This is a provisional appointment.

The Office of Budget Management

The Office of Budget Management (OBM) builds and carries out the Mayor's operating budget and capital plan. OBM evaluates City programs and initiatives and then uses our analysis to build, present, and manage the Mayor's operating budget. OBM's work helps the City make smart investments and achieve savings through reforms. OBM also creates the City's capital plan, a strategic document that plans how the City's investment in its infrastructure, such as bridges and roads, contributes to Boston's future. Candidates must be self-motivated, responsible team players who are willing to work nights and weekends during peak budget cycles.

Under the direction of the Budget Director and Deputy Directors, the role of Assistant Director for Capital Planning is an integral part of the development, implementation, and monitoring of the City of Boston's annual five-year capital plan. The Assistant Director develops, oversees, and modifies OBM's procedures and practices related to the development, implementation, and monitoring of the City's capital plan. This may involve independent analytical projects, guiding the work product of management analysts and senior management analysts, coordinating with other city departments on project implementation; developing and maintaining long-term forecasting models; providing cash flow projections, expenditure forecasts, and variance reports that provide insight on current trends; assisting in the preparation of annual financial disclosure documents; and providing support identifying projects to be financed in annual bond issuances. This senior-level position plays an integral part in developing the annual capital plan as well as other policy projects in the Office of Budget Management. 

The incumbent initiates, develops, and coordinates various aspects evaluating project selection criteria and capital needs, coordinates and/or conducts special studies and analysis in order to make recommendations, and assists in policy, procedure, and budget development and in management decisions utilizing sound analytical tools and techniques to achieve reliable, fact-based conclusions and recommendations. 

Work on these projects will be independent or collaborative in a team setting, including directing management analysts and senior management analysts during the development and management of the capital plan. The Assistant Director also supports and assists in managing the analytical work products produced by analysts, including but not limited to budget spending projections and project and budget recommendations. 

This position also works on policy development and other ad hoc projects as needed. This may include drafting policy positions, implementing special projects, and representing the Office of Budget Management in various settings.  

Responsibilities include: 

Capital Planning

• Takes on senior-level responsibilities for the development and implementation of the capital plan related to process, management, monitoring, and other tasks. 
• Takes initiative to review the yearly capital plan improvement process and recommend improvements through increased use of data and other means. 
• Directs management analysts and senior management analysts' work in the development of the capital plan, variance reporting, and other tasks as necessary.
• Coordinates with other City Departments on capital plans including events, milestones, and other tasks as necessary. 
• Assists the Deputy Director of Capital in the yearly preparation of bond issuance to fund planned expenditures.
• Assists in the preparation of annual financial disclosure documents.  
• Assists in developing visual data presentations, including map-based views of capital investment, progress reports, and material supporting various capital projects and the capital plan. 
• Assists in communicating the capital plan's integration into long-term city planning and programmatic priorities, as well as performing other duties as required.

Special Projects and Analysis

• Utilizes sound analytical tools and techniques to achieve reliable, fact-based conclusions and recommendations.
• Prepares information and presents reports; studies conclusions; discusses findings with management; and helps to develop implementation plans and meaningful performance measures.
• Independently designs and performs projects and analytical assignments that are more complex and varied and require a higher degree of independent judgment and initiative.  
• May lead, participate in, or provide support for a variety of task forces and committees that relate to interdepartmental and/or citywide activities and initiatives.

Performs related work as required.

Supervision Received: 

• Budget Director 
• Deputy Budget Directors

Supervision Exercised: 

• Management Analysts 
• Senior Management Analysts
• Clerical Staff 
• Interns 

• At least five (5) years of full-time, or equivalent part-time, experience in policy analysis, budget analysis/preparation, capital planning, or municipal management required, preferably of which two (2) years have been in a supervisory capacity. 
• A bachelor's degree in public policy, public administration, business administration, management, or a related field is preferred and may substitute for two (2) years of the required experience. 
• A master's degree in public policy or business administration, management, or a related field may be substituted for three (3) years of the required experience.
• Experience with and understanding of Peoplesoft Financials as well as Oracle/Hyperion Planning System is highly preferred.
• Advanced level of understanding of Excel. Prior experience with Access is preferred. 
• Prior experience with GIS mapping and spatial data analysis is strongly preferred.
• Ability to exercise good judgment and focus on detail as required by the job.
• Excellent oral and written communication skills and presentation skills.
• Ability to lead and work in teams and to establish and maintain effective working relationships.

Preferred Knowledge, Skills, and Abilities:

• Knowledge of the principles and practices of public administration.
• Knowledge of the principles and practices of data collection, statistical, and policy analysis.
• Knowledge of financial principles and practices in local government.
• Knowledge of budget preparation and experience with enterprise financial information systems.

BOSTON RESIDENCY REQUIRED

Terms:

Union/Salary Plan/Grade: Non-Union/MM2-10
Hours per week: 35