Budget and Financial Planning Analyst

Administration · Colton, California
Department Administration
Employment Type Staff-FT
Minimum Experience Experienced


Position Description

Under the general direction of the Chief Financial Officer, the Budget & Financial Planning Analyst will provide support in the budget development process, financial planning, reporting, analysis, and grant reimbursements.


Essential Functions

Duties and Responsibilities


Information provided below is a general description of responsibilities; it is not intended to provide an all-inclusive list of responsibilities and may change depending on the needs of CUSM.


  • Performs variance analyses, studies historical revenue / expense behaviors, and prepares financial projections.
  • Prepares reports outlying financial implications of proposed actions including cost benefit and project evaluation analyses.
  • Prepares monthly, quarterly and annual reports for management.
  • Forecasts the year-end financial status.
  • Participates in the annual budget process.
  • Provides budgeting, forecasting, financial analysis, reporting support, and advice to the managers.
  • Participates in working groups and committee duties as required.
  • Works with IT and other business areas as required for purposes of creating and improving existing financial reports including identifying business requirements and completing user acceptance.
  • Assists in the month end close process of the books.
  • Prepares the required financial reports for governing bodies (AAMC, WSCUC, BPPE and others).
  • Performs other related duties, which do not affect the nature and scope of the work.

Minimum Qualifications

Skills, Knowledge and Abilities


  • Knowledge of budgeting and financial reporting functions.
  • Knowledge of financial, accounting and reporting systems, processes and controls.
  • High degree of understanding accounting processes.
  • High degree of attention to details especially working with numbers and dollars.
  • Research, analytical, problem solving and conceptual thinking skills.
  • Advanced Microsoft Excel skills.
  • Effective written and verbal communication and interpersonal skills.
  • Proactive with ability to take initiative and work independently.
  • Ability to handle multiple tasks and work under tight deadlines with changing priorities.

Education and Experience

  • Bachelor’s degree in accounting, business or related field.
  • 1-3 years of experience in accounting and/or budgeting.
  • Experience working in higher education preferred.


    Environmental Conditions


    General office environment


    Physical Demands


    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is required to use hands to fingers, reach, climb stairs, walk, sit for long periods of time, talk and hear. The employee must occasionally lift and/or move up to 25 pounds.

    Diversity and Equal Employment Opportunity Policy Statement

    California University of Science and Medicine (CUSM) supports the principles of equal opportunity, inclusion and diversity in employment and education. The University seeks to ensure that no person will encounter discrimination in employment or education on the basis of age, skin color, ability status, biological sex, gender identity, gender expression, national origin, immigration status, race, ethnicity, religion, sexual identity, or Veteran's status. This policy is applicable to both the employment practices and administration of programs and activities within the University. It is the policy of the University that no person shall be excluded from the participation in, be denied the benefits of, or in any way be subject to discrimination in any program or activity at the University. Further, CUSM is committed to being an antiracist institution that continuously works to end oppression in all forms.  Therefore, CUSM actively maintains institutional structures and learning opportunities to prevent incidents of bias or discrimination, and to address them with individual and collective accountability should they occur.



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    • Location
      Colton, California
    • Department
    • Employment Type
    • Minimum Experience