Fiscal Operations Specialist (Budget Analyst I - Non-Exempt, Range 1) - College of Professional and Global Education

CSU Careers • San Francisco, CA

5h • Onsite

About The Position

The Fiscal Operations Specialist reports to the Fiscal Program Lead (FPL). The Specialist supports the day-to-day fiscal and administrative operations of the College of Professional & Global Education (CPaGE) by assisting with purchasing, financial reporting, and reconciliation tasks. This position is responsible for ensuring fiscal transactions are processed accurately, in compliance with university and CSU policies, and within established timelines. The Specialist assists in providing general fiscal support to staff and faculty. The position requires attention to detail, accuracy, and the ability to communicate effectively with internal and external partners. The Specialist will also support ongoing process improvements and special projects to enhance efficiency and fiscal transparency within the unit.

Requirements

• General knowledge of budgeting principles, concepts, and processes.
• Skill in following guidelines and providing input and feedback.
• Demonstrated communication and interpersonal skills.
• Analytical and problem-solving skills including the ability to analyze and summarize mathematical and statistical information.
• Ability to work independently and as part of a team and build relationships with diverse stakeholders.
• Proficiency in using word processing and spreadsheet software and applications.
• Ability to learn financial systems.
• Organizational and time management skills to plan, organize, and prioritize work.
• Strong attention to detail and accuracy.
• Equivalent to a bachelor’s degree in a related field.
• Relevant education and/or 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

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• One year of experience in accounting, fiscal operations, or administrative support, preferably in a higher education or public sector environment.
• Experience with financial systems.
• Strong Excel skills for data tracking and reconciliation.
• Excellent written and verbal communication skills.
• Demonstrated ability to work collaboratively and maintain accuracy in a fast-paced environment.

Responsibilities

• Assist with reconciling monthly expense reports using OnBase and other financial systems.
• Support journal entries, deposits, and other transactional processing in compliance with CSU accounting standards.
• Maintain and update fiscal tracking logs and databases for internal reporting and audit purposes.
• Analyze queries and financial data to generate basic fiscal reports.
• Verify the accuracy of transactions and ensure appropriate documentation for all expenditures.
• Assist with purchasing and TPC invoicing.
• Review purchase requests and invoices for completeness and compliance.
• Prepare and route purchase orders, reimbursement requests, and related documentation.
• Communicate with vendors and staff regarding purchasing questions and payment status.
• Support monthly reconciliation when needed.
• Assist in generating and analyzing monthly program and budget reports.
• Participate in ongoing process improvement efforts to increase operational efficiency and fiscal accountability.
• Conduct ad hoc analyses and support special projects related to fiscal operations.
• Compile data for budget tracking and performance monitoring.
• Assist in documenting and maintaining standard operating procedures (SOPs) for unit fiscal processes.
• Serve as a point of contact for external departments and staff inquiries related to fiscal operations.
• Provide excellent customer service in all fiscal communications.
• Support internal coordination of fiscal deadlines, project timelines, and reporting requirements.
• Perform other duties as assigned.

Benefits

• Medical
• Dental
• Vision
• Pension
• 401k
• Healthcare Savings Account
• Life Insurance
• Disability Insurance
• Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level