California State University, San Bernardino
Event Budget Specialist (Budget Analyst II), Special Events & Guest Service
California State University, San Bernardino, San Bernardino, California, United States, 92409
Event Budget Specialist (Budget Analyst II), Special Events & Guest Service
Job no:
554115
Work type:
Staff
Location:
Southern California|San Bernardino - San Bernardino Campus
Categories:
Bargaining Unit|Unit 9 - CSUEU - Technical Support Services,Job Search Category/Discipline|Administrative,Appointment Type|Probationary,Time Basis|Full Time,Workplace Type (Exclude Inst Fac)|On-site (work in-person at business location)
Job Summary Under general direction, the Event Budget Specialist contributes to financial planning and budget coordination for events and day-to-day department operations for Special Events, Scheduling and Protocol. Analyzes financial data, creates budget-to-actual comparisons, prepares financial reports, and coordinates with event planners and department staff on budget-related matters. This role requires advanced proficiency in software like PeopleSoft, Excel, strong analytical skills, a solid understanding of financial and accounting principles, and is skilled in handling multiple administrative responsibilities in a fast-paced environment and adjusting efficiently to changing needs.
Responsibilities
Creates, monitors, and tracks event rental agreements, ensuring all terms, conditions, and requirements are accurately documented. Prepares and distributes agreements to clients in a timely manner, follows up as needed for signatures and documentation, and maintains organized records.
Analyzes and maintains budgets for event rentals or programs, monitors spending, and reconciles financial data.
Prepares detailed financial reports and budget-to-actual comparisons, ensuring that all expenses align with signed agreements.
Analyzes financial data to identify trends, make projections, and provide recommendations to inform decision-making. Evaluates and makes recommendations based on knowledge to meet programmatic goals.
Ensures all financial activities comply with relevant university policies and procedures, including reviewing expenditures for allowability.
Works with event organizers, program coordinators, and administrative staff to ensure financial goals are met and to resolve budget-related issues.
Researches vendors and purchases event-related equipment.
Reconciles monthly financial reports, including travel and corporate card expenditures for departmental staff.
Prepares and enters requisitions and purchase orders to support operational, event, and commencement activities.
Processes and submits invoices for payment in accordance with university guidelines.
Coordinates monthly Requests for Invoices (RFI) and chargebacks to ensure accurate and timely accounting.
Performs departmental payroll functions, ensuring accuracy and adherence to university policies.
Compiles and analyzes financial data to support annual reporting and audit requests.
Provides on‑site event support as needed.
Performs other classification‑related duties as assigned.
Minimum Qualifications
Equivalent to a bachelor's degree in a related field.
Two years of relevant experience. Additional experience demonstrating acquired and successfully applied knowledge and abilities may substitute for the required education on a year‑for‑year basis. An advanced degree in a related field may substitute for the required experience on a year‑for‑year basis.
Required Qualifications
Working knowledge of financial, budgetary, and accounting principles and practices.
Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management, and cash‑flow management.
Working knowledge of research techniques and statistical principles and procedures.
General knowledge of the principles of position control and budgetary alignment.
Advanced proficiency in using financial system, word processing and spreadsheet software and applications.
Strong analytical skills to evaluate and interpret data to develop sound conclusions and recommendations.
Ability to define problem areas, collect data, perform preliminary analyses, make appropriate recommendations, and prepare clear and concise analytical comments.
Strong communication and interpersonal skills to present information and advise managers, staff, and faculty regarding budgeting policies and procedures.
Ability to lead and train others.
Preferred Qualifications
Master's degree is preferred.
2+ years of experience with coordinating event and departmental budgets on a university campus. Knowledge of financial, budgetary, and accounting principles, potentially including CSU and CSUSB policies and procedures.
Possesses strong computer skills. Working knowledge of key software such as EMS, Excel, PeopleSoft, etc.
A general knowledge of event practices is preferred.
Ability to work with a highly diverse population including off‑campus clients such as donors, non‑profits, commercial programs, community members and to collaborate with on‑campus individuals including students, clubs, organizations, staff, faculty and administrators.
Knowledge of investigative and analytical skills to resolve problems with broad administrative impact and implications.
Ability to anticipate problems and address them proactively.
Strong written and oral communication skills, along with excellent interpersonal skills.
Compensation and Benefits The salary offered will take into account internal equity and experience among other factors.
Initial salary step placement will be Step 1 ($5,178/month) for qualified candidates.
CSU Classification Salary Step Range: $5,178 - $7,543 per month (Step 1 - Step 20).
The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found at a summary page.
Position Information Full‑time Exempt Probationary.
Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings and weekends.
Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings and weekends.
Application Deadline January 8, 2026.
Contact To apply, please visit
careers.pageuppeople.com/873/sb/en-us/job/554115 .
Statement of Commitment to Diversity California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds and we seek to include knowledge and values from many cultures in the curriculum and extra‑curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. This position adheres to CSU policies against sex discrimination, sexual harassment, and sexual violence, including domestic violence, dating violence, and stalking. We commit to completion of Sexual Violence Prevention Training within six months of assuming employment and on a two‑year basis thereafter. For more information, see a diversity and inclusion page.
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554115
Work type:
Staff
Location:
Southern California|San Bernardino - San Bernardino Campus
Categories:
Bargaining Unit|Unit 9 - CSUEU - Technical Support Services,Job Search Category/Discipline|Administrative,Appointment Type|Probationary,Time Basis|Full Time,Workplace Type (Exclude Inst Fac)|On-site (work in-person at business location)
Job Summary Under general direction, the Event Budget Specialist contributes to financial planning and budget coordination for events and day-to-day department operations for Special Events, Scheduling and Protocol. Analyzes financial data, creates budget-to-actual comparisons, prepares financial reports, and coordinates with event planners and department staff on budget-related matters. This role requires advanced proficiency in software like PeopleSoft, Excel, strong analytical skills, a solid understanding of financial and accounting principles, and is skilled in handling multiple administrative responsibilities in a fast-paced environment and adjusting efficiently to changing needs.
Responsibilities
Creates, monitors, and tracks event rental agreements, ensuring all terms, conditions, and requirements are accurately documented. Prepares and distributes agreements to clients in a timely manner, follows up as needed for signatures and documentation, and maintains organized records.
Analyzes and maintains budgets for event rentals or programs, monitors spending, and reconciles financial data.
Prepares detailed financial reports and budget-to-actual comparisons, ensuring that all expenses align with signed agreements.
Analyzes financial data to identify trends, make projections, and provide recommendations to inform decision-making. Evaluates and makes recommendations based on knowledge to meet programmatic goals.
Ensures all financial activities comply with relevant university policies and procedures, including reviewing expenditures for allowability.
Works with event organizers, program coordinators, and administrative staff to ensure financial goals are met and to resolve budget-related issues.
Researches vendors and purchases event-related equipment.
Reconciles monthly financial reports, including travel and corporate card expenditures for departmental staff.
Prepares and enters requisitions and purchase orders to support operational, event, and commencement activities.
Processes and submits invoices for payment in accordance with university guidelines.
Coordinates monthly Requests for Invoices (RFI) and chargebacks to ensure accurate and timely accounting.
Performs departmental payroll functions, ensuring accuracy and adherence to university policies.
Compiles and analyzes financial data to support annual reporting and audit requests.
Provides on‑site event support as needed.
Performs other classification‑related duties as assigned.
Minimum Qualifications
Equivalent to a bachelor's degree in a related field.
Two years of relevant experience. Additional experience demonstrating acquired and successfully applied knowledge and abilities may substitute for the required education on a year‑for‑year basis. An advanced degree in a related field may substitute for the required experience on a year‑for‑year basis.
Required Qualifications
Working knowledge of financial, budgetary, and accounting principles and practices.
Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management, and cash‑flow management.
Working knowledge of research techniques and statistical principles and procedures.
General knowledge of the principles of position control and budgetary alignment.
Advanced proficiency in using financial system, word processing and spreadsheet software and applications.
Strong analytical skills to evaluate and interpret data to develop sound conclusions and recommendations.
Ability to define problem areas, collect data, perform preliminary analyses, make appropriate recommendations, and prepare clear and concise analytical comments.
Strong communication and interpersonal skills to present information and advise managers, staff, and faculty regarding budgeting policies and procedures.
Ability to lead and train others.
Preferred Qualifications
Master's degree is preferred.
2+ years of experience with coordinating event and departmental budgets on a university campus. Knowledge of financial, budgetary, and accounting principles, potentially including CSU and CSUSB policies and procedures.
Possesses strong computer skills. Working knowledge of key software such as EMS, Excel, PeopleSoft, etc.
A general knowledge of event practices is preferred.
Ability to work with a highly diverse population including off‑campus clients such as donors, non‑profits, commercial programs, community members and to collaborate with on‑campus individuals including students, clubs, organizations, staff, faculty and administrators.
Knowledge of investigative and analytical skills to resolve problems with broad administrative impact and implications.
Ability to anticipate problems and address them proactively.
Strong written and oral communication skills, along with excellent interpersonal skills.
Compensation and Benefits The salary offered will take into account internal equity and experience among other factors.
Initial salary step placement will be Step 1 ($5,178/month) for qualified candidates.
CSU Classification Salary Step Range: $5,178 - $7,543 per month (Step 1 - Step 20).
The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found at a summary page.
Position Information Full‑time Exempt Probationary.
Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings and weekends.
Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings and weekends.
Application Deadline January 8, 2026.
Contact To apply, please visit
careers.pageuppeople.com/873/sb/en-us/job/554115 .
Statement of Commitment to Diversity California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds and we seek to include knowledge and values from many cultures in the curriculum and extra‑curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. This position adheres to CSU policies against sex discrimination, sexual harassment, and sexual violence, including domestic violence, dating violence, and stalking. We commit to completion of Sexual Violence Prevention Training within six months of assuming employment and on a two‑year basis thereafter. For more information, see a diversity and inclusion page.
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