Under the direction of a designated staff member, assist in the following: Forecast, research and trend analysis, financial modeling, and ERP query management. Write reports related to budget preparation and submission. Track expenditures and/or revenues. Perform post-audit and other reviews of actual expenditures and/or revenues.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Under the direction of a designated staff member:
Develop budget recommendations for each budget cycle as required at the college/department/unit/program level, based on financial analysis.
Manage day-to-day budget execution, including the review and approval of budget modifications, and post audit of departmental expenditures.
Serve as liaison and resource to University departments and administrators regarding financial data and proper budget procedures and practices and resolve related problems.
Prepare program cost analyses, with recommendations to management for final decision making.
Participate in multiple, special, and confidential projects as assigned by the Director or Associate Director.
Research, analyze, and prepare ad hoc analyses/reports, and provide information. Provide short- and long-term forecasting, identifying areas of concern and recommending actions to alleviate potential adverse issues. Provide recommendations to be used in final decision making.
Research, compile, maintain, review, and revise annual reports for the Director and/or Associate Director. Participate in analysis of functional needs, data requirements, and sharing procedures.
Assist in the development of training manuals.
Assist in the development of PeopleSoft queries, including data gathering and processing, and respond to ad hoc requests from management.
Assist with a variety of technical tasks; for example, participate in upgrades and associated testing, and engage in the continuing review, definition, and analyses of functional needs, requirements, and business rules and processes associated with the Budget and Financial Planning Office which might result in the need for system enhancements or modifications.
OTHER DUTIES AND RESPONSIBILITIES:
Perform additional duties as required, including the duties of other staff positions in the office.
LICENSES, TOOLS AND EQUIPMENT:
Personal computers and printers; mainframes; word processing, database management and spreadsheet software; Microsoft Excel; calculators.