Budget Officer I

The Budget Officer I plays a key role in preparing and monitoring the universitys budget. This position will assist the Director of Financial Planning & Analysis, Senior Associate Budget Director, and Effort Reporting Officer in the management of a complex budget, and perform a wide variety of budget development, forecasting and analysis. The work requires a highly motivated individual who can interpret, analyze, and summarize budget issues for management decisions with clarity and an appropriate high level of detail. The Budget Officer I will act as a resource to all budgetary units on campus.

Key Responsibilities include

Knowledge of the principles, concepts, and practices in government and university governance involving fiscal control, budgeting, planning, information analysis, forecasting, financial reporting, effort reporting and assessment

Assist in the development and implementation of policies, processes, and practices in the areas of budgeting, planning, forecasting, analysis and effort reporting in accordance with Generally Accepted Accounting Principles (GAAP) and the Office of Financial Management (OFM) regulations.

Responsible for entering and approving Retro (cost transfers), monitoring the budgetary elements of position control, and advising the Budget Directors on necessary fiscal resources and fiscal impacts in position changes across the campus

Guides units of responsibility through university budgeting and forecasting processes, reviews budget and forecasting submissions

Communicate with Principal Investigators, other Budget Analyst and department administrators, provides conclusions and recommendations for corrective action and/or improvement of departments and research center operations and effort reporting issues in the absence of the Effort Compliance Officer; assist and proactively monitors compliance with effort reporting certification, run labor reports to include position control and as indicated provides appropriately necessary follow up communication to administrative personnel

Creates daily, monthly, annual, &/or project end analysis and reports to include Financial Aid labor report, OIT bi-weekly report, committed/actual effort reports regarding area/unit, grants &/or awards, accounts, funds, payroll, expense &/or revenue allocation, customer service e activity, etc.

Maintains detailed financial record-keeping, manage and maintain effort reporting database, department contact list, effort certification list and adjustments for Retro list, historical financial reports, creates charts and graphs for presentations by VPBFP. Research, gather and collect data, maintains primary data sources for routine reports, and analyzes the data to identify important trends

Assist in the training of departmental employees to use the online Retro

Assist in entering and approving Retros (cost transfers) on a daily basis

Assist in monitoring compliance with certification on the Effort Reporting System

Maintain knowledge of related federal regulations, policies, and procedures affecting effort reporting

Communicate with principal investigators, budget analysts, and department administrators to resolve effort related issues in the absence of the Effort Compliance Officer

Respond to Department inquiries using appropriate formats for presenting budget/personnel information logically, consistently and accurately

Help maintain, analyze and/or update the Effort Reporting database

Run labor reports for departments and research centers as needed and communicate with them as needed

Maintenance tasks after each payroll such as providing Financial Aid with a labor report on Monday following payday and sort/filter data from the OIT biweekly report for creation of the Effort Certification list

Work on producing the monthly stats report from the Retro/Adjustments List on the 10th of the month

Gather information and help find a way to proceed with providing Committed/Actual Effort reports

Assist with various tasks as requested by the Effort Compliance Officer

Update/Create Department Contact List

Create Adjustments/Retro List for the next month

Coordinate the campus-wide Finance & Administration Survival Training (FAST)

Prepare and enter budget changes and journal entries on a daily basis

Scan and index processed budget changes and journal entries into the electronic filing system to maintain records

Assist in generating various budget reports for departments. Will serve as the back-up for various monthly reports when the Budget Officer is unavailable

Assist other departments in interpreting budget information and budget issues accurately and effectively

Assist with the processing of the Faculty Personnel Action Recruitment Form (PARF) to include assurance of accuracy and signature authority verification. Will serve as the back-up processor for the PARF when the Assistant Budget Director is unavailable

Assist with the electronic processing of the Staff Position Descriptions (PD) in PageUp to include assurance of accuracy, signature authority verification, and Banner set-up. Will serve as the back-up processor for the PDs when the Assistant Budget Director is unavailable.

Perform basic monthly reconciliation of accounts and expenditures.

Reconcile the purchase card on a monthly basis and ensure compliance with the rules and guidelines set forth by the Purchasing Department.

Enter and review requisitions and purchase orders, check requisitions to insure the availability of budgeted funds, and appropriateness of expenditures. Reconcile outstanding open purchase orders at the end of each monthly review.

Assist with the annual budget process by entering revenue and operating budgets into the Budget Development System.

Assist in updating position budgets in Banner once the new fiscal year budget is active

Create and maintain student position numbers in Banner

Prepare the Athletics Foundation transfer on a monthly basis and deposit the check in the Bursars Office.

Organize and maintain budget files, monitor inventory, and order office supplies.

Participate in special projects and initiatives as assigned.

Enter ePAFs in Banner for the Budget and Payroll departments as needed

Check the mail on a daily basis and distribute to appropriate person within the Budget Offic

Bachelors degree in Accounting, Finance, Business Administration

1-3 years of years of full-time verifiable work experience with a knowledge and understanding of budget development, budget analysis, budget execution, forecasting, allocation, and financial reporting.

Must be proficient in spreadsheets and accounting systems.

Must have excellent verbal communication, and analytical skills.

Must be organized with a high degree of attention to detail, and accuracy.

Knowledge of UAH Effort Reporting, Research Administration, and Budget Procedures is desired.

$52,343 - $62,000