Budget Analyst I

The Budget Analyst I collaborates with faculty and staff to review monthly actual versus budget variances and works with management to analyze data for annual budget development. The Budget Analyst prepares all supporting schedules required to ensure accuracy.

• Reviews weekly financial reports for designated areas to ensure that any necessary budget and journal entries are processed to maintain accuracy, liaising as required with colleagues and other departments.
• Communicates with staff regarding the monthly actual versus budget variances.
• Processes payroll reallocations as necessary, communicating with departments to resolve any queries or inconsistencies.
• Reviews and approves HR forms, calculating and processing the related budget entries.
• Reviews and manages the university's suspense cost center; creates and maintains new and existing cost centers; completes the annual inactivation process.
• Processes all budget and some GL journal adjustments.
• Reviews and inputs information regarding work-study positions for payroll to process; ensures that processes tied to benefits are accurate and that they are paid from the correct cost centers.
• Works with management to analyze data for the development of the annual budget, including preparing supporting schedules.
• Prepares month-end and year-end close.

• Performs all other duties as assigned.

Direct Reports:

• None

Delegation of Work:

• N/A

Supervision Given:

• N/A

Required Education:

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

Required Experience:

• Minimum of one (1) year of related job experience

License/Certification:

• None required

• None

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 maintain concentrated attention on a project or task.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.