Sign in

Budget Analyst

Stony Brook, New York, United States
January 25, 2018

Contact this candidate



** ******* **** ****: 631-***-****

Centereach, NY 11720


Budget professional with 25 years competency in preparing, managing and analyzing, a multi-million dollar operating expense budget, modeling business plans, costing special programs, and analyzing budget variances for academic units in a multi-campus university. Ability to contribute as a team player and interface with professionals on all levels. Experience includes:

- Budget Preparation - Account and Budget Analysis

- Cost Projections and forecasts - New Program Planning

- Collaboration on Special Projects - Problem Solving PROFESSIONAL EXPERIENCE

LONG ISLAND UNIVERSITY – UNIVERSITY CENTER, Brookville, New York Provided planning, analytical and administrative support to the office of the Vice President for Academic Affairs for a multi-campus, complex university as it related to the instructional and academic support budget.

Academic Budget Officer (September 1996 – August 2017)

- Responsible for preparing an annual operating budget of $131 million to adequately cover personnel, general educational & administrative expenditures, and equipment for academic units of the University for 13 schools/colleges and 4 executives.

- Analyzed instructional costs and provided advice on cost-saving measures.

- Reviewed and addressed variances from budget.

- Analyzed spending trends of part-time instruction and reported on financial projections.

- Developed financial plans for new programs and strategic initiatives.

- Served as the lead coordinator for developing a financial template used to review all existing academic programs

- Recommended policy changes to improve operations.

- Provided assistance to deans in managing their budgets, including 3 revenue- generating clinics.

- Assisted in transitioning budgetary information from mainframe environment to PeopleSoft.

- Liaised with Human Resources for determining proper staffing levels in academic departments.

- Assisted VP in developing a uniform stipend policy.

- Utilized extensively MS Office (Access, Excel, Outlook), Crystal Reports, and Brio (Oracle querying software) to run queries and accumulate relevant data for reports.

- Involved in developing the Position Management function of PeopleSoft.

- Managed one staff member for two years before position was closed.

- (continues)

MARKETA (PEGGY) RIGGS 631-***-**** Academic Budget Administrator (August 1992 – August 1996)

- Prepared an annual operating budget of $178 million allocated for 13 schools/colleges under Academic Affairs, including salary, fringe benefits, expense and capital budgets for instructional and academic support departments.

- Developed financial statements for proposed new programs and special projects.

- Monitored expenses in academic units for compliance with policy, including donor-restricted accounts.

- Analyzed spending trends.

- Recommended solutions to funding problems.

- Assisted to resolve personnel and payroll problems, specifically with funding released-time, salaries allocated to sponsored research, and determining proper level of stipend payments.

- Assisted with determining special course fees.

- Coordinated administrative contract renewal for academic affairs.

- Supervised assistant.

KPMG U.S., LLC, Long Island Office, New York

Recruited from college into the audit service group of one of the Big Four professional accounting companies to serve on audit teams for various commercial, banking, government and education engagements.

Senior Accountant (July 1991 – July 1992)

- Planned and implemented audit procedures of medium-sized commercial clients.

- Assessed risk of accrued liabilities.

- Prepared financial statements.

- Supervised staff and assistant accountants.

Staff Accountant (July 1990 – June 1991)

- Audited significant and critical audit areas.

- Analyzed expense accounts and reserves.

- Participated in Inventory Control process.

- Assisted in financial statement preparation.

Assistant Accountant (August 1989 – June 1990)

- Reviewed internal control procedures.

- Documented deviances from Generally Accepted Accounting Principles.

- Reviewed bank reconciliations.

- Audited accounts receivables and payables.


LONG ISLAND UNIVERSITY – C.W. POST CAMPUS, Brookville, New York Bachelor of Science in Accounting, May 1989


Proficient in Microsoft Office (Advanced Excel, Access, Word, Outlook), Brio (an Oracle querying program), Crystal Reports and PeopleSoft. REFERENCES AVAILABLE UPON REQUEST

Contact this candidate