Senior Budget Analyst
Type of Appointment: Full-Time, Probationary
Collective Bargaining Unit: California State University Employees Union - Unit 9
Classification Salary Range: $4,611 - $8,899 per month
Anticipated hiring range: $4,611 - $5,500 per month
Work Hours: Monday - Friday, 8:00 a.m. - 5:00 p.m.
Recruitment Closing Date: September 7, 2021
An accounting/budgeting skills test will be administered as part of the interview process.
Budget Services provides budget administration, operations and multi-year planning functions for Cal Poly Pomona. Budget Services supports the university's financial decision-making by providing accurate, up-to-date budget information to campus executives. The office is responsible for reporting fiscal information such as the campus' state and non-state financial position, assists the campus in its multi-year planning efforts and provides projections of state allocations as well as fee revenues. The department also reviews and projects all fee revenues, expenses, monitoring enrollment, position management, as well as allocating and monitoring resources and their use. The office also complies with
Chancellor's Office and campus financial reporting requirements, including Labor Cost Distribution and associated personnel budget and expenditures.
DUTIES AND RESPONSIBILITIES:
The Senior Budget Analyst will be responsible for the following:
Research & Administration
The incumbent will implement the campus' monthly Labor Cost Distribution (LCD) processes analyzing all transactions and recommending corrective action to Payroll when necessary. Working with campus departments, the LCD process ensures that salary and benefit costs are distributed to the appropriate funds. This may entail working with Payroll, Enterprise Applications (IT), and Foundation as needed for grant analysis. The analyst may establish account codes for positions in Oracle/PeopleSoft (O/PS) HR. As part of the LCD process, the incumbent implements the grant reimbursement process to ensure the correct distribution of salaries to the cost recovery fund ensuring expenses do not exceed the grant budgeted. Works with Accounting to bill the Foundation for grant work. Assist Foundation auditors when requested to explain the processes and the required documentation. This position, along with others in the office, may act as subject matter expert for all O/PS HR and LCD upgrades and patch testing and analyze the changes in processes and recommend corrective actions for implementation as needed. The analyst will keep abreast of the O/PS Common HR system changes and associated issues pertinent to Budget Services effective management and delivery of positions and position budgeting. May attend CSU System's committee meetings and teleconferences for all O/PS Common HR and LCD upgrades and patch testing. Will also monitor the CSU System's ongoing LCD Module for CHRS. Work with campus and CO staff on the LCD Dashobard and Payroll Dashboard. Responsible for effective management of the university's position numbering system in O/PS or other Budgeting System to be implemented and maintained. The incumbent reviews and analyzes all HR actions (recruitments, new positions, reclassifications, reassignments, and In-Range Progressions). Works with Human Resources to ensure the paperwork is completed to meet the needs of the Budget Services Department and its systems. In cooperation with others in the office may analyze CSU memoranda regarding collective bargaining and provide cost analyses and estimates of the collective bargaining agreements. The incumbent will allocate resources to fund the CBA's salary and benefits programs to university departments. As a major source of funds for the university, the incumbent may provide revenue estimates for both resident and non-resident student populations by academic term.
This entails working with university student data from online and institutional resources for the most recent data sets. In addition to providing the revenue estimates, the incumbent will look for trends in student average unit load, part-time and full-time for both resident and non-resident students by Academic term. Graphing, charting and data visualization of student enrollment trends along with revenue studies will be provided to ensure campus executives are informed of current trends. In collaboration with others in the department, this position will ensure all university budget transfers are completed in an accurate and timely manner. The transfers include funds transferred to funds 486 and 487. In transferring these funds, incumbent works with various departments to ensure funding is allocated and is sufficient to cover project costs within CSU funds 486, 487 and other funds as needed. Monthly reporting on transferred funds both into and out of the university's operating fund to capital improvement and deferred maintenance funds will assist the department's year-end reporting. Assist in the preparation and submission of annual reports to the CSU Budget Office including the Annual Budget Submission and all Fee Reports to the CSU after review and approval by the Director. The position is also responsible for Budget's PS/Oracle chartfield value management including Department Tree roll forward and copying for annual new year implementation. Also, changing all department trees as necessary to implement any needed changes due to reorganizations and transferring of activities from one organization to another. Also included in this assignment is creating and maintaining Class and Department chart field values once reviewed by the Director. In collaboration with others in the department, the incumbent monitors and analyzes cost allocation activity including reimbursements to the university for services provided by the campus operating funds to special funds or other external sources. All activity will be monitored and reported to the Director. This includes assisting campus customers andaccounting personnel with questions and problems related to cost allocation activities.
This could include researching and analyzing specific and in some cases complex problems, requiring investigation and recommending actions for resolution. Additionally, this position will analyze unexpended funds from prior year and ensure that the correct amounts are rolled forward into the new fiscal year. The incumbent will prepare reports that assist in determining carryforward amounts, reconciling accounts and notifying departments regarding balances and any actions on their part to ensure proper allocation of costs. The incumbent will review division budget assignments ensuring effective budget monitoring and reporting (via Budget Oversight and other budget reporting needs) and uploading of initial division budget data. Querying O/PS finance and HR, Knowledge of Tableau Finance and CSU LCD Dashboards (and other automated buget systems, as appropriate) are essential for accurate reporting and reconciliation. The incumbent will use these tools in all job responsibilities herein and for analyzing, supporting, reporting and researching all budget-related decisions and recommendations. The incumbent is expected to perform complex analysis in a multi-tasking environment with accurate results. The incumbent participates in university year-end procedures including working closely with accounting staff and facilities financial staff in reconciling year-end balances and ensuring that all balances are accurately reported. Perform other duties and responsibilities as assigned by the Associate Vice President of Finance and Administrative Services, Budget Director, and/or Sr Budget Manager to meet the operational needs of University and Budget Services department. Such activities may entail research, documentation of department and university procedures, additional account analysis and reconciliations, serve as a resource to the campus community regarding budget inquiries and issues, budget journal entry processing, and preparation of documentation and schedules associated with university budget activity throughout the fiscal year.
As part of the Budget Department's customer service approach and learning centered activities, this position will implement with assistance of others in the department campus and Department training and customer service activities. In so doing, the incumbent will schedule and provide Bronco Interactive Dashboard - Finance training to interested individuals and departments and one-on-one as requested by the campus department personnel, ensuring university-wide compliance with budget and expense policies and procedures. Additionally, the incumbent, working with others in the department may
assist in maintaining the department's website to ensure information communicated via the internet is up-to-date and accurate.
Bachelor's degree AND three (3) years of progressively responsible analytical experience including two (2) years performing work involving the preparation, justification, and analysis or the control and administration of a budget or budgetary program. Thorough knowledge of the principles and practices of governmental budgeting and accounting; working knowledge of the principles and practices of public finance, knowledge of or ability to learn quickly the financial structure and financial procedures of Cal Poly Pomona University, general knowledge of the laws relating to financial administration of the State, general knowledge of the principles of organization and management, working knowledge of research techniques and of statistical principles and procedures. Ability to analyze and review the budgets and financial practices of the campus, ability to speak and write effectively; ability to analyze situations accurately and to develop an effective course of action. Must be team oriented with a customer service focus and able to work on several projects simultaneously and collaboratively.
Previous experience in public higher education campus-wide accounting/budget office. Knowledge of
university administration, accounting and budgeting is also preferred. Preferences also include an
advanced degree in Business, Public Administration or related field. Intricate knowledge of excel is highly desireable as is knowledge of CSU Oracle/PeopleSoft Finance and HR systems. Experience setting up and using Budgeting and position management systems in a multi-year budget environment is preferred as are high level of accuracy and attention to detail. Ability to create charts and graphs that meet the university's accessible technology requirements for individuals with disabilities. Samples of work are appreciated. An accounting/budgeting skills test will be administered as part of the interview process.
A background check must satisfactorily be completed before a candidate can be offered this position. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for this position. The background check consists of the following: Employment verification, education verification, reference checks, and checks of the following systems and databases: National Social Security Number/Address Locator, Felony/Misdemeanor, National Criminal Database, Federal Criminal, Department of Motor Vehicles, and National Sex Offender Registry.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:
Cal Poly Pomona is an Equal Opportunity, Affirmative Action Employer. The university subscribes to all state and federal regulations and prohibits discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and covered veteran status.
Cal Poly Pomona hires only individuals lawfully authorized to work in the United States. 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 Poly Pomona Annual Security and Fire Safety Report is available at: https://www.cpp.edu/campus-safety-plan.shtml
Cal Poly Pomona is a smoke and tobacco-free campus. Please refer to the link below for policy information.
CONDITION OF EMPLOYMENT:
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.
Apply Here: https://cmshr.hr.cpp.edu/psc/HPOMPRDG/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?&
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