Budget Officer I

Key Responsibilities

• Knowledge of the principles, concepts, and practices in government and university governance involving fiscal control, budgeting, planning, information analysis, forecasting, financial reporting, effort reporting and assessment
• Aid in the development and implementation of policies, processes, and practices in the areas of budgeting, planning, forecasting, analysis and effort reporting in accordance with Generally Accepted Accounting Principles (GAAP) and the Office of Financial Management (OFM) regulations.
• Enter and approve Retro (cost transfers), monitor the budgetary elements of position control, and advise the Budget Directors on necessary fiscal resources and fiscal impacts in position changes across the campus
• Guide units of responsibility through university budgeting and forecasting processes, review budget and forecasting submissions
• Communicate with Principal Investigators, other Budget Analyst and department administrators, provide conclusions and recommendations for corrective action and/or improvement of departments and research center operations and effort reporting issues in the absence of the Effort Compliance Officer; assist and proactively monitor compliance with effort reporting certification, run labor reports to include position control and as indicated provide appropriately necessary follow up communication to administrative personnel
• Create daily, monthly, annual, &/or project end analysis and reports to include Financial Aid labor report, OIT bi-weekly report, committed/actual effort reports regarding area/unit, grants &/or awards, accounts, funds, payroll, expense &/or revenue allocation, customer service e activity, etc.
• Maintain detailed financial record-keeping, manage and maintain effort reporting database, department contact list, effort certification list and adjustments for Retro list, historical financial reports, create charts and graphs for presentations by VPBFP
• Research, gather and collect data, maintain primary data sources for routine reports, and analyze the data to identify important trends
• Absorb and respond to Department inquiries using appropriate formats for presenting budget/personnel information logically, consistently and accurately
• Help maintain, analyze and/or update the Effort Reporting database
• Run labor reports for departments and research centers as needed and communicate with them as needed
• Maintenance tasks after each payroll such as providing Financial Aid with a labor report on Monday following payday and sort/filter data from the OIT biweekly report for creation of the Effort Certification list
• Gather information and help find a way to proceed with providing Committed/Actual Effort reports
• Aid in the training of departmental employees to use the online Retro
• Perform basic monthly reconciliation of accounts and expenditures
• Reconcile the purchase card on a monthly basis and ensure compliance with the rules and guidelines set forth by the Purchasing Department
• Enter and review requisitions and purchase orders, check requisitions to insure the availability of budgeted funds, and appropriateness of expenditures
• Reconcile outstanding open purchase orders at the end of each monthly review
• Aid in the annual budget process by entering revenue and operating budgets into the Budget Development System
• Aid in updating position budgets in Banner once the new fiscal year budget is active
• Prepare the Athletics Foundation transfer on a monthly basis and deposit the check in the Bursar’s Office
• Organize and maintain budget files, monitor inventory, and order office supplies
• Participate in special projects and initiatives as assigned
• Enter ePAFs in Banner for the Budget and Payroll departments as needed
• Check the mail on a daily basis and distribute to appropriate person within the Budget Office

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration
• 1-3 years of full-time verifiable work experience with a knowledge and understanding of budget development, budget analysis, budget execution, forecasting, allocation, and financial reporting
• Proficient in spreadsheets and accounting systems
• Excellent verbal communication, and analytical skills
• Organized with a high degree of attention to detail, and accuracy

Desired Qualifications

• Knowledge of UAH Effort Reporting, Research Administration, and Budget Procedures