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NOTE: The CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement as a condition of employment. The systemwide policy can be found at and questions may be sent to

Senior Financial Management and Planning Analyst

Apply now Job no: 509521
Work type: Staff
Location: San José
Categories: Unit 9 - CSUEU - Technical Support Services, Finance/Accounting, Probationary, Full Time


Job Summary

The Senior Financial Management and Planning Analyst performs technical budget analysis work required to administer SJSU's various budget programs and funds. The incumbent in this position is assigned duties as a combination of cabinet-level customer service points of contact, as well as financial management and oversight of university-wide programs. The Senior Analyst is assigned areas of greater complexity and operates independently to perform the full range of professional budgeting work which requires a thorough knowledge and understanding of budget and financial accounting principles and practices. The Senior Analyst provides consultative budget and financial management guidance to departmental and divisional contacts and develops recommendations on budgetary and related fiscal affairs of those assigned areas. The incumbent reviews and creates financial transactions (e.g., year-end closing entries, budget journals, actuals journals) in accordance with accounting, CSU, and campus-level guidelines, policies and practices. The Senior Analyst analyzes and evaluates financial information and resources available, performs financial modeling, and conducts financial reconciliations, which may result in the preparation of financial reports, communications, or recommendations of the appropriate course of action. The incumbent documents and maintains business processes, standards and procedures and monitors compliance for assigned areas. 


Key Responsibilities

  • Serve as the subject matter expert for budgets & other financial management instruments related to Programmatic and Division Assignments as designated by the Director
  • Review, analyze, and make recommendations on annual business plans, budget requests and budget adjustments
  • Analyze and process budget transfers, journal uploads, direct pay vouchers, and other miscellaneous allocations
  • In support of the department mission, analyze anomalies, clear holding accounts, and determine action to be taken to balance accounts prior to closing the books for the fiscal year
  • Support management in the distribution and oversight of commitments by drafting commitment memos, allocating funds to units, monitoring and tracking of commitment balances  
  • Project year-end balances for programmatic and Division Assignments as requested by the director (e.g. mid-year projections and year-end balance reports)
  • Review quarterly budget/financial reports: identify, research, and rectify financial discrepancies
  • Conduct periodic high-level and detailed analyses of university cost factors (e.g. compensation, benefits)
  • Gather data and apply appreciable ingenuity and innovation to identify new approaches and solutions to address complex financial, budget-related problems and issues
  • Research, analyze, and process sensitive/confidential information and situations.
  • Develop and format spreadsheets; present data and reports with reliable recommendations and conclusions
  • Review changes to the Chart of Accounts that impact management reporting (i.e.: requests for changes to the CFS Department Tree or new Trust Funds)
  • Proactively provide financial guidance and support to individuals and campus business units, coordinating with Budget & Financial Management staff and other supporting groups as necessary
  • Support, prepare, and deliver occasional presentations/trainings/workshops


Knowledge, Skills & Abilities

  • Broad knowledge of budgetary principles including position control, activity based costing, and budgetary alignment.
  • Knowledge of nuances regarding the financial outlook of assigned cabinet contact and financial program areas.
  • Thorough knowledge of fund accounting, enterprise fund policy, and financial management practices.
  • Knowledge of campus administrative systems including CFS Finance, Financial Transaction Systems (FTS), PeopleSoft Human Capital Management (HCM), and the Finance data warehouse using the toolsets of PeopleSoft Query and Dashboards.
  • High level of organization and planning skills.
  • Advanced financial analysis skills sufficient to develop budget scenarios that include a variety of inputs
  • Advanced skills with Microsoft Excel and business intelligence software
  • Strong ability to identify weaknesses in business processes and take corrective action.
  • Ability to work with significant independence; ability to prioritize multiple projects in a fast paced and politically sensitive work environment.
  • Excellent ability to take initiative, demonstrating resourcefulness and attention to detail.


Required Qualifications

  • Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities
  • Three years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program


Preferred Qualifications

  • Advanced graduate degree in business, education, public administration; economics; finance; mathematics; statistics, or related field
  • Five years of relevant work experience performing similar functions
  • Experience working in higher education
  • Experience working in a central finance/corporate office
  • Experience working with business intelligence software, reporting, and query tools
  • Experience working in the CSU system



Classification: Senior Budget Analyst
Anticipated Hiring Range: $6,800/month - $7,200/month
Salary Range: $4,611/month - $8,899/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.


Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

  • Resume
  • Letter of Interest

All applicants must apply within the specified application period: January 6, 2022 through January 27, 2022. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.


Contact Information

University Personnel


CSU Vaccination Policy

The CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement as a condition of employment. The system wide policy can be found at and questions may be sent to


Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.


Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).


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Last Updated Sep 13, 2021