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Senior Budget Analyst

Apply now Job no: 540703
Work type: Staff
Location: Monterey Bay
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Classification:   Senior Budget Analyst
Hours:  Full-time / 40 hours per week
FLSA:  Exempt

Anticipated Hiring Salary Range:  $6,000 - $6,800* mo.
CSU Salary Schedule
*CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs.

Priority Screening Date:  July 18 2024
Recruitment Status:  Open Until Filled


California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation’s largest four-year public university system, California State University, which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. 

The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.


Under the general supervision of the Associate Vice President of Finance, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

  • Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning.  Assists in providing consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension.
  • Performs or oversees analysis and processing of CFS budget transfers and other forms related to the campus-wide Labor Cost Distribution (LCD) (Position Funding Forms & Payroll Adjustments). Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements. Conducts benefit usage (employer-cost) analyses and projects a central employer-cost benefits pool.
  • Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS). Interprets, coordinates, and processes Interagency Financial Transactions (IFTs) from the systemwide office used to allocate funding to campuses regularly throughout the year for various projects, initiatives, and other programs as needed.
  • Creates efficiencies that help the budget office to streamline processes e.g., documentation/ organization of current processes, creation of online trainings, assistance in campus use of current and future financial software, etc.
  • Assist in the development, implementation, and maintenance of the student fee master database of approved student fees.  This will include the collection of all applicable documentation from the Student Fee Advisory Committee (SFAC), including but not limited to SFAC minutes, fee proposals & supporting documentation, Presidential approval, etc. As an ex-officio member of the SFAC, the incumbent will review and evaluate information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by current and prior Executive Orders. Develops and produces fee history reports for Finance and campus constituencies as appropriate. Assists in reviewing and analyzing fee requests from self-support units, outside of the SFAC purview. May make recommendations to leadership consistent with prior year submissions and CSU policy.
  • Assists in the maintenance of trust fund agreements, including maintaining a Finance master list accessible by selected personnel. Maintains paperless documentation of trust agreements in meticulous detail. Audits and analyzes fund codes in CFS to ensure compliance with CSU Fund Attributes and CSUMB requirements prior to execution of new or revised agreements. Ensures agreements are filed and available for all trust funds to meet audit requirements and compliance on a quarterly basis. Other responsibilities can include the creation of agreements for new requests, the de-activation of existing trusts, etc.

Other Functions:

Performs other job-related duties and special projects as assigned.


Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; principles of position control and budgetary alignment.

Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures. Advanced 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 learn quickly the financial structure and financial procedures of the CSU.

Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems.

Ability to: analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group.


Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities.

Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program.


Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.


Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite—especially PowerPoint, Word, Excel, etc.

Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs. 


  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
  • The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
  • This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • This position has been designated as a sensitive position with:
    • access to, or control over, cash, checks, credit cards, and/or credit card account information 
    • access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards
  • This position is designated as a Campus Security Authority (CSA).  The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107.
  • May require occasional evenings and/or weekend work.


Office environment with standard equipment and tasks.  The position requires working at a computer and desk for extended periods of time.  May require travel between campus offices and off-campus locations. 

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.  


CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary. As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.


For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing All employees must be eligible for employment in the U.S.


CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at

CSUMB is a smoke and tobacco-free campus.


CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.

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