Budget Analyst
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UCI Series Concepts -- UCI
SIZE-NEUTRAL SUPPLEMENTAL GUIDELINES
Class Specifications - F.20
Principal Budget Analyst II
(MSP 0733)
SIZE-NEUTRAL
Principal Budget Analyst I
(7251)
SIZE-NEUTRAL
Principal Budget Analyst - Supervisor
(7266) SIZE-NEUTRAL
Senior Budget
Analyst
(7252) SIZE-NEUTRAL
Senior Budget Analyst - Supervisor
(7265) SIZE-NEUTRAL
Budget Analyst
(7253)
Budget Analyst -
Supervising
(7279)
Assistant Budget
Analyst
(7254)
April, 1973 -- SIZE-NEUTRAL MARCH 1995
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SERIES CONCEPT
Budget Analysts conduct responsible
and complex budget analysis requiring a
knowledge of University academic and
administrative plans and budgetary
procedures including budgetary
planning, policy formulation, and presentation;
and perform other related duties as
required.
Incumbents perform budgetary analysis
for a campus for designated program
areas, or for budgetary departments
having complex budget problems; make
detailed budgetary analysis of
departmental requests, and of program and
budgetary proposals, and formulate
recommendations for budgetary allowances;
draft material to summarize,
synthesize, and justify budget programs; gather
data, conduct surveys, and make
studies in connection with budgetary
formulation and administration, such
as cost-feasibility analysis, and
workload trends; give information and
advice to University officials and
departmental administrators regarding
specific phases of budget preparation
and presentation; perform continuous
budgetary control of appropriations on
a campus-wide or University-wide
basis; prepare instructions for budget
preparations; and make
recommendations for improving the budgetary process
and procedures.
The Budget Analyst is expected to
have a broad knowledge of, and be able to
apply the doctrines, theories, and
practices within the field of budget and
financial analysis and administration.
The Budget Analyst series differs
from the Administrative Analyst series in
that the type of analysis performed
is specialized and limited to analysis of
the campus or University-wide budget.
It differs from the administrative
service classes in that the latter
involves budget related responsibility for
day-to-day problems, budgetary
control, and budget preparation in relation to
a continuing operational
responsibility.
CLASS CONCEPTS
Principal Budget Analyst II and I
Incumbents are responsible for
performing the highest level of budget analysis.
Positions are allocated to these
levels on the basis of internal comparison,
the nature and scope of
responsibilities, and the specialized requirements of
the work. See Irvine Campus
Supplemental Guidelines for Principal Analysts I
and II.
Principal Budget Analyst – Supervisor
Performs range of duties outlined in
the Class Concepts for Principal Budget
Analyst and, in addition, meets the
HEERA requirements for designation as a
supervisory employee.
Senior Budget Analyst
Incumbents (a) have responsibility
for a major area of the campus budgetary
program and may supervise other
Budget Analysts, or (b) conduct responsible
and complex analysis of budgetary
requests, preparation, formulation, and
budgetary presentations on a
University-wide basis. Budget analysis duties
are performed under minimal
supervision and work is reviewed in terms of
meeting specific goals and objectives.
Typically at this level, incumbents
provide for continuous budgetary control
of appropriations; prepare
instructions for budget preparation and for
presentation at budget bearings;
assist officials in budget conferences;
provide consultative service to
campus officials; provide advice and
assistance to other Budget Analysts
on the more difficult problems; and may
supervise the work of other Budget
Analysts.
Senior Budget Analyst – Supervisor
Performs range of duties outlined in
the Class Concepts for Senior Budget
Analyst and, in addition, meets the
HEERA requirements for designation as a
supervisory employee.
Budget Analyst
Incumbents perform the responsible
and complex professional budget analysis
with only general supervision.
The majority of budget analysis duties in a
campus budget office or other
operational unit are performed at this level.
Typically at this level, incumbents
make detailed budgetary analysis of
departmental requests and of program
and budgetary proposals, and formulate
recommendations for budgetary
allowances; draft material to summarize,
synthesize and justify budget
programs; gather data, conduct surveys, and
make studies in connection with
budgetary formulation and administration;
and give information and advice to
campus and departmental administrators.
Budget Analyst – Supervising
Performs range of duties outlined in
the Class Concepts for Budget
Analyst and, in addition, meets the
HEERA requirements for designation as a
supervisory employee.
Assistant Budget Analyst
Incumbents perform budget analysis
under the supervision of a higher level
Budget Analyst. Assignments may be
more limited than those at the Budget
Analyst level, but the primary
distinction is the degree of independence with
which the incumbent performs a wide
variety of budgetary analysis functions.
MINIMUM REQUIREMENTS
Principal Budget Analyst II
Graduation from college with a major
in economics, business administration,
political science, or an allied
field, and seven years of experience in
budget analysis or administration; or
an equivalent combination of
education and experience.
Principal Budget Analyst I
Graduation from college with a major
in economics, business administration,
political sciences or an allied
field, and six years of experience in budget
analysis or administration; or an
equivalent combination of education and
experience.
Senior Budget Analyst
Graduation from college with a major
in economics, business administration,
political science, or an allied
field, and four years of experience in budget
analysis or administration; or an
equivalent combination of education and
experience.
Budget Analyst
Graduation from college with a major
in economics; business administration,
political science, or an allied
field, and two years of experience in budget
analysis or administration; or an
equivalent combination of education and
experience.
Assistant Budget Analyst
Graduation from college with a major
in economics, business administration,
political science, or an allied
field; or an equivalent combination of
education and experience.
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