Job Details
Budget Analyst
Job No: 559734
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 - $4,755 per month
Work Schedule: Monday - Friday 8:00 a.m. - 5:00 p.m.
THE DEPARTMENT:
The College of Engineering dean's office is responsible for the administration of academic and ancillary programs supporting the Departments of Aerospace, Chemical & Materials Science, Civil, Electrical & Computer, Electromechanical Engineering Technology, Industrial & Manufacturing, and Mechanical Engineering, MEP, and the Advising Center. At present, the College of Engineering has approximately 7,000 undergraduate and graduate students, over 170 temporary faculty, approximately 100 tenure-line faculty, and 37 staff members.
DUTIES AND RESPONSIBILITIES:
Fiscal & Budget Operations
- Supports the Senior Budget Analyst in monitoring budgets, expenditures, revenues, and account balances across multiple funding sources.
- Prepares financial reports, reconciliations, journal entries, payroll adjustments, and other fiscal transactions.
- Reviews financial activity for accuracy and compliance and assists with resolving routine fiscal issues.
- Maintains budget tracking tools, financial records, and supporting documentation.
- Assists with gathering and compiling financial data for budget planning, forecasting, and reporting.
Grants, Foundation, and Philanthropic Fund Support
- Provides fiscal and administrative support for grant, foundation, and philanthropic accounts.
- Monitors expenditures and account activity to ensure compliance with funding requirements and university policies.
- Supports principal investigators with grant-funded purchases and financial transactions.
- Assists with grant-related documentation, reporting, account reconciliation, and project administration.
- Coordinates with campus and foundation partners regarding account activity, expenditures, and required documentation.
Financial Processing and Purchasing
- Processes and tracks purchasing and payment transactions using university and foundation procurement systems.
- Reviews purchasing documentation for completeness, accuracy, and compliance with applicable policies.
- Reconciles procurement card transactions and maintains supporting documentation.
- Assists faculty and staff with procurement processes, equipment purchases, and financial transaction requirements.
Finance Office Operations
- Monitors and responds to finance office inquiries and provides customer service to faculty, staff, and departments.
- Maintains tracking systems for financial transactions and approval workflows.
- Initiates and tracks electronic approval documents and maintains fiscal records and files.
- Assists with preparing recurring financial reports and account balance summaries.
- Provides backup support for fiscal and budget operations.
- Assists with audits, special projects, year-end activities, and data collection efforts.
- Participates in professional development and training to maintain current knowledge of university policies, procedures, and systems.
- Performs other duties as assigned in support of the fiscal operations of the College of Engineering.
QUALIFICATIONS:
- 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.
- 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:
- Proficiency using MS Office (Word, Excel) and other task-specific software (PeopleSoft financial, Tableau, etc.)
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