# Tasks & work activities — budget analyst

Source: O*NET 30.3, occupation 13-2031.00 (Budget Analysts).

## Task statements

- **[Core]** Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
- **[Core]** Direct the preparation of regular and special budget reports.
- **[Core]** Consult with managers to ensure that budget adjustments are made in accordance with program changes.
- **[Core]** Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- **[Core]** Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- **[Core]** Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- **[Core]** Seek new ways to improve efficiency and increase profits.
- **[Core]** Review operating budgets to analyze trends affecting budget needs.
- **[Core]** Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- **[Core]** Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
- **[Core]** Interpret budget directives and establish policies for carrying out directives.
- **[Core]** Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
- **[Supplemental]** Testify before examining and fund-granting authorities, clarifying and promoting the proposed budgets.

## Detailed work activities

- Advise others on financial matters.
- Analyze budgetary or accounting data.
- Analyze business or financial data.
- Discuss business strategies, practices, or policies with managers.
- Establish organizational guidelines or policies.
- Gather financial records.
- Identify opportunities to improve operational efficiency.
- Prepare financial documents, reports, or budgets.
- Testify at legal or legislative proceedings.
- Verify accuracy of financial information.
