Budget Analyst

Job Details•Pomona, CA

6d•Onsite

About The Position

The College of Letters, Arts, and Social Sciences (CLASS) at Cal Poly Pomona is seeking a Budget Analyst II. This role is crucial for managing the financial operations of the college, which comprises eleven academic departments and seven centers/programs. The college offers a range of bachelor's and master's degrees and serves a significant number of full-time equivalent students each semester. The Dean's office oversees all academic personnel, resources, and activities, including academic and budgetary matters, and acts as the primary liaison between higher administration and the departments. The Budget Analyst will be responsible for analyzing fiscal impacts, advising leadership on fund availability, developing financial models, administering operating accounts, preparing budget reports, and supporting the college's all-funds budgeting process. Additionally, the role involves managing enterprise and philanthropic accounts, serving as a liaison with various campus offices, and providing fiscal support for departments, units, and faculty, including new faculty start-up funds and travel coordination.

Requirements

Bachelor's Degree - Equivalent to a bachelor’s degree in a related field.
Two years of relevant experience.
Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.
Working knowledge of financial, budgetary, and accounting principles and practices.
Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management, and cash-flow management.
Working knowledge of research techniques and statistical principles and procedures.
General knowledge of the principles of position control and budgetary alignment.
Advanced proficiency in using financial system, word processing and spreadsheet software and applications.
Strong analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations.
Ability to define problem areas, collect data, perform preliminary analyses, make appropriate recommendations, and prepare clear and concise analytical comments.
Strong communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures.
Ability to lead and train others.

Nice To Haves

Demonstrated expertise in PeopleSoft financial, student systems, and CSU budget and accounting policies and procedures.

Responsibilities

Analyze the fiscal impact of proposed policies, procedures, and operational changes and provide recommendations, budget analysis, projections, and fiscal information to college leadership.
Advise the Dean and Associate Deans on the availability and appropriate use of funds for special projects, programs, and initiatives.
Develop financial models and multi-year income and expenditure forecasts that consider projected funding changes, including POM01, PCR01, and TM002, budget allocation changes, historical activity, and other relevant factors.
Administer, analyze, and reconcile CLASS operating accounts, including general operating accounts, summer cost recovery, Open University reimbursement, start-up and moving/relocation funds, RSCA, SPICE, faculty searches, student engagement, lottery funds, and assigned centers and institutes, including the Geographic Information Science Research Lab.
Prepare periodic budget status reports and analyses of the current and projected college-wide General Fund budget, year-end expenditures, encumbrances, projected carryover balances, and other reports for planning and audit purposes.
Reconcile operating expense allocations following annual budget rollover and recommend adjustments or resolutions to emerging and long-term budget issues.
Support the college’s all-funds budgeting process and participate in College leadership budget development meetings and regular Dean’s Office coordination meetings.
Develop and administer CLASS enterprise and philanthropic accounts, including accounts supporting scholarships, centers, and institutes.
Work with the College Advancement Officer, faculty, departments, centers, and other academic units to ensure applicable enterprise and philanthropic policies and procedures are followed.
Advise and support account holders regarding fund use and coordinate resolution of account deficits or discrepancies.
Reconcile CLASS Dean’s Office enterprise and philanthropic accounts and maintain required records, including signature authority documentation.
Serve as the primary contact for the College with Facilities, Procurement, IT, Travel, Academic Affairs, and other campus offices on assigned fiscal matters.
Attend budget strategy and divisional Budget Analyst meetings; communicate relevant budget, policy, and procedure changes to the Dean and Associate Deans and recommend changes in college practices, as appropriate.
Represent the College at other meetings as requested by the Dean or Associate Deans.
Prepare spreadsheets, charts, analyses, and reports according to the needs of Academic Affairs and CLASS.
Create and maintain department budget spreadsheets and support departments in tracking operating expenditures, professional development funds, and other funds allocated by the College.
Serve as a point of contact for financial and accounting questions related to operating accounts and advise college and department personnel on budgeting, expenditures, and applicable approval processes.
Prepare and distribute budget allocation memos and department summary reports.
Monitor and analyze departmental operating budgets and recommend allocation adjustments to the Dean and Associate Deans, as appropriate.
Advise department chairs and staff on fiscal matters and provide guidance and training on financial databases, systems, and budget processes.
Coordinate fiscal support for new faculty start-up, moving, and relocation funds and provide information regarding allowable expenditures and applicable university policies and procedures.
Coordinate approved purchasing and reimbursements and maintain required approval documentation.
Track start-up expenditures to ensure spending remains within approved budgets.
Support approved start-up purchases and travel, including airfare, lodging, registration, supplies, and equipment.
Coordinate and monitor CLASS travel activity through the university travel system (Concur).
Review CLASS travel requests and expense claims for accuracy and provide guidance regarding applicable travel policies and procedures.
Provide training to college users on travel processes and procedures as needed.
Serve as an authorized cardholder for the CLASS Departmental Travel Card and ensure transactions are processed in accordance with university requirements.

Benefits

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers.
Part of CSU’s mission is to prepare educated, responsible individuals to contribute to California’s schools, economy, culture, and future.
As an agency of the State of California, the CSU’s business operations almost exclusively reside within California.
The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California.
Cal Poly Pomona will make a conditional offer of employment to final job candidates, pending the satisfactory completion of a background check (including a criminal records check).
Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.
This position is part of the California State University Employees Union (CSUEU) bargaining unit 9.
Cal Poly Pomona hires only individuals lawfully authorized to work in the United States.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Positions that require driving for university business by using a personal or state vehicle must comply with the Authorized University Driver Policy.
In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing.
As a federal contractor, Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
We provide reasonable accommodations to applicants and employees with disabilities.
Consistent with California law and federal civil rights laws, Cal Poly Pomona provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin.
As a federal contractor, Cal Poly Pomona complies with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) and requests priority referral of protected veterans for our job openings.