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Budget Analyst

Employer
University of Massachusetts Dartmouth
Location
North Dartmouth, MA

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Job Details

Budget Analyst

Job no: 500926
Work type: Staff Full Time
Categories: Other Staff Positions

OFFICIAL JOB TITLE: Budget Analyst

DIVISION: A & F

DEPARTMENT: Budget Department

BARGAINING UNIT STATUS: ESU, Cat. 13

FLSA STATUS: EXEMPT

EEO STATUS: 3.1

JOB CODE: 025

REPORTS TO: Budget Director

SUPERVISES: N/A

MINIMUM SALARY: https://www.umassd.edu/media/umassdartmouth/human-resources/policieslawsunion-contracts/ESU-Salary-Range-2018-2019.pdf

SUMMARY PURPOSE OF POSITION: The Budget Analyst assists in the administration of the campus operating budget throughout the annual budget cycle from budget preparation and analysis to monthly monitoring of budget performance to fiscal year closing. This includes preparing routine and ad-hoc reports, developing and maintaining the associated information resources. The incumbent works closely with campus budget staff. Provide financial management information to the Budget Director in support of University short and long term financial planning activities/goals. The incumbent may be assigned a specific area of responsibility. The incumbent works as part of a budget team to provide timely and accurate analysis and information as well as excellent customer service.

Follows the University’s best practices to build and/or support student academic success and retention and assist in meeting strategic objectives for persistence and timely graduation of all the student population.

EXAMPLES OF PRIMARY DUTIES AND RESPONSIBILITIES: Duties and Responsibilities can be categorized into the six general areas detailed below:

Budgetary:

  • Coordinates and collaborates with each assigned department regarding all budget issues including but not limited to development, projections, tracking and monitoring of budgets. Retain, review and maintain related documentation.
  • Assists in the development of annual operational budgets using methodologies developed by the Administrative and Fiscal Services department.
  • Coordinates reviews and maintains documentation for internal budget process relating to assigned departments.
  • Participates in the annual campus based internal budget process.
  • Participates in campus wide budgeting activities such as meetings, being a resource to all departments for budget issues and assuring awareness of budget agendas and deadlines.
  • Compiles and analyzes internal budget submissions.
  • Participates in the input of internal budgets to computerized accounting system.
  • Provides/prepares departmental budget information for campus and regulatory presentations.
  • Reporting

  • Verifies the accuracy of, and interprets financial data through the use of computer systems and in consultation with campus and central administration financial and budget staff.
  • Gathers information and prepare analyses for presentation to management on historical budget, financial and other information.
  • Tracks operational, special account and capital budgets. Produces monthly budgetary reports showing departmental performance using PeopleSoft and other Commonwealth and/or other University budget systems. Alerts Director and works with cost center managers in areas where over expenditures are being incurred.
  • Creates monthly budget updates through PeopleSoft, performs various budgetary functions to relate reports to departmental budget.
  • Prepares standard and ad hoc management reports.
  • Participates in the development of external financial reports.
  • Data Management

  • Develops & maintains databases for completing, summarizing, reviewing, tracking and reporting information at account, department, campus and University levels and to monitor actual performance against budgets.
  • Maintains and reviews budget data on University financial systems (PeopleSoft Financial and Human Resources Position Management System and other operating systems in use by the UMASSD Campus).
  • Collaborates with other professional and classified staff on system related issues.
  • Provides campus wide training relating to University Financial Systems, and other University business models as needed.
  • Analytical

  • Analyzes monthly financial reports and prepares executive level summary for management.
  • Prepares Ad hoc analysis / reports as needed.
  • Procedural

  • Participates in the formulation of budget policies and procedures.
  • Recommends changes to existing and approved policies and to deal with various operating needs and compliance with campus and State policies and procedures.
  • Develops standard operating procedures for assigned duties.
  • Provides updates to Budget Department web site as needed or as assigned.
  • Transactional:

  • Prepares and enters journal / ledger entries as needed.
  • Performs other duties as assigned.
  • Other duties as assigned.

    MINIMUM QUALIFICATIONS:

    EDUCATION: Bachelor’s degree

    EXPERIENCE: Demonstrated (three to five years) progressively responsible experience developing, projecting, analyzing and monitoring budgets of large institutions.

    OTHER: Must be available to work evenings or weekends as projects dictate. Minimum travel may be required.

    KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Knowledge of basic budgeting and accounting principles.
  • Proficiency with common business software applications (spreadsheet, graphics, word processing).
  • Ability to become proficient in other microcomputer applications (databases and data retrieval and reporting software).
  • Excellent oral and written communications skills and ability to communicate effectively with all levels of management.
  • Detail oriented with excellent organizational skills.
  • Ability to work on multiple projects simultaneously.
  • Ability to work as part of a team and independently according to priority.
  • PREFERRED QUALIFICATIONS:

  • Knowledge of PeopleSoft Financial Modules.
  • Experience in a public institution of higher education.
  • Accounting or Finance Degree preferred
  • Applicants must be authorized for employment in the U.S. on a full time basis. Employment-based visa sponsorship not available.

    To apply please submit a letter of interest, current resume and the contact information for three professional references.

    The deadline INTERNAL applicants is June 20, 2019.

    The deadline for EXTERNAL applicants is June 24, 2019.

    Advertised: 06 Jun 2019 Eastern Daylight Time
    Applications close: 24 Jun 2019 Eastern Daylight Time

    Organization

    Located on the Massachusetts south coast, only a short drive from Cape Cod, Providence and Boston, the University of Massachusetts Dartmouth has been ranked among the top northern public universities by U.S. News and World Report. The quality of life on the south coast of Massachusetts is rich with cultural attractions, beautifully preserved and restored historic districts, museums, live theatre and an excellent educational system. Recreational opportunities include boating, beaches, rivers, golf courses, camping grounds, beautiful state parks, waterfront parks and a new zoo.

    UMass Dartmouth offers a broad range of baccalaureate and graduate degrees vital to the economic, social and cultural wellbeing of the region. It has an enrollment of over 9,200 students in over 40 undergraduate and 36 graduate programs (including 11 at the Ph.D. level) offered by the College of Arts and Sciences, the Charlton College of Business, the College of Engineering, the College of Nursing, the College of Visual and Performing Arts and the School for Marine Science and Technology. The main campus was designed by the eminent architect Paul Rudolf and is located on 710 acres in North Dartmouth. Other university sites include theCenter for Marine Science and Technology on the waterfront in New Bedford, the Advanced Technology and Manufacturing Center in Fall River and the Star Store Center for the Arts in New Bedford. 

    While retaining its commitment to excellence in undergraduate education, UMass Dartmouth has increased dramatically its research and outreach activities during the past ten years. R&D spending has increased in the last five years from $20.1 million to $25.6 million and the university has established centers in Policy Studies, Portuguese Studies & Culture, Business Research, Marine Science &Technology and Indic Studies to significantly expand its research and public service activities in ways that meet regional needs but have global impact.

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