Under general supervision and with limited latitude for the use of initiative and independent judgment, performs moderately complex budget preparation and analysis work. Work involves preparing, reviewing, and analyzing budgets and performance measures; and monitoring budgets and program performance. May train others.
Complies and analyzes financial information to prepare entries to accounts in the University’s general ledger.
Allocates expenditures, encumbrances, receipts, receivables, etc., based on reports and schedules.
Conducts Ad Hoc reporting and analysis requiring problem-solving ability in the course of budget and related operational processes as needed.
Assists department in resolving funding problems regarding funding sources, cost issues, budget categories, account balances/insufficient funds, etc.
Provides assistance in the gathering, recording, and analysis of data to support the Legislative Appropriations Request and other legislative or administrative requests.
Allocates expenditures, encumbrances, receipts, receivables, etc., based on reports and schedules.
Determines proper handling of financial transactions; monitors compliance with generally accepted accounting principles and University policy and procedures.
Assist in the development implementation and monitoring of accounting system and accounting system and accounting controls.
Conducts studies and submit recommendations for improving the University’s accounting operation.
Review and process documents for appropriate position funding (i.e. position front end documents) and related budget transactions; monitor transactions and transfer for appropriateness with established policies and procedures.
Collects, analyzes, and reports data that supports alternative solutions to budget and management problems.
Examines operating budgets to determine whether funds have been appropriately allocated.
Maintains trend data and prepares graphs, reports, and forecasts.
Assists in the preparation of reports on performance measures.
Assists in the preparation of the annual operating budgets.
Assists in the preparation of budgets to provide management with expenditure data, trends, and recommendations.
Advises staff on areas in which action may be required to stay within budget.
Knowledge of all Microsoft Office software and able to learn and use institutional software systems.
Complies with all State and University policies.
Other duties may be assigned.
Supervisory Responsibilities: Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
