Budget Analyst

Type of Appointment: Full Time, Probationary Job Classification: Budget Analyst II Anticipated Hiring Range: $5,178 - $5,605 per month Work Schedule: Monday - Friday 8am - 5pm The Department Cal Poly Pomona's College of Letters, Arts, and Social Sciences (CLASS) brings to life a vibrant hands-on experience through disciplines in the humanities, performing arts, and social sciences. As the heart and soul of the campus, the College’s mission is to cultivate one’s intellectual development, ethical reasoning, and aesthetic sensibility to support creative and critical thinking in a dynamic world of competing challenges. We are a community diverse in backgrounds, expertise, and thought, committed to improving the human condition and to bettering the world. Our faculty, students, and staff are devoted to creating an inclusive environment where all can thrive through the College's programs, research activities, creative performances, community outreach, and signature experiences. Learn more about the College of Letters, Arts, and Social Sciences and our 12 distinct departments at Duties And Responsibilities FISCAL 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. Philanthropic and Enterprise Accounts 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. University Level 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. TRAVEL 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. Qualifications 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. Preferred Qualifications Demonstrated expertise in PeopleSoft financial, student systems, and CSU budget and accounting policies and procedures. Out of State Work 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. For more information, go to the California State University Out-of-State Employment Policy. Background Check 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). The conditional offer of employment may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. In determining the suitability of the candidate for the position, Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature, gravity and recency of the conviction, the candidate’s conduct, performance or rehabilitation efforts since the conviction and the nature of the job applied for. For more information, go to the California State University Background Check Policy. Education Code 89521 Requirements 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. CSU Classification Salary Range This position is part of the California State University Employees Union (CSUEU) bargaining unit 9. The CSU Classification Standards for this position are located on the CSU Classification Standards website. The CSU Salary Schedule is located on the CSU Salary Schedule website. The classification salary range for this position according to the respective skill level is: minimum $5,178 and maximum $7,543 per month. Please refer to the anticipated hiring range for the appropriate salary rate for this particular position. Employment Eligibility Verification 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. For more information, go the I-9 Acceptable Documents website. University Driving Requirement Positions that require driving for university business by using a personal or state vehicle must comply with the Authorized University Driver Policy. Driving records are monitored and evaluated by the Risk Management Department. The Risk Management Department evaluates a good driving report based on the following criteria. The driver must: 1. Have a valid California or other State Driver’s license. 2. Have no more than 3 motor vehicle violations or been the cause of 3 accidents in a 12-month period (or any combination of 3 thereof) 3. Not have more than 3 DMV Points, if their license is Class C or, 4. Not have more than 5 DMV Points, if their license is Class A, B, or C with endorsements. For more information, go to the Authorized University Driver Policy. Security & Fire Safety 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 at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report. Pay Transparency Nondiscrimination 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. For more information, see the Pay Transparency Nondiscrimination Provision poster. Reasonable Accommodation We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at View email address on click.appcast.io. For more information, go to Employment Notices. Equal Employment Opportunity 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. Our commitment to equal opportunity means ensuring that every employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly Pomona complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. 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. Other Notices For other important employment notices, we invite you to visit Cal Poly Pomona’s Employment Notices web page. #J-18808-Ljbffr