Budget & Operations Analyst - University Personnel

Job Summary

Under the general direction of the Vice President of University Personnel, this position provides specialized technical, analytical, and administrative duties for the financial and resource management operations for the division of University Personnel. The incumbent conducts financial analysis and reporting; prepares reports and briefing materials; provides recommendations to courses of action and changes to policies or procedures; oversees the division’s financials; coordinates and performs highly sensitive and confidential administrative duties; project and program management; and interprets and applies operational policies and procedures for the division of University Personnel. 

Work is specialized and of a highly confidential nature, requiring access to a variety of sources and information including, but not limited to, official collective bargaining negotiation or strategies, executive personnel records, supervision of budget and accounting, and progress reports of campus programs/projects. Work assignment affects the overall management of the University Personnel division. This position requires full awareness of the Vice President’s priorities and in-depth knowledge of the functions of the division as related to the overall campus environment.

Department Summary

University Personnel is comprised of the offices of Academic Personnel, Human Resources, Culture & Institutional Excellence, and Civil Rights and Compliance. University Personnel provides leadership and support for 3000+ faculty, staff and management employees in organizational development and effectiveness, position management and classification, recruitment and selection, employment, compensation, personnel policies and records, professional development, employee relations, labor relations/collective bargaining, performance management, succession planning, workplace violence prevention, and employee recognition programs. University Personnel also manages comprehensive and integrated benefits administration, disability leave, fee waiver, employment verification, HR information systems (HRIS), and employee information security. Civil Rights and Compliance is responsible for the implementation, coordination and oversight to all campus divisions and programs regarding compliance with all applicable federal and state laws, regulations, and CSU policies related to civil rights and nondiscrimination policies (e.g., Title IX, Title VI, Title VII, ADA/504, VAWA, CA FEHA, and NCAA/conference rules). Culture and Institutional Excellence provides strategic leadership for university-wide initiatives that strengthen institutional culture, enhance engagement and align institutional practices with the university’s strategic priorities. Leading efforts that improve organizational performance through coordinated change management, cross divisional collaboration and the implementation of data-informed strategies that support measurable success outcomes.

Key Qualifications

• Expertise in the execution of principles and best practices associated with budgeting, financial data analysis and record keeping. 
• Ability to apply accounting procedures and practices to analyze and interpret accounting data; apply problem-solving techniques in finding solutions to accounting problems; and understand and apply applicable rules, regulations, policies, and procedures.
• Expertise in investigating and analyzing problems with a broad administrative impact and implications. Ability to anticipate problems and address them proactively.
• Demonstrated expertise in, and advanced knowledge of, the principles, problems, and methods of public and business administration and operational and fiscal management.
• Ability to respectfully address diverse customer needs and interests.

Education and Experience

• Equivalent to graduation from a four-year college or university and three years of progressively responsible experience in Accounting, Finance or related fields. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year- for-year basis.

Salary and Benefits

Anticipated Hiring Range: $75,000 - $95,000 annually

Classification Range: $56,244 - $134,676 annually 

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information. 

About Cal Poly

Known for its Learn by Doing philosophy, Cal Poly is ranked among the top 10 public universities in the nation. Each year, more than 23,000 top-tier students come to Cal Poly in San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit www.calpoly.edu.

Working Within the California State University System

As part of the California State University, the nation's largest public four-year university system, Cal Poly employees contribute to a broader mission of advancing knowledge, creating opportunity and serving the people of California.

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Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.

Supplemental Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

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 as a condition of employment.

Cal Poly is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.  Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Positions are posted for a minimum of 14 calendar days.