4005 Budget and Financial Analyst

CLASSIFICATION Exempt

IMMEDIATE SUPERVISOR Budget and Financial Manager

MAJOR ADMINISTRATOR Provost

GENERAL FUNCTION

The primary job duty of the Budget and Financial Analyst is to provide accounting, budgeting, financial analysis, and other business services for assigned accounts and associated departments or units under the Office of the Provost.  Under the supervision of the Budget and Financial Manager, the Analyst reconciles accounts, manages procurement card accounts, prepares financial analysis and budget projections, and completes other projects as directed. 

MINIMUM ACCEPTABLE QUALIFICATIONS

Education: A Bachelor's degree in Accounting or a related field is required.

Experience: At least two years of accounting and/or budgetary experience is required. Accounting and/or budgetary experience in higher education preferred.

Skills: Strong computer skills using database and Excel required, including the development of spreadsheets and management reports using graphs and charts. Effective interpersonal, communications, organizational, and administrative skills required. The ability to initiate and follow through with work responsibilities and to meet deadlines with a minimum of supervision is required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provides the Budget and Financial Manager accurate information regarding the financial status of individual accounts and prepares and interprets financial reports.

2. Assists the Budget and Financial Manager in annual budgeting and financial planning by providing revenue and expense projections.

3. Ensures the financial integrity of assigned departmental and project budgets and financial data by monitoring balances and expenditures, reviewing transactions, preparing monthly, semi-annual, and annual reports, as needed, and preparing monthly reconciliations.  

4. Provides assistance to the Budget and Financial Manager by collecting, organizing, and analyzing financial and other statistical data for the preparation of financial and non-financial reports, establishing reporting deadlines for those providing data for these reports, and utilizing the Banner system and Argos to assist with financial management responsibilities.

5. Approves various personnel forms, payroll forms, purchase orders, and other documents as delegated by the Budget and Financial Manager.

6. Completes assigned projects such as assisting with facility modification and equipment relocation projects, liaising with other campus units associated with these projects, facilitating the disposition of suplused equipment and furniture, facilitating furniture and equipment installation, coordinating purchases of special equipment, identifying vendors, obtaining cost estimates, selecting equipment and vendors, overseeing the purchasing process, and following up to assure equipment delivery, assembly, and installation is satisfactorily completed.   

7. Supports assigned departments by maintaining assigned billing and collection systems, ensuring that deposits are made in appropriate time frames, initiating, tracking, and following up on billing and aged receivables, and communicating concerns related to accounts receivable to the Budget and Financial Manager.

8. Maintains assigned cost accounting systems, registration systems, or other management information system databases by assuring the integrity of the information and preparing appropriate reports.

9. Performs accounting functions by preparing, classifying, coding, recording, and/or processing a variety of documents by examining invoices, travel expense claims, vouchers, and purchase orders prior to payment to determine the propriety of the expenditures, checking mathematical extensions, comparing invoices to purchase order or contract prices, comparing units invoiced to units received, and charging the appropriate account of forwarding the necessary information and documents for billing or payments.

10. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.

11. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and /or courses as required by the Budget and Financial Manager.

12. Contributes to the overall success of the Office of the Provost by performing all other essential duties and responsibilities as assigned, maintaining high levels of accuracy and maintaining a professional demeanor and appropriate levels of confidentiality.

SUPERVISION

The Budget and Financial Analyst is supervised by the Budget and Financial Manager and may supervise other employees as assigned.

OFFICE OF HUMAN RESOURCES

JUNE 2011

Factor 1: Professional Knowledge, Skill, and Technical Mastery

Level 4 - 2300 Points: Knowledge of the principles, concepts, practices, methods and techniques of an administrative, managerial, or professional field such as accounting or auditing, financial management, business administration, human resources, engineering, social sciences, communications, education, law, or medicine. Knowledge permits the employee to complete assignments by applying established methods to recurring types of projects/problems susceptible to well-documented precedents or to schedule, plan, and carry out precedented projects. Alternatively, knowledge at this level might also permit the employee to carry out precedented projects requiring considerable experience in specific areas within higher education. Knowledge at this level is typically acquired through a combination of formal education and/or training and experience that includes a requirement for a college degree in a specific technical or professional specialty along with significant related work experience. Alternatively, equivalent knowledge requirements at this level include a non-technical or general Bachelor's degree requirement with substantial work experience or a non-specific Master's degree requirement with substantial work experience. Knowledge requirements generally also include a significant amount of related work experience and may include administrative or supervisory experience.

Factor 2: Supervisory Responsibility

Level 1 - 50 Points: Typically, little, if any, supervision of others is required. The job may require irregular but occasional responsibility to direct the work of student workers and/or temporary or part-time workers. The nature of supervision is largely confined to assigning tasks to others and does not include a full range of supervisory responsibilities. The amount of time spent on directing the work of others is normally a small portion of total work time.

Factor 3: Interactions with Others

Level 3 - 250 Points: The purpose of interactions is to advise or counsel others to solve recurring and structured problems, and/or to plan or coordinate work efforts with other employees who are working toward common goals in situations where relationships are generally cooperative. Interactions are moderately structured and routine and may involve employees in different functions, students, and/or the general public. These types of interactions require normal interpersonal skills.

Factor 4: Job Controls and Guidelines

Level 2 - 250 Points: The employee carries out a group of procedures using the general methods and desired results indicated by the supervisor. Typically, standard operating procedures, handbooks, and/or reference manuals exist for most procedures, but the employee must select from the most appropriate of several guidelines and make minor adjustments to methods. Unforeseen situations are normally referred to others for resolution. Assignments are related in function and objective, but processes, procedures, or software varies from one assignment to another. Based on the assignment, the employee uses diverse, but conventional, methods, techniques, or approaches. Employees in jobs at this level may perform work that is moderately complex, but normally performed within a fairly narrow and specific functional area.

Factor 5: Managerial Responsibility

Level 3 - 850 Points: Work involves providing significant support services to others both within and outside of the department that substantially influences decision-making processes. Work activities are complex and others rely on the accuracy and reliability of the information, analysis, or advice to make decisions. Work activities have a direct, but shared, impact on further processes or services, affect the overall efficiency and image of the department, and may have material impact on costs or service quality within the cost center. Incumbents may be responsible for identifying areas of need and for developing proposals that request funding to fulfill those needs.