Budget Analyst III

Position Summary

The primary purpose of this position is to serve as the go-to employee for all of the day-to-day needs of the Budget Office and to oversee all position control functions for all funding sources, with the daily maintenance of position control functions being performed by junior employees. This position also supports assigned organizational units and monitors budgets and actuals (for both revenues and expenditures) for assigned units. The primary focus is on general fund budgets, state appropriations, and tuition receipts. This position will serve as backup for all other funding sources as necessary. Depending on the office’s needs, the primary focus may include all budgeted funds. The position also provides leadership for other analysts in the office, primarily related to training new analysts and ensuring the management of the General Fund has “technical” backup (i.e., monthly reports to OSBM , etc.). The position also ensures that State Appropriated receipts are fully utilized at the university level and that any issues are resolved before year-end and takes the lead in developing and coordinating training efforts for campus customers, mainly if process improvements or new versions of existing software are introduced. The position serves as a senior member of the Budget staff and performs other primary or otherwise duties that may be assigned as needed.

Budget Execution / Budget Analysis / Budget Revisions :

• Provide leadership, oversight, and support in the day-to-day execution of the budget.
• Prepare and analyzes departmental operating budgets to include state, trust, and auxiliary services.
• Examine budget estimates and proposals for completeness; accuracy; and conformance with established procedures, regulations, and organizational objectives.
• Monitor the documentation processing necessary for accurate control and accountability of all budgeted areas. This also includes processing budget revisions through the NC Integrated Budget Information System ( IBIS ) when necessary.
• Provide forecast and revenue trends on all budgets to ensure meeting budget requirements, particularly during the last quarter of the fiscal year.
• Assist the Budget Director with the Continuation and Expansion budgets by providing detailed analysis of actual expenditures and projections of expenses to determine increases or decreases. Assist the Budget Director with work related to the annual carry-forward calculation. Perform analytical comparisons with the RK, BD, and other documents as necessary for compliance. Work with Business System Analysts on all budget loads or revisions as needed. Review and complete budget transfer requests.
• Work with the Cash Reconciliation Accountant as necessary.

Position Control :

Month-End Close and Journal Entries :

Responsible for the month-end close of all budgetary transactions throughout the year. This includes balancing and researching discrepancies where necessary between the various reports : BD, RK-, etc.

Report Preparation :

Based on directives from the Director of Budget, pull, compile, and analyze appropriate information from the data repositories for review by the Budget Director and Vice Chancellor for Finance and Administration.

Compile information for the submission of regular and ad hoc reports required by the Office of State Budget ( OSB ), General Assembly Fiscal Research, UNC System Office, and others.

Position Information

Position Number

Working Position Title

Budget Analyst III

Building and Room No.

Lowery St. – B

Appointment Type

Permanent Full-Time

If Time Limited.

Appointment Length.

No limit.

Requirements and Preferences

Position required to work during periods of adverse weather or other emergencies

Not Mandatory

Normal Work Schedule

Mon-Fri 8 : 00 am – 5 : 00 pm (occasional overtime)

Department Required Skills

Bachelor’s degree in accounting or finance and 4-5 yrs related experience or Master’s degree and 2-4 yrs experience in a related field.

Technical, professional, and regulatory knowledge to resolve unique or highly complex situations. Ability to perform many widely varying and functionally diverse assignments that require in-depth analysis and problem solving. Ability to develop work concepts, policies, and procedures using broad guidelines, methods, and procedures. Ability to serve as a “technical expert.”

Ability to guide, direct, and coach others regarding the application and interpretation of complex issues. Thorough and extensive knowledge of programs, concepts, and practices within the assigned division(s) and a general understanding of other departmental programs.

Analytical Thinking : Ability to identify the impact of events or decisions on stakeholders / customers. Ability to weigh and prioritize the costs, benefits, risks, or chances for success. Ability to identify parameters, limitations, or boundaries that impact programs. Ability to measure outcomes of problem resolution and take further action as needed

Ability to structure information in keeping with the listener’s experience, background, and expectations. Ability to use meaningful terms, examples, and analogies to the listener. Ability to use a practical and approachable style that engages others and builds credibility.

Ability to provide rationale when delivering complex or challenging information. Ability to select the most appropriate medium when conveying information and reinforcing messages. Ability to assess and weigh the impact of information on the agency, including legal / regulatory implications.

Ability to regularly provide expertise and counsel to internal / external customers (e.g., divisions, department management, others).Ability to interpret and synthesize data based on professional expertise and a broad understanding of organizational impact. Ability to understand relationships and dynamics of program areas as they impact service delivery or project. Ability to project or forecast trends or outcomes from review of data, knowledge of the field, and organizational systems impact. Ability to advise senior level management on an ongoing basis to develop long-range strategic goals and alternatives

Ability to identify trends that impact service delivery to groups or individual customers. Ability to develop plans to improve service delivery based on customer feedback. Ability to look for ways to remove barriers to optimizing service delivery. Ability to proactively seek to determine customer needs. Ability to identify ways to streamline processes / procedures and link resources for efficient and effective customer service. Ability to develop creative solutions to respond to service needs.

Ability to make independent decisions without supervisory input by interpreting and incorporating federal / state laws and regulations and APA rules that impact programs / activities, local government, or the public. Ability to recommend changes to federal / state laws and regulations and APA rules that impact programs / activities, local government, or the public. Ability to evaluate past decisions to prevent the reoccurrence of problems. Ability to interpret trends and use data to improve decisions.

Ability to challenge participants to reach a consensus. Ability to build support for a negotiated solution. Ability to respond to objections by emphasizing the value of alternatives. Ability to provide follow-up to involved parties to ensure the solution meets needs.

Ability to consider the impact of recommendations, outcomes, and organizational changes on the public. Ability to communicate the organization’s goals, mission, and priorities when interacting with organizational stakeholders. Ability to identify various customers’ changing needs and adapt organizational service delivery systems accordingly.

Problem-Solving : Ability to anticipate and proactively pursue issues or problems. Ability to recognize inherent problems and issues caused by ineffective and / or overlooked policies, procedures, rules, regulations, and laws. Ability to detect trends, associations, and cause-effect relationships. Ability to include critical policymakers and other stakeholders in the decision-making process to ensure buy-in and understanding of issues, problems, and resolutions. Ability to measure the outcome of problem resolution and take further action as needed.

Preferred Years Experience, Skills, Training, Education

Required License or Certification

Valid US Driver's License

Commercial Driver's License Required

Physical Required

List any other medical / drug tests required