JOB DESCRIPTION
Unit:
Working Title:
Office of Planning and Budget
Senior or Principal Budget Analyst*
*Classification depends on qualifications of successful applicant.
Classification:
Supervisor:
Positions Supervised:
None
Summary Statement
The Office of Planning and Budget is the principal staff arm of the Chancellor and
Executive Vice Chancellor in the areas of academic, capital, enrollment, and
financial planning, policy analysis, and fiscal administration. In this capacity, it
develops and maintains relevant databases, provides analyses of policies and
programs, assists in the determination of campus priorities, and in the development
of strategies designed to achieve these priorities. Its responsibilities include the
campus operating budgets, admissions targets, enrollment plans, and such special
studies and reviews of programs and operations as may be necessary to enable
the Chancellor and the Executive Vice Chancellor to discharge their responsibilities
in these areas.
Under general direction, the incumbent performs a variety of functions in support of
the operating budget, including preparation of analyses for campus resource
planning and analysis and a variety of duties in support of campus budget
operations.
Major Functional Areas
60% Resource Planning and Analysis
Prepares analysis of complex resource issues. Prepares detailed budget charts,
tables, and spreadsheets, as needed, in support of a variety of budgetary analyses
and special projects. Compiles and displays data using table and graph
spreadsheet applications. Prepares analyses for use by campus administrators
when making academic planning, budget, and other presentations. Responsibilities
include the identification of relevant and usable data sources, selecting appropriate
methods of data collection and data analysis, and reporting of conclusions,
implications, and recommendations.
Provides budget recommendations to respond to a wide range of issues.
Develops, formulates, and recommends funding scenarios to address concerns and
facilitate resolution.
Convenes the Miscellaneous Fee Advisory Committee. Assists in the review of
recharge rate and miscellaneous fee proposals, income and expense statements,
and other information included in recharge rate and miscellaneous fee proposals.
Develops cash-flow projections for self-supporting and/or fee-funded activities.
Drafts correspondence, as needed. Responds to requests for information from the
UC Office of the President. Prepares Regents’ budget tables. Assists in the
monitoring of funding requests sent to the Office of the President, and
implementation of new resource allocations.
Compiles data and prepares reports required by campus managers for academic
and budgetary planning. Identifies campus-wide information needs and campus
sources of data. Assists in development of electronic databases and reports to
facilitate planning and decision-making. Assists in the design and maintenance of
web pages for the Budget Office and Planning and Budget Office Home Page.
Participates in training classes developed and offered by the Planning and Budget
Office.
40% Budget Operations
Prepares allocations for deans and vice chancellors. Reviews funding requests
and drafts allocation letters to respond to a variety of funding commitments.
Works with staff in the central accounting office to prepare the annual
administrative recharge for auxiliary enterprises activities.
Provides support to the Assistant Director – Budget Operations as needed.
Records budget entries into the campus’ current and permanent operating budgets.
Creates periodic status reports of account balances.
Provides assistance to campus units on budgetary, fiscal, and student fee issues
including resolving budgetary problems and understanding or applying budget
policies.
Assists the Principal Analyst with activities in support of the Budget and Staffing
System, as needed.
Assists in the preparation of the annual Economic Impact Study.
Skills, Knowledge, and Abilities


Experience in, or knowledge of, accounting and accounting principles
sufficient to prepare complex and detailed financial and budgetary analyses
and to address a variety of unit/divisional/campus issues or budgetary
problems.
Demonstrated analytical skills that allow for interpretation of budgetary,
financial, and related management information.

Excellent writing skills sufficient to draft professional reports and
correspondence that is clear and concise.
 Strong organizational skills to work independently and to prioritize a heavy
workload under the pressure of competing assignments.
 Excellent interpersonal and oral communication skills.
 Excellent interpersonal skills to work cooperatively with persons at all levels
in the organization.
 Ability to respond flexibly and positively in all circumstances, and to work
calmly under pressure.
 Excellent numerical, analytical, and problem-solving skills.
 Attention to detail with a high degree of accuracy.
 Ability to exercise good judgment and discretion, especially with regards to
sensitive or confidential personnel or organizational matters.
 Excellent computer skills and experience using spreadsheet, charting, and
other software tools, such as Microsoft Word, Excel, Powerpoint, and
Outlook.
 Ability to use software tools to present data clearly and concisely.
 Knowledge of and/or experience using database query tools, such as
Business Objects and Microsoft Access.
In addition to the above, the following qualifications are required at the Principal
Analyst level:




Directly related xperience and education in fiscal management and analysis
Demonstrated skill in quantitative financial analysis and budgetary control, with
thorough working knowledge of general accounting principles and practices with
an emphasis on fund accounting and university financial accounting.
Demonstrated skill in formulating and implementing financial policies and
standards to ensure accountability and compliance the policies and procedures
Strong advanced technical experience in the use of financial software to
develop and maintain financial models and automated financial reports
Preferred


Experience with Data Warehouse.
Knowledge of and/or experience using web application tools