Budget Analyst

Type of Appointment: Full Time, Probationary

Job Classification: Budget Analyst I

Anticipated Hiring Range: $4,570 - $4,755 per month

Work Schedule: Monday - Friday 8:00 . - 5:00 .


THE DEPARTMENT:

The College of Engineering dean's office is responsible for the administration of academic and ancillary programs supporting the Departments of Aerospace, Chemical & Materials Science, Civil, Electrical & Computer, Electromechanical Engineering Technology, Industrial & Manufacturing, and Mechanical Engineering, MEP, and the Advising Center. At present, the College of Engineering has approximately 7,000 undergraduate and graduate students, over 170 temporary faculty, approximately 100 tenure-line faculty, and 37 staff members.

DUTIES AND RESPONSIBILITIES:

Fiscal & Budget Operations

• Supports the Senior Budget Analyst in monitoring budgets, expenditures, revenues, and account balances across multiple funding sources.
• Prepares financial reports, reconciliations, journal entries, payroll adjustments, and other fiscal transactions.
• Reviews financial activity for accuracy and compliance and assists with resolving routine fiscal issues.
• Maintains budget tracking tools, financial records, and supporting documentation.
• Assists with gathering and compiling financial data for budget planning, forecasting, and reporting.

Grants, Foundation, and Philanthropic Fund Support

• Provides fiscal and administrative support for grant, foundation, and philanthropic accounts.
• Monitors expenditures and account activity to ensure compliance with funding requirements and university policies.
• Supports principal investigators with grant-funded purchases and financial transactions.
• Assists with grant-related documentation, reporting, account reconciliation, and project administration.
• Coordinates with campus and foundation partners regarding account activity, expenditures, and required documentation.

Financial Processing and Purchasing

• Processes and tracks purchasing and payment transactions using university and foundation procurement systems.
• Reviews purchasing documentation for completeness, accuracy, and compliance with applicable policies.
• Reconciles procurement card transactions and maintains supporting documentation.
• Assists faculty and staff with procurement processes, equipment purchases, and financial transaction requirements.

Finance Office Operations

• Monitors and responds to finance office inquiries and provides customer service to faculty, staff, and departments.
• Maintains tracking systems for financial transactions and approval workflows.
• Initiates and tracks electronic approval documents and maintains fiscal records and files.
• Assists with preparing recurring financial reports and account balance summaries.
• Provides backup support for fiscal and budget operations.
• Assists with audits, special projects, year-end activities, and data collection efforts.
• Participates in professional development and training to maintain current knowledge of university policies, procedures, and systems.
• Performs other duties as assigned in support of the fiscal operations of the College of Engineering.

QUALIFICATIONS:

• Equivalent to a bachelor’s degree in a related field. Relevant education and/or experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
• General knowledge of budgeting principles, concepts, and processes.
• Skill in following guidelines and providing input and feedback.
• Demonstrated communication and interpersonal skills.
• Analytical and problem-solving skills including the ability to analyze and summarize mathematical and statistical information.
• Ability to work independently and as part of a team and build relationships with diverse stakeholders.
• Proficiency in using word processing and spreadsheet software and applications.
• Ability to learn financial systems.
• Organizational and time management skills to plan, organize, and prioritize work.
• Strong attention to detail and accuracy.

PREFERRED QUALIFICATIONS:

• Proficiency using MS Office (Word, Excel) and other task-specific software (PeopleSoft financial, Tableau,

Out of State Work

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers. Part of CSU’s mission is to prepare educated, responsible individuals to contribute to California’s schools, economy, culture, and future. As an agency of the State of California, the CSU’s business operations almost exclusively reside within California. The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California. For more information, go to the .

Background Check

Cal Poly Pomona will make a conditional offer of employment to final job candidates, pending the satisfactory completion of a background check (including a criminal records check). The conditional offer of employment may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. In determining the suitability of the candidate for the position, Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature, gravity and recency of the conviction, the candidate’s conduct, performance or rehabilitation efforts since the conviction and the nature of the job applied for. For more information, go to the .

Education Code 89521 Requirements

Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

CSU Classification Salary Range

This position is part of the CSUEU bargaining unit 9. The CSU Classification Standards for this position are located on the . The CSU Salary Schedule is located on the . The classification salary range for this position according to the respective skill level is: minimum $4,570 and maximum $6,658 per month. Please refer to the anticipated hiring range for the appropriate salary rate for this particular position.

Employment Eligibility Verification

Cal Poly Pomona hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. For more information, go the .

University Driving Requirement

Positions that require driving for university business by using a personal or state vehicle must comply with the Authorized University Driver Policy. Driving records are monitored and evaluated by the Risk Management Department. The Risk Management Department evaluates a good driving report based on the following criteria. The driver must: 1. Have a valid California or other State Driver’s license. 2. Have no more than 3 motor vehicle violations or been the cause of 3 accidents in a 12-month period (or any combination of 3 thereof) 3. Not have more than 3 DMV Points, if their license is Class C or, 4. Not have more than 5 DMV Points, if their license is Class A, B, or C with endorsements. For more information, go to the .

Security & Fire Safety

In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at and .

Pay Transparency Nondiscrimination

As a federal contractor, Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. For more information, see the .

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at .

Equal Employment Opportunity

Consistent with California law and federal civil rights laws, Cal Poly Pomona provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly Pomona complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

As a federal contractor, Cal Poly Pomona complies with the Vietnam Era Veterans’ Readjustment Assistance Act (VEVRAA) and requests priority referral of protected veterans for our job openings.

Other Notices

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