Capital Projects Financial Analyst

University Budget Office
Job #542016
First Review Date: Tuesday, October 15, 2024

Open Until Filled

At Cal Poly Humboldt, bold hearts and open minds shape the future.

Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

Cal Poly Humboldt is proud to have over 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs — all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt.

Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state.

Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field.

(Job #542016) Administrative Analyst/Specialist III), Capital Projects Financial Analyst, Salary Range: $6,970 - $13,554 monthly. Hiring Range: $7,084 - $8,334 monthly. This is a full-time, benefited, exempt, 12-month pay plan permanent position with a one-year probationary period in the University Budget Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at https://hraps.humboldt.edu/employee-benefits.

Position Summary:

Reporting to the Director of Budget & Financial Planning and in close collaboration with Facilities Management and colleagues across the campus, the Capital Projects Financial Analyst is responsible for planning, developing, leading, and administering highly complex and specialized financial planning and analysis activities associated with Cal Poly Humboldt’s robust capital projects portfolio. This position resides within the University Budget Office but is a uniquely strategic and collaborative role, working closely with Facilities Management and Accounting, to create synergy and streamline the capital projects financial planning and oversight process. Projects and duties assigned have broad campus and potentially, systemwide impact. With the recent infusion of $433 million from the State of California for capital projects to support Cal Poly Humboldt’s transition to a polytechnic institution, on top of an already robust project portfolio, the Capital Projects Financial Analyst serves a critical role in helping ensure Cal Poly Humboldt successfully delivers a truly transformational portfolio of housing and academic projects in the years to come.

 Key Responsibilities:

25% - Financial Management of Capital Projects

• Manage highly complex project funding structures, including expertise of chartfields, applicable policies and regulations, and capital financing methodologies
• Responsible for managing project budgets in close collaboration with Facilities Management, including tracking costs and billings, validating chartfields, and preparing monthly and quarterly reports and reconciliations
• Responsible for the coordination for all financial milestones and activities within the established project process; lead innovation and process improvement efforts through involvement in continual improvement evaluation sessions
• Manages the financial closeout of all projects ensuring final reports are available for review and approval of the Campus Construction Administrator prior to closeout

 25% - Financial Oversight of Capital Projects

• Provide project budgetary oversight and coordination of project financial activities, including administrative oversight of highly complex project budgets to properly account, document, and report in order to meet the requirements of the California State University, Chancellor's Office and other regulatory agencies.
• Serve as a key contact and expert for campus capital project financial activities and financing considerations.
• Serve as liaison with California State University, Office of the Chancellor, Capital Planning Design and Construction (CSUCO-CPDC) as well as Treasury and Finance (CSUCO-T&F) and the Humboldt Facilities Management Planning, Design & Construction Unit (PD&C).
• Actively participate in Facilities Management activities related to capital projects including team meetings, planning, informing strategic positions, and day to day operations and project management.

25% - Financial Analysis

• Lead the development of complex multi-year financial pro-formas to estimate financial performance and project feasibility.
• Lead the preparation of budget projections and oversee implementation of approved capital project budgets.
• Responsible for strategic cash flow analysis to ensure the University has sufficient cash flows for the project portfolio from multiple allocation sources with different spending requirements.
• Responsible for strategic budget analysis in identifying achievable scopes of work resulting in a project portfolio for recommendation to the Facilities Planning, Design & Construction Director for inclusion in the five-year capital program.

20% - Financial Reporting

• Deliver project tracking and reporting to various constituent groups on campus and at a system level; responsible for project budget analysis in identifying budget forecast to completion and troubleshooting budget issues across multiple projects
• Ensures financial reports as required by the Chancellor's Office are completed, reviewed, and approved and then filed in a timely manner

5% - Other duties as assigned.

Knowledge, Skills, and Abilities Associated with this Position Include:

• Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions.
• Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of capital planning and financing.
• Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective.
• Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with capital projects financial activities, including applicable internal policies and procedures and pertinent laws and regulations.
• Ability to effectively use applicable information systems and applications in analysis, research, and reporting activities and projects, including advanced ability with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial/database systems and/or other types of budgeting, reporting, and financial management systems.
• Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions.
• Extensive and in-depth knowledge in project management including research and analytical methodologies; ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact.
• Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations.
• Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU.
• Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus.
• Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise, and professional manner.
• Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus.
• Ability to effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives.
• Ability to make independent decisions and exercise sound judgement.
• Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as liaison for the organization unit.
• An understanding of the dynamics of diversity and equity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of work.
• Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties.

Minimum Qualifications:

1. Entry to this classification requires general knowledge and skills in the field of budget and finance with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or 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.

Preferred Qualifications:

1. Capital or financial experience at a university or public agency.
2. Experience with Oracle/PeopleSoft administrative systems.
3. Working knowledge of project management including public works and California public contracting regulations.
4. Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds.

Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button:

• Letter of Interest
• Resume or Curriculum Vitae
• Contact information for at least three professional references

Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Tuesday, October 15, 2024. This position is open until filled.

Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626.

We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies.

Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply.

Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed.

CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu.

Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment.

CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS)

Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information.  Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position.

Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu.

Cal Poly Humboldt is a Title IX/Affirmative Action/Equal Opportunity employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status.  Mandated Reporting: This position may be considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training.

Class Code: 1038
Publication Date: October 1, 2024