Budget Analyst Series

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Employees in this series perform professional budgeting and analysis of fiscal operations. They review budgets, prepare and reconcile budget reports, maintain budget systems, design computerized budget systems, and analyze budget policies and procedures. Due to the nature of these positions, they are generally utilized in a central campus budget unit. The work requires a knowledge of fiscal management principles, budget theory, accounting theory, and computer applications.

DESCRIPTIONS OF LEVELS OF WORK

Employees at this level of the series provide support in the development and/or execution of a budget(s). A(n) Budget Analyst serves a dual role as a liaison and technical expert in ensuring conformance to established policies and procedures. They work under the general supervision of a designated supervisor(s).

A(n) Budget Analyst typically -

1. serves as the primary contact for a budget portfolio(s); provides technical assistance in the preparation and execution of budget(s);
2. interprets fiscal management policies, procedures, and/or requirements;
3. assists in developing, preparing, examining, and/or reconciling budget proposals, projections, and/or reports;
4. reviews, reconciles, and processes budget transactions in conformance with applicable laws, regulations, or institutional policies;
5. updates and maintains budget information within a financial management system;
6. compiles and analyzes data; develops summaries or visual aids of financial information for reporting purposes;
7. prepares and conducts training for fiscal management policies, procedures, and/or requirements;
8. monitors, researches, and/or distributes information regarding changes in policies, procedures, and/or requirements;
9. performs other related duties as assigned.

Employees at this level of the series provide oversight in the development and/or execution of a budget(s). They work under the direction of a designated supervisor(s).

A(n) Senior Budget Analyst typically -

1. directs activities relative to the management of budget portfolio(s); ensures compliance with fiscal management policies, procedures, and/or requirements;
2. serves as a technical and/or administrative resource; participates in various meetings, conferences, and/or on committees;
3. advises on fiscal management policies, procedures, and/or requirements;
4. coordinates the preparation, development, and completion of budget proposals, projections, and/or reports;
5. certifies budgets transactions in conformance with applicable laws, regulations, or institutional policies;
6. conducts analyses and makes recommendations; prepares statements requiring interpretation and/or analysis of financial information;
7. directs personnel functions such as training, supervising, evaluating performance, and/or developing staff, work schedules, and assignments;
8. participates in the development and implementation of policies, procedures, and initiatives;
9. performs duties of the lower level;
10. performs other related duties as assigned.

Employees at this level of the series provide oversight in the development and/or execution of a budget(s). They work under the direction of a designated supervisor(s).

A(n) University Budget Officer typically -

1. oversees activities relative to the management of a budget(s);
2. acts as an institution(s) representative in budgetary matters; represents the department(s) in various meetings, conferences, and/or on committees;
3. contributes to the development and implementation of programs, objectives, and/or long-range planning;
4. oversees the preparation and/or development of budget proposals, projections, and/or reports;
5. oversees the evaluation, development, and implementation of operational policies and procedures;
6. oversees personnel functions such as training, supervising, evaluating performance, and/or developing staff, work schedules, and assignments;
7. performs duties of the lower level;
8. performs other related duties as assigned.

MINIMUM ACCEPTABLE QUALIFICATIONS

CREDENTIALS TO BE VERIFIED BY PLACEMENT OFFICER

1. High school diploma or equivalent.
2. Any one or combination totaling three (3) years (36 months) from the categories below:
   1. course work in accounting, business administration, finance, statistics, or a closely related field, as measured by the following conversion table or its proportional equivalent:
      • 30 semester hours equals one (1) year (12 months)
      • Associate’s Degree (60 semester hours) equals eighteen months (18 months)
      • 90 semester hours equals two (2) years (24 months)
      • Bachelor’s Degree (120 semester hours) equals three (3) years (36 months)
   2. work experience in budgeting, financial management, or closely related experience.

KNOWLEDGE, SKILLS AND ABILITIES (KSAs)

1. Knowledge of the economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
2. Knowledge of electronic equipment, computer hardware, software, and their applications.
3. Knowledge of arithmetic, algebra, statistics, and their applications.
4. Ability to exhibit strong organizational skills and maintain detailed, accurate records.
5. Ability to communicate effectively for the needs of the audience.
6. Ability to process and handle confidential information with discretion.
7. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
8. Ability to identify measures or indicators of system performance and the actions needed to improve or correct performance relative to the goals of the system.
9. Ability to work independently and effectively organize and prioritize multiple tasks.
10. Ability to interpret work related documents, policies, and procedures.

CREDENTIALS TO BE VERIFIED BY PLACEMENT OFFICER

1. Bachelor’s Degree in accounting, business administration, finance, statistics, or a closely related field.
2. Three (3) years (36 months) of budget or financial management related work experience.

NOTE: A Master’s degree in the areas listed may be substituted for one (1) year (12 months) of professional work experience.

KNOWLEDGE, SKILLS AND ABILITIES (KSAs)

1. Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
2. Knowledge of electronic equipment, computer hardware, software, and their applications.
3. Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
4. Knowledge of arithmetic, algebra, statistics, and their applications.
5. Ability to interpret work-related documents, policies, and procedures to convey relevant information clearly.
6. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
7. Ability to exhibit strong organizational skills and maintain detailed, accurate records.
8. Ability to identify measures or indicators of system performance and the actions needed to improve or correct performance relative to the goals of the system.
9. Ability to work independently and effectively organize and prioritize multiple tasks.

CREDENTIALS TO BE VERIFIED BY PLACEMENT OFFICER

1. Bachelor’s Degree in accounting, business administration, finance, statistics, or a closely related field.
2. Five (5) years (60 months) of budget or financial management-related work experience at a supervisory or administrative level.

NOTE: A Master’s degree in the areas listed may be substituted for one (1) year (12 months) of professional work experience.

KNOWLEDGE, SKILLS AND ABILITIES (KSAs)

1. Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
2. knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
3. Knowledge of electronic equipment, computer hardware, software, and their applications.
4. Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
5. Knowledge of arithmetic, algebra, statistics, and their applications.
6. Ability to interpret work-related documents, policies, and procedures and convey relevant information clearly.
7. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
8. Ability to exhibit strong organizational skills and maintain detailed, accurate records.
9. Ability to identify measures or indicators of system performance and the actions needed to improve or correct performance relative to the goals of the system.
10. Ability to work independently and effectively organize and prioritize multiple tasks.