POSITION HIGHLIGHTS
Leadership and Collaboration: Lead the citywide budget process, guide staff, and support senior management in decisions
Financial Analysis and Reporting: Prepare financial reports, analyze data, provide long-term financial forecasting, and provide insight
Capital Improvement Projects Financial Management: Oversee the overall financial management of the City’s capital improvement projects and assist departments with budget administration, financial analysis, and budget adjustments.
The City of Thousand Oaks is seeking a forward-thinking and results-driven Budget Officer to play a pivotal leadership role in the Finance Department. This is a unique opportunity to shape the City’s financial planning and guide high-impact initiatives that support citywide service delivery and long-term fiscal sustainability.
As the strategic leader of the City’s biennial budget process, the Budget Officer collaborates with all departments, provides key insights to executive leadership, and ensures transparent, data-informed decision-making. With the City currently implementing a new budget software, the successful candidate will take ownership of the system and be responsible for producing the final budget documents in both print and digital formats. As part of this effort, the Budget Officer will lead a refresh of the City’s performance measures, working with departments to integrate meaningful, outcome-focused metrics into the budget.
The City is preparing to undertake a comprehensive ERP system replacement, and the Budget Officer will serve as a key member of the implementation team, helping to shape financial functionality and ensure a smooth transition to the new platform.
This role is ideal for a motivated professional looking to advance their public sector career and take on increasingly complex and impactful assignments.
PRIMARY RESPONSIBILITIES
Budget Strategy, Development, and Reporting
Lead the development and administration of the City’s biennial Operating and Capital Improvement budgets
Lead the development and administration of the City’s biennial User Fees, Fines, and Penalties Schedule
Lead the development and administration of the City’s annual Cost Allocation Plan
Collaborate with departments to align financial resources with City goals and priorities
Develop multi-year financial forecasts and monitor trends to support long-term planning
Write clear, concise, and effective staff reports to communicate complex financial information to City leadership and the public
Prepare and present budget reports and other financial information for internal and external stakeholders
System Implementation and Innovation
Take ownership of the City’s new budget software system and the development of the online and PDF versions of the Adopted Operating and CIP budgets
Streamline and improve the City’s Monthly Financial Report
Play a key role in the planning and implementation of the City’s future ERP system replacement
Identify opportunities for process improvement and implement innovative processes
Financial Reporting & Capital Management
Oversee capital asset budgeting and coordinate with departments on project funding and tracking
Analyze financial and operational data to provide insights and recommendations to executive leadership
Develop tools and reports to improve transparency and decision-making across the organization
Leadership & Collaboration
Supervise and mentor direct report(s), fostering ownership, accountability, and professional growth
Serve as a trusted advisor to the Finance Director and senior management
Coordinate cross-departmental efforts and facilitate a collaborative, service-oriented budget process
Communication & Training
Deliver clear and effective presentations to staff, senior management, and City Council on budgetary reports, issues, policies, and financial data
Lead cross-departmental training efforts on budget systems, financial procedures, and reporting tools
Translate complex financial concepts inaccessible information for non-financial audiences
