Budget Analyst jobs in San Jose, CA

• JobID: 436

Position Type:
Full Time Staff

Date Posted:
9/16/2022

Location:
San Jose, CA

Job Title: Budget Analyst
Department: Accounting and Finance
Supervisor: Director of Accounting and Finance
Location: Student Union Administration
Classification Title: Full-time
FLSA Status: Exempt
Grade: 4
Compensation - $ 47,496 - $ 70,973

The Student Union, Inc. is 501(c)(3) nonprofit auxiliary that maintains three major facilities at San José State University in downtown San José, California. These facilities include the Diaz Compean Student Union Building, the Provident Credit Union Event Center, and the Spartan Recreation and Aquatic Center. The Student Union, Inc. functions as part of the Student Affairs Division on campus, and is governed by a Board of Directors made up of a student majority, faculty, and administrators.

Mission
The Student Union, Inc. of San Jose State University supports the development, growth, and well-being of students and the campus community by providing diverse programs, desired services, and quality facilities to enhance the collegiate experience.

Job Summary
The Budget Analyst is responsible for budget analyst reviews, and processes all annual and mid-year budget requests and budget relines for departments and Instructional Related Activity (IRA) groups; regularly review actual spending against budget and provide financial projections based on the analysis. The budget analyst may provide training to department account holders, students and IRA groups on various tasks assigned him/her and assist with providing guidance on prudent budget management and assist in supporting the creation of various policies that reinforce sound internal controls and may provide work direction to other professionals and/or technical staff. The position reports to, and receives general supervision and direction from the Director of Accounting and Finance.

Essential Functions and Tasks

• Review, analyze, and develop recommendations on budgetary and related fiscal affairs of an assigned area.
• Analyze budget requests and perform continuous budgetary control of revenue and appropriations.
• Review balance sheet items to evaluate financial resources available and impact on budgetary program.
• Prepare monthly and year-end closing journal entries, including system-wide transactions.
• Perform cash flow modeling.
• Manage fund balances, enterprise budgeting and reconciliations.
• Provide information and instructions to management and employees of the Student Union concerning specific phases of budget and financial procedures.
• Prepare related ad-hoc reports.
• Combine program and department budgets into a consolidated organizational budget.
• Attend regularly scheduled staff meetings, training days, and workshops.
• Work with the Associate Director of Accounting and Finance and his assignee to establish budget deadlines and communicate them to the appropriate groups.
• Assemble and compile data used in preparation for financial reporting and/or analysis
• Regularly monitor spending and receiving of funds against budget and provide timely update and projection to the Associate Director of Accounting and Finance.
• Keep track of mid-year budget requests and approved allocation, and monitor the balance of reserve accounts.
• Develop and participate in budget trainings and documentations.
• Prepare assorted disbursement requests for the department.
• Supervise, train and provide guidance and constructive feedback to student staff
• Perform other duties as assigned.

Knowledge, Skills and Abilities (KSAs)

• Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management and cash-flow management.
• Ability to communicate clear and concise analytical comments, both orally and in writing.
• Ability to analyze and interpret accounting data, prepare clear, accurate financial statements and reports
• Problem-solving techniques in finding solutions to complex financial problems
• Ability to understand and apply applicable rules, regulations, policies, and principles
• Ability to identify trends, irregularities, resolve difficult and unusual problems
• Ability to review financial documents for accuracy, completeness, validity, and adherence to stands
• Ability to interact effectively and frequently with customers, students, campus community members, vendors and the general public
• Advanced proficiency with Microsoft Word and Excel, web browsers, query tools, integrated financial systems and/or other types of records management systems.
• Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations.
• Excellent customer service, ability to manage conflicts, and create an inclusive environment.
• Effective verbal and written communication skills.

Physical Demands and Work Environment

• The position works in a wide variety of environments including both a typical office.
• The physical demands of this position are described below
• Sitting, walking, twisting, bending, climbing, pulling, pushing, squatting, crawling, kneeling, balancing, reaching, and coordination (eye, hand, foot).
• Stand and/or view a computer screen for an extended period of time (6 to 8 hrs).
• Fall (Slip, Trip) Conditions that result in falls (impacts) from height or traditional walking and playing surfaces.
• Lifting and carrying, occasionally 10-25lbs
• Hearing and speaking to exchange information in person or on the telephone
• Dexterity of hands, fingers, and wrist to operate a computer keyboard and calculator

• In general, the position works a schedule based on business needs 9 a.m. - 5 p.m., Monday - Friday, may work evenings, weekends and holidays as required.

Minimum Qualifications

• A Bachelor’s degree in accounting, business administration, finance or a closely related field preferred and/or a combination of education and experience which provides the required knowledge and abilities.
• Three years of progressively responsible professional experience in analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process.
• Within the first month, all new employees are required to complete the following online training sessions through CSULearn, the University's employee training platform. Employees will be enrolled in the training soon after their appointment is processed and will be notified via email from CSULearn@sjsu.edu.
• CSU - Injury and Illness Prevention Program - one time course

• CSU - Preventing Discrimination and Harassment for Non-Supervisors – required every two years

• CSU - Sexual Misconduct Prevention Program (Title IX) - required every year

• Data Security and FERPA - required every two years

• Hazard Communication Cal/OSHA - one time course

• SJSU COVID-19 Health and Safety Protocols Training - one time course

Preferred Qualifications

• Master’s degree in Recreation, Sports Management, or a related field or equivalent combination of education and/or work experience.

• 4-5 years of supervisory experience, preferably in a college/university setting; or a minimum of three (3) years of progressively responsible supervisory experience.
• Thorough knowledge of financial, budgetary, GASB and generally accepted accounting principles practices.
• Experience in a large, non-profit corporation.
• Involvement in professional societies and organizations.

Commitment to the Student Union, Inc. Core Competencies**

• Fiscal Management - Conducts operations in a fiscally sound manner while contributing to the budget process. Maintaining efficient and effective budget reconciliations and may pull data for reporting purposes. Understands implications of budget and makes recommendations for solutions.
• Leadership & Supervision - Partners with team members or leads internal teams to maintain effective work relationships with people from diverse backgrounds; Maintains dignity and self-control in difficult situations; Supervisory responsibilities may include planning, assigning, and directing work; resolving issues in a way consistent with corporate policies
• Productivity and Quality of Work - Strives for accuracy and thoroughness; displays commitment to excellence and customer service; looks for ways to improve and promote quality within own work; applies feedback from manager and others to improve performance; monitors own work to ensure quality.
• Communication and Collaboration – Acts & behaves in a manner that reflects respect, courtesy and civility, appreciation, empathy, trust, inclusion, and consultation. Establishes and maintains effective work relationships; Understands lines of reporting, responsibility, and accountability.
• Diversity, Inclusion, and Interaction - Values and respects diversity and individual uniqueness and recognizes the strength these factors bring to the Student Union and SJSU community and learning environment.
• Planning and Results - Works on activities to meet Student Union priorities and timelines; works with manager to prioritizes multiple demands for commitment of time, energy, and resources; adapts to changing priorities, situations and demands; integrates changes to support the business.
• Creativity and Innovation - Works with manager to engage in creative problem solving; thinks “globally”; receives suggestions on how to re-engineer processes; is open and receptive to change and new ideas within the guidelines of the institution.
• Compliance for Law, Policies and Codes, and Issues Related to Safety and Risk - Adheres to compliance laws, policies and codes related to not- for-profit corporations, facility safety and concerns, as well as state and CSU mandates. Implements procedures to identify and correct potentially hazardous or unsafe working conditions. Mitigates risk where appropriate through knowledge of policies and procedures.

Equal Opportunity/Affirmative Action

The Student Union of San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Reasonable accommodations will be provided for applicants with disabilities who self- disclose.

Background Check and Fingerprinting
Student Union employees are required to undergo and completed a successful background check that includes verification of employment and education, as well as a check of criminal records for employment. Candidates for positions where the employee will come in regular contact with minors and cash management will be required to be fingerprinted. This policy includes emergency hires and may also be applicable to volunteers depending on the work they will be doing.

In some cases the background check will include a credit check and/or a Department of Motor Vehicles check, as well as a check of licenses and certificates when applicable. All background checks are conducted through the Student Union third-party vendor, Accurate Background

California Child Abuse and Neglect Reporting Act
All Student Union at San Jose State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Note to Applicant
Applicants for Student Union positions: 1) are not automatically guaranteed job interviews, 2) The Student Union of San Jose State University is an Affirmative Action, Equal Opportunity Employer. The Student Union of San Jose State University does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, marital status, pregnancy, age, disability, disabled veterans, or Vietnam veteran’s status. Every applicant who is a finalist for employment with the Student Union, Inc. will be required to complete a background check before being hired. The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the Student Union's third party vendor, Accurate Background. The Student Union, Inc. will pay all cost associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire depending on the position requirements.

Job Type: Full-time

Pay: $47,496.00 - $70,973.00 per year