Budget Analyst I

California State Polytechnic University-Pomona; Pomona (CA); On-site; USD 51,000 - 54,000; Full time

Job summary

Cal Poly Pomona's Singelyn Graduate School of Business seeks a Budget Analyst I to support budgeting initiatives for SGSB and the College's Centers and Institutes. This full-time, probationary role reports to the Dean and involves tracking revenues, expenditures, and preparing financial analyses.

Responsibilities include coordinating with the Budget Analyst II, assisting with scholarship funds, travel budgets, and student reimbursements, and staying current with CSU policies.

Qualifications

• Combination - Equivalent to a bachelor's degree in a related field; substitution allowed year-for-year.
• Proficiency in budgeting principles and financial analysis.
• Analytical and problem-solving skills for financial data.
• Strong communication and interpersonal abilities.
• Experience with financial systems and Excel for reconciliation.

Responsibilities

• Follows procedures to support SGSB and College budgeting initiatives.
• Collects financial information across systems for budget reviews.
• Performs basic analysis of revenues, costs, and allocations.
• Monitors and reconciles various accounts related to SGSB, Centers, and Institutes.
• Tracks revenues, expenditures, encumbrances, and projections; assists with reports.
• Coordinates with Budget Analyst II and provides customer service to stakeholders.

Skills

Budgeting principles

Analytical skills

Communication

Problem solving

Organizational skills

Teamwork

Education

Bachelor's degree or equivalent

Tools

PeopleSoft Financials

OneSolution

Tableau

Microsoft Excel

Job description

Job Search Category/Discipline

• Unit 9 - CSUEU - Technical Support Services 1

• Administrative 1

Time Basis

• Full Time 1

Workplace Type (Exclude Inst Fac)

• On-site (work in-person at business location) 1

Budget Analyst I

Job no: 561570
Work type: Staff
Location: Pomona
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Type of Appointment: Full-Time, Probationary
Job Classification: Budget Analyst I
Anticipated Hiring Range: $4,570-$4,850 monthly
Work Schedule: Monday - Friday, 8:00am to 5:00pm
THE DEPARTMENT:
The Singelyn Graduate School of Business offers graduate degree programs in Business Administration (MBA), Accountancy (MSA), Business Analytics (MSBA), Digital Marketing (MSDM), Digital Supply Chain Management (MSDSCM), Financial Analytics (MSFA), Human Resources Leadership (MSHRL), and Information Security (MSIS). The Information Security (MSIS) program is offered in both face-to-face and online formats.

DUTIES AND RESPONSIBILITIES:

BUDGETARY TRACKING AND ANALYSIS

• Follows established procedures in support of budgeting initiatives and processes for the Singelyn Graduate School of Business (SGSB) and the College's Centers and Institutes.
• Surveys and investigates assigned budget matters, including collecting systemwide, campus-level, and other applicable financial information.
• Conducts basic analysis to support the review of budget requests, including projected revenues and costs, posting of budget data, and ongoing budgetary control of allocations.
• Monitors and reconciles assigned State, Enterprise Foundation, Philanthropic Foundation, grant/contract, and other accounts related to SGSB, Centers, and Institutes.
• Tracks revenues, expenditures, encumbrances, and available balances and assists with revenue and expenditure projections. Prepares information concerning specific phases of budgets and financial procedures and contributes to budget summary reports by completing financial analysis for the Dean, Associate Deans, SGSB, and Center and Institute Directors, as needed.
• Coordinates with the Budget Analyst II on assigned budget activities, reconciliations, reporting, and discrepancies. Provides customer service to internal and external stakeholders and performs assigned budget activities in accordance with established procedures. Approximately 20% of this responsibility supports designated College of Business Administration Dean's Office budget activities.

STUDENT SUCCESS

• Supports the financial administration of scholarships, including preparing reports on scholarship availability and award amounts and coordinating with the Office of Financial Aid, Associate Dean of Student Success, SGSB Director, and other designated officials responsible for scholarship awards and disbursements.
• Supports financial processing for student travel related to SGSB programs and Center and Institute activities, including intercollegiate competitions.
• Supports student clubs with budget requests involving non-ASI accounts, including Enterprise and Philanthropic Foundation accounts.
• Assists with student reimbursements related to SGSB programs and initiatives.

BUDGET COORDINATION AND PROFESSIONAL DEVELOPMENT

• Attends appropriate training courses and Budget Analyst meetings to remain current with university fiscal policies, procedures, systems, and practices. Serves as a resource on routine budget matters related to SGSB, Centers, and Institutes.
• Participates in College and Dean's Office budget meetings and attends other budget-related meetings with the Budget Analyst II when requested by the Dean or Associate Dean.

QUALIFICATIONS:

• Combination - 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
• 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.
• 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.

PREFERRED QUALIFICATIONS:

• Experience supporting budget or financial operations in a higher education or public-sector environment.
• Experience working with State, auxiliary, foundation, grant, or philanthropic fiscal policies and procedures.
• Experience using financial and reporting systems such as PeopleSoft Financials, OneSolution, Tableau, or similar applications.
• Proficiency using Microsoft Excel to organize, reconcile, and analyze financial data.

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 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 $4,570 and maximum $6,658 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 [e-mail] . 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