Senior Financial Management & Planning Analyst

Job description

Job ID: 24869
Full/Part Time: Full-Time
Regular/Temporary: Regular
Job Code: 5284
Department: Budget & Financial Management


Classification: Senior Budget Analyst
Anticipated Salary Range: $6,250/month - $6,667/month
Salary Range: $4,611/month - $8,640/month
FLSA status: Exempt

San Jos State University offers employees a comprehensive benefits package. For more information on programs available, please visit

About the Position

The Senior Financial Management & Planning Analyst performs technical budget analysis work required to administer SJSU's various budget programs and funds. The incumbent in this position is assigned duties as a combination of cabinet-level customer service points of contact, as well as financial management and oversight of university-wide programs. The Analyst is assigned areas of greater complexity and operates independently to perform the full range of professional budgeting work which requires a thorough knowledge and understanding of budget and financial accounting principles and practices. The Analyst provides consultative budget and financial management guidance to departmental and divisional contacts and develops recommendations on budgetary and related fiscal affairs of those assigned areas. The incumbent reviews and creates financial transactions (e.g., year-end closing entries, budget journals, actuals journals) in accordance with accounting, CSU, and campus-level guidelines, policies and practices. The Analyst analyzes and evaluates financial information and resources available, performs financial modeling, and conducts financial reconciliations, which may result in the preparation of financial reports, communications, or recommendations of the appropriate course of action. The incumbent documents and maintains business processes, standards and procedures and monitors compliance for assigned areas.

Minimum Qualifications

- Equivalent to a bachelor's degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities
- Three years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program

Preferred Qualifications

- Advanced graduate degree in business, education, public administration; economics; finance; mathematics; statistics, or related field
- Five years of relevant work experience performing similar functions
- Experience working in higher education
- Experience working in a central finance/corporate office
- Experience working with business intelligence software, reporting, and query tools
- Experience working in the CSU system

Knowledge, Skills & Abilities

- Broad knowledge of budgetary principles including position control, activity based costing, and budgetary alignment
- Thorough knowledge of centrally managed university financial programs
- Knowledge of nuances regarding the financial outlook of assigned cabinet contact and financial program areas
- Thorough knowledge of fund accounting, enterprise fund policy, and financial management practices
- Advanced financial analysis skills sufficient to develop budget scenarios that include a variety of inputs
- Advanced skills with Microsoft Excel and business intelligence software

Posting Date

December 20, 2018

Application Screening

Application Screening begins January 11, 2019
Applications received before that date will receive first consideration.

This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Required Application Material

Letter of interest
Complete SJSU Online Employment Application

Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration.

Additional Information

Satisfactory completion of a background check (including a driminal records check) is required for employment. SJSU will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

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 university's third party vendor, Accurate Background. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San Jos 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.

Equal Employment Statement

SJSU is an Equal Opportunity Affirmative Action employer. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, gender, gender identity/expression, sexual orientation, genetic information, medical condition, marital status, veteran status, or disability.

It is the policy of SJSU to provide reasonable accommodations for applicants with disabilities who self disclose.

Contact Information

One Washington Square San Jose, CA 95192-0046
Phone: 408-924-2250








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Job No:
Posted: 12/21/2018
Application Due: 2/19/2019
Work Type: