Financial/Budget Analyst II

The Financial/Budget Analyst II duties include high level reporting analysis of institutional budgets.
Review and analyze budget data, identifying gaps and finding data to answer key questions.
Monitor organizational spending to ensure that it is within budget.
This position is responsible for executing routine and non-routine financial operations to support the management.
Knowledge, Skills and Abilities Individuals must possess these knowledge, skills and abilities or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities.
1.
Good computer skills necessary in order to set up document formats in Excel, Word, Banner accounting system, Internet, and e-mail.
Flexibility in job assignments a must.
2.
Good mathematical skills, including the ability to operate a 10-key calculator.
Ability to handle detail-oriented assignments with accuracy.
Must have ability to reconcile and verify the accuracy of activities.
Ability to work independently and meet deadlines 3.
Good verbal communication skills and ability to maintain confidentiality.
Ability to effectively interact and assist with administration, faculty, and staff.
Required Qualifications 1.
Education: • Bachelor’s Degree required.
2.
Experience: • Experience with data modification required, must be highly proficient user of spreadsheets and databases.
• Must possess excellent analytical and problem-solving skills with proven ability to research, formulate, and present analysis on a variety of financial issues.
Preferred Qualifications 1.
Education: • Finance concentration for Bachelor’s degree, preferred.
• MBA preferred.
2.
Experience: • Two or more years in a complex organization preparing analysis and financial reports using statistical, cost, and financial data.
List comments regarding work hours 8am – 5pm Mon- Fri Evening and weekend work hours as needed.
Posting Date 04/11/2024 Closing Date Special Instructions to Applicants Essential Job Duties Job Duty Analysis and Projects: 1.
Prepares monthly, quarterly budget salary variance reports.
Including any hoc reports as requested.
Provide analysis and participate in the preparation of budget related documents.
2.
Assist with Budget vs.
Actual Year to Date analysis on monthly, quarterly and year end basis.
3.
Assist with research and analysis of reports.
Percentage Of Time 30% Job Duty Support: 1.
Assist in the development of the annual budget proposal to the Board of Trustees.
Percentage Of Time 10% Job Duty Reconciliation: 1.
Periodic (monthly, quarterly, & year-end) reconciliation of budget accounts in the various colleges/departments.
2.
Gathering and entering budget data.
3.
Reconciliation of budget operating and capital funds.
Percentage Of Time 10% Job Duty Policy and Procedures: 1.
Assists with the reviews and edits of the budget policies and procedures on a periodic basis.
2.
Maintains familiarity with the University’s accounting and budgeting policies and procedures.
3.
Conformity with generally accepted accounting principles, governmental accounting & standards, and compliance with federal and state regulations 4.
Demonstrate an understanding of how transactions impact the general ledger and the impact on the financial statements as well as the operating budget reports.
Percentage Of Time 10% Job Duty Processes: 1.
Serves as the back up for the coordination and process of personnel requests and personnel action forms for budget review.
2.
Maintains the security and passwords of the BudgetPak software.
Percentage Of Time 30% Job Duty Budget Transfers and Other Duties: 1.
Coordinates training for colleges/departments as needed to enhance understanding and management of the operating budget by campus personnel, including the training of end users on the budget transfers.
2.
Assists with budget transfers.
3.
Assists in monitoring of budget account balances and expenditures.
4.
Prepares budget transfers on request.
5.
Other duties as assigned.
Percentage Of Time 10% Physical Demands Physical Demands Do the essential functions of this job require lifting? No If yes, list maximum weight and duration The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job.
Reasonable accommodations may be available to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to use hands to operate a PC in the performance of job duties, and talk or hear.
The employee is regularly required to sit, and reach with hands and arms, and occasionally required to stand, walk, stoop, and smell.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close, distance, and peripheral vision, depth perception and the ability to focus.
Describe Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be available to enable individuals with disabilities to perform the essential functions.
Duties are normally performed in an indoor office environment setting.
The noise level is low to moderate.
Applicant Documents Required Documents Resume Optional Documents Letter of Recommendation #1 Letter of Recommendation #2 Letter of Recommendation #3 Additional Applicant Document