- Good computer skills necessary in order to set up document formats in Excel, Word, Banner accounting system, Internet, and e-mail. Flexibility in job assignments a must.
- Good mathematical skills, including the ability to operate a 10-key calculator. Ability to handle detail-oriented assignments with accuracy. Must have ability to reconcile and verify the accuracy of activities. Ability to work independently and meet deadlines
- Good verbal communication skills and ability to maintain confidentiality. Ability to effectively interact and assist with administration, faculty, and staff.
- Bachelor's Degree required.
- Experience with data modification required, must be highly proficient user of spreadsheets and databases.
- Must possess excellent analytical and problem-solving skills with proven ability to research, formulate, and present analysis on a variety of financial issues.
- Finance concentration for Bachelor's degree, preferred.
- How did you hear about this employment opportunity? Please provide the name of the website, individual, or organization. (Open Ended Question)
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Financial/Budget Analyst II - Pomona, United States - Western University of Health Sciences
Description
Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening.
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Pay Transparency Act- Western University of Health Sciences is required to provide a reasonable estimate of the compensation range for this role.
This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.
It is not typical for an individual to be offered a salary at or near the top of the range for a position.
Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range.The budgeted salary or hourly range that the University reasonably expects to pay for this position defined as the Expected Pay Scale.
Placement within the Expected Pay Scale is determined by internal equity, and relevant qualifications.FunctionFunction
University Financial Services & TreasuryFamilyFamily
FinanceClassification Series TitleClassification Series Title
Budget AnalystFull Salary RangeMinimumMinimum
$75,000.00MaximumMaximum
$82,000.00Expected Pay ScaleMinimumMinimum
$75,000.00MaximumMaximum
$82,000.00Posting NumberPosting Number
A00686Position TitlePosition Title
Financial/Budget Analyst IICampusCampus
Western University Campus-Pomona, CADepartmentDepartment
5101-University Financial Services & TreasuryType of PositionType of Position
AdministrationJob SummaryThe Financial/Budget Analyst II duties include high level reporting analysis of institutional budgets. Review and analyze budget data, identifying gaps and finding data to answer key questions. Monitor organizational spending to ensure that it is within budget. This position is responsible for executing routine and non-routine financial operations to support the management.
Knowledge, Skills and AbilitiesIndividuals must possess these knowledge, skills and abilities or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities.
Education:
Experience:
Education:
MBA
preferred.
Experience:
List comments regarding work hours8am – 5pm Mon- Fri
Evening and weekend work hours as needed.
Posting DatePosting Date
04/11/2024Closing DateSpecial Instructions to ApplicantsJob DutyAnalysis and Projects:1.Prepares monthly, quarterly budget salary variance reports. Including any hoc reports as requested.
Provide analysis and participate in the preparation of budget related documents.2. Assist with Budget vs. Actual Year to Date analysis on monthly, quarterly and year end basis.3. Assist with research and analysis of reports.
Percentage Of TimePercentage Of Time
30%Job DutySupport:1. Assist in the development of the annual budget proposal to the Board of Trustees.
Percentage Of TimePercentage Of Time
10%Job DutyReconciliation:1. Periodic (monthly, quarterly, & year-end) reconciliation of budget accounts in the various colleges/departments.2. Gathering and entering budget data.3. Reconciliation of budget operating and capital funds.
Percentage Of TimePercentage Of Time
10%Job DutyPolicy and Procedures:1. Assists with the reviews and edits of the budget policies and procedures on a periodic basis.2. Maintains familiarity with the University's accounting and budgeting policies and procedures.3. Conformity with generally accepted accounting principles, governmental accounting & standards, and compliance with federal and state regulations4.
Demonstrate an understanding of how transactions impact the general ledger and the impact on the financial statements as well as the operating budget reports.
Percentage Of TimePercentage Of Time10%Job DutyProcesses:1.
Serves as the back up for the coordination and process of personnel requests and personnel action forms for budget review.2.
Maintains the security and passwords of the BudgetPak software.Percentage Of TimePercentage Of Time
30%Job DutyBudget Transfers and
Other Duties:1.
Coordinates training for colleges/departments as needed to enhance understanding and management of the operating budget by campus personnel, including the training of end users on the budget transfers.2.
Assists with budget transfers.3. Assists in monitoring of budget account balances and expenditures.4. Prepares budget transfers on request.5. Other duties as assigned.Percentage Of TimePercentage Of Time
10%Physical Demands
Physical DemandsDo the essential functions of this job require lifting?Do the essential functions of this job require lifting?
NoIf yes, list maximum weight and durationThe physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is frequently required to use hands to operate a PC in the performance of job duties, and talk or hear.
The employee is regularly required to sit, and reach with hands and arms, and occasionally required to stand, walk, stoop, and smell.
The employee must occasionally lift and/or move up to 10 pounds.Specific vision abilities required by this job include close, distance, and peripheral vision, depth perception and the ability to focus.
Describe Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be available to enable individuals with disabilities to perform the essential functions.Duties are normally performed in an indoor office environment setting. The noise level is low to moderate.
Required Documents
ResumeOptional Documents
Letter of Recommendation #1Letter of Recommendation #2Letter of Recommendation #3Additional Applicant Document
Supplemental Questions
Required fields are indicated with an asterisk (*).
