Job Details

Budget Analyst

  2024-06-07     California State University, Monterey Bay     Seaside  

Budget Analyst

Job no: 540232

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: Budget Analyst

Hours: Full-time / 40 hours per week

FLSA: Non-exempt

Anticipated Hiring Salary Range: $5,200 - $5,640* mo.

*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: June 16, 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, CSUMB is part of the nation's largest four-year public university system,, 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 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 direction of the Associate Vice President of Finance, the Budget Analyst will perform budget analysis work required to administer the CSU budgetary program and assist in providing consultative budget service to campus constituents. Incumbents in this classification are assigned to assist and may work with or under the guidance of Senior Budget Analysts, Lead Budget Analyst and Management (Budget Team).

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

• Assist with daily operations of campus-wide budget administration. Work duties include but are not limited to reviewing budget transfer requests, position management, reporting, and other activities in support of daily/weekly/monthly operations in campus-wide budget administration.

• Assist with annual budget process & quarterly forecasts, work duties include but are not limited to gathering data and preparing related reports/correspondence for higher level review.

• Collect Student Fee Revenue data to populate monthly reports for review by the Senior Budget Analyst. May attend the Student Fee Advisory Committee meetings in support of the Budget Office. In addition to attendance, the incumbent will collect approved or signed correspondences to be uploaded into the Student Fee Database and relay any pertinent information back to the budget team

• Working with the Budget Team: assist in tracking and maintaining budgets related to vacant permanent positions in the General Fund. This includes preparation & posting of budget transfers, updating management reports and tracking entries & positions that come into and out of the vacant position categories.

• Proactively work with the Budget Team and stakeholders to identify, implement, monitor and maintain processes, procedures & systems to improve operational efficiencies of the Budget Office. Assist in developing processes to streamline budget administration & collaborate with other departments as needed. May require learning new tools (e.g., Smartsheets).

• May assist with onboarding & maintaining new budget software & rollout to campus, including training, Q&A, etc.

• Under the supervision of the Budget Team, query databases and create reports to support questions from division analysts, Cabinet members, budget team, or other stakeholders.

• Special projects, as needed, for example oversight of the Budget Office shared email inbox.

Other Functions:

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


General 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; 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. Familiarity with the principles of position control and budgetary alignment. Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations; and write clear and concise analytical comments.


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.

Two years of progressively responsible professional experience win analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process.


Conversant in the terminology or finance and accounting and knowledgeable of budget and accounting concepts, practices and processes. Written and verbal communication skills with various levels of internal and external stakeholders. Customer service oriented. Ability to work in a fast-paced environment with changing priorities.


Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.


• 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 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

• 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

• 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 As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit for more information.


For full consideration, applicants must complete the required online application prior to the priority screen date found at 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.

To apply, visit

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