Budget Analyst

Apply now 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).

• 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.

• 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.

• 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.

• 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.

• 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.

• Proficiency using MS Office (Word, Excel) and other task-specific software (People Soft financial, Tableau, etc.)