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Stony Brook University Budget Generalist in Stony Brook, New York

Required Qualifications(as evidenced by an attached resume):

Bachelor's Degree (foreign equivalent or higher). Two years of full-time finance, budgeting and/or data modeling experience. Advanced Excel skills required (e.g. advanced formulas and pivot tables), Microsoft office suite. Experience reconciling accounts from various databases.

Preferred Qualifications:

Bachelor's degree (foreign equivalent or higher) in Business Administration, Accounting, Higher Education).MBA and/or CPA candidate.Proficiency with Tableau and/or business intelligence systems (Oracle BI, SAP Business Objects, etc.).Experience working with Google Apps.Experience working in a financial capacity in an academic setting or institution of higher learning.Experience with reviewing and performing journal transfers, allocation transfers and/or revenue transfers.Expertise in analyzing various data repositories to ensure validity and troubleshoot discrepancies.

Primary Purpose:

Responsible for transactions related to the financial operations of the Provost area. Specifically, the incumbent will oversee all departments and centers/institute accounts, completing transactions as necessary and maintaining compliance with relevant policies/procedures. The Budget Generalist will record resource commitments to/from the Provost units, ensuring that resources are received in a timely manner, adjusting as necessary as well as work with other staff to review, analyze, monitor, and report on the financial health of the Provost areas.Qualified candidates must have a strong work ethic and the desire to help others. In addition, the selected applicant must have strong qualitative and analytical skills as evidenced by a deep understanding of budgeting and accounting practices. Experience with, knowledge of, and understanding of higher education institutions and operations is preferred as is having an extensive understanding of the financial rules and regulations of the University's funding sources. The successful incumbent will have excellent customer service and interpersonal skills, exercising strong organizational and time-management skills with an exceptional attention to detail. Essential for this role is the adeptness to work independently as well as part of a team with a collaborative approach to problem solving.With core values of integrity, innovation, and compassion as a foundation, the ability to collaboratively and transparently build consensus on direction and approach will be key to achieving success. Moreover, demonstration of trust, compliance with policy, regulation, and laws are core requirements for the position.

Transactions & Analysis:

The incumbent is the primary staff member in the office responsible for providing consistent transactional budget support and guidance, including: monitoring, updating and reconciling various accounts/databases in a transparent way that holds units accountable.

Reconcile the various databases utilized by the University throughout the year to coordinate the resources within the Provost areas, elevating any highly complex issues to the Budget Coordinator. Interface with the other financial systems on campus and in SUNY.

Review/prepare PSR and OTPS requests under the guidance of the Associate Vice President for Academic Budget and Financial Planning.

Analyze various data repositories, ensure validity and troubleshoot discrepancies.

Coordinate activity relating to allocation requests, expenditure transfers, IFR accruals and distribution of grants and awards. Assist with Provost IFR, Summer and Winter (SUTRA) accounts, reviewing and approving new revenue supporting account proposals, ensuring allocation and expenditure alignment and compliance with campus policies.

Prepare trend reports and forecast activity as requested. Review and perform journal transfers, allocation transfers, revenue transfers and PDME transfers for assigned units. Perform rate reviews as needed.

Review monthly reports for Provost units, proactively identifying budget issues so they can be resolved in a timely and effective manner. Review free balances in all operating accounts and advise the Budget Coordinator of potential issues.

Assist the Budget Coordinator with maintaining necessary internal controls, conducting reviews in an effort to ensure the financial goals of the University are achieved.

Responsible for maintaining the Office of the Provost Budget Manual for each fiscal year.

Provide unit-guidance on budget planning process, including quarterly meeting support/guidance, data entry into the campus budget module (CBM), & IFR accrual analysis (incl. deficit reduction policies).

Monitor PSR for assigned units, making sure they meet budget targets and review/approve budget changes, monitoring changes from planned to actuals


Serve as a liaison to units within the Provost area as well as other administrative offices, assisting with budgetary concerns. Create and/or maintain partnerships within the Provost area and across the University as an integral part of the Provost's budget team.

Outreach and Professional Development:

Function as a generalist in all areas of the Office's daily business, requiring a full understanding of the Office, as well as University Policies and Procedures. Participate, as appropriate, in internal and external professional activities, such as a committee member, search chair, meeting or conference presenter, staying abreast of emerging developments within the field.

Other duties or projects as assigned as appropriate to rank and department mission.

Special Notes: This is a full time appointment. FLSA Exempt position, not eligible for the overtime provisions of the FLSA. Minimum salary threshold must be met to maintain FLSA exemption.

Resume/CV and cover letter should be included with the online application.

If you need a disability-related accommodation, please call the university Office of Equity and Access (OEA) at (631) 632-6280 or visit.

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Official Job Title:Staff Assistant
Job Field:Administrative & Professional (non-Clinical)
Primary Location:US-NY-Stony Brook
Department/Hiring Area:Provost Office-Stony Brook University
Schedule:Full-timeShift:Day ShiftShift Hours:8:30am-5:00pm

Posting Start Date:Mar 12, 2021
Posting End Date:Apr 12, 2021, 3:59:00 AM
Salary:Commensurate with experience within the range of $54,000-$64,000, plus $3,026 location pay
Salary Grade:SL2
Appointment Type:Temporary

Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning, and working environment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.