Budget Analyst II

Budget Analyst II

Job No: 556996
Work Type: Staff
Locations: Southern California: San Diego
Categories: Bargaining Unit: Unit 9 - CSUEU - Technical Support Services, Job Search Category/Discipline: Administrative, Appointment Type: Probationary, Time Basis: Full Time, Workplace Type (Exclude Inst Fac): Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Position Summary

San Diego State University is seeking a detail-oriented and analytical Budget Analyst II to support departmental budgeting and financial operations within University Relations and Development (URAD) and The Campanile Foundation. Under general supervision, you'll provide critical budget analysis, reporting, and fiscal support-helping ensure accurate financial management, compliance, and informed decision-making across both state and foundation funds.

Key Responsibilities:

• Budget Analysis & Financial Planning
  • Develop, administer, and monitor assigned state and foundation budgets, including revenue and expenditure forecasting.
  • Perform variance analysis, fund balance monitoring, endowment and cash analysis, and financial projections to support strategic decision-making.
  • Assist with position control, salary budget planning, labor distribution adjustments, and budget alignment across multiple funding sources.
• Reporting, Compliance & Financial Operations
  • Prepare budget reports, financial summaries, and supporting documentation.
  • Reconcile financial data, resolve discrepancies, and ensure compliance with CSU, campus, and foundation policies.
  • Support audit, tax, year-end, and board reporting processes through detailed financial analysis and documentation.
• Consultation & Collaboration
  • Provide guidance to managers and staff on budget processes, fiscal procedures, and compliance requirements.
  • Partner with campus and foundation stakeholders to support financial operations and resolve issues.
  • Contribute to financial system improvements, testing, and process enhancements.
• Operational & Administrative Support
  • Process and review financial transactions and provide backup support for accounts payable, procurement, and travel.
  • Assist with administrative and operational needs to ensure continuity of financial services across the division.

Why Join Us?

• Make an impact behind the scenes - Your financial insights and analysis directly support programs, students, and university initiatives.
• Grow your expertise - Gain hands-on experience with complex budgets, multiple funding sources, and higher education finance.
• Collaborative environment - Work closely with a supportive team and campus partners across a dynamic division.
• Purpose-driven work - Be part of a mission-focused organization advancing student success and community impact at SDSU.

As part of the California State University (CSU) system, San Diego State University helps power one of the largest and most impactful public university systems in the nation.

Position Information

• Full-time, benefits eligible, permanent/probationary position.
• Position is designated as exempt under FLSA and is not eligible for overtime compensation.
• Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs.
• This position is eligible for telecommuting up to 2 days per week, following a training period during which on-site presence is required.

Department Summary

University Relations and Development (URAD) shares the university's vision and mission underscored in the 2020 five-year strategic plan. The plan identifies five strategic priorities including: Becoming a Premier Public Research University: A New Kind of Hispanic Serving Institution (HSI); Resilience. Designed to Thrive; We Are SDSU; Equity and Inclusion in Everything We Do; and Students at Our Core.

Units of URAD work together to create enduring relationships with alumni, parents, donors, students and the community to generate private support for SDSU students, faculty and a diverse number of programs. URAD handles a range of services encompassing stewardship, events, gift administration, communications and more. The departments of Development, SDSU Alumni, Planned and Annual Giving, Special Events and Donor Relations, Marketing and Communications, Financial Management, Data Management, Prospect Research and Management and Operations are making a tangible difference in the lives of more than 40,000 students.

Our fundraising success can be credited to the university's goal of building a world-class university campus, research center, and multi-use stadium in Mission Valley to serve higher education, the public good, and the community's goals and aspirations.

SDSU has been recognized several times for its exceptional development program by the Council for Advancement and Support of Education (CASE). With the support of loyal donors and in collaboration with SDSU's visionary faculty and staff, the university cultivates lifelong relationships with more than 500,000 alumni, friends, and community members-advancing SDSU's mission for generations to come.

Education and Experience

Equivalent to a bachelor's degree in a related field and two years of relevant 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.

Key Qualifications

• Ability to analyze and reconcile complex financial data across multiple systems and funding sources.
• Advanced proficiency in financial systems and reporting tools, including the ability to extract, query, and analyze large data sets.
• Strong spreadsheet and financial modeling skills, including development of projections, variance analyses, and summary dashboards.
• Ability to interpret and apply CSU, Campus, SDSU Research Foundation, and TCF fiscal policies and procedures.
• Basic knowledge of accounting principles (including GAAP concepts), journal entries, reconciliations, and financial statement components; experience preparing financial reports and presenting analyses to management is preferred.
• Knowledge of higher education budgeting structures and funding models, with the ability to learn CSU state and auxiliary budget structures, is preferred.
• Experience with endowment accounting, restricted funds management, and cash flow analysis is preferred.
• Experience with financial systems (e.g., PeopleSoft, Oracle, MyRF, or similar) and advanced proficiency in Microsoft Excel (financial modeling, pivot tables, lookups, and data analysis functions) preferred.

Licenses/Certifications Required

Valid California Driver's License or the ability to obtain one within 30 days of hire.

Compensation and Benefits

San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth.

Compensation:
Step placement will be determined based on relevant qualifications and professional experience, in alignment with the department's budget and equity guidelines.

• Initial step placement is not expected to exceed Step 6 ($5,717/month).
• Salary step placement for internal applicants will follow the CSUEU Collective Bargaining Agreement.
• CSU Classification Salary Range: $5,178-$7,543 per month (Step 1-Step 20).
• Future increases, including step advancements, are subject to contract negotiations

Full Benefits Package Includes:

• Generous Time Off: 15 paid holidays, vacation, and sick leave.
• Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC.
• Health Coverage: Medical, dental, and vision options at low or no cost.
• Education Support: CSU tuition fee waiver for employees and eligible dependents.
• Optional Offerings: FlexCash, life and disability insurance, legal and pet plans.
• Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities.