Lead Financial/Operations Analyst
California State University, Northridge · Northridge, California, United States · 1 mo ago
Finance$5k–$7k/moFull-time
We need to output HTML fragment with sections: About the role? The posting includes intro about CSUN. That could be "About the role" or maybe "About CSUN". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Intro about CSUN: could be "About the role" or maybe "About CSUN". The instruction says "About the role" is an example. We'll use "About the role" for the introductory paragraph.
- Major Duties: that's responsibilities. So
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Intro about CSUN: could be "About the role" or maybe "About CSUN". The instruction says "About the role" is an example. We'll use "About the role" for the introductory paragraph.
- Major Duties: that's responsibilities. So Responsibilities
with - list of duties.
- Qualifications: there is a "Qualifications" section with education and experience. So
Qualifications
with list.
- Knowledge, Skills, & Abilities: could be split into Skills? The instruction includes Skills as a possible heading. We could combine Knowledge, Skills, & Abilities under Skills heading. Or we could have separate sections: Knowledge, Skills, Abilities. But they said prefer few substantive sections over many thin ones. So we can put Knowledge, Skills, & Abilities under a single Skills
(or maybe "Knowledge, Skills, & Abilities"). Since they gave example list includes Skills, we can use that.
- Pay, Benefits, & Work Schedule: we have Pay, Benefits, and Work Schedule details. So we can have separate headings: Pay, Benefits, Schedule. But they said prefer few substantive sections over many thin ones. However we have distinct info for each: Pay range, Benefits list, Work schedule (hours, hybrid). Could combine into one section "Pay, Benefits, & Schedule". But they gave examples of separate headings: Pay, Benefits, Schedule. We could decide to combine to avoid thin sections. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Pay, Benefits, and Schedule into one section titled "Pay, Benefits, & Schedule". But they gave examples of separate headings; not mandatory. I'd combine to avoid thin sections.
But we need to preserve all substantive information. So we need to include pay range, benefits list, work schedule details.
Thus we can have Pay, Benefits, & Schedule
with - for benefits, and maybe
for pay and schedule.
Alternatively we could have separate headings but each would be substantive enough: Pay has range, Benefits list, Schedule details. Each is substantive. Might be okay. The instruction says prefer few over many thin ones, but these are not thin. I'd keep three sections: Pay, Benefits, Schedule.
Let's decide: We'll have:
About the role
intro paragraph
Responsibilities
- ... each duty as separate li.
We need to extract duties from "Major Duties" paragraph. It's a long sentence with many duties separated by commas and periods. We need to split into list items preserving all detail. We'll break at each semicolon? Actually the text: "Under the general supervision of the Director of Finance and Operations (DFO), the Lead Financial Analyst plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences. The incumbent assists DFO with the development and implementation of the annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects; monitors and performs monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds. Monitors projections and performance on a monthly, quarterly, and annual basis and reports variances in plans.Ensures financial data integrity and proactively takes actions in resolving posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.Processes journal entries and budget transfers. Proactively plans for University deadlines..Performs cost recovery analysis and submits IRT (Individual Release Time) and RFI (Request for Invoice) forms using various systems to generate an invoice and recover salary and benefits for auxiliary funded projects including release time, consultant pay and operating costs.Responsible for performing a detailed analysis and reporting of commitments in order to meet cost match and/or cost share requirements are met on a monthly and quarterly basis.Maintains expert-level knowledge of all current CSU and CSUN financial applications and systems and provides training to college users.Performs other duties as assigned."
We need to split into sensible list items. We'll create items for each major duty:
- Assist DFO with development and implementation of annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects.
- Monitor and perform monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds.
- Monitor projections and performance on a monthly, quarterly, and annual basis and report variances in plans.
- Ensure financial data integrity and proactively resolve posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.
- Process journal entries and budget transfers.
- Proactively plan for University deadlines.
- Perform cost recovery analysis and submit IRT and RFI forms using various systems to generate invoices and recover salary and benefits for auxiliary funded projects including release time, consultant pay, and operating costs.
- Perform detailed analysis and reporting of commitments to meet cost match and/or cost share requirements on a monthly and quarterly basis.
- Maintain expert-level knowledge of all current CSU and CSUN financial applications and systems and provide training to college users.
- Perform other duties as assigned.
Also the first sentence: "plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences." Could be a duty: "Perform budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences."
We'll include that as first item.
Now Qualifications: list:
- Equivalent to graduation from an accredited four-year college or university in a job-related field.
- Equivalent to three (3) years of full-time, progressively responsible technical, analytical, or administrative experience.
- Additional experience in a job-related field may be substituted for up to two years of the required education, on a year-for-year basis.
- Experience working in higher education and advanced Microsoft Excel skills are highly desired.
We'll put as
.
Knowledge, Skills, & Abilities: we can put as Skills heading with list:
- Knowledge of budget development, forecasting, financial reconciliation, payroll analysis, cost recovery, revenue and expenditure tracking, and year-end closing processes across multiple funding sources.
- Skill in analyzing financial data, identifying discrepancies and variances, preparing reports and supporting documentation, processing journal entries and budget transfers, and developing accurate financial tracking tools.
- Ability to interpret and apply institutional policies, accounting practices, procurement methods, funding requirements, and reporting procedures related to state-side, auxiliary, grant, contract, and self-support funds.
- Ability to communicate financial information clearly, collaborate with campus partners, provide recommendations, meet deadlines, and use systems such as CHRS, CFS Data Warehouse, eMOU, IRT, RFI, and IFT.
Now Pay: we have:
- The anticipated HIRING RANGE is $5274 – $6960 per month, dependent on qualifications and experience.
- The salary range for this classification is: $5274 - $7684 per month.
We could combine: Pay range $5,274 – $6,960 per month (hiring range) with classification salary range $5,274 – $7,684 per month.
We'll put in .
Benefits: list:
- medical, dental, vision, retirement & savings, tuition waiver, and more.
We'll put as
.
Schedule: details:
- Full Time; 40 hours per week; Monday through Friday. May include evenings and weekends.
- Regular position with a one-year probationary period.
- Currently hybrid (4 days in office, 1 day remote); subject to change based on student and/or operational needs.
We'll put as or
. Probably .
Now we need to remove boilerplate: EEO, application instructions, etc. Also remove the note about full position description link, etc. Also remove "General Information" etc. Also remove "Applications received through October 9, 2026..." etc. Also remove background check, mandated reporter, Out-of-State Employment Policy, H-1B, Education Code, release form, apply link, CSU vaccine recommendation, EEO statement, reasonable accommodations, YouTube link, etc.
We must preserve all substantive information: that includes the intro about CSUN, major duties, qualifications, knowledge/skills/abilities, pay, benefits, schedule. Also classification? The classification line: "Classification: 1038 / Administrative Analyst/Specialist / 2". That's metadata maybe minor; could be folded into a short p or dropped. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." Classification is minor metadata; we can include in a short p maybe under About the role or separate. We'll fold into a short p after intro.
Also "NOTE: To view the full position description..." is application instruction; drop.
Now produce HTML fragment.
Let's craft:
About the role
CSUN strives to be a destination workplace, where everyone understands that they belong to a community that is vital in advancing student success and providing exemplary service to all stakeholders. We foster an environment of success, both for our students and our employees. We have a relentless passion for celebrating diversity, equity, and inclusion as well as being an employer of choice. You will also have the opportunity to realize your own personal goals, be recognized for the work you do, and enjoy the unique value the CSUN community can offer. If this sounds like you, you’ve come to the right place. Learn more: https://www.csun.edu/about-csun . Classification: 1038 / Administrative Analyst/Specialist / 2
Responsibilities
- Perform budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences.
- Assist the Director of Finance and Operations (DFO) with the development and implementation of the annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects.
- Monitor and perform monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds.
- Monitor projections and performance on a monthly, quarterly, and annual basis and report variances in plans.
- Ensure financial data integrity and proactively resolve posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.
- Process journal entries and budget transfers.
- Proactively plan for University deadlines.
- Perform cost recovery analysis and submit IRT (Individual Release Time) and RFI (Request for Invoice) forms using various systems to generate invoices and recover salary and benefits for auxiliary funded projects including release time, consultant pay, and operating costs.
- Perform detailed analysis and reporting of commitments to meet cost match and/or cost share requirements on a monthly and quarterly basis.
- Maintain expert-level knowledge of all current CSU and CSUN financial applications and systems and provide training to college users.
- Perform other duties as assigned.
Qualifications
- Equivalent to
Qualifications
with list. - Knowledge, Skills, & Abilities: could be split into Skills? The instruction includes Skills as a possible heading. We could combine Knowledge, Skills, & Abilities under Skills heading. Or we could have separate sections: Knowledge, Skills, Abilities. But they said prefer few substantive sections over many thin ones. So we can put Knowledge, Skills, & Abilities under a singleSkills
(or maybe "Knowledge, Skills, & Abilities"). Since they gave example list includes Skills, we can use that. - Pay, Benefits, & Work Schedule: we have Pay, Benefits, and Work Schedule details. So we can have separate headings: Pay, Benefits, Schedule. But they said prefer few substantive sections over many thin ones. However we have distinct info for each: Pay range, Benefits list, Work schedule (hours, hybrid). Could combine into one section "Pay, Benefits, & Schedule". But they gave examples of separate headings: Pay, Benefits, Schedule. We could decide to combine to avoid thin sections. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Pay, Benefits, and Schedule into one section titled "Pay, Benefits, & Schedule". But they gave examples of separate headings; not mandatory. I'd combine to avoid thin sections. But we need to preserve all substantive information. So we need to include pay range, benefits list, work schedule details. Thus we can havePay, Benefits, & Schedule
with- for benefits, and maybe
for pay and schedule. Alternatively we could have separate headings but each would be substantive enough: Pay has range, Benefits list, Schedule details. Each is substantive. Might be okay. The instruction says prefer few over many thin ones, but these are not thin. I'd keep three sections: Pay, Benefits, Schedule. Let's decide: We'll have:
About the role
intro paragraph
Responsibilities
- ... each duty as separate li.
We need to extract duties from "Major Duties" paragraph. It's a long sentence with many duties separated by commas and periods. We need to split into list items preserving all detail. We'll break at each semicolon? Actually the text: "Under the general supervision of the Director of Finance and Operations (DFO), the Lead Financial Analyst plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences. The incumbent assists DFO with the development and implementation of the annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects; monitors and performs monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds. Monitors projections and performance on a monthly, quarterly, and annual basis and reports variances in plans.Ensures financial data integrity and proactively takes actions in resolving posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.Processes journal entries and budget transfers. Proactively plans for University deadlines..Performs cost recovery analysis and submits IRT (Individual Release Time) and RFI (Request for Invoice) forms using various systems to generate an invoice and recover salary and benefits for auxiliary funded projects including release time, consultant pay and operating costs.Responsible for performing a detailed analysis and reporting of commitments in order to meet cost match and/or cost share requirements are met on a monthly and quarterly basis.Maintains expert-level knowledge of all current CSU and CSUN financial applications and systems and provides training to college users.Performs other duties as assigned."
We need to split into sensible list items. We'll create items for each major duty:
- Assist DFO with development and implementation of annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects.
- Monitor and perform monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds.
- Monitor projections and performance on a monthly, quarterly, and annual basis and report variances in plans.
- Ensure financial data integrity and proactively resolve posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.
- Process journal entries and budget transfers.
- Proactively plan for University deadlines.
- Perform cost recovery analysis and submit IRT and RFI forms using various systems to generate invoices and recover salary and benefits for auxiliary funded projects including release time, consultant pay, and operating costs.
- Perform detailed analysis and reporting of commitments to meet cost match and/or cost share requirements on a monthly and quarterly basis.
- Maintain expert-level knowledge of all current CSU and CSUN financial applications and systems and provide training to college users.
- Perform other duties as assigned.
Also the first sentence: "plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences." Could be a duty: "Perform budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences."
We'll include that as first item.
Now Qualifications: list:
- Equivalent to graduation from an accredited four-year college or university in a job-related field.
- Equivalent to three (3) years of full-time, progressively responsible technical, analytical, or administrative experience.
- Additional experience in a job-related field may be substituted for up to two years of the required education, on a year-for-year basis.
- Experience working in higher education and advanced Microsoft Excel skills are highly desired.
We'll put as
- .
Knowledge, Skills, & Abilities: we can put as Skills heading with list:
- Knowledge of budget development, forecasting, financial reconciliation, payroll analysis, cost recovery, revenue and expenditure tracking, and year-end closing processes across multiple funding sources.
- Skill in analyzing financial data, identifying discrepancies and variances, preparing reports and supporting documentation, processing journal entries and budget transfers, and developing accurate financial tracking tools.
- Ability to interpret and apply institutional policies, accounting practices, procurement methods, funding requirements, and reporting procedures related to state-side, auxiliary, grant, contract, and self-support funds.
- Ability to communicate financial information clearly, collaborate with campus partners, provide recommendations, meet deadlines, and use systems such as CHRS, CFS Data Warehouse, eMOU, IRT, RFI, and IFT.
Now Pay: we have:
- The anticipated HIRING RANGE is $5274 – $6960 per month, dependent on qualifications and experience.
- The salary range for this classification is: $5274 - $7684 per month.
We could combine: Pay range $5,274 – $6,960 per month (hiring range) with classification salary range $5,274 – $7,684 per month.
We'll put in
- Perform budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences.
- Assist the Director of Finance and Operations (DFO) with the development and implementation of the annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects.
- Monitor and perform monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds.
- Monitor projections and performance on a monthly, quarterly, and annual basis and report variances in plans.
- Ensure financial data integrity and proactively resolve posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.
- Process journal entries and budget transfers.
- Proactively plan for University deadlines.
- Perform cost recovery analysis and submit IRT (Individual Release Time) and RFI (Request for Invoice) forms using various systems to generate invoices and recover salary and benefits for auxiliary funded projects including release time, consultant pay, and operating costs.
- Perform detailed analysis and reporting of commitments to meet cost match and/or cost share requirements on a monthly and quarterly basis.
- Maintain expert-level knowledge of all current CSU and CSUN financial applications and systems and provide training to college users.
- Perform other duties as assigned.
- Equivalent to
. Benefits: list: - medical, dental, vision, retirement & savings, tuition waiver, and more. We'll put as
- .
Schedule: details:
- Full Time; 40 hours per week; Monday through Friday. May include evenings and weekends.
- Regular position with a one-year probationary period.
- Currently hybrid (4 days in office, 1 day remote); subject to change based on student and/or operational needs.
We'll put as
or
- . Probably
. Now we need to remove boilerplate: EEO, application instructions, etc. Also remove the note about full position description link, etc. Also remove "General Information" etc. Also remove "Applications received through October 9, 2026..." etc. Also remove background check, mandated reporter, Out-of-State Employment Policy, H-1B, Education Code, release form, apply link, CSU vaccine recommendation, EEO statement, reasonable accommodations, YouTube link, etc. We must preserve all substantive information: that includes the intro about CSUN, major duties, qualifications, knowledge/skills/abilities, pay, benefits, schedule. Also classification? The classification line: "Classification: 1038 / Administrative Analyst/Specialist / 2". That's metadata maybe minor; could be folded into a short p or dropped. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." Classification is minor metadata; we can include in a short p maybe under About the role or separate. We'll fold into a short p after intro. Also "NOTE: To view the full position description..." is application instruction; drop. Now produce HTML fragment. Let's craft:
About the role
CSUN strives to be a destination workplace, where everyone understands that they belong to a community that is vital in advancing student success and providing exemplary service to all stakeholders. We foster an environment of success, both for our students and our employees. We have a relentless passion for celebrating diversity, equity, and inclusion as well as being an employer of choice. You will also have the opportunity to realize your own personal goals, be recognized for the work you do, and enjoy the unique value the CSUN community can offer. If this sounds like you, you’ve come to the right place. Learn more: https://www.csun.edu/about-csun . Classification: 1038 / Administrative Analyst/Specialist / 2
Responsibilities
Qualifications
- ... each duty as separate li.
We need to extract duties from "Major Duties" paragraph. It's a long sentence with many duties separated by commas and periods. We need to split into list items preserving all detail. We'll break at each semicolon? Actually the text: "Under the general supervision of the Director of Finance and Operations (DFO), the Lead Financial Analyst plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences. The incumbent assists DFO with the development and implementation of the annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects; monitors and performs monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds. Monitors projections and performance on a monthly, quarterly, and annual basis and reports variances in plans.Ensures financial data integrity and proactively takes actions in resolving posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.Processes journal entries and budget transfers. Proactively plans for University deadlines..Performs cost recovery analysis and submits IRT (Individual Release Time) and RFI (Request for Invoice) forms using various systems to generate an invoice and recover salary and benefits for auxiliary funded projects including release time, consultant pay and operating costs.Responsible for performing a detailed analysis and reporting of commitments in order to meet cost match and/or cost share requirements are met on a monthly and quarterly basis.Maintains expert-level knowledge of all current CSU and CSUN financial applications and systems and provides training to college users.Performs other duties as assigned."
We need to split into sensible list items. We'll create items for each major duty:
- Assist DFO with development and implementation of annual College budget, forecasting annual commitments and revenue, expenses, cost recovery, and outstanding multi-year commitments and projects.
- Monitor and perform monthly reconciliation of expenses, including payroll expenses for all College personnel utilizing multiple funding sources, including Auxiliary funds.
- Monitor projections and performance on a monthly, quarterly, and annual basis and report variances in plans.
- Ensure financial data integrity and proactively resolve posting discrepancies, ensuring transactions post to corresponding budget allocations and chartfields match budget allocations.
- Process journal entries and budget transfers.
- Proactively plan for University deadlines.
- Perform cost recovery analysis and submit IRT and RFI forms using various systems to generate invoices and recover salary and benefits for auxiliary funded projects including release time, consultant pay, and operating costs.
- Perform detailed analysis and reporting of commitments to meet cost match and/or cost share requirements on a monthly and quarterly basis.
- Maintain expert-level knowledge of all current CSU and CSUN financial applications and systems and provide training to college users.
- Perform other duties as assigned.
Also the first sentence: "plays a key role in budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences." Could be a duty: "Perform budget and financial analysis, forecasting, budget planning, variance analysis, cost recovery analysis, external and internal project analysis and reporting, and process improvement for the College of Social and Behavioral Sciences."
We'll include that as first item.
Now Qualifications: list:
- Equivalent to graduation from an accredited four-year college or university in a job-related field.
- Equivalent to three (3) years of full-time, progressively responsible technical, analytical, or administrative experience.
- Additional experience in a job-related field may be substituted for up to two years of the required education, on a year-for-year basis.
- Experience working in higher education and advanced Microsoft Excel skills are highly desired.
We'll put as