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Senior Financial Management and Planning Analyst

Job Summary

The Senior Financial Management and Planning Analyst performs technical budget analysis work required to administer SJSU's various budget programs and funds in the Financial and Business Services Office. The incumbent in this position is assigned duties as a combination of cabinet-level customer service points of contact, as well as financial management and oversight of university-wide programs. The Senior Analyst is assigned areas of greater complexity and operates independently to perform the full range of professional budgeting work, which requires a thorough knowledge and understanding of budget and financial accounting principles and practices.

The Senior Analyst provides consultative budget and financial management guidance to departmental and divisional contacts and develops recommendations on budgetary and related fiscal affairs of those assigned areas. The incumbent reviews and creates financial transactions (e.g., year-end closing entries, budget journals, actuals journals) in accordance with accounting, CSU, and campus-level guidelines, policies, and practices. The Senior Analyst analyzes and evaluates financial information and resources available, performs financial modeling, and conducts financial reconciliations, which may result in the preparation of financial reports, communications, or recommendations of the appropriate course of action. The incumbent documents and maintains business processes, standards, and procedures and monitors compliance for assigned areas.

Key Responsibilities
  • Review, analyze, and make recommendations on annual business plans, budget requests, and budget adjustments
  • Analyze and process budget transfers, journal uploads, direct pay vouchers, and other miscellaneous allocations
  • Project year-end balances for programmatic and Division Assignments as requested by the director (e.g., mid-year projections and year-end balance reports)
  • Review quarterly budget/financial reports: identify, research, and rectify financial discrepancies
  • Conduct periodic high-level and detailed analyses of university cost factors (e.g., compensation, benefits)
  • Gather data and apply appreciable ingenuity and innovation to identify new approaches and solutions to address complex financial, and budget-related problems and issues
Knowledge, Skills & Abilities
  • Broad knowledge of budgetary principles, including position control, activity-based costing, and budgetary alignment
  • Thorough knowledge of fund accounting, enterprise fund policy, and financial management practices
  • Knowledge of campus administrative systems, including CFS Finance, Financial Transaction Systems (FTS), PeopleSoft Human Capital Management (HCM), and the Finance data warehouse using the toolsets of PeopleSoft Query and Dashboards
  • Strong oral and written communication skills
  • Advanced financial analysis skills sufficient to develop budget scenarios that include a variety of inputs
  • Advanced skills with Microsoft Excel and business intelligence software
  • Ability and expertise to obtain and provide reconciled financial information with short notice
  • Ability to work with significant independence and prioritize multiple projects in a fast-paced and politically sensitive work environment
  • Ability to communicate with constituents in a professional and respectful manner
Required 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 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
Preferred Qualifications
  • Advanced graduate degree in business, education, public administration; economics; finance; mathematics; statistics, or related field
  • Five years of relevant work experience performing similar functions
  • Experience working in higher education
  • Experience working in a central finance/corporate office
  • Experience working with business intelligence software, reporting, and query tools
  • Experience working in the CSU system


Classification: Senior Budget Analyst
Anticipated Hiring Range: $7,228/month - $7,490/month
CSU Salary Range: $4,934/month - $9,522/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
  • Resume
  • Letter of Interest
All applicants must apply within the specified application period: March 20, 2023 through April 6, 2023 . This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel

CSU Vaccination Policy

The CSU requires faculty, staff, and students who are accessing campus facilities to be fully vaccinated against the COVID-19 virus (including all booster doses of an approved vaccine for which an individual is eligible per current CDC recommendations) or declare a medical or religious exemption from doing so. As a condition of employment, any candidates advanced in a currently open search process should be prepared to comply with this requirement as well as with other safety measures established on the campus. The system wide policy can be found at and questions may be sent to .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at .

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Advertised: March 20, 2023 (9:00 AM) Pacific Daylight Time
Applications close:

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