Budget Analyst III

About the role

The Budget Analyst III position supports the Dean and ARM with the development, use, and oversight of the annual budget and spending, working closely with the Provost’s Office Academic Resources as well as Administration and Finance staff.

Responsibilities

• Ensures financial activities and transactions within CBE are accomplished in compliance with University, College, CSU under Generally Accepted Accounting Standards and Governmental Accounting Standards for all procurement and expenditure of State, Philanthropic, and Auxiliary Services Corporation (ASC) funds and resources.
• Ensures optimal alignment and utilization of fiscal resources within the college – including the college’s auxiliary and philanthropic accounts – providing analysis of fiscal spending patterns and forecasting and evaluating cost effectiveness.
• Provides recommendations on fiscal matters for the college including independently initiating action, researching, analyzing, and resolving outstanding items.
• Reviews results against targets and budgets and provides regular and accurate reports and updates to the Dean, Associate Deans, ARM, departments, and other units.
• In collaboration and consultation with the ARM, ensures the timely dissemination and collection of funds due to and from all sources to the college and its operational units.
• Reinforces the use of proper coding to ensure data integrity.
• The Budget Analyst III represents the college as the primary contact for all college financial matters when the ARM is not available.
• Maintains operational expense and budget records, including, but not limited to State, ASC (grants, campus programs, etc..) and Foundation (Scholarships, Endowments, Centers operations, etc..).
• Works with the ARM to advise Dean, administrators, department Chairs, Center directors on the optimal and strategic use of funds.
• Assists in development and implementation of procedures and adherence to policies to enhance department operations in reference to financial resources.
• Develop detailed departmental and college wide current year financial reports for the College and its units, provide trend analysis and projections related to faculty, staff, student, and operating costs to support planning and decision-making.
• Assists and provides advice to college administrators and Department Chairs in decision making and strategic planning.
• Responsible for the timely processing of CBE additional pay.
• Provides direction, reinforcement, support, and training on fiscal matters to departmental and centers staffs to streamline efforts and ensure compliance with policies and procedures.
• Maintains ASC grants budgets and expenditures and guides the grant recipients accordingly.
• Performs reconciliations, leads and guides the concerned staffs in financial processing and funding across State and Auxiliary organizations.
• Provides orientation and training to Chairs, administrators and staffs on the budget mechanisms and financial processing activities (State and non-State).
• Other duties as assigned.

Qualifications

• Equivalent to a bachelor’s degree in a related field and four 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.
• Working independently under general supervision, performs advanced budget analysis work by exercising lead oversight for most projects and responsibilities.
• Applies advanced knowledge or expertise to recommend and implement strategic plans and initiatives.
• Demonstrates advanced discernment in selecting methods and techniques for obtaining solutions.
• In collaboration with management, oversees, assesses, formulates, and evaluates programs, policies, and procedures.
• Decision-making is based on budget analysis best practices; relevant regulations; advanced experience; and university goals and practices.
• Advanced knowledge of financial, budgetary, and accounting principles and practices.
• Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es).
• Thorough knowledge of the principles of position control and budgetary alignment.
• Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management.
• Advanced knowledge of research techniques and statistical principles and procedures.
• Knowledge of or ability to quickly learn the financial structure and financial procedures of the university.
• Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action.
• Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations.
• Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures.
• Ability to effectively mentor or lead the work of others.

Benefits

• An array of health plans that include prescription drug coverage
• Dental and Vision coverage
• Income protection benefits including life insurance and disability
• Retail plan through CalPERS
• Tuition waiver for employees and dependents if eligible
• FlexCash (in lieu of health and dental)
• Employee Assistance Programs
• 15 paid holidays