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The California State University · 1 month ago

Budget Analyst III

Turlock, CA

Full-time

Onsite

Mid, Senior Level

$5,877/mo - $6,361/mo

4+ years exp

California State University is a critical educational resource for a six-county region in the San Joaquin Valley. They are seeking a Budget Analyst III to perform advanced budget analysis, oversee budget projects, and provide consultative guidance to campus officials on budget-related matters.

EducationHigher EducationUniversities

Culture & Values

Responsibilities

Performs advanced budget analysis work with lead oversight for most projects and responsibilities

Consults with and advises campus officials on budget requests, including projections, revenue costs, and budgetary controls

Analyzes position control, labor cost distribution, and budgetary control functions to ensure fiscal integrity

Leads campus preparation and submission of annual budget allocations and required Chancellor’s Office reporting (e.g., FIRMS), ensuring accuracy and compliance

Provides consultative guidance to campus divisions on administering budgetary and financial policies in alignment with CSU and campus requirements

Identifies and recommends improvements to budget and labor cost distribution processes based on analysis of recurring issues and emerging needs

Surveys and researches complex budget matters, including comparative analysis using state databases, other institutions, and external financial sources

Provides input on financial system upgrades, including design considerations, testing, and verification of results

Conducts in-depth troubleshooting of financial system issues and recommends corrective actions

Performs advanced forecasting of revenues and expenditures across multiple funding sources, including student fees, self-support funds, and trust funds

Synthesizes large-scale financial data into actionable recommendations for campus leadership and budget committees

Analyzes and resolves complex or sensitive budget issues requiring discretion and coordination across divisions

Recommend and implement campus-level budget plans, initiatives, and process improvements

In collaboration with management, reviews, assesses, and evaluates programs, policies, and procedures to ensure effectiveness and compliance

Develops and refines campus budget processes, standards, and procedures to improve transparency and efficiency

Provides lead work direction, training, and mentoring to other analysts and staff to ensure consistency and accuracy in budget practices

Designs and implements advanced budget models, tools, and templates to support campus planning, scenario modeling, and decision-making

Represents the Budget Office on campus budget advisory committees and related meetings, presenting analysis and communicating budget implications

Collaborates with management to evaluate and recommend campus-level budget policies and initiatives

May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards

At the direction of appropriate administrator, may provide support to other areas within department as needed

The omission of specific statements of duties does not exclude them from the position if the work is similar, related, a logical assignment to this classification, or if it involves performing duties of a lower-level classification as required

Other duties as assigned

Qualification

Budget analysisFinancial forecastingPeopleSoft FinancialsProject managementData query toolsBudget models developmentStatistical analysisCommunication skillsInterpersonal skillsMentoring skills

Required

Equivalent to four (4) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.)

Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.)

Advanced knowledge of financial, budgetary, and accounting principles and practices

Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es)

Thorough knowledge of the principles of position control and budgetary alignment

Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management

Advanced knowledge of research techniques and statistical principles and procedures

Knowledge of or ability to quickly learn the financial structure and financial procedures of the university

Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action

Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations

Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures

Ability to effectively mentor or lead the work of others

Preferred

Experience in a higher education or university setting

Experience in CSU or higher education budgeting or finance

Experience working with data query and reporting tools

Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system

Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries)

Experience supporting or coordinating financial system testing, upgrades, or integrations

Familiarity with position management processes in higher education or large organizations

Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting

Benefits

Outstanding vacation

Health, dental, and vision plans

A fee waiver education program

Membership in the California Public Employees Retirement System (PERS)

15 paid holidays a year

Company

The California State University

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The California State University is the largest system of four-year higher education in the country, with 22 campuses, 56,000 faculty and staff and more than 450,000 students.

Founded in 1947

Long Beach, California, USA

10001+ employees