Stony Brook University Compliance/Budget Analyst in Stony Brook, New York

Compliance/Budget Analyst


Required Qualifications (as evidenced by an attached resume):

Bachelor's Degree. Two (2) years of full time experience working in a financial environment. In lieu educational requirements, an Associate's degree or 60 college credits and four (4) years experience working in a financial environment. Proficiency utilizing Microsoft Excel.

Preferred Qualifications:

Experience in a budget or financial planning office. Advanced Excel skills. Work experience with Tableau or other data mining/querying tools. Evidence of interpretive ability and problem solving skills. Experience reconciling in various financial systems. Experience with graphing software. SBU Reporting experience. PeopleSoft query experience. Experience in a higher education institution.

Brief Description of Duties:

The Compliance/Budget Analyst is responsible for assisting with budget compliance analytics, providing support in the production of the campus’ "all-funds" contractual salary increase reports, and supporting the Assistant Director for Budget Systems in the creation of the Operating Budget document. The successful incumbent should have the ability to adapt to changing priorities and should have the ability to identify key issues and use inductive reasoning in complex situations. The Compliance / Budget Analyst will need to have excellent analytical skills with the ability to gather, analyze and evaluate complex data. They will have strong customer service orientation. They must also possess excellent verbal and written communication skills. The selected candidate will be responsible for the following responsibilities:

  • Prepare reports for senior management to review expenditure patterns and identify anomalous budget practices that put the university at risk (monetarily or procedurally.)

  • Prepare reports and queries incorporating rigorous analytics to detect deviations from each unit’s annual financial plan.

  • Prepare ongoing assessment metrics to review each area’s condition (financial and/or performance metrics.)

  • Aid in the assessment of the reasonableness of negative budget entries (anticipated revenue.) These determinations must be made using historical earnings by category and comparable growth factors.

  • Other schedules as assigned. The incumbent should be able to generate data via PeopleSoft, Tableau, and data warehouse queries and organize data into reports that the Director of Budget & Analysis can present to high level administrators.

  • Prepare reports detailing the individual contractual salary increases received by every individual in all appropriated accounts (e.g., State, Hospital, IFR, Veteran’s Home, Dormitory). The reports should validate, compute and summarize the fiscal and annual values of all increases with summary roll-ups.

  • Analyze the ratified union contracts to create the schedule of increases and plan the timing of the reports for the fiscal year.

  • Prepare projected costs associated with each upcoming contractual increase of the new year; this information will be used to secure funding from SUNY.

  • All discrepancies between the payroll files and the CSI data must be resolved before distributing the reports. The incumbent will need to work with the Information Systems programmers as well as HRS to accomplish this.

  • Prepare the discretionary increase rosters and target computation for each VP area; reconcile the completed rosters. As part of this process, the incumbent must audit the completed rosters to ensure that the fund distribution of the increases are equitable across fund types.

  • Support the Assistant Director for Budget Systems in creating the campus’ Operating Budget Document.

  • This document contains the planned financials for the entire campus – each vice presidential areas, as well as Stony Brook Foundation (SBF), Faculty Student Association (FSA), Sponsored Research, the Clinical Practice Plan, and others.

  • This book is used by the President, the Vice Presidents and hundreds of financial managers across campus. It is the only document of its kind in the SUNY system. It is regularly used for historical trend analyses and survey inquiries (both internal and external).

  • The Compliance / Budget Analyst is responsible to work with each of the campus’ fund managers to extract the data from their native financial systems to produce this all-funds report. This entails cross-walking 200 different files with different coding schemas totaling 6,000 rows of data and summing to more than $2.2 billion.

  • Work with the VP Coordinators to ensure the data integrity for each account in each of their funds types.

  • Work within the time constraints of the project and complete, bound and distributed by the end of the second quarter of each fiscal year.

  • Reconcile the planned resources to the actuals and project the out-year figures in conjunction with the related fund manager by performing complex analytics.

  • Reconcile all transactions in the 70 Central Funds accounts to the distribution schedule. Adjust for accounts receivable and pre-payments.

  • Reconcile all expenditures reflected on the final campus utility report to the actual charges appearing in the utility accounts by fund. Entries that will never appear on a utility report must be sent to the Assistant Director of Financial Operations and Sr. Reporting Analyst for inclusion in the campus Central Funds schedules.

  • Reconcile items due to timing issues and move to appropriate year and added to that year’s reconciliation schedule.

  • Other duties or projects as assigned as appropriate to rank and departmental 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.

Stony Brook University is 100% tobacco-free as of January 1, 2016. See our policy and learn more

Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor’s Office of Employee Relations at (518) 474-6988 or via email at .

About Stony Brook:

Stony Brook University, home to many highly ranked graduate research programs, is located 60 miles from New York City on Long Island's scenic North Shore. Our 1,100-acre campus is home to 24,000 undergraduate, graduate, and doctoral students and more than 13,500 faculty and staff. SBU is a comprehensive research-intensive university and a member of the prestigious Association of American Universities (AAU), which includes 34 public universities among its 62 members. SBU consists of 12 schools and colleges and a teaching hospital that provides state-of-the-art healthcare in the Long Island region. SBU also manages and performs joint research with Brookhaven National Laboratory, the only Department of Energy Laboratory in the Northeast, and shares doctoral programs with Cold Spring Harbor Laboratory, a world-renowned molecular biology institute. Home to the Emerson String Quartet, the Jackson Pollock House in East Hampton, New York, the Humanities Institute, and the Southampton Arts Program, and with endeavors that extend to the Turkana Basin Institute in Kenya and the Ranomafana National Park in Madagascar, SBU sustains an international reputation that cuts across the arts, humanities, social sciences, and natural sciences.

Stony Brook University is an Affirmative Action/Equal Opportunity employer. We encourage protected veterans, individuals with disabilities, women and minorities to apply.

If you need a disability related accommodation, please call the University Human Resource Services Department at (631) 632- 6161 or the University Hospital Human Resources Department at (631) 444-4700. In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (631) 632- 6350. It can also be viewed on line at the University Police website at

Job Field: Administrative & Professional (non-Clinical)

Primary Location: US-NY-Stony Brook

Official Job Title: Senior Staff Assistant

Department/Hiring Area: Budget Office

Stony Brook University

Schedule: Full-time

Pass Days: Day Shift

Posting Start Date: Jul 31, 2018

Posting End Date: Aug 30, 2018, 10:59:00 PM

Salary: Commensurate with experience within the range of $50,000-$60,000

Salary Grade: SL3

Req ID: 1801060