Financial Aid Business Analyst

  • CSU, Sacramento
  • Sacramento, California
  • Mar 07, 2024
Accounting and Finance Administrative Analysis and Research

Job Description

Working Title: Financial Aid Business Analyst

Classification Title: Administrative Analyst/Specialist - Exempt II

Posting Details

Note to Applicants: This position is still open and actively accepting new applications. Apply today! (Prior applicants need not re-apply.)

Priority Review Date: Sunday, October 22nd @ 11:55pm PST

Hiring Preference

Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment.

Position Summary

Under the general direction of the Director of Financial Aid & Scholarships, the Financial Aid Business Analyst is responsible for providing overall functional and coordinating technical support for financial aid records module. The incumbent serves as the systems primary resource for bridging need between Operations and Systems to successfully implement regulatory changes for all federal, state and institutional requirements necessary for the administration of financial aid. The incumbent will manage the on-going efforts to ensure System documentation aligns with Operational policies and procedures and in compliance with federal, state, and institutional requirements. This position is responsible for identifying and monitoring trends in the financial aid regulatory environment, analyzing impact and assessing system implementation needs; and working with Operational Leadership team to assess and develop implementation plan.

The incumbent will serve as the CMS Module lead who understands the business processes and functional needs of Financial Aid module to guide the configurations, use and data structures. The incumbent acts as an interface between Information Resources & Technology (IRT) and the functional areas, proving guidance on module configuration, testing coordination and support, escalating technical issues and change requests, as needed.

FLSA: Exempt (Not eligible for overtime compensation)

Anticipated Hiring Range:$5,273 per month - $5,427 per month commensurate with candidate's education, experience, skills, and training

CSU Classification Salary Range: $5,273 per month - $9,537 per month

Best-in-class Benefits: Click here to learn more

CSU Total Compensation: Click here to learn more

Salary Grade/Range: 3

Recruitment Type: Regular (Probationary)

Time Base: Full-Time

Pay Plan: 12 months

Work Hours: Monday - Friday, 8am - 5pm. Work hours may vary depending on department need.

Department Information

Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations.

For more information on Financial Aid, please visit:

Minimum Qualifications

Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Required Qualifications

Bachelor’s degree in business or related field from an accredited university and/or equivalent training and administrative work experience Experience with business process analysis and project planning Progressively responsible experience in Title IV aid administration and/or oversight; with experience providing regulatory guidance/oversight in a higher education environment - preference given to Title IV regulatory guidance. Extensive knowledge and/or experience working with system such as CMS (PeopleSoft), COD (Common Origination and Disbursement), and Imaging software. Experience in conducting staff training on federal, state and/or institutional regulations to strengthen program compliance. Experience in setting goals, priorities and meeting established target dates. Experience independently researching and resolving problems. Experience and expertise in translating data and requirements into a coherent visual model of the business system or workflow process to bring clarity and unity among stakeholders, reveal bottlenecks that impede performance, and propose change for efficiency. Experience providing concise analysis and recommendations in regard to anticipated regulatory changes that may impact Institution and/or Office Policy and Procedures and or business operations.
Knowledge in and documented knowledge of higher education regulatory issues for federal, state and institutional financial aid programs. Demonstrated ability to interpret regulation and create policy and procedure documentation. Ability to carry out a variety of professionally complex assignments, exercising sound judgment when necessary. Demonstrated ability to gather data and analyze complex situations accurately and adopt or recommend an effective course of action or improved business process. Demonstrated ability to carry out a variety of professionally complex assignments, exercising sound judgment when necessary. Demonstrated ability to establish and maintain cooperative working relationships with various stakeholders. Exceptional communication skills in person, on telephone, via email or web chat; ability to maintain composure and professionalism. Ability to effectively interact with a diverse population of students, faculty, staff and the general public. Working knowledge of Microsoft Office tools (Word, Excel, PowerPoint, Visio, and Outlook)

Conditions of Employment

A background check must be satisfactorily completed post-conditional offer.

Preferred Qualifications

At least five (5) years of experience creating and delivering training materials to a diverse audience with varied skills and abilities. Extensive knowledge and/or experience working with CMS (PeopleSoft), COD (Common Origination and Disbursement), Data Warehouse, and/or Imaging software.

Documents Needed to Apply

Resume and Cover Letter

Failure to upload required documentation may result in disqualification.

About Sac State

Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety .

As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning.

To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page.

Background Check Disclaimer

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center.

COVID-19 Vaccine Certification Information:

Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications.

Out of State Employment Policy

Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California.

As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

Equal Employment Opportunity

California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States.

It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit

The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit .

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at .
The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union.

Eligibility Verification

Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa).

Note to Applicants:

Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.

Advertised: Dec 21 2023 Pacific Standard Time
Applications close:

Closing Date/Time:

Job Address

Sacramento, California 95819 United States View Map