Budget Analyst

Position Details

Position Information

Position Title Budget Analyst

UIW Mission

University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances the discovery of truth, mutual understanding, self-realization, and the common good.

Position Summary

The Budget Analyst is responsible for providing complex professional analysis in the preparation and processing of budget documents in the Budget Office within the Vice President of Business and Finance Office. The Budget Analyst reports to the Director of Budgeting, Planning and Analysis.

Benefits

UIW has been identified year after year as one of the nation’s Great Colleges to Work For based on employee feedback. UIW offers an outstanding benefits package for full-time employees that includes medical, dental, vision, flexible spending accounts, numerous paid holidays, vacation and sick leave. Tuition benefits include UIW tuition waivers, tuition exchange programs and Brainpower Connection discounts for employees and dependents. Retirement benefits include 403b retirement plans with a 7% employer match, plus a retirement health solution. We also offer employer-paid Life/AD&D, long-term disability, pet insurance, an Employee Assistance Program ( EAP ), wellness programs, employee discount program, Public Service Loan Forgiveness ( PSLF ) eligibility and more! Please refer to the Human Resources webpage for additional details on our benefits and eligibility.

Job Duties

Job Duty Name Budget Duties

Description Of Job Duties

• Assist in managing intricate financial models used by the university for organization-wide decision making.
• Compile and review annual budget request from deans and vice presidents.
• Create financial reports, and charts in developing, organizing, and implementing the annual budget by gathering data, preparing spreadsheets, and conducting basic financial analyses.
• In coordination with the budgeting team, ensure sufficient departmental budget exists and manage budget adjustment entries by utilizing the university’s Banner ERP system.
• Conduct detailed month-end variance analyses and ad-hoc analyses as needed. Investigate key drivers and causes of material budget variances and communicate those drivers to the Director of Budgeting, Planning and Analysis.
• Assist with monitoring and analyzing all revenues and expenditures during the year for the purse of maintaining budgetary controls, projecting variances and correcting errors with budget revisions.
• Update and maintain various spreadsheets and pivot tables to include ledger activity, monthly checklist of accounts, and other budgetary related information;
• Maintain records of actual operating figures for comparison with estimated budget;
• Prepare reports and estimate future financial needs.
• Defend budget recommendations with data and evidence-based analyses.
• Identify, research, and resolve budget discrepancies related to financials and personnel.
• Advise and assist university staff concerning budget related inquires.
• Assist in conducting budget training, special projects, and assignments.
• Work with departments and programs to process financial transactions with established parameters.
• Review deans and vice presidents budget proposals for completeness and accuracy.
• Organize and prioritize work in order to meet rigid schedules and budget timelines.
• Monitor assigned areas of position control system and report results of staffing to identify variances; ensure compliance with the budget.
• Update the salary budget projection system so proper funding for salaries and fringe benefits can be included in the annual budget request.
• Maintain and update complex employee spreadsheets with information regarding employees, departments, salaries, titles, etc..
• Assist in preparing and sending out new hire letters for administrators, staff and faculty.
• Update and monitor positions and budget salaries in Banner.
• Assist in Salary Planner and prepare employment contracts and letters.
• Maintain effective working relationships with departments.
• Inform program managers and deans on the status and availability of funds.
• Perform other duties as assigned.
  
  

Qualifications

Knowledge Skills and Abilities

• Well-developed math skills to perform complex accounting and statistical computations.
• Strong skills in Microsoft Outlook and Word; highly proficient in Microsoft Excel to include pivot tables, VLOOKUP , and formulating spreadsheets, charts and graphs.
• Experience with analytical tools; excellent critical thinking skills.
• Excellent written and verbal communication skills.
• Ability to maintain strict confidentiality.
• Ability to work both independently and as part of a team.
• Excellent time management skills and the ability to prioritize assignments with attention to detail.
• Excellent customer service skills.
• Ability to effectively troubleshoot errors or exceptions.
• Ability to work effectively with individuals from diverse communities and cultures.
• Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA .
  
  

Required Education

Bachelor’s Degree in Accounting, Finance, or related field. Note that significant experience with Bachelor’s in other field will be considered in lieu of Bachelor’s in specified fields.

Required Work Experience

Three (3) years of professional financial and/or budgetary experience working with complex systems.

Preferred Qualifications

• Bachelor’s Degree in Accounting, Finance, or equivalent.
• Higher education complex budgetary experience.
• Experience in Banner.
  
  

Required Certifications, Licenses Or Registrations

N/A.

Work Hours

Mon-Fri 8am to 5pm. Typical schedule is 40 hours per week. Occasionally requires to work over the 40 hours per week.

Physical Demands

None specified.

Posting Details

Posting Details

Posting Number AS2015PO

Number of Vacancies 1

Job Type Full Time

Job Category Administrator (exempt)

Desired Start Date 01/16/2025

Position End Date (if temporary)

Reports to Director of Budgeting, Planning & Analysis

Salary $62,00 - $65,000 Annualized

Open Date 12/03/2024

Close Date

Open Until Filled Yes

Special Instructions to Applicant

N/A.

EOE

UIW is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).

Title IX

This position is considered a “Responsible Employee” under Title IX federal regulations and “Mandatory Reporter” under Texas state law and the UIW Sexual Misconduct Policy. As a Mandatory Reporter, this position requires you as the employee to promptly report any incident that you witness or receive information about Title IX violations. These reporting responsibilities are set out in the UIW Sexual Misconduct Policy.