Budget & Finance Analyst

Location: California State University San Marcos Corporation (CSUSM Corporation)

Appointment: Full-time, Regular with Benefits, Exempt

*Based on health insurance coverage for employee + family

Competitive salary with outstanding benefits package to include a full health insurance program offering 100% paid premium options for employees and their dependents, 403(b) Retirement Plan with an 8% Employer Contribution - 100% immediate vesting - with a 3% Employee Contribution, and so much more! Full benefits and other information can be found on the CSUSM Corporation website, https://www.csusm.edu/corp/hr/benefits/summary.html.

Posted: March 30, 2026

Application Deadline: First review April 13, 2026 - Open Until Filled

Summary

The Budget and Finance Analyst is a professional, full-time staff member reporting to the Director of Housing Operations and Facilities. The Budget and Finance Analyst assists with budget development, ongoing monitoring of financial performance, financial reporting, reconciliations, as well as audit processes; ensures that required financial records are maintained in accordance with CSUSM Corporation and CSU policies; oversees procurement, contracts, and accounts payable processes; and serves as a liaison and collaborative partner to CSUSM Corporation staff as well as Cal State San Marcos colleagues in Finance, Accounting, and Student Financial Services. The Budget and Finance Analyst supervises the Business Operations Coordinator.

Qualifications

Education & Experience

Required

• Bachelor’s degree in business, accounting, economics, finance, or closely related discipline, minimum of four (4) years of progressively responsible experience which includes knowledge of accounting procedures, office methods, procedures and practices, budgets and analysis; or an equivalent combination of education and experience
• Experience working with accounting processes such as accounts payable, accounts receivable, journal entries/transfers, and account reconciliation
• Experience working independently, following verbal and written instructions, guidelines, and objectives
• Extensive computer experience including but not limited to MS Office software (Word, Outlook, Adobe, and PowerPoint); Intermediate to advanced Excel skills-including pivot tables, v-look ups and creating formulas
• General office methods, procedures, and practices
• Experience prioritizing projects and successful record of meeting deadlines
• Experience gathering and analyzing data and generating reports

Preferred

• Adobe Sign and Planning tools (Teams, Planner, etc.)
• Experience with PeopleSoft or integrated financial software applications, including procurement software
• Experience in a higher education setting, business environment, and/or non-profit corporation

Knowledge, Skills & Abilities

• Knowledge of basic accounting principles and financial record keeping procedures
• Ability to develop or run financial reports and extrapolate and compare relevant data
• Accounting Skills & Experience - Required (work with and interpret general ledger data)
• Ability to handle confidential documents and materials
• Ability to convert financial data into a presentation format for presentations
• Working knowledge of and ability to use financial accounting software (PeopleSoft-preferred) for inquiry, review of departmental budget activity, account transactions and reconciliations; ability to learn new software programs as necessary
• Ability to understand, develop and implement office policies, procedures, and process improvements
• Must be self-directed and able to complete projects with limited supervision
• Excellent organizational skills necessary to handle multiple tasks, achieve results, and expedite projects
• Must have high attention to detail and excellent oral and written communication skills
• Able to prioritize day-to-day work to meet timelines
• Ability to compose correspondence for general distribution
• Ability to work in a fast-paced environment; must be flexible and adapt to changing priorities
• Ability to interact effectively with a variety of people at various levels both internal and external to the Corporation and the campus

Other Employment Requirements:

The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect
Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21,
2017 as a condition of employment.

Mandated Reporter Classification = Limited Reporter

This position is subject to a background check including, but not limited to, employment verification, education
verification, reference checks, and criminal record checks. Failure to satisfactorily complete the background check may
affect the application status of applicants or continued employment of current CSUSM Corporation employees who apply
for the position.

Must participate in CSUSM Corporation, CSU, and university-wide training as required.

The marginal functions of this position have not been included. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any job-related instruction and to perform any other job-related duties requested by their supervisor or other managers.

Essential Duties and Responsibilities

• Assist with the development, tracking, and reconciliation of multiple department budgets
• Support development and presentation of periodic reports related to financial performance including revenue and expense projections, budget variance reports, as well as reports related to collections activity
• Provide strategic business support and analysis, including financial planning, forecasting, and financial risk analysis
• Ensure accounting and financial reporting comply with all applicable State and Federal laws and regulations, in addition to CSUSM Corporation and CSU policies
• Process and ensure timely and accurate payment of invoices and other financial documents, including chargebacks, expenditure transfers, and billing uploads
• Support the preparation of annual license fee rates and other housing fees
• Serve as a representative of CSUSM Housing to budget, finance, and accounting staff within CSUSM Corporation and Cal State San Marcos
• Process and track deposits
• Assist with internal or external fiscal and compliance audits
• Support reconciliations related to staff procurement cards
• Audit prepaid card programs for Residential Education
• Support Corporation procurement, which may include purchase requisitions, purchase orders, and amendments; ensuring procurements are made according to policy and procedure, generating reports for the expediting of purchasing liabilities, and working with internal and external vendors that provide contractual services
• Address problems using reasoning and judgment to develop practical, thorough, and creative solutions
• Address problems which require interpreting policies and procedures and using ingenuity to put information together in new ways
• Complete a variety of special projects including initiation, execution, coordination, implementation, and evaluation of the project
  
  Supervision

• Provide direct supervision for a full-time professional staff member (Business Operations Coordinator)
• Plan work, trains, advises, establishes goals, and sets expectations of supervisee
• Complete annual performance review and manage employee performance
• Oversee time and attendance reporting and absence approvals, and ensure timely approval of payroll
• Create a culture of positive and cooperative teamwork
• Assure that a climate of dignity, respect, and inclusion is established and supported among all staff
• Implement training and practices to provide a safe and clean working environment, free from workplace discrimination, harassment, or violence
• Ensure staff compliance with legal and regulatory requirements as well as CSUSM Corporation and CSU policies and procedures

Customer Service

• Ensure a positive resident experience by handling inquiries and explaining financial policies and information about items posted to student accounts
• Establish and maintain positive relationships with students, parent/families and colleagues by interacting in a friendly, constructive, and professional manner in all interactions
• Maintain appropriate confidentiality about student records consistent with campus policy and federal regulations (FERPA)
• Provide students and parents/families with appropriate information and referrals to supportive campus resources (such as Student Financial Services, Financial Aid, Cougar Care Network, Cougar Pantry)
• Refer instances of misconduct or abuse appropriately to supervisors or other managers

Other Duties and Support Functions

• Serve on CSUSM Corporation and University committees as appropriate
• Support department-wide initiatives such as, but not limited to, move-in and move-out, unit inspections, damage billing, campus new student orientation, and admissions recruiting days such as Discover CSUSM and Cougar Blue Day. These will require some evening or weekend work as assigned
• Participate in cross-training to understand multiple functional areas within the department
• Provide support to community Service Desk operations as needed, including conducting tours, receiving packages and mail, and answering phones
• Perform other duties as assigned

Latitude and Judgment

Works under limited day-to-day supervision and with minimal guidance or direction from the Director and other senior leadership to fulfill the organization’s mission and goals. Manages complex problems investigates and analyzes sources of data to determine the best solutions and select appropriate systems and business processes. Is proactive and exercises independent judgement to provide direction and guidance to a team of peer managers and professional staff.

Work Environment

This is an in-person/on-site role. The work environment will include normal office conditions and use of a computer. Moderate physical effort is required to respond to day-to-day activities (carry boxes and supplies). Participation in activities, and both on and off campus meetings. Occasional evening and weekend work may be required.

"JEANNE CLERY ACT AND CAMPUS FIRE SAFETY RIGHT-TO-KNOW LAW" NOTIFICATION - See website located at http://www.csusm.edu/clery/.

Application Procedure:

Please apply by clicking "Apply" and be sure to submit a cover letter and resume. CSUSM Corporation is an Equal Opportunity Employer that is strongly committed to promoting diversity in all areas of the campus community. We consider qualified applicants for employment without regard to age, physical or mental disability, gender or sex, genetic information, gender identity, gender expression, marital status, medical condition, nationality, race or ethnicity, religion or religious creed, sexual orientation, ancestry, and veteran or military status or any other status protected by federal, state or local laws.

For questions or if you experience any difficulties with the online application process, please contact CSUSM Corporation Human Resources at (760) 750-4700 or hrcorp@csusm.edu.