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Job No. 545011 Senior Resource Planning

Employer
California State University- Bakersfield
Location
California, United States
Salary
Salary Not specified
Date posted
Dec 20, 2024
View more categoriesView less categories
Position Type
Administrative, Business & Administrative Affairs, Financial Affairs
Employment Level
Mid-Level
Employment Type
Full Time

Job Details

CLASSIFICATION TITLE: Senior Budget Analyst

UNION CODE: R09

FT/PT: Full-time

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.

  • Reporting Duties

  • 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.

  • REQUIRED QUALIFICATIONS:

    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.

    PREFERRED QUALIFICATIONS:
    • 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

    SPECIAL CONDITIONS:

    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.


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Company

 Walking path on CSUB campus with trees on each side

Centrally located on a 375-acre site in the southern San Joaquin Valley, California State University, Bakersfield is home to the Roadrunners - moving forward at lightning speed and championing intellectual progress. CSUB continuously rises in national rankings for its economic value and commitment to student success. Its students are brilliant and increasingly diverse — with the majority of graduates remaining in the Valley to solve our region's complex challenges.

The university serves more than 9,000 students at either the main campus in Bakersfield or at CSUB Antelope Valley, and counts approximately 64,000 alumni from its four schools:

  • Arts and Humanities
  • Business and Public Administration
  • Natural Sciences, Mathematics and Engineering
  • Social Sciences and Education

The university offers 57 undergraduate and graduate programs. In addition, CSUB Extended Education offers a number of professional development opportunities, certificates and degree programs to the community.

As part of NCAA Division I, the university is home to 16 athletics teams competing in the Big West Conference.

CSUB is the only public university within nearly 100 miles. It is fully accredited by the Western Association of Schools and Colleges, Senior College and University Commission (WSCUC). As a designated Hispanic Serving Institution, the university is committed to diversity, social justice and equity. Many of its students are the first generation in their families to attend college, and they are known as trailblazers achieving new heights of success.

A University on the Rise

CSUB places student success and academic excellence at the center of everything we do. The university strives to be a model for supporting and educating students to become knowledgeable, engaged, innovative and ethical leaders in the regional and global community.

Great Value

In today's economy, CSUB is an incredible value. Students get all the benefits of a private university - like small class sizes, cutting-edge research and outstanding faculty - at a public school cost. Local students receive an excellent education within their own community and graduate ready to succeed anywhere in the world. The university has been ranked as a leading affordable university with a great return on investment by Great Value Colleges and as a "Best Bang for the Buck" school in the Western region by Washington Monthly.

Extraordinary Level of Student-faculty Interaction

At CSUB, students aren't just another face in the crowd. They work closely with highly-qualified and experienced professors in modern classroom and laboratory settings. CSUB's faculty members are respected academic experts, published researchers and engaged community leaders - as well as dedicated educators who genuinely care about their students' success.

Career Opportunities

Male student in safety glasses and lab coat looking through microscope

CSUB prepares students to succeed in challenging and rewarding careers in a wide range of fields. Many departments offer internships that give students practical, real-world experience. In addition, the Center for Career Education and Community Engagement offers career counseling, job search help and information about getting involved in the community. Through the Alumni Association, students can partner with alumni mentors to help them reach their career goals. CSUB graduates have a high rate of employment, with many going straight into prestigious professions where they utilize their CSUB education every day.

Community Engagement

CSUB students and President Zelezny chatting while walking around campus

The university collaborates with partners throughout Kern County and Antelope Valley to increase the region's overall educational attainment, enhance residents' quality of life and support economic development. Many faculty and students focus on research that directly transforms our region. In addition, a number of centers and institutes provide resources, training and other engagement opportunities to the community. About 60,000 alumni have graduated from CSUB, and the majority of them remain in the region to work and contribute back. Alumni have succeeded in every sector — from education to healthcare to agriculture — fueling Kern County's regional economy and supporting the local community.

Time for Fun, Too!

Two CSUB students smiling and holding pom-poms

Student life at CSUB is vibrant and `Runner pride is rampant. CSUB features a state-of-the-art Student Recreation Center, offers over 100 student organizations and clubs, and hosts NCAA Division I sporting matches, on-campus events and performances. In addition to plenty of dining and entertainment options in the city of Bakersfield, the university is within driving distance to the beach, national parks and amusement parks. At CSUB, students make friendships that last a lifetime. It's a world-class experience in the heart of California.

Thank you for your interest in a career opportunity at California State University, Bakersfield. From our outstanding academic programs to the important role the university plays in the region, you'll begin to see what makes us a great institution to be a part of.

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