Position Classification Description

Position Class Code / Title: B7001 / Budget Officer
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 15
HR Review/Approval:COMP

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Provides leadership and coordination of the centralized financial planning and fiscal management functions for a major, multi-departmental component of the University, in coordination with the University budget office. Serves as a principal consultant and advisor to the relevant Vice President or Provost on a range of fiscal and associated strategic management issues, and serves as liaison between the component and external funding agencies.

Duties and Responsibilities

  1. Directs the planning and development of operating budgets for the component, in coordination with the university budget office, controller's office, Associate Vice Presidents, Deans, and/or Chief Executive Officers of the component.
  2. Coordinates the development of budget guidelines, annual legislative funding requests, and budget documents.
  3. Serves as primary liaison with representatives of external funding agencies and organizations, as appropriate; provides special data and analysis; negotiates preliminary funding approvals.
  4. Serves as legislative liaison, as appropriate to the position; provides information to bill sponsors, reviews legislation, and informs management of legislative funding proposals.
  5. Reviews availability of funding and approves budget revision requests for unrestricted funding, requisitions for faculty recruitment, faculty contracts, and new staff positions.
  6. Reviews and advises the vice president on the financial viability/cost-benefit, and the relative ranking of capital requests and special project/program proposals for funding.
  7. Compiles scheduled and special reports, analyses, and feasibility studies such as annual data summaries and program status reports.
  8. Recommends and participates in the development of university policies and procedures; may serve on university planning and policy-making committees.
  9. Oversees the supervision of personnel, which includes work allocation, training, promotion, enforcement of internal procedures and controls, and problem resolution; evaluates performance and makes recommendations for personnel actions; motivates employees to achieve peak productivity and performance.
  10. Performs research and analysis to evaluate programs and develop recommendations for more cost-effective organization or funding mechanisms.
  11. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 5 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Ability to develop and maintain complex budgets in a multi-faceted higher education setting.
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to plan, develop, coordinate, and consolidate multiple operating budgets.
  • Ability to gather data, compile information, and prepare reports.
  • Ability to communicate effectively, both orally and in writing.
  • Knowledge of legislative budget process.
  • Knowledge of human resources concepts, practices, policies, and procedures.
  • Ability to analyze and interpret financial data and prepare financial reports, statements and/or projections.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Ability to analyze budgetary expenditures for compliance with approved budget.
  • Knowledge of organizational structure, workflow, and operating procedures.
  • Knowledge of software to quantify and illustrate complex financial reports, comparisons, impacts, and/or projections.
  • Ability to make evaluative judgments.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Knowledge of cost analysis techniques.
  • Knowledge of university and/or public institution budgeting and funding procedures, standards, and documentation requirements.
  • Knowledge of state higher education four-year funding formula and CHE policies and procedures.
  • Ability to foster a cooperative work environment.
  • Employee development and performance management skills.
  • Ability to analyze funding legislation and components of I and G formula calculations.
  • Ability to review and advise on the structure and potential impact of financial legislative initiatives.
  • Ability to work with the state legislature and state oversight agencies.
  • Knowledge of alternative operational and program funding mechanisms.
  • Ability to collect, compile, analyze, and summarize information and to develop financial reports and feasibility studies.
  • Knowledge of faculty and/or staff hiring procedures.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017