Budget Analyst

The California State University; California (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

An established institution is seeking a dedicated professional to join their Budget Team. This role involves assisting with daily budget operations, analyzing data, and preparing reports to enhance financial processes. The university values diversity and offers a vibrant working environment, close to the scenic Monterey Bay. With a focus on student success and engagement, this position provides an exciting opportunity to contribute to the financial health of a dynamic educational institution. If you are passionate about budget management and eager to make a difference, this role is for you.

Benefits

Health, dental, and vision plans

15 paid holidays

Access to affordable campus housing

Membership in CalPERS

Qualifications

• Bachelor's degree in accounting or related field required.
• Two years of experience in data analysis and budget administration.

Responsibilities

• Assist with daily operations of campus-wide budget administration.
• Collect and prepare reports for budget processes and forecasts.
• Implement processes to improve operational efficiencies.

Skills

Data Analysis

Budget Administration

Communication Skills

Customer Service

Education

Bachelor's Degree in Accounting, Business Administration, or Finance

Tools

Smartsheets

Job description

Apply now Job no: 547320
Work type: Staff
Location: Monterey Bay
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Anticipated Hiring Salary Range: $5,398 - $5,640* mo.
CSU Salary Schedule
*CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs.

Priority Screening Date: April 13, 2025
Recruitment Status: Open Until Filled

ABOUT CSUMB

California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation’s largest four-year public university system, California State University, which educates nearly 460,000 students every year.

With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030.

The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University.

As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.

PURPOSE:

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Working with the Budget Team, assist with daily operations of campus-wide budget administration. Examples include reviewing budget transfer requests, position management, reporting, and other activities in support of daily/weekly/monthly operations in campus-wide budget administration.
• Working with the Budget Team assist with annual budget process & quarterly forecasts - including but not limited to: gathering data and preparing related reports/correspondence for higher level review.
• Collect Student Fee Revenue data to populate monthly reports for review by the Senior Budget Analyst. May attend the Student Fee Advisory Committee meetings in support of the Budget Office. In addition to attendance, the incumbent will collect approved or signed correspondences to be uploaded into the Student Fee Database and relay any pertinent information back to the budget team.
• Working with the Budget Team: assist in tracking and maintaining budgets related to vacant permanent positions in the General Fund. This may include preparation & posting of budget transfers, updating management reports and tracking entries & positions that come into and out of the vacant position categories.
• Proactively work with the Budget Team and stakeholders to identify, implement, monitor and maintain processes, procedures & systems to improve operational efficiencies of the Budget Office. Assist in developing processes to streamline budget administration & collaborate with other departments as needed. May require learning new tools (e.g., Smartsheets).
• May assist with onboarding & maintaining new budget software & rollout to campus, including training, Q&A, etc.
• Under the supervision of the Budget Team, query databases and create reports to support questions from division analysts, Cabinet members, budget team, or other stakeholders.
• Special projects, as needed, for example oversight of the Budget Office shared email inbox.

Other Functions:

Performs other job-related duties and special projects as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

MINIMUM QUALIFICATIONS:

Education: Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities.

Two years of progressively responsible professional experience in analyzing data including one year involving duties such as preparation, justification and analysis or control and administration of a budget or budgetary process.

SPECIALIZED SKILLS:

College degree and higher education experience highly desirable. Conversant in the terminology of finance and accounting and knowledgeable of budget and accounting concepts, practices and processes. Written and verbal communication skills with various levels of internal and external stakeholders. Customer service oriented. Ability to work in a fast-paced environment with changing priorities.

PREFERRED QUALIFICATIONS:

SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
• The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
• This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
• This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107.

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.

BENEFITS/PERKS:

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary. As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.

APPLICATION PROCEDURE:

For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at [phone] or emailing [e-mail]. All employees must be eligible for employment in the U.S.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.

CSUMB is a smoke and tobacco-free campus.

EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.

Advertised: Mar 28 2025 Pacific Daylight Time
Applications close: