Budget Analyst, Shared Services Operations, University Budget Office

About the Role

Professional who applies advanced budgeting skills, detailed knowledge of budgeting policies and procedures, project management skills, and organizational and stakeholder acumen to complete substantive assignments, projects, and related work of significant technical scope and complexity. Exercises advanced discernment and in-depth knowledge of budgeting best practices, university guidelines, and standard operating procedures to perform complex budget analysis work and provide consultation and training to campus constituents. May require the development of new approaches, techniques, and innovation to address issues. Works with stakeholders to ensure proper implementation of programs by utilizing persuasion.

Reporting to the Sr Director, University Budget Office (UBO), this position functions as a UBO contact for campus budget shared services operations, including business functions that provide common services, processes, reporting, and operational support across multiple units. This role interacts with both leadership and support staff, coordinating financial data and budget processes. Key functions include periodic budget reporting to leadership, ongoing financial analysis of fiscal results, recurring budget development, cost recovery analysis, and financial forecasting, as well as assistance with miscellaneous ad-hoc analysis to support campus leadership decisions.

The Budget Analyst, Shared Services Operations communicates operating results to UBO, Business and Financial Services (BFS), and the Vice President of Finance and Administrative Services (VP FAS), while keeping campus stakeholders updated on UBO budget communications and processes. This position also provides training for staff and managers in areas such as Data Warehouse and Axiom for internal planning processes, assists with position management and tracking of personnel, and coordinates HR, payroll, and other budget-related financial actions with unit managers.

Responsibilities

• Perform complex budget analysis and provide consultation and training to campus constituents.
• Develop new approaches, techniques, and innovations to address budgeting issues.
• Serve as a UBO contact for campus budget shared services operations, coordinating financial data and budget processes.
• Conduct periodic budget reporting to leadership and ongoing financial analysis of fiscal results.
• Assist with recurring budget development, cost recovery analysis, and financial forecasting.
• Support campus leadership decisions through ad-hoc financial analysis.
• Communicate operating results to UBO, BFS, and VP FAS, and update campus stakeholders on budget communications.
• Provide training for staff and managers in tools such as Data Warehouse and Axiom.
• Assist with position management and tracking of personnel, coordinating HR, payroll, and budget-related financial actions.

Requirements

• Apply thorough knowledge of financial, budgetary, and accounting principles and practices.
• Function as a key financial partner for strategy development and long-term planning.
• Interact with managers and staff to understand operations and gain insight into future initiatives.

Pay

Anticipated Hiring Salary Range: $7,307 - $7,909 per month (step 12-16). Salary is commensurate with the background and experience of the individual selected.

Benefits

• Medical, dental, vision, life, and disability insurances.
• Retirement benefits through CalPERS.
• Tuition waiver.
• Vacation and sick leave.
• 15 paid holidays per year (14 scheduled and 1 personal holiday).

A comprehensive benefits summary is available via the Benefits Portal. The CSU Total Compensation Calculator demonstrates the significance of the benefits package.

Schedule

This is a full-time, exempt position required to work in person on campus. The position leads toward permanent status following the successful completion of a probationary period.