JOB POSTING #880
Starting Salary: Dependent Upon Qualifications
Closing Date: Until Filled
Reporting to the Senior Accountant for Budgets, the Budget Analyst assists the Office of Finance and Administration in support of the preparation, maintenance, and review of budgets and related financial reports. The Budget Analyst also assists the Associate Vice President for Finance and Administration in completing special projects. The Budget Analyst works closely with the School Fiscal Officers and others in the schools/units to ensure sound budget management as well as timely and accurate budget reporting.
- Assists with the preparation, maintenance, and reporting of the operating budget and other areas which may have established budgets, such as grants and projects.
- Monitors all budgets and/or fund balances, including operating, restricted funds, grants and contracts, investments, auxiliary enterprises, and physical assets.
- Creates roll-up actual to budget monthly report using accounting system of record inclusive of operating budget, auxiliary enterprises, investments, and grants and contracts.
- Assists the Senior Accountant for Budgets with training of staff involved with budget planning, recording, and monitoring.
- Responds to questions from departments, schools, and administrative offices with respect to budgets and budget reporting.
- Creates ad hoc reports, performs sensitivity testing, and performs data mining/drill down as needed.
- Assists with preparing reports to Board, Board Committees, Institutes, Centers, and Departments.
- Researches, analyzes and answers questions on the General Ledger or related fiscal questions pertaining to budget reporting. May do extensive research on projects.
- Assists the Senior Accountant for Budgets with review, cleanup, and preparation of periodic budget uploads to accounting system of record and in collaboration with the Claremont University Consortium (CUC).
- Assists with year-end financial audits.
- Assists in the maintenance of the budget software.
- Other duties as assigned.
REQUIRED KNOWLEDGE, SKILLS, and ABILITIES:
Individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.
- Knowledge of Microsoft Office (Word, Excel, PowerPoint).
- Strong analytical skills.
- Excellent personal and communication skills.
- Understanding of budgeting in the higher education field.
- Some understanding of database management, business re-engineering, systems installation, and model-driven decision support system software emphasizing financial optimization and simulation modeling.
- Knowledge of Workday, XLerant (BudgetPak), PeopleSoft, or similar accounting and budgetary programs.
Bachelor’s degree preferred, preferably in Business, Finance, or Accounting, or any combination of education, training, or experience that provides the required knowledge, skills, and ability. Preference will be given to applicants with a Bachelor’s Degree in Accounting and/or Finance or equivalent education. Minimum of one year experience in accounting, finance or budgeting; plus, analytical ability and PC fluency including extensive knowledge of Excel. Experience in higher education is preferred.