The California State University · 1 month ago
Budget Analyst II
Turlock, CA
Full-time
Onsite
Entry, Mid Level
$5,178/mo - $5,605/mo
2+ years expCalifornia State University is a prominent educational institution serving the San Joaquin Valley, and they are seeking a Budget Analyst II to join their University Budget Services team. The role involves developing and administering campus budgets, preparing budget-related reports, and consulting with stakeholders on fiscal procedures.
EducationHigher EducationUniversities
No H1B
Responsibilities
Develops and administers campus budgets for specific functions or departments
Assists management with position control, labor cost distribution, and budgetary control functions
Prepares budget-related reports and correspondence
Assists with preparing monthly and year-end closing journal entries, including systemwide transactions, under established guidelines
Supports the management of fund balances, cash flows, enterprise fund budgeting, and reconciliations
Updates, tracks, and assigns position numbers and funding chart-strings in financial systems (e.g., PeopleSoft, Excel)
Processes and troubleshoots labor cost distribution transactions
Prepares materials to summarize, analyze, and justify budget programs
Conducts extensive financial data compilation, querying, organizing, and analyzing large volumes of financial data
Monitors and reviews budget performance to identify issues or discrepancies and provides recommendations for potential adjustments or cost savings
Assists in feasibility reviews for new initiatives, capital projects, and program expansions by gathering data and assessing financial considerations
Consults with and advises stakeholders on fiscal organization, fiscal procedures, and related problems
Provides information and instruction to management and employees concerning specific phases of budgets and financial procedures
Reviews, revises, and develops budgeting policies, processes, and guidelines
Participates in the design and installation of financial systems upgrades as well as required testing and verification of results
Provides training, guidance, and assistance to other employees and may provide work direction to student employees
Maintains and updates budget models, tools, and templates to support accurate budget preparation, monitoring, and reporting
Assists with cash flow modeling to support budget planning and forecasting
Prepares training materials and reference tools to guide campus stakeholders through budget processes
Maintains documentation of business processes, standards, and procedures to support budgeting functions
Consults with and advises stakeholders on fiscal organization, fiscal procedures, and related problems
Provides information and instruction to management and employees concerning specific phases of budgets and financial procedures
Reviews, revises, and develops budgeting policies, processes, and guidelines
Participates in the design and installation of financial systems upgrades as well as required testing and verification of results
Provides training, guidance, and assistance to other employees and may provide work direction to student employees
Maintains and updates budget models, tools, and templates to support accurate budget preparation, monitoring, and reporting
Assists with cash flow modeling to support budget planning and forecasting
Prepares training materials and reference tools to guide campus stakeholders through budget processes
Maintains documentation of business processes, standards, and procedures to support budgeting functions
Other duties as assigned
Qualification
Required
Equivalent to two (2) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.)
Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.)
Working knowledge of financial, budgetary, and accounting principles and practices
Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management, and cash-flow management
Working knowledge of research techniques and statistical principles and procedures
General knowledge of the principles of position control and budgetary alignment
Advanced proficiency in using financial system, word processing and spreadsheet software and applications
Strong analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations
Ability to define problem areas, collect data, perform preliminary analyses, make appropriate recommendations, and prepare clear and concise analytical comments
Strong communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures
Ability to lead and train others
Preferred
Experience in a higher education or university setting
Experience in CSU or higher education budgeting or finance
Experience working with data query and reporting tools
Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system
Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries)
Experience supporting or coordinating financial system testing, upgrades, or integrations
Familiarity with position management processes in higher education or large organizations
Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting
Benefits
Outstanding vacation
Health, dental, and vision plans
Fee waiver education program
Membership in the California Public Employees Retirement System (PERS)
15 paid holidays a year
Company
The California State University
The California State University is the largest system of four-year higher education in the country, with 22 campuses, 56,000 faculty and staff and more than 450,000 students.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$8.85MKey Investors
DensoNational Endowment for the Humanities (NEH)Dale Carlsen
2024-10-30Grant
2023-01-10Grant· $0.15M
2018-10-26Grant· $2.7M
Leadership Team
Steve Relyea
Executive Vice Chancellor and Chief Financial Officer
Recent News
2025-12-19
East Bay Times
2025-12-10
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