Administrative and Financial Analyst (Administrative Analyst/Specialist Exempt I), Strategic Enrollment Management and Marketing

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Job Summary

• Under the general supervision of the Director of Outreach and Student
• Recruitment, this position provides fiscal, budgetary, administrative, and
• operational support to the Office of Outreach and Student Recruitment. The
• position develops departmental budgets, monitors expenditures, oversees funds,
• and ensures compliance with university policies and procedures. It coordinates
• the financial and logistical aspects of outreach activities, including travel,
• procurement, student employee funding, and financial reconciliations. The
• position also performs moderately complex administrative functions and
• collaborates with departmental staff and Enrollment Management on
• cross-functional initiatives. This role supports accurate financial
• administration and efficient operations to advance the department's outreach and
• student recruitment objectives.

Responsibilities

• Fiscal and Budgetary Analysis
• Develop and prepare mid-year and annual budgets of Office of Outreach &

• Student recruitment by analyzing current obligations, projected costs, and
• available funding to support planning and effective resource allocation.

• Monitor and analyze departmental funds and expenditures, including outreach

• program budgets, philanthropic and lottery funds, recruitment materials, and
• event expenses, to ensure fiscal accountability, optimize resource
• utilization, and maintain compliance with university policies and funding
• requirements.

• Process and reconcile requisitions, purchase orders, invoices, and other

• financial transactions by verifying documentation, resolving discrepancies,
• and coordinating with campus partners to ensure accurate accounting and
• timely payment processing.

• Prepare budget analyses, financial forecasts, and recommendations for

• departmental leadership and the division budget analyst to support informed
• decision-making and long-range financial planning.

• Analyze fiscal workflows, interpret CSU and campus policies, and implement

• process improvements to strengthen internal controls, improve operational
• efficiency, and ensure compliance with established fiscal procedures.

• Evaluate budget variances and financial trends, exercising independent

• judgment to develop recommendations that support strategic budget planning
• and administrative decision-making.

Administrative Operations and Program Support

• Perform moderately complex administrative and operational functions to

• support the planning and execution of outreach and recruitment activities and
• ensure efficient departmental operations.

• Analyze operational needs and coordinate projects, including prospective and

• admitted student communication campaigns and recruitment materials, by
• collaborating with campus partners, monitoring timelines, and ensuring timely
• completion of project deliverables.

• Coordinate the procurement of supplies, equipment, and recruitment materials

• by processing purchase requests, tracking purchase orders and procurement
• card transactions, and ensuring compliance with university procurement
• policies.

• Serve as the departmental liaison with internal and external partners,

• including Information Technology, by coordinating equipment requests,
• resolving operational issues, and facilitating system support.

• Coordinate meetings, trainings, retreats, and professional development

• activities by scheduling logistics, preparing agendas and materials,
• documenting meeting outcomes, and tracking follow-up actions.

Travel Coordination and Reimbursement Processing

• Coordinate travel arrangements for departmental staff and leadership by

• securing transportation, lodging, registrations, and related logistics to
• support outreach and recruitment activities and ensure cost-effective travel.

• Prepare and process travel authorizations, expense reimbursements, and

• supporting documentation by reviewing expenses for accuracy and completeness
• to ensure timely reimbursement and compliance with university requirements.

• Analyze travel requests and supporting documentation to verify funding

• availability, ensure compliance with CSU and university travel policies,
• identify discrepancies, and resolve issues prior to processing.

• Interpret university travel and fiscal policies, evaluate travel-related

• issues, and provide recommendations to leadership to ensure consistent
• application of procedures, fiscal accountability, and informed
• decision-making.

Payroll and Student Employee Support

• Track and reconcile timekeeping and absence management records for staff,

• temporary employees, and student assistants by reviewing payroll
• documentation, identifying discrepancies, and coordinating corrections to
• ensure accurate payroll processing.

• Monitor and analyze Federal Work-Study allocations and expenditures by

• tracking available funding and spending trends to maintain compliance with
• program and university requirements.

• Serve as a point of contact for payroll-related inquiries, and coordinate

• payroll transactions with the division budget analyst to ensure timely and
• accurate processing.

• Coordinate student employee onboarding, system access, and payroll tracking

• by processing required documentation, monitoring employment records, and
• collaborating with campus partners to ensure timely appointments and
• compliance with university procedures.

Other Classification-Related Duties

• Participate in departmental special projects that support Office of Outreach

& Student Recruitment operations and strategic objectives.

• Perform other classification-related duties as assigned.

Minimum Qualifications

• Bachelor's degree and/or the equivalent training and administrative work

• experience involving study, analysis, and/or evaluation leading to the
• development or improvement of administrative policies, procedures, practices,
• or programs, PLUS two years of related experience.

Required Qualifications

• Working knowledge of and ability to apply standard theories, principles,

• practices, and techniques applicable to the program and/or administrative
• specialty to develop conclusions and make recommendations.

• Thorough knowledge of policies, procedures, and outside regulations

pertaining to the applicable program and/or administrative specialty.

• Working knowledge of operational and fiscal analysis and techniques.
• Ability to take initiative and independently plan, organize, coordinate, and

• perform work in various situations where numerous and diverse demands are
• involved.

• Skill in the research, development and evaluation of policies and programs,

• including skill in the collection, evaluation, and interpretation of data to
• develop sound conclusions and make appropriate recommendations.

• Expertise in investigating and analyzing problems with a broad administrative

• impact and implications. Ability to anticipate problems and address them
• proactively.

• Demonstrated ability to effectively interpret, organize, and present

information and ideas in written or presentation form.

• Ability to train others on new skills and procedures and provide lead work

direction.

Preferred Qualifications

• Experience with budget policy and practice, particularly in an office within

higher education.

• Ability to work collaboratively and communicate effectively in a team

environment.

• Ability to learn and work in a fast-paced environment.
• Thorough knowledge of English grammar, spelling, and punctuation, and be able

to clearly communicate orally and in writing.

• Two or more years of experience working in an office within an institution of

• higher education with budget analysis, administrative functions, and
• program-specific knowledge of administrative cost allowances.

Compensation and Benefits

Input Anticipated Hiring Range, Classification Salary Range (Required for Staff

Positions)

• The salary offered will take into account internal equity and experience among
• other factors.

• Initial salary step placement will be Step 1 - $5,274 per month for qualified
• candidates.

• CSU Classification Salary Step Range: $5,274 - $7,684 per month (Step 1 – Step
• 20)

• The CSU system provides a comprehensive benefit package that includes medical,
• dental and vision plans, membership in the California Public Employees
• Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a
• year. Eligible employees are also able to participate in the fee waiver
• education program. A summary of benefit information can be found here

[https://www.calstate.edu/csu-system/careers/benefits/Documents/employee-benefits-summary.pdf].

Position Information

Work status: Full-time/Exempt/ Probationary

• Academic year schedule: Monday through Friday (8:00 am – 5:00 pm), some
• evenings/weekends.

• Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some
• evenings/weekends.

The application deadline is October 12, 2026 at 11:55 P.M

• California State University, San Bernardino, as part of the CSU system, is a
• State of California Employer. As such, the University requires all employees
• upon date of hire to reside in the State of California. As of January 1, 2022

the CSU Out-of-State Employment Policy

[https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalstate.policystat.com%2Fpolicy%2F10899725%2Flatest%2F&data=05%7C02%7CJoseph.Ornelas%40csusb.edu%7C20d6e15faa464cfdbf9308de6380b2de%7Cd73b9eaa07c947c4a6cef13bee0e8117%7C0%7C0%7C639057601570238608%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=IvxBluRyw312NQksnVNl1%2BWBcuDAy5fU%2Fu1b4OIn1eE%3D&reserved=0] prohibits

• the hiring of employees to perform CSU-related work outside the state of
• California.

• California State University, San Bernardino is not a sponsoring agency for staff
• or management positions (i.e. H1-B Visas).

• CSUSB is not an E-Verify employer and cannot support visa holders with certain
• requirements (e.g., H1B, F1, STEM OPT).

• 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.

Conditions of Employment

Background Check

• Satisfactory completion of a background check (including a criminal records
• check) is required for employment.  CSU 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.  Failure to satisfactorily complete the background check
• may affect the continued employment of a current CSU employee who was
• conditionally offered the position.

Drivers License Check

• Possession of a valid Driver's License is required.  Employees in this position
• will be enrolled in the Department of Motor Vehicles (DMV) Government Employer
• Pull Notice Program which confirms possession of a valid driver's license and

reflects driving record

I-9

• CSUSB hires only individuals lawfully authorized to work in the United States.
• In compliance with federal law, all persons hired will be required to verify
• identity and eligibility to work in the United States and to complete the
• required employment eligibility verification form upon hire.  See Form I-9

Acceptable Documents

• at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents
• [https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents].

Statement of Commitment to Diversity

• In our commitment to the furthering of knowledge and fulfilling our educational
• mission, California State University, San Bernardino seeks a campus climate that
• welcomes, celebrates, and promotes respect for the entire variety of human
• experience. We welcome people from all backgrounds, and we seek to include
• knowledge and values from many cultures in the curriculum and extra-curricular
• life of the campus community. We will create, promote, and maintain activities
• and programs that further our understanding of individual and group diversity.
• We will also develop and communicate policies and promote values that discourage
• intolerance and discrimination.

Closing Statement

Reasonable Accommodation

• We provide reasonable accommodations to applicants and employees with
• disabilities. Applicants with questions about access or requiring a reasonable
• accommodation for any part of the application or hiring process should contact
• CSUSB Benefits at benefits@csusb.edu [benefits@csusb.edu].

Smoking

• CSUSB is a smoke and tobacco-free campus.  See policy
• at  https://calstate.policystat.com/policy/6591951/latest/
• [https://calstate.policystat.com/policy/6591951/latest/].

Clery Act

• In compliance with state and federal crime awareness and campus security
• legislation, including The Jeanne Clery Disclosure of Campus Security Policy and
• Crime Statistics Act, California Education Code section 67380, and the Higher
• Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security
• and Fire Safety Report is available at: https://www.csusb.edu/clery-act
• [https://www.csusb.edu/clery-act]