities for internal use and Board of Trustee reporting.
- Coordinates and prepares a variety of technical reports on estimates, costing data, and budget limits; and compiles and analyzes data for the legislative process.
- Coordinates the reporting of quarterly and annual performance measures.
- Serves as part of the internal control process for budget and fiscal management.
- Serves as the budget liaison with internal business units to field budgetary and fiscal related inquiries.
- Supports the Director of Budget & Financial Analysis in analyzing budget proposals and identifying alternatives if the projected results are unsatisfactory.
- Prepares key presentations and financial reports to communicate the budgetary plan and progress to executive-level administration.
- Presents financial analysis to influence management decisions.
- Participates on finance related agency committees and special projects as needed.
- Performs related work as assigned.
WHAT YOU WILL BRING:
Required Education:
- Bachelor’s degree from an accredited college or university in accounting, finance, business administration or a closely related field.
- High school diploma or equivalent and additional full-time experience in [insert area(s) of experience] or related experience may be substituted on an equivalent year-for-year basis.
Required Experience:
- One (1) year of full-time experience in advanced budget preparation, budget analysis, budget management or related experience. (Associate)
- Three (3) years of full-time experience in advanced budget preparation, budget analysis, budget management or related experience. (Intermediate)
- Five (5) years of full-time experience in advanced budget preparation, budget analysis, budget management or related experience. (Senior)
Required Registration, Certification, or Licensure:
- None.
Preferred Qualifications:
Knowledge, Skills, and Abilities
- Knowledge of State of Texas governmental financial systems (ABEST, USAS, USPS, CAPPS).
- Knowledge of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB) statements.
- Knowledge of Microsoft applications (Excel, Word, PowerPoint) (Intermediate and Senior)
Knowledge, Skills, and Abilities
Knowledge of:
- Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) statements, and Financial Accounting Standards Board (FASB) statements.
- State budget, expenditure, and fiscal policies and procedures.
- Knowledge of State of Texas governmental financial systems (Centralized Accounting and Payroll/Personnel System [CAPPS], Automated Budget and Evaluation System of Texas [ABEST], USAS. (Senior)
Skills in:
- Performing work that often requires knowledge commonly acquired through a prolonged course of specialized academic instruction in a business field.
- Analyzing detailed accounting records, troubleshooting associated problems, and interpreting and applying applicable laws, policies, and procedures.
- Interacting with internal and external stakeholders in a friendly and professional manner, works to resolve inquiries quickly and effectively.
- Communicating effectively using prescribed formats, and adhering to all rules of spelling, grammar, punctuation, diction and style.
- Performing computations such as addition, subtraction, multiplication, and division correctly using whole numbers, fractions, decimals, and percentages.
- Using a computer in a Windows environment with Microsoft Office word processing, spreadsheet, and other business software to analyze data and prepare correspondence and reports.
- Working effectively under pressure to meet strict deadlines while maintaining extreme attention to detail.
- Accurately and rapidly using a calculator.
- Using Excel for analysis of large data sets.
Ability to:
- Operate office equipment including computer, telephone, fax/copy machine and any related peripherals.
- Apply basic knowledge to accomplish operational tasks.
- Establish and maintain harmonious working relationships with co-workers, agency staff, and external contacts.
- Work effectively in a professional team environment.
- Use advanced-to expert-level knowledge to perform in-depth strategic tasks, administrative and operational studies; develop and perform statistical and research studies and address business problems. (Senior)
Military Occupational Specialty (MOS) Codes:
Veterans, Reservists or Guardsmen with experience in the Military Occupational Specialty ( https://www.trs.texas.gov/files/trs-military-crosswalk.xlsx ) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at careers@trs.texas.gov with questions or for additional information.
To view all job vacancies, visit www.trs.texas.gov/careers or www.trs.csod.com/careersite.
For more information, visit www.trs.texas.gov.
