Budget Analyst II

San Diego State UniversitySan Diego, CA
Hybrid

About The Position

San Diego State University is seeking a detail-oriented and analytical Budget Analyst II to support departmental budgeting and financial operations within University Relations and Development (URAD) and The Campanile Foundation. This role provides critical budget analysis, reporting, and fiscal support to ensure accurate financial management, compliance, and informed decision-making across both state and foundation funds. URAD is a division that works to create enduring relationships with alumni, parents, donors, students, and the community to generate private support for SDSU students, faculty, and various programs. It encompasses departments like Development, SDSU Alumni, Planned and Annual Giving, Special Events and Donor Relations, Marketing and Communications, Financial Management, Data Management, Prospect Research and Management, and Operations, all contributing to advancing SDSU's mission and supporting over 40,000 students.

Requirements

  • Equivalent to a bachelor’s degree in a related field and two years of relevant experience.
  • Valid California Driver’s License or the ability to obtain one within 30 days of hire.
  • Ability to analyze and reconcile complex financial data across multiple systems and funding sources.
  • Advanced proficiency in financial systems and reporting tools, including the ability to extract, query, and analyze large data sets.
  • Strong spreadsheet and financial modeling skills, including development of projections, variance analyses, and summary dashboards.
  • Ability to interpret and apply CSU, Campus, SDSU Research Foundation, and TCF fiscal policies and procedures.

Nice To Haves

  • Basic knowledge of accounting principles (including GAAP concepts), journal entries, reconciliations, and financial statement components; experience preparing financial reports and presenting analyses to management is preferred.
  • Knowledge of higher education budgeting structures and funding models, with the ability to learn CSU state and auxiliary budget structures, is preferred.
  • Experience with endowment accounting, restricted funds management, and cash flow analysis is preferred.
  • Experience with financial systems (e.g., PeopleSoft, Oracle, MyRF, or similar) and advanced proficiency in Microsoft Excel (financial modeling, pivot tables, lookups, and data analysis functions) preferred.

Responsibilities

  • Develop, administer, and monitor assigned state and foundation budgets, including revenue and expenditure forecasting.
  • Perform variance analysis, fund balance monitoring, endowment and cash analysis, and financial projections to support strategic decision-making.
  • Assist with position control, salary budget planning, labor distribution adjustments, and budget alignment across multiple funding sources.
  • Prepare budget reports, financial summaries, and supporting documentation.
  • Reconcile financial data, resolve discrepancies, and ensure compliance with CSU, campus, and foundation policies.
  • Support audit, tax, year-end, and board reporting processes through detailed financial analysis and documentation.
  • Provide guidance to managers and staff on budget processes, fiscal procedures, and compliance requirements.
  • Partner with campus and foundation stakeholders to support financial operations and resolve issues.
  • Contribute to financial system improvements, testing, and process enhancements.
  • Process and review financial transactions and provide backup support for accounts payable, procurement, and travel.
  • Assist with administrative and operational needs to ensure continuity of financial services across the division.

Benefits

  • 15 paid holidays, vacation, and sick leave.
  • CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC.
  • Medical, dental, and vision options at low or no cost.
  • CSU tuition fee waiver for employees and eligible dependents.
  • FlexCash, life and disability insurance, legal and pet plans.
  • Access to the library, campus events, employee groups, and volunteer and social activities.
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