CGU-Budget Officer, SCGH

The Claremont Colleges Services; United States; On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Tuition reimbursement

Job summary

Claremont Graduate University seeks a Budget Officer to oversee the School of Community and Global Health operating budget and related tasks. The role collaborates with Finance and administration to ensure CGU policies are followed and budgets are accurate.

The position is a 1-year temporary appointment with potential extension, based on institutional needs. Start date targeted for 2026, onsite in Claremont, CA, with a focus on budget control and reporting using Workday/Cayuse.

Qualifications

• Knowledge of budget planning and monitoring processes.
• Strong analytical and reporting skills.
• Experience with Workday or similar financial systems.

Responsibilities

• Administer and monitor the school operating budget.
• Reconcile monthly budget to expenses and payroll.
• Prepare annual salary projections and budget figures.

Skills

Budget planning

Financial analysis

Workday familiarity

Excel proficiency

Tools

WorkDay

BudgetPak

Cayuse

Job description

Job Posting Location: Claremont, CA

Job Posting Title: CGU-Budget Officer, SCGH

Hourly Rate Range: $27.00-$31.00

Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee's total compensation.

This is a temporary, one-year appointment with the potential for extension based on institutional needs. The expected start date for this position will be in 2026.

PRIMARY PURPOSE/GENERAL DESCRIPTION

The School of Community and Global Health is seeking a Budget Officer to oversee the administration and monitoring of the schools operating budget and various other tasks. Works closely with the Finance office and other administration departments to adhere to CGU policies & guidelines for operating expenses.

DESCRIPTION OF DUTIES AND RESPONSIBILITIES

• Administer and monitor the schools operating budget which includes review and approval of all operating expenditures via the Workday financial system.
• Monthly reconciliation of the school operating budget to review for any errors or discrepancies with regard to expenses and payroll.
• Work with the appropriate internal departments to correct any budget errors or discrepancies.
• Prepare the annual fiscal year school budget (compensation and operating expenses).
• Work with the Dean to project expenditures for the next fiscal year, projected enrollment and FFTE goals.
• Work with Finance to complete the annual budget and submit via BudgetPak system.
• This includes enrollment projections, FFTE projections and discount rates for the upcoming fiscal year.
• Prepare annual salary projections for faculty & staff (for use in preparing the annual budget).
• Review and update budget (quarterly) for Finance and make any needed changes to various line items.
• Update the budget spreadsheet and enter changes into BudgetPak system.
• Prepare required faculty salary documents (SPA’s) as necessary for payroll.
• Review and approve all student payroll documents (new hire forms and PAF’s) and timecards (in the Workday timekeeping system for each pay period).
• Communicate prior to each pay-period (via email) with students regarding payroll due dates and timely submission of their timecard in Workday.
• Work with students to get them set-up in the HR and Payroll system and/or for the Federal Work Study program (completing the appropriate FWS forms for Financial Aid).
• Assist students in using the Workday Timekeeping system.
• Review payroll reports (monthly and bi-weekly) for any errors.
• Work with HR and Payroll to correct any errors.
• Assist with the SCGH student travel & professional development awards (Fall & Spring funding rounds).
• Prepare an information list for the committee which includes application details (student name, event details, amount of funding requested and for what purpose, students standing and GPA).
• Assist Office manager to make purchases for the school (office supplies, books, swag items, software, catering for school events, faculty membership dues, etc.).
• Review/approve all supplier invoices for payment via Workday financial system.
• Budget Officer reviews & approves all school purchases and expenses prior to the purchase.
• Prepares Spend Authorizations for any purchases over the CGU threshold of $1,000.
• Prepare financial reports for CEPH & ASPPH (Public Health accreditation agencies) annual reports.
• Attend monthly Budget Officer and faculty meetings.
• Run monthly financial reports via Workday to review the schools operating budget.
• Prepare a monthly reconciliation report of all school expenses including compensation and operating costs.
• Assist with the CEPH self-study report and site visit (every 7 years).
• Prepare the financial table for the self-study report and assist with the Fiscal Resources data section.
• Attend site visit as needed.
• Prepare monthly P-card reconciliation in Workday (via an expense report) for credit card charges for the previous month.
• Reconciliation includes providing the appropriate back-up documentation and cost center to charge the expense to.
• Work closely with various CGU administrative departments (HR, Payroll, Finance, Provost office, Purchasing, TCCS, and Financial Aid).
• Assist the Program Manager with the preparation of the quarterly Board report to update the Grant Activity section of the report.
• Review and approve (as the cost center manager) all faculty and adjunct teaching & overload contracts (via Airslate).
• Work with Program Manager to prepare teaching schedules (by semester) and review for assurance that all faculty will fulfill their teaching load requirements.
• Assist Program Manager in the TA process each semester.
• This includes contacting faculty & adjuncts each semester to confirm their TA needs, communicate with faculty, adjuncts, & students to get a qualified TA in place for their course, sending out TA offer emails, preparing the applicable internal documents for HR & payroll to set-up in the Workday timekeeping system.
• Assist (applicable) faculty in requesting use of their annual allocated R&D funds.
• Send a request (via email) to the Provost office for approval of the particular expense they want to use their funds for.
• Review monthly reports from the Provost office for Faculty R&D accounts and Faculty Salary policy.

SYSTEMS USED

WorkDay BudgetPak Cayuse

REQUIRED KNOWLEDGE, SKILLS, 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.

• Analysis Assessment/evaluation
• Budget control and planning
• Excellent written and oral communication skills
• Interpretation of policies/analyses/trends/etc.
• Knowledge of applicable laws/policies/principles/etc.
• Microsoft Office software (Excel, Word, Outlook, PowerPoint)
• Problem identification and resolution
• Project management
• Research background
• Scheduling
• Strong analytical and critical thinking skills.
• Ability to conduct assessments and evaluations effectively.
• Experience with budget planning, monitoring, and control.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to interpret and apply policies, procedures, and regulations.
• Knowledge of applicable federal, state, and institutional laws, policies, and principles.
• Familiarity with federal grant reporting requirements and compliance guidelines.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Strong problem-solving skills and ability to develop effective solutions.
• Demonstrated project management and organizational abilities.
• Research and data analysis experience.
• Ability to manage scheduling and coordinate multiple priorities effectively.

Hours & Classification Status

Standard work hours: 8:30 AM to 5:00 PM, Monday through Friday (37.5 hours/week). Full-time. Onsite position. Classification: Non-exempt. Appointment Type: Temporary, 1 year (with the potential for extension; continued employment contingent upon institutional needs and available funding).

Benefits Eligibility

• Medical, Dental and Vision insurance
• Group life insurance
• Retirement plan with a 7% employer contribution — no employee match required (after 1 year of service)
• Generous paid time off, including vacation, sick leave, and holidays
• Winter closure in December, subject to institutional approval
• Tuition reimbursement program available to eligible employees and their dependents for approved coursework, subject to plan guidelines and institutional policies

SUPERVISORY RESPONSIBILITY

None.

REPORTS TO

Dean of School of Community and Global Health

Physical Activities and Environmental Conditions

Never Occasionally Constantly Moving self in different positions to accomplish tasks in various environments including tight and confined spaces.

Never Occasionally Constantly Remaining in a stationary position, often standing or sitting for prolonged periods.

Never Occasionally Constantly Moving about to accomplish tasks or moving from one worksite to another.

Never Occasionally Constantly Adjusting or moving objects up to __ pounds in all directions.

Never Occasionally Constantly Communicating with others to exchange information.

Never Occasionally Constantly Repeating motions that may include the wrists, hands and/or fingers.

Never Occasionally Constantly Operating machinery and/or power tools.

Never Occasionally Constantly Operating motor vehicles or heavy equipment.

Never Occasionally Constantly Assessing the accuracy, neatness and thoroughness of the work assigned.

Never Occasionally Constantly Environmental Conditions Low temperatures.

Never Occasionally Constantly High temperatures.

Never Occasionally Constantly Outdoor elements such as precipitation and wind.

Never Occasionally Constantly Noisy environments.

Never Occasionally Constantly Hazardous conditions.

Never Occasionally Constantly Poor ventilation.

Never Occasionally Constantly Small and/or enclosed spaces.

Never Occasionally Constantly No adverse environmental conditions expected.

Never Occasionally Constantly Sedentary work that primarily involves sitting/standing.

Never Occasionally Constantly Light work that includes moving objects up to 20 pounds.

Never Occasionally Constantly Medium work that includes moving objects up to 50 pounds.

Never Occasionally Constantly Heavy work that includes moving objects up to 100 pounds or more.

EEO Statement

Claremont Graduate University is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, religion, gender and/ or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, sex, age, sexual orientation, or physical disability or any other legally protected basis in its employment practice and in admission of students to educational programs and activities in accordance with the requirement of Title IX of the Education Amendments of 1972, Title I of the American Disabilities Act of 1990 and other applicable laws. CGU is committed to affirmative action in employment practices regarding ethnic minorities, the physically challenged, Vietnam‑era veterans, and women. This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. Qualified candidates of diverse ethnic and racial backgrounds are encouraged to apply for vacant positions at all levels. This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act. Successful completion of criminal background and DMV checks required for final candidate. CGU is like no other graduate-level university in the nation. Founded in 1925, Claremont Graduate University is an independent institution devoted entirely to graduate study. The Carnegie Foundation for the Advancement of Teaching has classified CGU as Research University with High Research Activity. On our 19-acre, tree‑lined campus in Claremont, 35 miles east of downtown Los Angeles, our five academic schools award master's and doctoral degrees in 22 disciplines. Enrollment is limited and classes are small, so you receive the attention you need. As a member of The Claremont Colleges, a consortium of seven independent institutions, CGU is able to offer a greater breadth of faculty and campus resources than is typical of a university with 2,000 students. At CGU, students are encouraged to pursue personal academic interests and research agendas even when they transcend the boundaries between individual departments.