Budget Analyst I

Job Description:

Budget Analyst I

Description

CANDIDATES ELIGIBLE TO APPLY: THIS RECRUITMENT IS AVAILABLE TO CURRENT ON-CAMPUS EMPLOYEES ONLY.

CLASSIFICATION TITLE: Budget Analyst I

UNION CODE: R09

FT/PT: Full-time

PAY PLAN: 12-month

WORKPLACE TYPE: On-site (work in-person at business location)

ANTICIPATED HIRING RANGE: Step 1 $4,570 - Step 4 $4,850

• However, offer amount will be commensurate with candidate’s experience, education, skills, and training.

CSU CLASSIFICATION SALARY RANGE: $4,570 - $6,658

PAY BASIS: Monthly

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more! See our benefits website for additional information.

POSITION PURPOSE: Under direct supervision of the Assistant Vice President and Chief Budget Officer, with daily lead direction from the Senior Resource Planning & Budget Analyst, the Budget Analyst I performs entry-level professional budgeting work to assist in administering the campus budget program. The Budget Analyst I supports the Senior Resource Planning & Budget Analyst in performing basic tasks related to campus-wide budget, including budget to actual analysis, revenue and expense projections, and special CSU reporting and tracking (i.e., FIRMS, one-time funding, deferred maintenance, and capital projects), following established procedures and guidelines. The Budget Analyst I also collaborates with the Office of Human Resources and other campus departments on routine budget, position control, and reporting activities.

DUTIES & RESPONSIBILITIES:

General Budget Duties
Under guidance of the Senior Resource Planning & Budget Analyst, assist with performing, reviewing, and analyzing a variety of basic accounting and financial activities to support the development, monitoring, and reconciliation of the university’s operating budget. Collect, organize, and enter financial data into spreadsheets and budget systems to assist with the preparation of the campus-wide budget. Respond to routine customer inquiries by providing accurate budget information or referring complex matters to the Senior Analyst. Assist with analyzing and reconciling requests, transfers, and other budget related activities. Assist with preparing adjustments, budget (journal) entries, reports, and budget/expenditure transfers. Review transactions for correct coding and assignment of revenues and expenditures, assisting with errors or inconsistencies with direction from the Senior Resource Planning & Budget Analyst. Prepare and update basic schedules, spreadsheets, and tracking documents for various funds and accounts. Assist with preparing basic fluctuation analysis (actuals vs prior year, actuals vs budget, actual vs projections). Maintain accurate and organized budget records, documentation, and financial records in accordance with established procedures.
Position Control Duties
Support position control activities in coordination with the Office of Human Resources and other campus departments. Assist in verifying the accuracy of salary and position funding information, ensuring consistency between HR and budget data. Work with the Senior Resource Planning & Budget Analyst and HR staff to identify and resolve discrepancies in funding or position data.
Reporting Duties
Assists with compiling and organizing budget data used to prepare recurring and ad hoc financial reports for internal and external stakeholders. Gather information from various budget and accounting systems to support reporting requirements for CSU and campus management (e.g., FIRMS, one-time funding, deferred maintenance, and capital projects). Prepare standard financial summaries, schedules, charts, and reports for review by the Senior Resource Planning & Budget Analyst or Chief Budget Officer. Ensure data accuracy and completeness by reviewing reports for obvious errors or omissions prior to submission.
REQUIRED QUALIFICATIONS:

EDUCATION & EXPERIENCE - Equivalent to a bachelor’s degree in a related field. Relevant education and/or experience which demonstrates acquired and successfully applied knowledge and abilities may be substituted for the required education on a year-for-year basis.

SKILLS, KNOWLEDGE & ABILITIES (SKA’s) -

• Regular and reliable attendance is required.
• Skill in following guidelines and providing input and feedback.
• Strong attention to detail and accuracy
• General knowledge of financial, budgetary, and accounting principles and practices.
• General knowledge of the purpose, functions, and fiscal organization of the campus(es); principles of position control and budgetary alignment.
• General knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures.
• Proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems.
• Knowledge of or ability to quickly learn the financial structure and financial procedures of the CSU.
• Ability to analyze and review the budgets and financial practices of the campus(es), communicate clearly and present basic budget information in a clear, concise, and professional manner.
• Ability to prepare basic financial statements and reports; understand and interpret laws and rules.
• Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
• Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.
• Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
• Excellent communication skills; ability to effectively communicate information in a clear and understandable manner.
• Thorough knowledge of English grammar, spelling, and punctuation.
• Ability to interpret, communicate and apply policies and procedures.
• Ability to maintain a high degree of confidentiality.
• Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
• Excellent computer skills and competence with a variety of computer, databases, on-line systems, Internet as well as online calendaring and email.
• Working knowledge of or ability to quickly learn University infrastructure.
• Must be willing to travel and attend training programs off-site for occasional professional development.
• Must be able to work overtime, occasional holidays and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.

PREFERRED QUALIFICATIONS:

• Three (3) years or more of budget or accounting experience.
• Master’s Degree in related field (business, accounting, public administration).
• Experience in PeopleSoft environment.
• Demonstrated skills in an institutional/educational environment

PHYSICAL DEMANDS: SEDENTARY WORK - involves mainly sitting; minimal walking and standing; lifting light weight objects limited to 15 pounds.

ENVIRONMENTAL FACTORS: N/A

SPECIAL CONDITIONS:

SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training, experience, and interest in the position.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, 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.

SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position, based on potential for harm to children, concerns for the safety and security of the people, animals, or property, or heightened risk of financial loss to the CSU or individuals in the university community.

GENERAL INFORMATION: It is the policy of California State University, Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations. State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment, except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.

The California State University (“CSU”), including California State University, Bakersfield is committed to an inclusive and equitable community that values diversity and fosters mutual respect. All students and employees have the right to participate fully in CSU programs, activities, admission, and employment free from discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking and retaliation. The CSU Nondiscrimination Policy prohibits discrimination and harassment based on any protected status, sexual harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, prohibited consensual relationships, and retaliation.

Campus contact for our Nondiscrimination policy is Melissa Carleton, Interim Title IX Coordinator & DHR Administrator, (661) 654-2713.

Advertised: Nov 05 2025 Pacific Standard Time
Applications close: Nov 19 2025 Pacific Standard Time