4002 Budget Officer


TITLE Budget Officer




IMMEDIATE SUPERVISOR College Dean or Cost Center Head

MAJOR ADMINISTRATOR Provost or Vice President


The Budget Officer implements budgeting and financial record keeping procedures to ensure efficient coordination of various departmental, grant, and designated accounts, maintains accurate information regarding the financial status of the cost center, advises the immediate supervisor regarding financial decisions, assists the immediate supervisor and the cost center’s department heads with allotment and expense projections, and prepares a variety of operational and financial reports and spreadsheets. The Budget Officer coordinates the development of training programs and presents and/or facilitates the presentation of specific topical training sessions related to financial and budgetary topics in support of various cost center initiatives.


Education: A bachelor's degree is required.

Experience: With a bachelor’s degree in Accounting, Finance, Management or a related field, no experience is required. With a bachelor's degree in fields other than those described above, two years of experience in an accounting, budgetary, or management position is required.

Skills: Strong computer skills, including the development of spreadsheets and reports using graphs and charts, are required. Good interpersonal, communication, 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.


1. Ensures efficient coordination of various cost center, departmental, grant, and designated accounts by implementing budgeting systems and financial records which are compatible with the University's accounting and reporting systems.

2. Interprets University financial reports and advises the cost center head regarding financial decisions by providing accurate information regarding the financial status of individual accounts and the cost center as a whole.

3. Assists the immediate supervisor in annual budgeting and financial planning by providing allocation and expense projections.

4. Ensures the financial integrity of departmental, grant, and designated budgets by monitoring balances and expenditures.

5. Provides assistance to the immediate supervisor by collecting, organizing, and analyzing financial and other statistical data for the preparation of financial and non-financial reports, establishing reporting deadlines for cost center staff providing data for these reports, and utilizing the University systems to assist with financial management responsibilities.

6. Coordinates budgetary and other statistical data with other University offices, as directed.

7. Serves a liaison between the cost center and Financial Services on financial matters such as budget submission and clarification of financial and budgetary policies and procedures, particularly relating to grants and contracts compliance.

8. Assists the cost center head to assure proper use of University funds by reviewing all Position Authorization forms and Personnel Action forms routed to the cost center, verifying budget information, and noting questions and concerns.

9. Monitors and responds to inquiries regarding the status of vacant positions and associated salary savings.

10. Assists the cost center head in the development of the annual salary increase matrix to determine annual salary increases based on performance and equity.

11. Assists the cost center head by coordinating the purchase of supplies and equipment by identifying prospective vendors, obtaining cost estimates, selecting equipment and related vendors, serving as a liaison between the cost center and various departments, and overseeing the purchasing process.

12. Presents training and development sessions related to financial and budgetary topics to cost center employees in support of University programs and organizational initiatives.

13. Utilizes effective interpersonal, problem-solving, and decision-making skills to handle special administrative and trouble-shooting projects assigned by the immediate supervisor by gathering information, coordinating and communicating with various departments, and following through with projects to completion.

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

15. 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 immediate supervisor.

16. Contributes to the overall success of the cost center by performing all other essential duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.


The Budget Officer is supervised by the College Dean or cost center head and may exercise supervision of other employees as assigned.