CLASSIFICATION TITLE: Senior Budget Analyst
UNION CODE: R09
PAY PLAN: 12-month
WORKPLACE TYPE: On-site (work in-person at business location)
ANTICIPATED HIRING RANGE: $5,440 - $7,300
- However, offer amount will be commensurate with candidate’s experience, education, skills, and training.
CSU CLASSIFICATION SALARY RANGE: $5,440 - $10,498
PAY BASIS: Monthly
BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more! See our benefits website for additional information.
CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants
SPECIAL INSTRUCTIONS TO APPLICANT:
FOR PRIORITY CONSIDERATION, applications must be received by January 9, 2025; however, the position will remain open until filled.
POSITION PURPOSE: Under the general direction of the Assistant Vice President and Chief Budget Officer, the Senior Resource Planning & Budgeting Analyst will independently perform complex budget analysis work required to administer the CSU budgetary program and provide consultation to campus constituents. The Senior Resource Planning & Budgeting Analyst assists the AVP and Chief Budget Officer in performing more complex and in-depth analysis such as preparing the campus-wide budget and resource planning, budget to actual analysis, revenue and expense projections, and special CSU reporting and tracking (i.e., FIRMS, one-time funding, deferred maintenance, and capital projects). This position is also responsible for working with the Office of Human Resources as it relates to the campus-wide Position Control process.
The Senior Resource Planning & Budgeting Analyst also serves as the Non-Academic Liaison between campus leads and the Academic Liaison regarding position control and operating expenses. This position will also be a viable backup to the AVP and Chief Budget Officer.
DUTIES & RESPONSIBILITIES:
General Budget Duties
- Perform, review, and analyze a full range of complex accounting and financial activities to ensure compliance with various policies and appropriate accounting treatment.
- Provide service to customers by answering questions, providing information, making referrals, and assuring appropriate follow-through and/or resolution.
- Analyze and reconcile budget memo, requests, transfers, and other budget related activities.
- Recommend and prepare adjustments, budget (journal) entries, reports, and budget/expenditure transfers.
- Analyze transactions for correct coding and assignment of revenues and expenditures.
- Completes schedules for various funds and accounts.
- Prepare fluctuation analysis (actuals vs prior year, actuals vs budget, actual vs projections).
- Frequently provide timely and accurate information in response to customer inquiries and reporting that evidences a strong understanding of GAAP/GASB, compliance, budget, and policy.
- Maintain accurate budget records.
Position Control Duties
- Coordinate with Human Resources as it relates to establishing, monitoring, and controlling budgets for employee assignments/position control.
- Coordinate efforts with Human Resources and various departments on campus regarding the availability of funding and approval.
- Communicate policies as it relates to the position control process.
- Work with Human Resources staff to ensure budget reconciliation with salaries and position control.
- Assist in the coordination, development and/or production of various reports to meet customer (i.e. Trustee, Board of Directors, Chancellor’s Office, Cabinet, management/dean, donor, and other internal/external constituent) needs and legal and regulatory requirements, ensuring timeliness, and accuracy.
- Maintain all databases and software related to reporting needs of the resource planning & budgeting function.
- Prepare budget reports and supporting schedules.
EDUCATION & EXPERIENCE – Equivalent to a bachelor’s degree in accounting, business administration, finance, or closely related field and three (3) years of progressively responsible experience, including two (2) years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. A combination of education and experience with provides the required knowledge and abilities may be considered.
SKILLS, KNOWLEDGE & ABILITIES (SKA’s) –
- Regular and reliable attendance is required.
- Thorough knowledge of financial, budgetary, and accounting principles and practices.
- General knowledge of the purpose, functions, and fiscal organization of the campus(es); principles of position control and budgetary alignment.
- Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures.
- Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems.
- Knowledge of or ability to quickly learn the financial structure and financial procedures of the CSU.
- Ability to analyze and review the budgets and financial practices of the campus(es), communicate clearly and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action.
- Ability to prepare complex financial statements and reports; understand and interpret laws and rules.
- Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
- Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.
- Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
- Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.
- Thorough knowledge of English grammar, spelling and punctuation.
- Ability to interpret, communicate and apply policies and procedures.
- Ability to maintain a high degree of confidentiality.
- Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
- Excellent computer skills and competence with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email.
- Working knowledge of or ability to quickly learn University infrastructure.
- Possesses a customer-oriented and service-centered attitude.
- Must be willing to travel and attend training programs off-site for occasional professional development.
- Must be able to work occasional holidays and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
- Certified Public Accountant
- Five (5) years or more of budget or accounting experience
- Master’s Degree in related field (business, accounting, public administration)
- Experience in PeopleSoft environment
- Demonstrated skills in an institutional/educational environment
PHYSICAL DEMANDS: SEDENTARY WORK – involves mainly sitting; minimal walking and standing; lifting light weight objects limited to 15 pounds.
ENVIRONMENTAL FACTORS: N/A
SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training, experience, and interest in the position.
CALIFORNIA STATE UNIVERSITY EMPLOYEES UNION: It shall be the policy of the CSU in filling vacant CSUEU bargaining Units 2, 5, 7 & 9 positions to fill such vacancies from among qualified individuals currently employed on-campus except when it is determined that it is necessary to appoint outside applicants to meet campus workforce diversity goals or to provide specialized skills and abilities that are not available from current employees.
BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position, based on potential for harm to children, concerns for the safety and security of the people, animals, or property, or heightened risk of financial loss to the CSU or individuals in the university community.
MANDATED REPORTER: Not Mandated
GENERAL INFORMATION: It is the policy of California State University, Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations. State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment, except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.
EEO STATEMENT: California State University, Bakersfield is committed to Equal Employment Opportunity. Applicants will be considered without regard to gender, race, age, color, religion, national origin, sexual orientation, genetic information, marital status, disability or covered veteran status.