Student Affairs & Strategic Enrollment Management Budget Analyst

CLASSIFICATION TITLE: Administrative Analyst/Specialist Exempt II

UNION CODE: R09

TEMPORARY END DATE: This position is temporary and ends on or before June 30 2027.

FT/PT: Full-time

PAY PLAN: 12-month

WORKPLACE TYPE: On-site (work in-person at business location)

ANTICIPATED HIRING RANGE: Step 1 $5797 - Step 4 $6151

• However offer amount will be commensurate with candidates experience education skills and training.

CSU CLASSIFICATION SALARY RANGE: $5797 - $8445

PAY BASIS: Monthly

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans choice of dental plans vision coverage retirement participation in CalPERS CSU tuition waiver up to 24 vacation days per year sick leave with unlimited accrual 15 paid holidays per year and more! See our benefits website for additional

CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants

POSITION PURPOSE: Under the general direction of the Vice President for Student Affairs and Strategic Enrollment Management (VP SASEM) and in coordination with the Director of Budgeting Accounting & Reporting Services Athletics Student Affairs & SEM the Student Affairs & Strategic Enrollment Management Budget Analyst serves as the lead financial and administrative analyst for the Division of Student Affairs and Strategic Enrollment Management (SASEM). The incumbent provides strategic guidance in divisional budget planning financial forecasting and resource allocation to support organizational priorities and student success initiatives.

The position is responsible for the analysis development and evaluation of complex financial models budget strategies and administrative processes with broad divisional impact. The incumbent independently assesses financial risks develops recommendations that influence executive decision-making and ensures alignment of financial practices with campus CSU and regulatory requirements.

In addition the SASEM Budget Analyst serves as a key advisor to divisional leadership in contributing to the development of financial planning efforts and budgetary policies and procedures and coordinating across departments to implement effective sustainable fiscal strategies.

DUTIES & RESPONSIBILITIES:

SASEM Divisional Budget Planning & Analysis

1. Serve as a key advisor to the strategic development coordination and implementation of the annual divisional budget in collaboration with the Director of Budgeting Accounting & Reporting Services Athletics Student Affairs & SEM and campus Budget Office.
2. Independently perform complex financial analysis research forecasting and budget development including coordination and communication with departments and leadership within the Division to develop recommendations that inform executive-level decisions on resource allocation and program funding.
3. Evaluate the financial impact of proposed initiatives organizational changes and policy decisions and present recommendations to divisional leadership.
4. Establish and implement budget monitoring frameworks to proactively identify risks variances and emerging financial issues and develop corrective strategies.
5. Independently prepare financial reports using CFS and Data Warehouse.
6. Ensure compliance with CSU campus and state regulations while interpreting policies and determining appropriate application in complex or ambiguous situations related to financial transactions.
7. Respond to internal requests for budget information and ensure timely submission of required reports.
8. Serve as a resource for division staff providing consultative guidance on budgetary processes and procedures.
9. Facilitate and assist with administrative planning Human Resources related tasks and allocation and coordination of budgetary and physical resources.
10. Contribute to the development of SASEM budgetary operating procedures and budget reports to enhance transparency consistency and effectiveness.
11. Oversee and approve complex financial transactions including interdepartmental and interdivisional funding allocations.
12. Interpret and follow guidelines for service contracts involving revenue. Track and reconcile funds received and work with contracted areas to resolve any discrepancies.
13. Complete special projects related to budget development administration and analysis as requested by the VP or Director of Accounting.

Program & Grant Budget Administration Support

1. Contribute to the strategic planning and goals for current and future projects programs and departments by reviewing and forecasting budgets for the upcoming semesters and year to align with objectives.
2. Analyze and evaluate budget activities related to grant-funded programs within SASEM in coordination with the Director of Accounting & Reporting Services Post Award to optimize resource utilization and compliance with sponsor requirements.
3. Track revenues and expenditures for select grant programs by collecting data and reconciling reports with the university accounting system.
4. Serve as a liaison with relevant program managers to collaborate and gather expenditure documentation ensuring compliance with grant guidelines.
5. Maintain awareness of deadlines and requirements for grant reporting and financial submissions.

Operational Support for Division & Departmental Budget Personnel

1. Monitor and evaluate divisional position control and workforce financial planning including analysis of staffing models and long-term personnel cost projections.
2. Evaluate the financial impact of organizational and staffing changes and provide strategic recommendations to leadership.
3. Serve on relevant search committees and provide administrative coordination as requested.
4. Provide lead direction training and consultation to departmental budget personnel on financial planning compliance and systems utilization.
5. Assist with the onboarding of new budget personnel within SASEM by providing templates procedural guides and overview training.
6. Support department users with understanding and use of financial systems including PeopleSoft/CFS Concur and CHRS.

Policy & Procedure Support/Committee Participation

1. Participate in the implementation of divisional budget-related policies and support compliance by communicating changes and updates to affected staff as needed.
2. Identify systemic issues and inefficiencies in financial and administrative operations and design innovative solutions with broad organizational impact in collaboration with the Director of Accounting.
3. Represent SASEM on committees (e.g. Student Affairs Budget Analyst Group Strategic Planning support groups) and initiatives related to budget finance and administrative operations providing analytical and administrative support.
4. Prepare materials and data for strategic planning sessions and annual reports.

REQUIRED QUALIFICATIONS:

EDUCATION & EXPERIENCE Bachelors degree and/or equivalent training and four (4) years of recent (within 3 years) administrative work experience involving study analysis and/or evaluation leading to the development or improvement of administrative policies procedures practices or programs. Work experience should demonstrate complex budget analyst competency.

SKILLS KNOWLEDGE & ABILITIES (SKAs)

• Regular and reliable attendance is required.
• Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties including pertinent laws and regulations.
• Demonstrated expertise in and advanced knowledge of the principles problems and methods of public and business administration and operational and fiscal management.
• Expertise in administrative survey techniques operations and systems analysis statistical and research methods and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.
• Ability to understand problems from a broad interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions.
• Ability to work with representatives from public and private entities and handle potentially sensitive situations.
• Demonstrated consultative skills in working with internal and external constituent groups.
• Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus.
• Ability to analyze and forecast budgets interpret financial data and develop meaningful financial reports using campus systems and tools (e.g. CFS/Data Warehouse Excel). Knowledge of public sector budget practices is essential.
• Thorough understanding of CSU financial guidelines fund management protocols and state reporting requirements to ensure compliance and support accurate planning and decision-making.
• Capability to independently research complex issues interpret policies assess impacts and recommend appropriate solutions especially under tight deadlines or changing priorities.
• Advanced working knowledge of systems such as PeopleSoft/Oracle (CFS) Concur and CHRS for budgeting purchasing travel and personnel actions.
• Skilled in independently managing multiple projects setting priorities meeting deadlines and ensuring the accuracy and completeness of deliverables in a dynamic environment.
• Ability to mentor or train administrative support and departmental staff on budgeting procedures financial systems usage and policy interpretation to ensure consistent practices across the division.
• Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
• Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities and to respond appropriately to conflicts and problems.
• Ability to initiate establish and foster communication and teamwork by maintaining a positive cooperative productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
• Excellent communication skills; ability to effectively communicate information in a clear and understandable manner.
• Thorough knowledge of English grammar spelling and punctuation.
• Ability to interpret communicate and apply policies and procedures.
• Ability to maintain a high degree of confidentiality.
• Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
• Excellent computer skills and competence with a variety of computer applications including word-processing spreadsheets databases on-line systems Internet as well as online calendaring and email.
• Working knowledge of or ability to quickly learn University infrastructure.

PREFERRED QUALIFICATIONS:

• Bachelors degree in business accounting or related field.
• Experience supporting budget functions in a CSU or higher education setting.
• Familiar with auxiliary and grant accounting in a university environment.
• Demonstrated skills in an institutional/educational environment possessing a customer-oriented and service-centered attitude.

PHYSICAL DEMANDS: SEDENTARY WORK involves mainly sitting; minimal walking and standing; lifting light weight objects limited to 15 pounds.

ENVIRONMENTAL FACTORS:N/A

SPECIAL CONDITIONS:

SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training experience and interest in the position.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment which may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

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 seven 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 sign a release form that authorizes the release of information by the applicants current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position based on potential for harm to children concerns for the safety and security of the people animals or property or heightened risk of financial loss to the CSU or individuals in the university community.

GENERAL INFORMATION: It is the policy of California State University Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations. State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.

The California State University (CSU) including California State University Bakersfield is committed to an inclusive and equitable community that values diversity and fosters mutual respect. All students and employees have the right to participate fully in CSU programs activities admission and employment free from discrimination harassment sexual misconduct sexual exploitation dating violence domestic violence stalking and retaliation. TheCSU Nondiscrimination Policyprohibits discrimination and harassment based on any protected status sexual harassment sexual misconduct sexual exploitation dating violence domestic violence stalking prohibited consensual relationships and retaliation.

Campus contact for our Nondiscrimination policy is Allan Williams Associate Vice President of Civil Rights & Compliance .