Budget Analyst II

Clay Today; Turlock, Northern (CA, KY); Hybrid; USD 62,000 - 91,000; Full time

Job summary

University Budget Services CSU is seeking a Budget Analyst II to develop and administer campus budgets for departments, manage labor costs, and prepare financial reports. You will work under general supervision on budgeting projects and provide input for new programs and procedures.

Responsibilities include maintaining budget models, performing data analysis, and coordinating with stakeholders to resolve discrepancies.

Qualifications

• Bachelor's degree in a related field and two years of relevant experience.
• Experience may be substituted by an advanced degree on a year-for-year basis.
• Knowledge of budgeting policies, processes, and procedures.

Responsibilities

• Develops and administers campus budgets for specific functions or departments.
• Assists management with position control, labor cost distribution, and budgetary control functions.
• Prepares budget-related reports and correspondence.
• Assists with monthly and year-end closing journal entries, including systemwide transactions.
• Supports fund balances, cash flows, enterprise fund budgeting, and reconciliations.
• Updates funding chart-strings in financial systems (e.g., PeopleSoft, Excel).
• Processes labor cost distribution transactions and resolves discrepancies.
• Prepares materials to summarize, analyze, and justify budget programs.
• Conducts extensive financial data compilation, querying, organizing, and analysis.

Skills

Budgeting knowledge

Financial analysis

Data querying

Communication

Education

Bachelor's degree in related field

Tools

PeopleSoft Financials

Excel

Word processing software

Job description

Budget Analyst II

Position Summary

Full-time position available on or after September 14,2026for University Budget Services.. This position's responsibilities are carried out under general supervision. The incumbent is responsible for developing and administering campus budgets for specific functions or departments. Responsibilities cover most technical aspects of budgeting and related projects. Applies acquired job skills, and knowledge of budgeting policies, processes, and procedures to complete significant assignments, projects, and tasks of moderate technical scope and complexity. Works independently on most day-to-day assignments with general supervision on new assignments or projects to ensure alignment with objectives. Provides input for new programs and procedures and works with stakeholders to resolve issues and discrepancies.

Job Duties

• Develops and administers campus budgets for specific functions or departments.
• Assists management with position control, labor cost distribution, and budgetary control functions.
• Prepares budget-related reports and correspondence.
• Assists with preparing monthly and year-end closing journal entries, including systemwide transactions, under established guidelines.
• Supports the management of fund balances, cash flows, enterprise fund budgeting, and reconciliations.
• Updates, tracks, and assigns position numbers and funding chart-strings in financial systems (e.g., PeopleSoft, Excel).
• Processes and troubleshoots labor cost distribution transactions.
• Prepares materials to summarize, analyze, and justify budget programs.
• Conducts extensive financial data compilation, querying, organizing, and analyzing large volumes of financial data.
• Monitors and reviews budget performance to identify issues or discrepancies and provides recommendations for potential adjustments or cost savings.
• Assists in feasibility reviews for new initiatives, capital projects, and program expansions by gathering data and assessing financial considerations.
• Consults with and advises stakeholders on fiscal organization, fiscal procedures, and related problems.
• Provides information and instruction to management and employees concerning specific phases ofbudgets and financial procedures.
• Reviews, revises, and develops budgeting policies, processes, and guidelines.
• Participates in the design and installation of financial systems upgrades as well as required testing and verification of results.
• Provides training, guidance, and assistance to other employees and may provide work direction to student employees.
• Maintains and updates budget models, tools, and templates to support accurate budget preparation, monitoring, and reporting.
• Assists with cash flow modeling to support budget planning and forecasting.
• Prepares training materials and reference tools to guide campus stakeholders through budget processes.
• Maintains documentation of business processes, standards, and procedures to support budgeting functions.
• May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards.
• At the direction of appropriate administrator, may provide support to other areas as needed.
• The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this classification.
• Other duties as assigned.

Minimum Qualifications

• Education:Equivalent to a bachelor's degree in a related field and two (2) years of relevant experience.
• 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.

Preferred Qualifications

• Three (3) years of budgeting or finance or related experience.
• Bachelor's degree in finance, Accounting, or a related field.
• Prior experience in a CSU or higher education setting.
• Experience working with data query and reporting tools.
• Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system.
• Experience in preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries).
• Experience supporting or coordinating financial system testing, upgrades, or integrations.
• Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting.

Knowledge, Skills, Abilities

• 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.

Special Conditions

Position may be required to travel.

Physical Requirements

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary Range

Anticipated starting salary will be $5,178(step 1) – $5,387(step 3) per monthplus excellent paid benefits. Future increases, including step advancement, are subject to contract negotiations. Full range Salary will depend on the qualifications of the successful finalist. Full$5,178(step 1) – $7,543(step 20) per month.

Compensation & Benefits

Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year.

• outstanding vacation, health, dental, and vision