Senior Budget Analyst

Senior Budget Analyst

Classification: Senior Budget Analyst
Department Name: Budget Office
Job Number: MB2021-PD2718
Status: Open Until FilledExtended!! Apply today! Application Screening Begins Monday, July 13, 2021
Priority Screening Date:
Recruitment Status: Extended!! Apply today! Application Screening Begins Monday, July 13, 2021

Position Description:
Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and an Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,600 students. The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB's sustainability initiative is to be carbon neutral by 2030. The university's faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below market rate campus housing and competitive salaries for faculty and staff. PURPOSE: Under the general supervision of the Director of Budget and Planning, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Development, implementation, and maintenance of the student fee master database of approved student fees to include: how authorized, new or revised status, date considered by the Student Fee Advisory Committee, minutes from that date document with President's approval, rates, chart fields for deposit, and all applicable fee proposals and documentation to demonstrate complete approval process and fee history. Identifies and obtains all fee documentation from many disparate sources in and outside the Budget Office to embed in database. Reviews and evaluates information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by Executive Order and prior, and analysis of existing approved fees, Student Fee Advisory Committee minutes, EOs, and Student Accounting and CFS actions and records. Develops and produces fee history reports for Finance and campus constituencies as appropriate.
• Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning. Routinely forecast revenues. Assists in reviewing, analyzing and recommending fee and self-supporting fund requests.
• Handles all aspects of active trust fund agreements, including maintaining a Finance master list accessible by selected Finance staff and management, auditing and analyzing fund codes in CFS with complex, detailed comparisons to actual agreements. Maintains paperless documentation of trust agreements in meticulous detail. Pre-audits and analyzes all signed incoming agreements and identify changes for Finance management prior to Finance execution of agreements. Ensures critical hard-copy agreements are filed and available for all trust funds to meeting audit requirements and audits for compliance on a quarterly on-going basis. This process will include inactivations, request for annual budgets, and other activities related to the maintenance and accurate accounting of these funds.
• Performs or oversees analysis and processing of budget transfers and other position forms related to the campus-wide Labor Cost Distribution (LCD).
• Provides service and support to the campus community by assisting in the management of assigned funding resources and in the development of new or expanding programs. Provides consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Cross-trains with other financial units where appropriate.
• Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension.
• Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning.
• Assists in developing policy and practice recommendations for campus administration of salary and benefit budgeting within context of PeopleSoft Human Resources and Finance systems as implemented by the CSU and other inter-related policies, practices and data flow.
• Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements.
• Prepares and analyzes consolidated reports during campus budget and periodic formal review processes. Assists in providing information and instructions to the campus concerning specific phases of budget development and administration. May prepare budget reports for campus-wide distribution. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS).
• Maintains a system that effectively controls additional resources allocated by budgetary adjustments during fiscal year. Specific functions of managing a fluid campus budget program include financial reporting compliance, periodic comprehensive analysis and routine reconciliation of campus records with State Controller's Office entries and Chancellor's Office allocation control data files.
• Creates efficiencies that help the budget office to streamline processes i.e. documentation/organization of current processes, creation of online trainings, assistance in campus use of Questica (and learning about the nuances and reporting capabilities associated with this or other new innovative budget tools).
• Interprets, coordinates, and processes Cash Posting Orders (CPOs) from the systemwide office used to allocate funding to campuses for various projects, initiatives, and other programs as needed. CPOs require technical knowledge, collaboration with campus departments, coordination with accounting, and the posting of journals with budgetary impact. CPOs are continuously received monthly and throughout the fiscal year.
• Conducts benefit usage (employer-cost) analyses and projections for a central employer-cost benefits pool

Other Functions: Performs other job-related duties and special projects as assigned.

Knowledge, Skills and Abilities:
Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; 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. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. 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. Ability to: analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group.

Minimum Qualifications:
Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program.

Specialized Skills:
Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.

Preferred Qualifications:
Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite—especially PowerPoint, Word, Excel, etc. Demonstrated understanding of and commitment to CSUMB’s Vision. Technical fluency with PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional Suite, and Google mail and calendaring programs.

Special Conditions of Employment:
SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
• This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
• This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal orsensitive as defined in the CSU Information Security Data Classification Standards)
• May require occasional evenings and/or weekend work

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.

There are components of this job which are deemed essential on campus. This position will primarily work on the main campus, with occasional work from home. This position requires working on campus with students. The health and safety of our students, faculty, and staff remain our highest priority. In the fall, students, faculty, staff, and the community can expect that masks will be required and that the appropriate degree of social distancing will be in place in all areas based on evolving guidance. Additionally, all students, faculty, and staff are encouraged to be vaccinated before coming to campus. All community members who work or attend class on campus should expect to participate in a random or periodic testing system. CSUMB will communicate more information about vaccination requirements and testing protocols when the details become available.


Compensation and Benefits:
POSITION INFORMATION:

• Type of Appointment: Full-Time, Probationary
• Collective Bargaining Unit: R09 - Technical and Support Services (CSUEU)
• Anticipated Campus Hiring Salary: Low to mid $6,000’s/month
• CSU Salary Range
• FLSA Status: Exempt

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental & vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For more information, visit: CSU Benefits R09. Additionally, University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability, visit: Employee Housing.


How to Apply:
To apply, visit https://csumb.peopleadmin.com/postings/6411

For full consideration, applicants must complete the required online application prior to the priority screen date found at csumb.edu/jobs. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389. For computer/online access you may visit the Tanimura and Antle Family Memorial Library (map). All employees must be eligible for employment in the U.S.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State University, Monterey Bay Annual Security and Fire Safety Report is available at: https://csumb.edu/clery

CSUMB is a smoke and tobacco-free campus.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.


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