Budget Analyst
California State Polytechnic University-Pomona · Pomona, CA · 1 wk ago
Finance$5k/moFull-time
About the role
The College of Engineering dean's office is responsible for the administration of academic and ancillary programs supporting various engineering departments and the Advising Center. The department manages approximately 7,000 students, over 170 temporary faculty, approximately 100 tenure-line faculty, and 37 staff members.
Responsibilities
- Supports the Senior Budget Analyst in monitoring budgets, expenditures, revenues, and account balances across multiple funding sources.
- Prepares financial reports, reconciliations, journal entries, payroll adjustments, and other fiscal transactions.
- Reviews financial activity for accuracy and compliance and assists with resolving routine fiscal issues.
- Maintains budget tracking tools, financial records, and supporting documentation.
- Aids in gathering and compiling financial data for budget planning, forecasting, and reporting.
- Provides fiscal and administrative support for grant, foundation, and philanthropic accounts.
- Maintains compliance with funding requirements and university policies.
- Supports principal investigators with grant-funded purchases and financial transactions.
- Aids in gathering and compiling financial data for budget planning, forecasting, and reporting.
- Monitors expenditures and account activity to ensure compliance with funding requirements and university policies.
- Supports principal investigators with grant-funded purchases and financial transactions.
- Aids in gathering and compiling financial data for budget planning, forecasting, and reporting.
- Monitors expenditures and account activity to ensure compliance with funding requirements and university policies.
- Coordinates with campus and foundation partners regarding account activity, expenditures, and required documentation.
- Tracks purchasing and payment transactions using university and foundation procurement systems.
- Reviews purchasing documentation for completeness, accuracy, and compliance with applicable policies.
- Reconciles procurement card transactions and maintains supporting documentation.
- Aids faculty and staff with procurement processes, equipment purchases, and financial transaction requirements.
- Maintains tracking systems for financial transactions and approval workflows.
- Initiates and tracks electronic approval documents and maintains fiscal records and files.
- Prepares recurring financial reports and account balance summaries.
- Provides backup support for fiscal and budget operations.
- Assists with audits, special projects, year-end activities, and data collection efforts.
- Participates in professional development and training to maintain current knowledge of university policies, procedures, and systems.
- Performs other duties as assigned in support of the fiscal operations of the College of Engineering.
Qualifications
- Equivalent to a bachelor’s degree in a related field.
- Relevant education and/or experience demonstrating acquired and successfully applied knowledge and abilities shown above.
- Knowledge of budgeting principles, concepts, and processes.
- Skills in following guidelines and providing input and feedback.
- Demonstrated communication and interpersonal skills.
- Analytical and problem-solving skills including the ability to analyze and summarize mathematical and statistical information.
- Ability to work independently and as part of a team and build relationships with diverse stakeholders.
- Proficiency in using word processing and spreadsheet software and applications.
- Ability to learn financial systems.
- Organizational and time management skills to plan, organize, and prioritize work.
- Strong attention to detail and accuracy.
Preferred Qualifications
- Proficiency using MS Office (Word, Excel) and other task-specific software (PeopleSoft financial, Tableau, etc.).