The University of Texas at San Antonio

Job Description

Job Title: Budget Analyst III

Code: 9174

Salary Grade: 58

FLSA Status: Exempt

Department/Division: Financial Affairs/Business Affairs

Reports To: Sr. Director, Budget Planning and Development

Summary

· Function: Provides professional level reporting and analyses associated with the planning, development and maintenance of the University’s operating budget. This position will serve as a budget advisor to particular division or area, as assigned. Integrity, objectivity and confidentiality are essential when dealing with financial and human resource information.

· Scope: Responsible for the application of advanced budget analysis techniques in the preparation of university and departmental operating budgets and long range planning. This position will serve as a budget advisor to particular division or area, as assigned. Integrity, objectivity and confidentiality are essential when dealing with financial and human resource information.

Duties

· Typical:

1. Assist in the analysis and preparation of annual budget documents and provide technical expertise regarding the institution’s electronic budget system.

2. Review and process documents for personnel appointments, budget transactions and monitor transfers for appropriateness with established policies and procedures.

3. Resolve problems regarding fund sources, cost issues, budget categories, account balances/insufficient funds, strategic initiatives, etc.

4. Prepare and screen departmental requests for budget changes and appointments for submission to UT System or Board of Regents for approval.

5. Perform revenue and expense analyses, monitor and track performance and make appropriate recommendations to management.

6. Provide assistance in the gathering, recording, and analysis of date for the Legislative Appropriations Request and other legislative or administrative requests.

7. Prepare and deliver oral and written training and communications to both large and small groups.

8. Interpret information to identify change opportunities and make recommendations to management about business process improvement to increase work efficiencies and effectiveness that will contribute to the achievement of the business goals and objectives.

9. Comply with applicable laws, regulations, policies & procedures employing sound financial and business practices and appropriate internal controls.

10. Perform other duties as assigned.

· Periodic:

1. Perform special studies, research and analysis of financial issues providing recommendations for courses of action as requested.

Education

Required	Preferred
Bachelor’s degree in Business Administration, Finance, Accounting or a related field from an accredited institution.	Master’s degree in Business Administration from an accredited institution.

Other Requirements

Required	Preferred
Strong knowledge of the principle and theories of finance, accounting or other related fields and disciplines as demonstrated from relevant positions.	Knowledge of or ability to learn how to effectively use Business Intelligence reporting tools and forecast modeling tools to support budget, planning and forecast activities.
Proficient with Microsoft Office and functionalities of financial accounting and reporting systems.
Excellent verbal and written communications skills and ability to multi-task within a team-oriented environment.
Excellent organization skills in identifying and prioritizing work activities.
Exceptional problem solving and analytical skills.
Attention to detail and ability to deliver high quality work.
Ability to handle multiple assignments of various durations.
Criminal Background Check (CBC).

Experience

Required	Preferred
Three years of experience in budget analysis and preparation, accounting and financial management analyses, or related area, including a minimum of one year in public sector higher education or similar organization.	Similar experience in higher education.
	Financial assessment and forecasting experience.

Equipment

Required	Preferred
Personal computer, Microsoft Office Suite and standard office equipment.	Advanced Microsoft Excel
	Cognos Enterprise Planning

Working Conditions

Usual	Special
Normal office environment.	Occasional overtime to meet deadlines.
Frequently works under strict time constraints.

Supervision

Received	Given
General instruction and supervision of assigned duties.	None.

Accuracy

Absolute accuracy in all phases of the duties performed.

Security Sensitive

Specific job requirements or physical location of some positions allocated to this classification may render the position security sensitive, and thereby subject to the provisions of section 51.215 Texas Education Code.

Internal Control

Within the scope of position duties, responsible for seeing that operations are effective and efficient, assets are safeguarded, reliable financial data is maintained, and applicable laws, regulations, policies, and procedures are complied with.