Position Description
Press Northwestern University Press
Budget Analyst 2


Manages all day-to-day business functions for a large Group 1 University Press, including annual budget preparation, and maintaining daily, monthly, and yearly financial reports. Oversees spending and works with staff to adhere to budget and conform to all university guidelines. Authorizes payments in excess of $1 million each year. Manages financial operations &/or analysis in support of the Press's mission & in coordination with central offices such as HR, Budget, Financial Aid, Facilities, Purchasing, IT, Provost, etc.  Reviews a portfolio of financial operations comprised of work that involves some complex problems &/or decisions. Implements existing policy & ensures the effective, compliant, & efficient completion of daily financial activities. Applies industry and professional standards, interprets university policy and procedure, federal and state laws, granting agency guidelines, and other regulations (as applicable). Represents &/or guides business area on internal &/or external financial affairs by exchanging information. Performs all aspects of post-award financial management for sponsored projects.

Principal Accountabilities


  • Participates in determination of budget including fiscal resource allocation of appropriated, discretionary, endowment &/or gift revenues
  • Prepares analysis & reports
  • Provides account research
  • Assists with budget projects  (Special book/donor projects)
  • Updates budget estimates & provides commitment tracking support for all financial activity.
  • Guides units of responsibility through university budgeting and forecasting processes, reviews budget and forecasting submissions
  • Acts a Budget Office expert on units and functions within portfolio of responsibilities
  • Coordinates &/or provides information for the annual salary review process
  • Reviews & reconciles actual expenses to budget per NU Audit guidelines
  • Approves funds reallocation within budget as necessary & appropriate                           

Analysis, Statements & Reporting:

  • Creates daily, monthly, annual, &/or project end analysis & reports regarding area/unit, grants &/or awards, accounts, funds, payroll, expense &/or revenue allocation, customer service activity, etc. 
  • Prepares financial analysis and lead schedules for supplies and equipment
  • Records journal entries and creates reports
  • Performs financial account reconciliations, statement analysis, and transaction research
  • Provides support for annual audit workpapers and quarterly financial statement workpapers
  • Maintains, and updates financial models and analysis.            


  • Provides review and oversight of all types of financial transactions some of which may be complex in regard to size or duration of account
  • Enters individual &/or summary of transactions into journals &/or general ledger or other NU enterprise system
  • Reviews; ensures approval based on alternatives regarding practice & policy; analyzes and classifies transactions in accordance with established chart or coding of accounts; creates new accounts; prepares, processes, reconciles & provides receipts (as appropriate) for transactions
  • Processes transfer &/or appropriation charges & may balance &/or close accounts 
  • Troubleshoots problems; performs vendor/account research as needed; obtains additional information from or provides instruction & guidance for customers/vendors; corrects or escalates
  • Maintains Chart of Account lists
  • Prepares & delivers bank deposits
  • Provides financial policy interpretation to determine the validity of customer requests & ensure compliance
  • Controls account availability for all chart strings
  • Provides support for internal &/or granting agency audit requests
  • Reviews status of related university accounts, transactions and processes; troubleshoots issues as needed

Grants &/or Awards:

  • Reviews PI funding status on a monthly basis
  • Works with Dept &/or Research Administrator regarding financial grants management issues
  • Provides data for grant proposals; submits proposals
  • Develops &/or administers budgets; coordinates, OSR/ASRSP transactions, &/or effort reporting
  • Monitors commitments and expenditures to ensure compliance with granting agency guidelines
  • Verifies accurate set up of sponsored project accounts          


  • Processes & presents data & information through the application of database, graphic & spreadsheet software.
  • Obtains data by downloading from enterprise systems; develops and runs queries. 
  • Identifies sources for data &  information to be used & completes special financial projects such as (enter in explanation of special  projects): prepares annual AAUP statistical survey and quarterly statistical updates
  • Performs general office support activities
  • Manages operation of or interaction with a computer system or system         


  • Provides training and support to related university units or program participants


  • Provides work direction to others
  • Possibly supervises other employees, interns, graduate assistants, or student workers
  • Assists with hiring employees           

Performs other duties:

  • Manages contract/royalty database  and payments for all NUP books
  • Manages/maintains NUP work-in-process account, closings, and amortization and BS accounts
  • Prepares annual AAUP statistical survey and quarterly statistical updates throughout the year
  • Tracks digital/electronic sales and permissions


Minimum Qualifications: (Education, experience, and any other certifications or clearances)

  • Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in a major such as accounting, business administration, finance, or related; OR appropriate combination of education and experience
  • 4 years financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience

Minimum Competencies: (Skills, knowledge, and abilities.)

  • Full charge accounting experience

Preferred Qualifications: (Education and experience)

  • 2 years financial administration work experience

General Information

Position Title: Budget Analyst
Job Title: Budget Analyst 2

Department: NU Press
Percent Full Time: 100%
Job ID: 34910

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Equal Opportunity

Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.


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