{"id":3690,"date":"2023-10-02T00:00:00","date_gmt":"2023-10-02T07:00:00","guid":{"rendered":"https:\/\/hr.uw.edu\/comp\/?page_id=3690"},"modified":"2026-06-27T18:56:36","modified_gmt":"2026-06-28T01:56:36","slug":"budget-fiscal-analyst-lead","status":"publish","type":"page","link":"https:\/\/hr.uw.edu\/comp\/budget-fiscal-analyst-lead\/","title":{"rendered":"Budget\/Fiscal Analyst Lead"},"content":{"rendered":"

UW CODE AND REPRESENTATIVE GROUP<\/strong><\/p>\n

17337 (E S SEIU 925 Non Supv)
\n17875 (NE S SEIU 925 Non Supv)
\n22903 (NE H NI SEIU 925 Non Supv)<\/p>\n

BASIC FUNCTION<\/strong><\/p>\n

Design, develop, evaluate and interpret financial information systems and budget\/fiscal policies and procedures for management and operations staff. Perform complex technical fiscal analysis and financial reporting including planning, interpreting and review of a fiscal operation involving an overlap or combination of disciplines to achieve the strategic goals of the organization.<\/p>\n

DISTINGUISHING CHARACTERISTICS<\/strong><\/p>\n

Under administrative direction, establish procedures and methods for developing and monitoring budgets or fiscal functions, and for collecting, analyzing, interpreting and disseminating budget\/fiscal information for the organization. Responsible for a major budget function such as position control or allocation control; or for evaluating financial alternatives and recommending appropriate action; establishing and maintaining comprehensive fiscal record keeping systems; and recommending or implementing changes to fiscal information systems which have department-wide impact.<\/p>\n

Positions at this level typically function in support of units with diverse activities such as research, teaching, patient care, and community service programs.<\/p>\n

TYPICAL WORK<\/strong><\/p>\n

Develop, modify, and maintain multiple record keeping and reporting systems for varied and complex sources of funding; develop procedures for implementation, execution, control and review\/audit of fiscal operations;<\/p>\n

Participate in the design, development, implementation, maintenance and modification of budgetary procedures such as the planning process and proper allocation of funding and revenue to institution departments; ensure compliance with standards established by the State Office of Financial Management;<\/p>\n

May supervise 1.0 FTE and\/or lead one or more support staff; participates and \/or conducts recruitment, hiring, training, evaluation, and disciplinary action of staff.<\/p>\n

Develop budgets for grants, contracts, or other funding requests; prepare appropriate forms for contracts and agreements; develop, recommend, and\/or establish charge schedules for cost center and\/or self-sustaining accounts; calculate depreciation and amortization of equipment;<\/p>\n

Forecast fiscal needs\/commitments; analyze proposed legislation and project fiscal impact;<\/p>\n

Conduct various statistical analyses and modeling involving fiscal\/budget data; develop long-term planning documents in support of strategic goals; integrate and align activities with organizational direction\/mission; participate in the planning of new programs by conducting analysis of unit needs and resources and making revenue projections;<\/p>\n

Consult with funding agencies to resolve problems and\/or obtain approval for deviation from authorized procedures or expenditures; advise and assist organization’s staff regarding budgetary policies and procedures, account status;<\/p>\n

Participate in the selection and\/or development of financial software packages or programs; assist in identifying areas where adding a computerized financial system would be advantageous for addressing specific unit needs;<\/p>\n

Provide guidance to others in the design, development and\/or implementation of computer analytical models for projection or analysis of fiscal data, or in area of major budget function;<\/p>\n

Prepare cost studies and managerial reports required by internal activities and external sources; conduct special studies to research and\/or justify fiscal requests\/needs;<\/p>\n

Evaluate unit programs through comparison of actual performance with budgeted\/planned objectives; research and determine causative factors in expenditure trends; formulate and recommend corrective action;<\/p>\n

Analyze, modify and recommend improvements in subsidiary and general fiscal record keeping systems; apply knowledge of accounts and program relationships, data flow, audit trails and internal controls to design and implement financial data systems;<\/p>\n

May direct the work of others;<\/p>\n

Perform related duties as required.<\/p>\n

MINIMUM QUALIFICATIONS<\/strong><\/p>\n

A Bachelor’s Degree with major study in accounting, business administration, or related field and two years of experience designing, developing, evaluating and interpreting financial information and budget\/fiscal policies.<\/p>\n

Equivalent education and\/or experience may substitute for minimum qualifications except when there are legal requirements, such as a license, certification, and\/or registration.<\/p>\n

CLASS HISTORY<\/strong><\/p>\n

06\/05\/1992: New Class
\n02\/01\/2001: Revise Class\/Title
\n06\/01\/2005: CSR Class Conversion
\n09\/08\/2023: Revised MQs<\/p>\n","protected":false},"excerpt":{"rendered":"

UW CODE AND REPRESENTATIVE GROUP 17337 (E S SEIU 925 Non Supv) 17875 (NE S SEIU 925 Non Supv) 22903 (NE H NI SEIU 925 Non Supv) BASIC FUNCTION Design, develop, evaluate and interpret financial information systems and budget\/fiscal policies and procedures for management and operations staff. Perform complex technical fiscal analysis and financial reporting including planning, interpreting and review of a fiscal operation involving an overlap or combination of disciplines to achieve the strategic goals of the organization. DISTINGUISHING…<\/p>\n","protected":false},"author":49,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"no","footnotes":""},"categories":[],"class_list":["post-3690","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/pages\/3690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/users\/49"}],"replies":[{"embeddable":true,"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/comments?post=3690"}],"version-history":[{"count":1,"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/pages\/3690\/revisions"}],"predecessor-version":[{"id":10843,"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/pages\/3690\/revisions\/10843"}],"wp:attachment":[{"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/media?parent=3690"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hr.uw.edu\/comp\/wp-json\/wp\/v2\/categories?post=3690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}