Budget Analyst II

Job Duties

• Develops and administers campus budgets for specific functions or departments.
• Affords assistance to management with position control, labor cost distribution, and budgetary control functions.
• Prepares budget-related reports and correspondence.
• Assists with preparing monthly and year-end closing journal entries, including systemwide transactions, under established guidelines.
• Supports the management of fund balances, cash flows, enterprise fund budgeting, and reconciliations.
• Updates, tracks, and assigns position numbers and funding chart-strings in financial systems (e.g., PeopleSoft, Excel).
• Processes and troubleshoots labor cost distribution transactions.
• Prepares materials to summarize, analyze, and justify budget programs.
• Conducts extensive financial data compilation, querying, organizing, and analyzing large volumes of financial data.
• Maintains and updates budget models, tools, and templates to support accurate budget preparation, monitoring, and reporting.
• Supports cash flow modeling to support budget planning and forecasting.
• Prepares training materials and reference tools to guide campus stakeholders through budget processes.
• Maintains documentation of business processes, standards, and procedures to support budgeting functions.
• Maintains documentation of business processes, standards, and procedures to support budgeting functions.

Qualifications

• Equivalent to a bachelor’s degree in a related field and two (2) years of relevant experience.
• Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
• An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.
• Three (3) years of budgeting or finance or related experience.
• Bachelor’s degree in finance, Accounting, or a related field.
• Prior experience in a CSU or higher education setting.
• Experience working with data query and reporting tools.
• Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system.
• Experience in preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries).
• Experience supporting or coordinating financial system testing, upgrades, or integrations.
• Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting.