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NOTE: The CSU requires faculty, staff, and students who are accessing campus facilities to be fully vaccinated against the COVID-19 virus (including all booster doses of an approved vaccine for which an individual is eligible per current CDC recommendations) or declare a medical or religious exemption from doing so. As a condition of employment, any candidates advanced in a currently open search process should be prepared to comply with this requirement as well as with other safety measures established on the campus. The systemwide policy can be found at and questions may be sent to

Budget Data Specialist

Apply now Job no: 512826
Work type: Staff
Location: San José
Categories: Unit 9 - CSUEU - Technical Support Services, Finance/Accounting, Probationary, Full Time


Job Summary

The Budget Data Specialist performs high-level analytical and technical budgetary work required to administer various budget programs and funds for the division. Under the direction of the Assistant Director of Budget Planning and Analysis, the incumbent operates independently to provide a broad range of analytical support that involves financial policy development and implementation, financial management, financial planning and analysis, budget allocation, and budget management and reporting. In addition, the incumbent maintains various databases and performs analytical work that involves metrics relevant to the higher education spectrum.  


Key Responsibilities

  • Perform quarterly and year-end projections for assigned programs and units
  • Review budget/financial reports to identify, research, and rectify discrepancies
  • Conduct periodic high-level and detailed analyses of division cost factors
  • Gather data and apply appreciable ingenuity and innovation to identify new approaches and solutions to address complex financial and budgetary problems and issues
  • Develop and produce high quality reports and present data with reliable recommendations and conclusions
  • Perform budgetary analysis involving metrics such as FTE/F, FTE/S, Student-Faculty Ratio, assigned time, etc. that assist the division’s financial allocation decisions
  • Serve as the subject matter expert for query development, maintain local databases, and produce reports that supports financial and workforce planning/recruitment decisions
  • Review, analyze, and make recommendations on annual budget plans and requests
  • Implement and maintain current year operating budgets for the division including reviewing and processing budget transfers and journal entries in budget ledgers
  • In support of the mission of the division, analyze anomalies, reserve balances, and determine action to be taken to balance accounts
  • Contribute to the preparation of budgetary reports, including but not limited to annual base submission, division budget plan, business plans, and presentations to stakeholders
  • Monitor and track personnel changes that have impact on the budget and position allocation to the division


Knowledge, Skills & Abilities

  • Thorough knowledge of budgetary principles, including position control, activity based costing, and budgetary alignment
  • Knowledge of the financial structure and procedures of SJSU, including its purpose, functions, and fiscal organization
  • Knowledge of campus systems including CFS, Financial Transaction Systems (FTS), PeopleSoft Query, Finance Data Warehouse
  • Advanced financial analysis skills sufficient to develop budget scenarios that include a variety of inputs
  • Knowledge of campus systems including CFS, Financial Transaction Systems (FTS), PeopleSoft Query, Finance Data Warehouse
  • High level of organization and planning skills
  • Ability to create or design new ways to display financial information or concepts in graphical formats for leadership
  • Ability to compose and appropriately format correspondence and reports
  • Ability to take initiative, demonstrating resourcefulness and attention to detail
  • Ability to handle multiple work priorities, organize and plan work and projects
  • Ability to compose clear and concise correspondence and reports
  • Excellent oral and written communication skills


Required Qualifications

  • A bachelor's degree and/or equivalent training
  • Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs


Preferred Qualifications

  • Advanced Graduate Degree in business, economics, finance, mathematics, statistics, or in a related field
  • Three years of relevant work experience performing similar functions
  • Experience working in higher education or the CSU system
  • Experience working with revenue generating activities
  • Experience working with business intelligence software, reporting, and query tools



Classification: Administrative Analyst/Specialist – Exempt II
Anticipated Hiring Range: $5,580/month - $5,900/month
CSU Hiring Range: $4,693/month - $8,489/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: June 20, 2022 through July 10, 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.


Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: 

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at



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 May 23, 2022