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Education and Experience Requirements

The following table shows the amounts of education and/or experience required to qualify for Budget Analyst positions. Click here for information on how experience and education may be combined.

Grade

Education xxxxxxxxxxxxxxxxxxxxxxxx OR Experience

 

General

Specialized

GS-5

4-year course of study leading to a bachelor's degree in an accredited college or university

3 years, 1 year of which was equivalent to at least GS-4

None

GS-7

1 full year of graduate level education

or superior academic achievement

None

1 year equivalent to at least GS-5

GS-9

master's or equivalent graduate degree

or 2 full years of progressively higher level graduate education leading to such a degree

or LL.B. or J.D., if related

None

1 year equivalent to at least GS-7

GS-11

Ph.D. or equivalent doctoral degree

Or 3 full years of progressively higher level graduate education leading to such a degree

Or LL.M., if related

None

1 year equivalent to at least GS-9

GS-12 and above

None

None

1 year equivalent to at least next lower grade level

Equivalent combinations of education and experience are qualifying for all grade levels for which both education and experience are acceptable.

Graduate Education: Education at the graduate level in an accredited college or university in the amounts shown in the table meets the requirements for positions at GS-7 through GS-11. Such education must demonstrate the knowledge, skills, and abilities necessary to do the work.

One year of full-time graduate education is considered to be the number of credit hours that the school attended has determined to represent 1 year of full-time study. If that information cannot be obtained from the school, 18 semester hours should be considered as satisfying the 1-year of full-time study requirement.

General Experience: general experience is 3 years of progressively responsible experience, 1 year of which was equivalent to at least GS-4, that demonstrates the ability to:

Such experience may have been gained in administrative, professional, technical, investigative, or other responsible work. Experience in substantive and relevant secretarial, clerical, or other responsible work may be qualifying as long as it provided evidence of the knowledge, skills, and abilities (KSA's) necessary to perform the duties of the position to be filled. Experience of a general clerical nature (typing, filing, routine procedural processing, maintaining records, or other non-specialized tasks) is not creditable. Trades or crafts experience appropriate to the position to be filled may be creditable for some positions.

Specialized Experience: Experience that equipped the applicant with the particular knowledge, skills, and abilities to perform successfully the duties of the position, and that is typically in or related to the work of the position to be filled. To be creditable, specialized experience must have been equivalent to at least the next lower grade level in the normal line of progression for the occupation in the organization. Applicants who have the 1 year of appropriate specialized experience, as indicated in the table, are not required by this standard to have general experience, education above the high school level, or any additional specialized experience to meet the minimum qualification requirements.

Examples of Specialized Experience:

For GS-7: Working as a trainee budget analyst performing a variety of clearly-defined tasks designed to increase the employee's knowledge and understanding of the functions of budget administration, and providing a general familiarity with governing policies, procedures and regulations. In the formulation of budget estimates, comparing projected costs for selected line items in the budget with prior year expenditures for the same items; in the execution of approved operating budgets, checking and monitoring the rate and amount of obligations and expenditures for assigned line items and work units; consolidating budgetary data from forms or worksheets and entering data in proper format on similar budget schedules; researching legal and regulatory material to obtain factual information and/or interpretations for use by the supervisor or co-workers.

For GS-9: Working in a developmental capacity, performing routine and recurring budget administration duties that facilitate the conduct of more complex and detailed review and analysis functions conducted by the supervisor and higher-graded co-workers. Gathering, extracting, reviewing, verifying, and consolidating a variety of narrative information and statistical data needed in the formulation and presentation of budget requests; cross-checking the accuracy of budget and program data in related budgetary forms, schedules, and reports; changing or recommending the adjustment of inconsistent totals, subtotals, and individual entries; comparing figures in current estimates of funding needs by line item or object class with prior year expenditures and bringing significant variations to the attention of the supervisor; preparing preliminary budget estimates and reviews justifications for a few relatively stable program and/or program support activities.

For GS-11: Performing routine budget administration functions in the formulation, execution, and review of assigned portions of the appropriated fund budget of the employing agency. Formulating and revising the annual budget estimate for portions of the organization. Researches, compiles, and summarizes data concerning personnel salaries and expenses and similar object class and line item information needed for formulation of budget estimates. Selects and enters budgetary information on a wide variety of related forms, schedules, and reports; monitors and tracks obligations and expenditures for assigned functions throughout the execution phase of the annual operating budget; verifying that obligations and expenditures occur on a timely basis in accordance with the annual work plan and regulatory controls, and are within amounts programmed; checking the accuracy and adequacy of budget justification data submitted in support of budget estimates or requests for allotments by comparison with source documents.

For GS-12: Performing a wide range of budgetary duties and procedures in administering the budget for personnel salaries and expenses for an agency bureau with subordinate components and field activities. Compiling, consolidating, reviewing, analyzing, and editing those portions of budget estimates for the employing component that pertain to personnel salaries and expenses; evaluating data submitted for consistency with previous estimates, current levels of program operations, and anticipated changes in staffing and/or funding levels. Revising data, as necessary, for inclusion in budget reports and schedules furnished to agency headquarters; reviewing requests for allotments of funds; analyzing budgetary and financial data, and staffing plans submitted by program managers for consistency with financial plans, policies, and timetables of the employing component; preparing analyses and justifications of requests for allotments of funds available in the budget.

For GS-13: Performing a wide range of administrative and analytical duties in the formulation, presentation, and execution of the administrative and management portion of an agency's budget. Providing advice and assistance to agency managers in the development of budget requests and related supporting documentation; drafting procedural instructions and policy guidance for use by agency officials in planning and estimating funding needs for various administrative programs; reviewing and editing budget requests submitted by agency program managers to assure that they conform to agency, OMB and Congressional requirements; analyzing estimates to identify imbalances among program areas, to eliminate duplication of administrative functions, and to reconcile estimates with current levels of expenditures and anticipated changes in administrative programs and/or staffing levels; compiling narrative and statistical material and preparing exhibits and related background information concerning the agency's administrative budget and programs for use in briefing top agency officials scheduled to appear before Congressional appropriations committees. Performs similar information-gathering and budget justification task in response to requests by OMB and/or Congressional staff members.

For GS-14: Planning, organizing, and carrying out annual and multi-year budgeting in support of nationwide programs administered by the employing organization. Providing expert advice on all phases of appropriated fund budgeting to program managers and budget staffs of the major bureaus and regional offices of the employing organization; formulating budget estimates for multi-year health programs and personnel, facilities, and equipment required to administer them, nationally; formulating the budget for multi-year contract and grants programs administered by the employing office; developing detailed strategy and background documentation for presenting a major segment of the organization's budget to higher headquarters and Office of Management and Budget (OMB); monitoring the execution of those portions of the approved organization budget through which national programs, including obligations and expenditures in multi-year grants programs, and associated administrative costs are funded.

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