Budget Specialist

Summary

Job Category:: Budgeting
Job Title:: Budget Specialist

Job Category Definition:: This specialty provides input, guidance and recommendations to facilitate fiscal decisions of University officers and trustees using analysis of historical trends, complex performance indicators, bench-mark data, and projection methodologies. Functions include developing, implementing, monitoring and controlling the University’s annual operating budget, creating forecasts for expected expenses and income including University-wide tuition revenue projections, serving as the University’s primary office for complying with external reporting requirements and acting as liaison with national organizations, peer institutions, and state and federal government agencies. These same responsibilities may also relate to department or unit level operations.
Job Title Definition:: The Budget Specialist oversees major projects related to the University’s budget development, including the design of effective procedures, development of policy recommendations, and the evaluation of alternatives; conducts analyses of University data compared to that of peer institutions; prepares summaries and documents probable impact upon the University; prepares and develops significant strategies and action items for the senior executives. Duties are performed at various levels within the defined title.
Working Conditions:: Specific physical requirements and effort are outlined in Job Responsibilities Worksheet (list of essential job duties and responsibilities specific to a particular job at the unit level) in accordance with the Americans with Disabilities Act of 1990 (ADA).
Other Requirements:

Levels

Level 1
Level 2
Level 3
Level 4
Level 5

Level 1

There is currently no Level 1.

Level 2

Level Details
Job Code	Salary Band	FLSA Status
ACBU0202	K	Exempt

Level 2 positions typically demonstrate intermediate knowledge of the concepts, practices and procedures of a particular field of specialization; perform intermediate tasks in defined skill areas/applications by continuously building on current job knowledge; maintain effective relationships with peers, vendors, and others in a diverse environment; support team decisions and follow through with team responsibilities; interpret information, ideas and instructions and communicate clearly and accurately both verbally and in writing including materials intended for distribution; determine causes of unusual occurrences and apply standard principles and practices to determine and implement solutions; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under general supervision, while performing assignments that are varied and that may be somewhat difficult in character, but usually involve limited responsibility.

Typical Education & Experience
6+ years related experience Bachelor's Degree or higher Or an equivalent combination of education and experience

Typical Work Duties
Responsible as assigned for major components or nearly all facets of budget activities; participate in the conceptual development of the various budget processes and specifications for projects Conduct analytical and logistical activities as assigned by the Associate Director, in support of the University’s annual planning and budget process Prepare and develop significant analyses on various budget planning proposals for the President and Budget Task Force in support of the University’s strategic planning process and the budget development process Participate in the development of explanatory materials and substantial background information for use by the President in his testimony and negotiations relating to the University’s annual request for State appropriations Participate in the planning and implementation of the annual initial operating budget, including salary increase planning and processing, tuition income forecasting and analyses, and budgetary allocations and reallocations; prepare executive summaries and detailed control schedules for the various phases of the budget process Conduct budget and financial requirement studies on major budget planning issues and alternatives; conduct studies on costs of instruction and individual program costs; develop costing procedures Participate on ad hoc committees for the development and refinement of budget related processes including computer systems development

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 3

Level Details
Job Code	Salary Band	FLSA Status
ACBU0203	L	Exempt

Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters.

Typical Education & Experience
10+ years related experience Bachelor’s Degree or higher Or an equivalent combination of education and experience

Typical Work Duties
May be responsible for conducting analysis of University data compared to that of peer institutions; prepare summaries and document probable impact upon the University; assure consistency and integrity of quantitative University characteristics data used in publications May be responsible for systematic, periodic responses to federal and state agencies, as well as independent, outside agencies and associates; assist with office operations as necessary to implement the plan for systematic and timely responses to recurring data May act for the Assistant Director for Reporting regarding decisions pertaining to federal, state and other agencies Organize and supervise the activities of staff members, as assigned by the Associate Director to ensure that overall objectives are accomplished and that priority projects are completed on schedule May serve as team leader on all budget development projects Prepare narratives and analyses to accompany budget planning proposals and appropriations/program requests Participate in the development of budget processes and specifications for projects Develop annual appropriations request or capital program request to include related summaries, analysis and background materials Plan and implement annual initial operating budget, to include salary increase planning, tuition income forecasting, and budgetary allocations; prepare summaries and control schedules for phases of ongoing budget processes Lead budget and financial requirement studies on major budget planning issues and alternatives; conduct studies on costs of instruction and individual program costs; develop costing procedures Responsible as assigned for major components or nearly all facets of budget activities; participate in the conceptual development of the various budget processes and specifications for projects Conduct analytical and logistical activities as assigned by the Associate Director, in support of the University’s annual planning and budget process Prepare and develop significant analyses on various budget planning proposals for the President and Budget Task Force in support of the University’s strategic planning process and the budget development process Participate in the development of explanatory materials and substantial background information for use by the President in his testimony and negotiations relating to the University’s annual request for State appropriations Participate in the planning and implementation of the annual initial operating budget, including salary increase planning and processing, tuition income forecasting and analyses, and budgetary allocations and reallocations; prepare executive summaries and detailed control schedules for the various phases of the budget process Participate on ad hoc committees for the development and refinement of budget related processes including computer systems development May supervise and provide performance input for assigned staff

Level 4

Level Details
Job Code	Salary Band	FLSA Status
ACBU0204	M	Exempt

Level 4 positions typically demonstrate advanced knowledge of principles, practices, and procedures of a particular field of specialization and complete complex assignments; integrate complex elements from other specialties into work assignments; demonstrate a strong commitment to inclusionary practices which support diversity throughout the University; establish a shared vision and take responsibility for the achievement of team goals, and provide direction for appropriate implementation of plans; present ideas, concepts and instructions in a clear manner, and use persuasion and negotiation to build consensus and cooperation; ensure safe practices and environmental consciousness are exhibited in decisions; develop new techniques, concepts, theories, programs or solutions and apply them to complex strategic operating issues; typically work independently on complex work assignments, review progress and evaluate results and update management as appropriate; may direct and delegate work to lower-level staff.

Typical Education & Experience
10+ years related experience Master’s Degree or higher Or an equivalent combination of education and experience

Typical Work Duties
Develop annual appropriations request or capital program request to include related summaries, analysis and background materials Plan and implement annual initial operating budget, to include salary increase planning, tuition income forecasting, and budgetary allocations; prepare summaries and control schedules for phases of ongoing budget process Direct the application of appropriate analytical methodologies for the resolution of problems and issues concerning the current and prospective allocation of resources within the University May conduct and/or coordinate the analysis of major institutional issues and proposals; prepare executive summaries of the findings and present to the Associate Director and University Budget Officer Coordinate and develop costing procedures for the annual cost study analysis to include budget information, financial requirements, and the cost of instruction studies Develop annual report of research expenditures for submission to National Science Foundation, in cooperation with the Vice President for Sponsored Program Review annual Open Budget Report and Stairs Report (Information disclosure of the State-Related Universities); assure accuracy of information Monitor, evaluate and project the effects of both federal and state budgetary developments upon the University; recommend internal policy changes when appropriate Coordinate the analyses of University data compared to that of peer institutions; assure consistency and integrity of quantitative University characteristics data used; prepare summaries and, when appropriate, document probable impact upon the University and/or recommend course of action; refer findings to the senior officers whose area of responsibility could be affected Provide analyses of information gathered for responses to information requests originating within the University from senior University officers Conduct analytical and logistical activities as assigned by Associate Director and the University Budget Officer for the President and the Budget Task Force in support of the University’s annual planning and budget process and the University’s annual request for the State appropriations On an ongoing basis, evaluate existing budget processes and policies; recommend changes which better serve the needs of the office and the University Represent the office on both external and internal matters as assigned by the Associate Director Provide recommendations to the Associate Director on hiring decisions and personnel evaluations Prepare budget scenarios used to build the University’s operating budget Responsible as assigned for major components or nearly all facets of budget activities; review and approve the conceptual development of the various budget processes and specifications for projects Provide strategies for analytical and logistical activities as assigned by the Directors, in support of the University’s annual planning and budget process Prepare and develop significant analyses on various budget planning proposals for the President and Budget Task Force in support of the University’s strategic planning process and the budget development process Participate in the development of explanatory materials and substantial background information for use by the President in his testimony and negotiations relating to the University’s annual request for State appropriations Authorize the planning and implementation of the annual initial operating budget, including salary increase planning and processing, tuition income forecasting and analyses, and budgetary allocations and reallocations; prepare executive summaries and detailed control schedules for the various phases of the budget process Lead budget and financial requirement studies on major budget planning issues and alternatives; conduct studies on costs of instruction and individual program costs; develop costing procedures Represent the office on ad hoc committees for the development and refinement of budget related processes including computer systems development Responsible for systematic, periodic responses to federal and state agencies, as well as independent, outside agencies and associates; assist with office operations as necessary to implement the plan for systematic and timely responses to recurring data May act for the Assistant Director for reporting regarding decisions pertaining to federal, state and other agencies Provide staff support and interpret reports on special issues, problems and inquiries of concern to budget issues Organize and supervise the activities of staff members, as assigned by the Associate Director to ensure that overall objectives are accomplished and that priority projects are completed on schedule May serve as team leader on all budget development projects Compose narratives to accompany budget planning proposals and appropriations/program requests Formulate the preparation of analysis of various budget planning proposals May supervise and provide performance input for assigned staff

Level 5

There is currently no Level 5.