Humboldt State University — University Budget Analyst and Reporting Specialist

University Budget Analyst and Reporting Specialist

Humboldt State University

Closes: Tuesday, September 4, 2018

(Job #18-48) Administrative Analyst/Specialist II (Exempt), University Budget Analyst and Reporting Specialist, $4,693 – $8,242/month. Appointments are typically made at the beginning of the salary range. This is a full-time, benefited, 12-month position with a one-year probationary period in the University Budget Office.

Position Summary: Under general supervision of the Director of the University Budget Office, the University Budget Analyst and Reporting Specialist is an integral member of a University Budget Office team focused on working collaboratively with the campus community to advance budgeting and resource planning efforts. This close knit team brainstorms frequently and positively challenges each other to improve the office and better support the institution. The University Budget Analyst and Reporting Specialist position involves a unique blend of advanced analytical, technical, and critical thinking skills with high level communication and customer service skills. The position leads University Budget Office analysis and reporting efforts and performs a broad range of reporting and analytical functions ranging from conducting financial and budgetary analysis in support of strategic University decision-making and long-term planning to overseeing and developing reports and dashboards to support departmental budget management.

Duties: The University Budget Analyst and Reporting Specialist performs a variety of duties, including but not limited to:

  • Independently perform in-depth analysis and interpretation of complex data and information and present and/or communicate findings in a clear and effective manner.
  • Develop and maintain budget and financial reports and dashboards, including the use of SQL, creation of fields and tables, and other database development as necessary; reports and dashboards may reflect data on a monthly, quarterly, annual, multi-year, or ad-hoc basis; serve as the primary contact for such reports and dashboards.
  • Research, analyze, and prepare reports on performance metrics, financial ratios, and financial trends reflecting institutional and unit performance; analysis should incorporate best practices benchmarks and peer comparisons.
  • Analyze data and develop financial projection models using mathematical and statistical techniques (revenue projections, spending projections, peer data comparisons, etc.).
  • Participate in the design, development, testing, and installation of budgeting system improvements and upgrades.
  • Lead projects and initiatives, often with high visibility and broad impacts, to advance the short and long term goals of the Department and the University.
  • Research and develop policy recommendations, business processes, standards and procedures; assess, formulate, and evaluate impacts of recommended or implemented policies and procedures from a strategic and operational perspective. Use of appreciable judgement in the development of policies and procedures related to issues frequently not covered by existing policies and procedures.
  • Lead and work collaboratively with others to build alignment and successfully accomplish assigned projects and initiatives that lead to organizational improvement, greater efficiency, and improved customer service to the campus.
  • Provide training, guidance and assistance to the campus community and develop resources for use by campus budget analysts, professional, and/or technical staff.

    Minimum Qualifications: General knowledge and skills in financial and budgetary analysis and resource planning, with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree OR through a combination of education and work experience which provides the knowledge, skills, and abilities required for this position – primarily the ability to provide program leadership of a strategic nature through planning activities, and the analysis, development, and evaluation of highly complex programs.

    Knowledge, Skills and Abilities:

  • Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions.
  • Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of personnel management.
  • Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective.
  • Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of budgeting, reporting, and financial management systems.
  • Demonstrated technical expertise in developing dashboards and reports, including use of SQL.
  • Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions.
  • Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU.
  • Ability to work with representatives from public and private entities to handle potentially sensitive situations.
  • Demonstrated consultative skills in working with internal and external constituent groups.
  • Demonstrated competence in understanding, interpreting, and communicating procedures policies, information, ideas, and instructions.
  • Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise and professional manner, and use consultative and facilitation skills to gain consensus.
  • Ability to work both independently and in a close knit team environment.
  • Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds.
  • An understanding of the dynamics of diversity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of your work.
  • Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties.
    Preferred Qualifications:
  • Two years of progressively responsible administrative and analytical work in support of a highly complex organization or projects
  • Institution/enterprise level budget or financial experience at a university, or public agency
  • General understanding of State of California and California State University budgeting and financial practices
  • Experience with Oracle/PeopleSoft administrative systems, enterprise reporting systems, and web-based budgeting and planning solutions

    Application Procedure: To apply, qualified candidates must electronically submit the following materials through Interfolio:

  • Letter of Interest
  • Resume or Curriculum Vitae
  • Contact information for at least three professional references
  • HSU Employment History Form ( (NOTE: This form replaces the HSU Employment Application form, which should no longer be used. Download the HSU Employment History Form and save it as a PDF file prior to filling it out. If the form is filled out on line (accessed via a web browser), content WILL NOT be saved.

    The Human Resources & Academic Personnel Services office (located in Siemens Hall room 212) has a computer station and front office staff available for applicants requiring assistance.

    Application Deadline: The deadline to submit application materials is 11:59 p.m. on Tuesday, September 4th, 2018. To be notified in the event this recruitment re-opens for a subsequent review of applications, send an email to that includes the job number (18-48) and applicant's last name in the subject line of the message.

    HSU is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply.

    Human Resources
    Siemens Hall – Room 211
    Arcata, CA 95521-8299
    (707) 826-3626
    Fax: (707) 826-3625

    It is the responsibility of the applicant to provide complete and accurate employment information. Incorrect or improperly completed applications will not be considered for vacancies. Any reference in this announcement to required periods of experience or education is full-time activity. Part-time experience or education – or activities only part of which are qualifying- -will receive proportionate credit. In accordance with applicable Collective Bargaining Agreements, preference may be given to the campus applicants covered by these agreements. However, positions are open to all interested applicants, both on and off campus.

    Evidence of required degree(s), certification(s), or license(s) will be required prior to the appointment date. The successful candidate for a position at HSU is required to be fingerprinted through the Humboldt State University Police Department or their local law enforcement agency. The results of the fingerprint process must be received by the university prior to the candidate’s appointment. The cost of the fingerprinting is borne by the university.

    Humboldt State University is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Humboldt State University can be found at

    Humboldt State University is a Title IX/Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race,religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status.

    The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.