JOB DESCRIPTION

Unit: Office of Planning and Budget

Working Title: Senior or Principal Budget Analyst*
*Classification depends on qualifications of successful applicant.
Classification:
Supervisor:
Positions Supervised: None
Suary Stateent
The Office of Planning and Budget is the principal staff arm of the Chancellor and
Executive Vice Chancellor in the areas of academic, capital, enrollment, and
financial planning, policy analysis, and fiscal administration. In this capacity, it
develops and maintains relevant dataases, provides analyses of policies and
programs, assists in the determination of campus priorities, and in the development
of strategies designed to achieve these priorities. Its responsiilities include the
campus operating udgets, admissions targets, enrollment plans, and such special
studies and revie!s of programs and operations as may e necessary to enale
the Chancellor and the Executive Vice Chancellor to discharge their responsiilities
in these areas.
"nder general direction, the incument performs a variety of functions in support of
the operating udget, including preparation of analyses for campus resource
planning and analysis and a variety of duties in support of campus udget
operations.
Major Functional Areas
!"# $esource Planning and Analysis
Prepares analysis of complex resource issues. Prepares detailed udget charts,
tales, and spreadsheets, as needed, in support of a variety of udgetary analyses
and special pro#ects. Compiles and displays data using tale and graph
spreadsheet applications. Prepares analyses for use y campus administrators
!hen ma$ing academic planning, udget, and other presentations.
%esponsiilities include the identification of relevant and usale data sources,
selecting appropriate methods of data collection and data analysis, and reporting of
conclusions, implications, and recommendations.
Provides udget recommendations to respond to a !ide range of issues.
&evelops, formulates, and recommends funding scenarios to address concerns
and facilitate resolution.
Convenes the 'iscellaneous (ee )dvisory Committee. )ssists in the revie! of
recharge rate and miscellaneous fee proposals, income and expense statements,
and other information included in recharge rate and miscellaneous fee proposals.
&evelops cash*flo! pro#ections for self*supporting and+or fee*funded activities.
&rafts correspondence, as needed. %esponds to re,uests for information from the
"C Office of the President. Prepares %egents- udget tales. )ssists in the
monitoring of funding re,uests sent to the Office of the President, and
implementation of ne! resource allocations.

Compiles data and prepares reports re,uired y campus managers for academic
and udgetary planning. Identifies campus*!ide information needs and campus
sources of data. )ssists in development of electronic dataases and reports to
facilitate planning and decision*ma$ing. )ssists in the design and maintenance of
!e pages for the Budget Office and Planning and Budget Office .ome Page.
Participates in training classes developed and offered y the Planning and Budget
Office.
%"# Budget Operations
Prepares allocations for deans and vice chancellors. %evie!s funding re,uests
and drafts allocation letters to respond to a variety of funding commitments.
/or$s !ith staff in the central accounting office to prepare the annual
administrative recharge for auxiliary enterprises activities.
Provides support to the )ssistant &irector 0 Budget Operations as needed.
%ecords udget entries into the campus- current and permanent operating udgets.
Creates periodic status reports of account alances.
Provides assistance to campus units on udgetary, fiscal, and student fee issues
including resolving udgetary prolems and understanding or applying udget
policies.
)ssists the Principal )nalyst !ith activities in support of the Budget and 1taffing
1ystem, as needed.
)ssists in the preparation of the annual Economic Impact 1tudy.

Skills& 'no(ledge& and A)ilities
Experience in, or $no!ledge of, accounting and accounting principles
sufficient to prepare complex and detailed financial and udgetary analyses
and to address a variety of unit+divisional+campus issues or udgetary
prolems.
&emonstrated analytical s$ills that allo! for interpretation of udgetary,
financial, and related management information.
Excellent !riting s$ills sufficient to draft professional reports and
correspondence that is clear and concise.
1trong organi2ational s$ills to !or$ independently and to prioriti2e a heavy
!or$load under the pressure of competing assignments.
Excellent interpersonal and oral communication s$ills.
Excellent interpersonal s$ills to !or$ cooperatively !ith persons at all levels
in the organi2ation.
)ility to respond flexily and positively in all circumstances, and to !or$
calmly under pressure.
Excellent numerical, analytical, and prolem*solving s$ills.
)ttention to detail !ith a high degree of accuracy.
)ility to exercise good #udgment and discretion, especially !ith regards to
sensitive or confidential personnel or organi2ational matters.
Excellent computer s$ills and experience using spreadsheet, charting, and
other soft!are tools, such as 'icrosoft /ord, Excel, Po!erpoint, and
Outloo$.
)ility to use soft!are tools to present data clearly and concisely.
3no!ledge of and+or experience using dataase ,uery tools, such as
Business O#ects and 'icrosoft )ccess.
In addition to the aove, the follo!ing ,ualifications are re,uired at the Principal
)nalyst level4
&irectly related xperience and education in fiscal management and analysis
&emonstrated s$ill in ,uantitative financial analysis and udgetary control, !ith
thorough !or$ing $no!ledge of general accounting principles and practices !ith
an emphasis on fund accounting and university financial accounting.
&emonstrated s$ill in formulating and implementing financial policies and
standards to ensure accountaility and compliance the policies and procedures
1trong advanced technical experience in the use of financial soft!are to
develop and maintain financial models and automated financial reports
Preferred
Experience !ith &ata /arehouse.
3no!ledge of and+or experience using !e application tools