Code
5370
PCLS
N3014
Pay Grade
129
Exempt
Yes
ORP
No
EEO Code
3
Title
Associate Director, Budget
Description

Performs senior level professional work compiling, analyzing and interpreting financial data for budget preparation and variance analysis. Assists the Director of Budget and Strategic Financial Reporting and the Vice President for Administration and Finance with budget planning, budget analysis, and policy implications and/or recommendations. Participates in the creation of budget procedures and guidelines and develops special administrative analyses and summary reports. Acts as a point of contact for fielding budget questions.  Provides advice and technical assistance to departments for budget preparation, policy, analysis and review. Actively assists in the preparation of the university's annual operating budget and legislative appropriations request. Represents the university along with the Director through the Texas Association of College and University Business Officers Budget Committee. Assists in the organization of and materials for the Budget Oversight Committee. Annually works on the budget presentation to the Board of Regents. Works under general supervision with latitude for initiative and independent judgment. This position works under the supervision of the Director of Budget and Strategic Financial Planning and in a team environment.

Examples

Maintains budget information for position control and salaries in university computing system. Reviews and processes electronic personnel forms for position status, availability of funds, and budget position control. Tracks personnel full-time equivalencies and salary savings. Assists with liquidation of monthly encumbrances and quarterly USAS reconciliation. Analyzes accounts, and reviews and processes budget transfer requests to ensure compliance with university policies and procedures and availability of funds. Assists in the preparation of budget spreadsheets. Prepares fringe benefit forecasts for budgeting. Enters and maintains database of budget information and funding reallocation. Prepares journal and budget entries. Monitors vouchers and electronic personnel forms for available budget and contacts departments when budget is unavailable. Assists in the development and delivery of training materials to explain system requirements to end-users. Prepares PowerPoint presentations of budget information. Compiles personnel reports for the Board of Regents. Maintains files, fiscal records and restricted information. Maintains the budget website. Performs specialized tasks in reporting information requiring high level of skill in computer operation and software expertise. Manages and/or leads special project assignments as requested by management.  Handles routine and confidential correspondence. Trains, supervises and coaches Budget Analyst in day-to-day responsibilities. Performs other duties as assigned.

Physical Condition
Experience

Five years or more responsible experience in accounting and/or business management with experience in budget analysis and/or analysis of accounting or financial data. Experience leading processes or projects. Some administrative responsibility and personnel supervision. Experience in higher education financial or budget office preferred.

Knowledge

Strong knowledge of the principle and theories of finance, budgeting, and accounting. Excellent working knowledge of accounting terminology and reports. Advanced computer skills and knowledge of software technology generally applicable to accounting, spreadsheets, and budgeting; Access, Adobe, Word, Excel, PowerPoint, and Publisher. Knowledge of Banner is highly desirable. Strong analytical and problem solving skills with creative mindset to enhance models and processes. Knowledge of business English, spelling and punctuation.

Education

Bachelor's degree required, preferably in accounting, finance, or business management. Master's degree, CPA, or CMA preferred.

Additional Requirements

Requires the ability to work well with diverse populations and maintain positive working relationships with students, faculty, staff, and the community. Ability to work independently to complete multiple complex assignments with high degree of accuracy. Ability to research problems and find creative solutions. Ability to prepare complex reports and maintain extensive databases. Must be able to understand, interpret, explain, and apply pertinent policies and procedures clearly and accurately. Strong verbal and written communication skills and excellent organizational and interpersonal skills. Ability to establish and maintain effective working relationships and to interact with management. Professionalism and strict confidentiality required. *Regular reliable attendance is required.*Designated as a Responsible Employee as outlined by Title IX. *This position is designated as security sensitive (Mod) and requires a criminal background check.

Last Updated 03-07-2022