Budget Analyst

Employer
Fresno State University
Location
California, United States
Salary
Salary Not Specified
Posted date
Sep 20, 2021

View more

Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Grants & Contracts
Employment Type
Full Time


BUDGET ANALYST
(Administrative Analyst/Specialist I - Exempt)

Compensation and Benefits

Anticipated Hiring Salary Range: $3,897 to 4,500 a month

Full classification Salary Range: $3,897 to 7,051 a month

  • This is a full-time, probationary, exempt position. Current vacancies exist in the Technology Services Division and the Henry Madden Library.


The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 14 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here .

Department Summaries

TECHNOLOGY SERVICES

Technology Services provides administrative information services, core services, and desktop support to the Fresno State community. Our department consists of a well trained team of individuals dedicated to providing effective technology and quality services and support that are integrated into the daily activities of the entire campus.

HENRY MADDEN LIBRARY

The Henry Madden Library supports the University mission of education, research and service. To this end, the Library selects, develops, manages and provides access to information resources; promotes the critical use of information for learning and research; and presents cultural and scholarly programming that serves the campus, region and beyond.

Job Summary

The incumbent is responsible for the reporting and timely completion of department and division related budgets and other fiscal duties. The Budget Analyst will prepare, monitor, and reconcile the various departmental budgets and various sets of accounts to ensure transactions are properly classified and spending follows appropriate procedures and are maintained within the budgeted plan. Assignments include independently: coordinating tasks requiring timely and accurate planning, organizing, prioritizing, interpreting and decision-making skills; as well as applying, interpreting and abiding by university and division level policies, procedures, and guidelines. This position may be assigned a variety of other tasks including requirements analysis, documentation and budgetary projection and forecasting.

The incumbent will provide monthly budget and actual reports and coordinate the annual spending plan for each unit, department and/or division; and provide consultation to the management team and interpret results. The Budget Analyst also will work on budget and strategic forecasting scenarios, long-range planning and analysis. This position monitors the fiscal performance and recommends budget adjustments, as necessary. Assignments will require independent coordination of tasks, timely and accurate planning, organization, prioritization, interpreting and decision-making skills, and discretion. In addition, the incumbent must apply, interpret and abide by university and division level policies, procedures, and guidelines.

Major duties of the job include:

The following work activities indicate the responsibilities of this position and are separated by functional area.

Budget and Transaction Management

  • Coordinates the preparation, documentation and submission of the department/division budget spending plan based upon management inputs.
  • Provides recommendations on budget and forecasting to management as it relates to future fiscal years and plan projects/needs.
  • Coordinates the submission of the spending plan.
  • Coordinates and documents budget allocation showing sources of revenue including budget allocations, on-going allocations, and estimated charge-backs.
  • Coordinates the budget spending plan throughout its life cycle (initial versions, submitted version, and subsequent versions based upon adjustments).
  • Monitors expenditures for all areas to ensure they are appropriate, within category to ensure they do not exceed budget spending plan for Technology Services
  • Provides monthly management reports covering YTD expenditures, committed and projected expenditures, the total projected expenditures versus the budget spending plan, YTD revenues, projections and the total projected revenues versus the budget spending plan, and the current variance from PeopleSoft.
  • Analyzes budget allocations, chargeback information and expenditures for consistency and accuracy.
  • Monitors and tracks hardware maintenance and software license renewals and provides adequate notice to management, supporting their ability to make proactive decisions.
  • Works collaboratively with Human Resources and the Central Budget Office on reconciling position allocation and Level A and Level B budget submissions.
  • Processes departmental accounting transactions ensuring transaction are properly recorded, documented, and monitored through their life cycle, for example:
    • Purchasing includes requisitions, purchase orders, receiving, invoice, and payment.
    • Revenue includes charge backs or transfer of expenses resulting in appropriate credits/debits.
  • Meets with individual division leads or MPPs to track and reconcile budgeted versus actuals and review and revise budget plans.
  • Monitors non-state accounts for appropriate revenue and expenditures transactions.
  • Reconciles budget at year end to make sure all entries are correct and appropriate.
  • Tracks and monitors reserves so allocated reserves have the appropriate sources and uses and are preserved into the subsequent fiscal year.
  • Provide budget analysis and forecasting reports.
  • Other duties, as assigned.


Process Improvement

  • Coordinates and contributes to the development and documentation of accounting and budgeting procedures.
  • Seeks means of improving accounting and budgeting procedures and practices.
  • Supports the rollout, training and communications for new or modified procedures and services, including utilizing an electronic signature application or tool.
  • Provides recommendations on tactical and strategic technical resource decisions.


Secondary duties of the job include:

  • Coordinates the restructuring and maintenance of budgets to provide more granular tracking of budget/expenses by area in Division.
  • Coordinates projects and follows up on assigned tasks.


Key Qualifications

Knowledge of:

  • Working knowledge of the principles and practices of fiscal analysis and budgeting techniques.
  • Research techniques and statistical principles and procedures.
  • Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU.


Skills:

  • 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.
  • Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.




Ability to:

  • Monitor and maintain a large financial budget including collecting data, performing preliminary analyses and making appropriate recommendations.
  • Analyze and review budget and financial practices to provide recommendations to management.
  • Communicate clearly and present complex budget information in a clear, concise and professional manner.
  • Be detail oriented in preparation of reports for review by managers and executives.
  • Provide accurate information and data for review regarding program service delivery and activities in meeting programmatic goals and enhancing processes.
  • Review documents for accuracy, completeness, validity, and adherence to standards.
  • Assign transaction codes and prepare documents for processing.
  • Compile, verify, reconcile, analyze, and summarize information.
  • Maintain records of invoices, requisitions, orders and other financial related documents.
  • Prepare invoices, enter data, and prepare billings and past due notices.
  • Review data extracts and reports and make necessary corrections.
  • Prepare statements, reports and trial balances for review with managers.
  • Read, explain and apply university policies and regulations to students, faculty/staff, external agencies and the public.
  • Resolve difficult and unusual problems.
  • Compose detailed reports and correspondence of a technical nature regarding financial matters.
  • Prioritize and organize tasks and projects including handling multiple priorities.
  • Maintain effective working relationships with others.
  • Interpersonal, and communication skills, including ability to work effectively with people of diverse backgrounds.


To view the full list of qualifications and job responsibilities, please click the Position Description button above.

Education and Experience

  • Bachelor’s degree from a regionally accredited college or university, and/or equivalent training and work experience involving budget and financial transaction management and analysis.
  • Two years of professional experience in analyzing, monitoring or preparing budgets or similar relevant experience.


Preferred Skills:

  • Experience with an electronic signature application or tool, including creating templates for various documents to capture signatures
  • Bachelor’s degree or advanced degree in finance, accounting or similar field
  • Experience maintaining a large financial budget, preferably one that is $10M or larger, including collecting data, performing preliminary analyses and making appropriate recommendations.
  • Six years of experience within public entity fund accounting environment or similar relevant experience
  • Advanced knowledge and experience with Excel or a similar spreadsheet application
  • Understanding and applicable knowledge of a university organization and operations.




Deadline & Application Instructions

Applications received by October 4, 2021 will be given full consideration by the search committee. Applications received after that date may be forwarded at the request of the Hiring Manager and/or search committee.

Please click “Apply Now” to complete the employment application for California State University, Fresno. Interested applicants must complete the application and attach the following: 1) their most recent resumé/vitae, 2) a cover letter that addresses their specific qualifications and interest, and 3) contact information for three professional references.



Fresno State

California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to boldly educate and empower students for success through our values of Discovery, Diversity and Distinction. The current student population is more than 25,000, including a large percentage of students with diverse and culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and across the globe.

Metropolitan Fresno, with a multi-ethnic population of over 527,000, is located in the heart of the San Joaquin Valley. The campus is within driving distance of Yosemite, Kings Canyon and Sequoia National Parks, San Francisco, Los Angeles, the Monterey Peninsula, beaches, sailing, lakes, and numerous ski resorts. Fresno boasts one of the most reasonable housing markets in California and offers a wide array of locally grown fruits and produce.

Equal Employment Opportunity Information

California State University, Fresno is committed to maintaining and implementing employment policies and procedures in compliance with applicable state and federal equal employment opportunity laws and regulations. Executive Orders 1096 and 1097 prohibit discrimination, harassment, and retaliation on the basis of a protected status: race, color, religion, national origin, ancestry, age, sex (including gender identity), sexual orientation, marital status, pregnancy, mental disability, physical disability, medical condition and covered veteran status. Fresno State's commitment to diversity informs our efforts in recruitment, hiring, and retention. We are proud to be an affirmative action and equal opportunity employer.



Supplemental Information

Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with California State University, Fresno. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Fresno State has identified as sensitive.

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 may be a "designated position" under the California State University's Conflict of Interest Code. This will require the filing of a Statement of Economic Interest on an annual basis and the completion of training within six (6) months of assuming office and every two (2) years thereafter.

Fresno State is a tobacco-free, smoke-free and vapor-free campus.

Advertised: 17 Sep 2021 Pacific Daylight Time
Applications close:

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