Auxiliary and Fee-supported Operations 1) The Budget Analyst will effectively communicate with and provide budgetary, financial planning and accounting support for institutional and student auxiliaries and other fee-supported operations.
2) Provide assistance and/or guidance as needed during annual budget development process for auxiliary and fee-supported units; coordinate annual budget loading process for auxiliary and fee-supported units.
3) Monitor, analyze and report upon auxiliary and fee-related financial activity to ensure within expected levels; research variances, identify trends and coordinate with various fiscal managers in order to resolve any issues detected during the monthly analyses.
4) Coordinate budget processes and financial reporting for other assigned activities, such as the Administrative Fee charge calculation process and annual Campus Security Fee and Matriculation Fee allocation processes.
5) Prepare, review and process financial transaction requests for auxiliary and fee-supported units as needed/requested; process new fund setups and other fund maintenance requests
Tuition and Fee Rate Development 1) The Budget Analyst will assist with the coordination and communication of the annual processes to request changes to student fees, across-the-board campus-initiated tuition increases, and graduate and professional school-based tuition increases.
2) Provide additional tuition and fee budget and policy guidance to units as necessary.
3) Monitor, analyze and report upon tuition revenue in order to ensure within expected levels; research any variances or issues detected during the analysis.
4) Update and maintain tuition and fee rate database/tables and respond promptly to any internal and external tuition and fee-related data requests.
5) Perform periodical benchmarking of peer and system-wide fee rates and miscellaneous charges.
6) Maintain an accurate understanding of the University of North Carolina's budget and finance policies and procedures, as well as North Carolina State government and public policies, specifically those policies affecting higher education.
Capital Planning 1) The Budget Analyst will participate in integrated financial planning for all construction and major renovations projects, and assist with the development of a comprehensive capital funding plan which includes both the timing of capital expenditures and the funding resources for use by senior leadership.
2) Provide capital budgetary support and guidance to Facilities Management and other Business Affairs personnel and internal customers.
3) Collaborate with Facilities Management and other Business Affairs personnel in the preparation of non-appropriated capital budget requests and other external capital submissions.
4) Update and maintain capital project tracking database and respond promptly to any internal and external capital-related data requests.
Special Reports and Projects 1) The Budget Analyst assists in the preparation of special projects, reports and analysis in response to questions and requests from the University administration, UNC General Administration and other state agencies; demonstrate strong written and verbal communication skills.
Minimum Experience / Education:
Bachelor’s degree in public administration, business administration, accounting, or related discipline; and four (4) years of budget analysis/management experience, or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Preferred Education Skills and Experience:
Demonstrated knowledge of budget methodology, managerial reporting and fund accounting. Ability to prepare complex financial reports, which require data collection, analysis and forecasting. Demonstrated effective written and oral communication skills. Ability to work independently and collaboratively as part of a team. Customer service skills and ability to collaborate and effectively communicate with internal and external customers. Ability to handle sensitive information with a high degree of integrity and confidentiality Intermediate to advanced-level proficiency with Microsoft Excel; aptitude to work with pivot tables. Intermediate-level proficiency with Microsoft Word, Access and PowerPoint. Knowledge of or capacity to learn to work with database reporting tools (e.g. WebFocus) and integrated accounting systems such as Banner Finance. Knowledge of or aptitude to understand legislative process and public policies and their affect upon institutes of higher education. Results of Microsoft Excel skills assessment. Results of Microsoft Word skills assessment. Accuracy and attention to detail. Critical thinking skills; decision making and problem solving abilities. Prioritization and time-management skills. Dependability, work ethic, initiative. Responsible level of experience in higher education finance or related field involving budget or financial analyses and fund accounting; ability to prepare complex financial reports which require data collection, analysis and forecasting; experience with capital budgeting, accounting and/or related reporting desired; familiarity with North Carolina State government and/or public policies affecting state colleges and universities desired; demonstrated effective communication skills; proficiency with Microsoft Excel and Word; experience with or aptitude to learn to work with database reporting tools, pivot tables and enterprise resource planning systems such as Banner Finance.
UNC Charlotte is North Carolina's urban research institution. Our campus is located in the piedmont of North Carolina, just two hours from the mountains and three hours from the Atlantic Ocean. A large public university with a small college feel, more than 27,200 students consider UNC Charlotte’s 1,000-acre campus their home away from home.