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Budget Analyst III

Basic Position Information

Job Code: 2796

Title: Budget Analyst III

Department: Budget Office

Essential Personnel: N

Job Family: Financial Services

Job Sub-Family: Accounting, Budget & Finance

FLSA Classification: E

Job Grade: 17

Grade Min: $72,265

Grade Mid: $88,524

UHD Succession Plan: N

Criticality of Position: N/A

Career Ladder: Pre-Defined

Campus Security Authority: Y

Screening Committee: N

Motor Vehicle Record Check: N

Job Summary

The Budget Analyst III ensures that daily budget staff operations are executed, advises departments on budget, financial, and payroll inquiries, and coordinates month-end and year-end close processes in accordance with regulatory requirements and standards.

Duties

  • Assists departments with the preparation, modification, analysis, and reporting of the university's operating budget.
  • Coordinates the preparation and submission of the annual operating budget, quarterly state reports, and the biennial Legislative Appropriations Request.
  • Approves revenue and expense budget journals for local, grant, and project cost centers; processes cost center creation and modifications requests; administers university payroll reallocations.
  • Reviews and delegates month-end and year-end close processes for Finance and HR by ensuring budget journals, general ledger journals, cash allocations, and payroll reallocations are processed in a timely manner.
  • Coordinates and participates in the preparation and submission of ad hoc reports, quarterly state reports, and the biennial Legislative Appropriations Request.
  • Participates in the annual budget development process by determining appropriate budget allocations and guiding Budget Office staff on budget development operations.
  • Collaborates with Budget Office staff to test PeopleSoft upgrades and with other departments to train and advise on budget, payroll, and financial matters.
  • Provides senior management with budget reports and financial data to assist them to make sound financial and budgetary decisions.
  • Represents the university at system and state conferences.

Marginal Duties

  • Performs all other duties as assigned.

Supervisory Responsibilities

Direct Reports:

  • None

Delegation of Work:

  • N/A

Supervision Given:

  • N/A

Qualifications

Required Education:

  • Bachelor's degree in Accounting, Finance, or a related field

Required Experience:

  • Minimum of four (4) years of related job experience

License/Certification:

  • None required

Preferred Qualifications

  • None

Knowledge, Skills and Abilities

Knowledge:

  • Knowledge of basic Accounting and Budgeting principles, and the related trends, issues, and accepted practices.

Skills:

  • Strong analytical and problem solving skills;
  • Excellent interpersonal and communication skills; good customer care skills;
  • Proficiency in using computer software, particularly MS Excel.

Abilities:

  • Ability to apply critical thinking; ability to organize and multitask;
  • Ability to create reports;
  • Ability to communicate effectively with a wide range of individuals and constituencies in a diverse university community.

Work Location and Physical Demands

Primary Work Location:

  • Works in an office environment.

Physical Demands:

  • Work is performed in a typical, comfortable interior work environment which does not subject the employee to any unpleasant elements; individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks.

Position Specific Competencies

Commitment to Excellence - UHD

  • Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
  • Continuously strives to improve work performance.
  • Accepts responsibility for his/her commitments to the university.
  • Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.

Computer/Automated System Proficiency

  • Proficient in the use of university applications or automated systems to perform job duties.
  • Complies with related policies, procedures, and work rules to maintain system security and data integrity.

Dependability

  • Takes responsibility to accomplish job assignments within reasonable deadlines.
  • Willing to accept new projects and/or commitments.
  • Does due diligence to complete projects within specified timeframes and/or fulfill commitments.
  • Arrives to work on time prepared and ready to contribute.

Flexibility

  • Willingly adjusts to changing work assignments or conditions.
  • Open to changes in operational procedures, technology, and/or organizational structure.
  • Views changes as opportunities for learning and professional development.
  • Displays a positive attitude to encourage others.
  • Promptly responds to changes in work priorities and/or unexpected circumstances or situations.

Focus on Customer Service

  • Focuses on customer's needs and expectations. (Customers can be students, external constituents, employees, or university guests.)
  • Respectfully ascertains customer's needs and determines appropriate response.
  • Promptly responds by providing requested information, takes appropriate action, or refers customer to appropriate individual or department.
  • If further actions need to be taken, advises customers of realistic timeframes for a response to their request.
  • Follows up with customers on outstanding requests in a timely manner.
  • Tactfully explains to customers why their needs and/or expectations cannot be met if the university does not provide the requested information or services.

Integrity

  • Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
  • Accepts responsibility for his/her actions.
  • Respects and complies with department and university policies, procedures, and work rules.

Proficiency

  • Possesses required job skills and knowledge.
  • Demonstrates the ability to apply those skills and knowledge to competently perform his/her job duties and assignments.

Research and Analysis

  • Applies knowledge and skills to collect and analyze relevant data and information.
  • Assesses benefits and risks, and prepares comprehensive reports of findings.
  • Submits recommendations for management's review and evaluation.

Respect and Cooperation

  • Treats others with courtesy, respect, and dignity in the workplace.
  • Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.

Student Success Indirect Support

  • Contributes to student success by assisting students with anything that supports their student experience, whether directly or indirectly.
  • Helps students navigate their way through the different offices, programs, and services at the university and/or connects students with the appropriate party(ies).
  • Connects students with services or resources that can help them with career exploration, goal selection, and ongoing academic assistance.
  • Helps students build peer support networks.
  • Encourages student participation in out-of-class activities.
  • Provides encouragement and guidance to foster student success.
  • Treats students with respect
  • Maintains the learning environment to ensure quality and/or sound pedagogy.

This job description may not encompass all duties and responsibilities associated with the position.