3-5 years of experience
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Employment Type:
Full time
Job Category:
Associate Budget Analyst
(This job is no longer available)
Grad Date

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Job Description

Under general guidance of the Director and in cooperation with other office staff, the person in this position will provide support, training, and generation of reports in the university planning, budget, and analysis functions. Duties include: retrieving data from Banner; performing simple and complex analyses; collaborating with Fiscal and HR Shared Services staff when necessary; disseminating results to appropriate audiences; performing related duties as required.

Duties and Responsibilities
Strategic Fiscal Partner

With support from the budget manager, oversees fiscal management in close coordination with Fiscal Shared Services (FSS), including budget planning, forecasting and analysis.
Coordinates with unit to develop annual budgets for all fund types, making recommendations on reasonable budgetary approaches with high-level view of all revenues and expenses, aware of changes.
Facilitate annual reallocation and investment process, making recommendations about overall requests.
Monitor multiple indexes of significant financial impact with varied funding sources and provide strategic observations and guidance to unit head.
Refine and update custom monthly analyses for clients, analyzing, summarizing and communicating results and making recommendations.
Create new analyses to aid decision-making and perform ad hoc research and analyses in response to manager and/or client department requests.
Research and analyze budget activities, identify budget issues, provide alternative solutions & determine procedures and transactions to resolve issues.
Takes lead role to assure budgetary consistency and compliance for the organization; presenting recommendations for fiscal change.

Position Establishment & Maintenance Lead

Build and budget position numbers as well as manage position budgets through improved reporting and processes in collaboration with University Human Resources.
Work with units to reconcile changes to salary baseline quarterly.
Provide administrative and ad hoc analytical support and generate reports as requested regarding positions from an institutional perspective.
Oversee benefits pools in association with changes to overall general fund FTE at the institution.
* Work, in conjunction with UHR, on continual process improvement and communication to departments.

Budget Model

Responsible for Non-Academic Affairs portion of the University budget model.
Working with the Office of Planning and Analysis on internal benchmark metrics.
Analyzing changing trends from year to year.
Identifying ways to improve the budget model.

Annual Budget Cycle

Assists with the annual review and management of positions and operations budgets.
Assists with budget training sessions & workshops, and provides one-on-one training as needed.

Data Analysis & Reporting

Extracts and trends multi-year data that requires in-depth knowledge of both Banner Finance and Banner Student tables and how they are interconnected.
Collaborates with university constituents to analyze operations data, resolve discrepancies and identify potential process improvements.
Actively recognizes Axiom reporting needs and creates reports essential to units for their business needs.
Produces ad hoc reports, as needed, for the Director and Vice President.

Required Qualifications - Experience, Education, Knowledge & Skills

Bachelor's Degree in Accounting, Finance or relevant field and 3 years of relevant experience or an equivalent combination of education and relevant experience.
Demonstrated extensive and in-depth financial analysis experience, creating usable data and recommendations for managers.
Experience developing annual budgets for complex departments or organizations.
Demonstrated advanced experience using Microsoft Excel to analyze and summarize data (e.g. pivot tables, vlookups, if statements, sumif, etc.)
Demonstrated customer service experience.

Preferred Qualifications - Experience, Education, Knowledge & Skills

Demonstrated process improvement or process automation experience.
Demonstrated ability to interpret and apply policies, procedures, and guidelines.
Higher Education experience and knowledge.
Experience using Ellucian Banner and Kaufman Hall Axiom.

The Successful Candidate Will

Ability to gather, analyze, manipulate and compile complex data into informational reports for budget review and projections.
Working knowledge of budgeting and accounting practices.
Knowledge and understanding of policies, rules, and regulations controlling university and departmental funding and expenditures.
Strong analytical skills-must be detail-oriented and accurate, plus can make decisions independently.
High degree of proficiency in spreadsheet, database query, and word processing programs.
Excellent oral, written and interpersonal skills.
Effective organizational skills.
Ability to effectively work with and train staff at all levels throughout the University.
Working knowledge of the budget process and ability to recognize opportunities to improve quality and efficiency.
Must be committed to meeting deadlines.

Position Special Requirements/Additional Information
This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts Montana State University's rights to assign or reassign duties and responsibilities to this job at any time.

Physical Demands
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skill, and/or ability required.

This position has supervisory duties?