Under administrative direction, the Manager of Budget and Analytics develops, coordinates, maintains, and monitors the System’s budget; performs specialized professional work in budget and management analysis; coordinates and manages special projects as assigned; performs a variety of complex studies, research and reporting; supervises a staff of budget employees; and performs related work as required.
The following are typical duties for this position. Any single position may not perform all of these duties and/or may perform similar related duties not listed here:
1. Coordinates and develops the activities related to preparation of the System’s annual operating and capital budgets; reviews departmental budget submittals and makes recommendations; participates in budget meetings; maintains computerized budget system; assists in revenue projection and analysis; prepares System ED/CIO transmittal letter; assembles preliminary and final budget document; assists in the design and implementation of systems and forms for use in budgeting operations.
2. Responsible for coordination and presentation of annual budget to Board of Trustees and ED/CIO.
3. Manages integration of CIP budgets, expenditures, and multi-year capital planning into the budget. Provides oversight and integration of the capital budget into the System’s overall budget planning and preparations.
4. Manages System-wide and departmental headcount, including multi-year staffing projections, and succession planning. Provides oversight and guidance to departments requesting new positions.
5. Prepares department strategic and operating plan including identifying, documenting, monitoring, and evaluating goals, objectives, priorities, and activities. Coordinates the integration of strategic plan goals, strategies and performance measures into the budget process.
6. Collaborates with departments to develop Key Performance Indicators (KPI’s) and metrics in line with the System’s mission, values and strategic objectives. Monitors and reports on KPI’s to Management, ED/CIO and Board of Trustees.
7. Assists in developing and maintaining expenditure forecasts; monitors expenditure and revenue activity; prepares various reports related to budgetary issues; reviews, authorizes and processes requests for amendments to the budget; reviews requests for continuing appropriations and carryovers; prepares various related staff reports as required.
8. Evaluates budget policies and procedures and makes recommendations as necessary; implements and monitors budget practices and procedures.
9. Attends meetings and represents the department; provides information for the Board of Trustees.
10. Manages, directs, monitors, and supports division staff members, including advising staff members on complex issues, providing guidance and leadership, and preparing performance evaluations.
11. Selects, trains, motivates and evaluates budget personnel; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline and termination procedures.
A Masters Degree in Business Administration, Public Administration or a closely related field and/or a Certified Professional Accountant (CPA) designation is desirable.
· Accounting: Principles and practices including internal controls, cash management, general ledger, accounts payable, and accounts receivable.
· Administration and Management: Principles and processes involved in business and organizational planning, coordination, and execution. This includes strategic planning, resource allocation, manpower modeling, leadership techniques, and production methods.
· Supervision: Personnel motivation, interviewing, hiring, oversight, evaluation, and discipline.
· Statistical Principles: Principles and processes dealing with the collection, analysis, interpretation, and presentation of quantitative data.
· Budget Management: Developing plans and budgets; comparing them against actual activity.
· Office Software: Current word processing, presentation, spreadsheet, Enterprise Resource Planning (ERP), and database programs.
· Presentation: Presenting information and direction about budgetary and financial issues and related topics to a wide variety of audiences.
· Written Expression: Communicating ideas and information in writing so that others can understand. Includes routine reports and correspondence, detailed analytical reports for public information.
· Accuracy: Paying attention to detail in dealing with numbers, words, documents, and ideas.
· Critical Thinking: Using logic and analysis to identify the strengths and weaknesses of different approaches.
· Problem Analysis: Identifying and defining problems, collecting data, establishing facts, and drawing valid conclusions.
· Multi-tasking: Working with multiple software packages, tasks, and projects simultaneously and efficiently.
· Interpersonal Skills: Ability to develop and maintain effective relationships with management, executives and staff.
- Bachelor’s degree in public administration, accounting, business administration, finance or a closely related field; AND - Five years of increasingly responsible experience performing budgeting, financial analysis and report writing; AND - At least two years of experience in a management capacity.
NYSTRS is the second-largest public retirement system in the state and one of the 10-largest public pension funds in the nation.
Established in 1921 by the New York State Legislature, NYSTRS provides retirement, disability and death benefits to eligible New York State public school teachers and administrators.
Our Mission: To provide our members with a secure pension.
Our Vision: To be the model for pension fund excellence and exceptional customer service.
We serve nearly 264,000 active members and over 169,000 retirees and beneficiaries.
Membership in NYSTRS is mandatory for all full-time teachers, teaching assistants, guidance counselors and administrators employed in New York State public schools (excluding New York City), Boards of Cooperative Educational Services (BOCES), and eligible charter schools that opted to participate as an employer in NYSTRS.
Membership for teachers employed less than full time is optional. Employers are required to notify part-time teachers in writing of their right to membership in the System.
Teachers employed by a New York State community college or SUNY (excluding graduate assistants or teaching assistants) may elect membership in NYSTRS or the Optional Retirement Program.