Financial Services Analyst

Description:

About the Job

Under general direction from the Assistant Dean of Finance and Administrative Operations and Chief Administrative Operations, provides financial management support to faculty and staff of the School of Social Sciences, Humanities and Arts with 160+ faculty. Perform highly complex budget/resource analysis, including retrieval of data from campus's new Oracle financial systems, organization and validation of data, and the preparation of comprehensive reports for faculty or management both orally and in writing. Maintains fiscal integrity for all funds and accounts. Ensures all funds are in an auditable/reportable condition. The Analyst is responsible for ensuring financial ledger reconciliation, timely financial reporting, and budget report development and analysis. Must be able to work under the pressure of constantly changing priorities, unanticipated urgent demands, and multiple tasks. Assists school management with special projects as assigned, including presentations and policy/procedure/guideline development.

KEY RESPONSIBILITIES

• Responsible for providing analyses for complex budgetary, financial, and resource projects. Generates and analyzes faculty reports monthly and identifies discrepancies in reporting. Work with appropriate departments in the Central Office to resolve discrepancies. Consult with faculty/PI regularly to discuss their accounts/funds and planned usage, projects, and allocations. Independently prepares complex spreadsheets (using advanced formulas, functions, and techniques) to design and develop analytical summaries and maintain spreadsheets for tracking purposes. Develops financial models. Makes recommendations on maintaining and strengthening internal controls to protect University resources. Interprets related policies and advises faculty accordingly.

• Prepares various analyses and reports in support of the initiatives of the Dean. Such duties could include but are not limited to: the preparation of year-end carry forward reports, periodic fund balance reports, periodic variance analyses, Funding Commitment Reports, and Temporary Academic Staffing.

• Responsible for managing, processing, and providing reports and analysis for Graduate group operational and USAP accounts, Department and Graduate Chair compensation, Gifts and Endowments, Post Docs, Senate Awards, and Provost Commitments.

• May provide guidance to less experienced team members and staff on financial processing functions, including accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, and gift accounting.

Qualifications

EDUCATION and EXPERIENCE

• Bachelor’s from an accredited university in Finance, Accounting, Business Administration, Business Management, Economics, or another related area. (Required)

• Three years of directly related, progressively responsible experience working in finance, budgeting, accounting, payroll, and financial projections, or seven years of combined education, training, and experience as indicated. Master's degree in Finance, Accounting, Business Administration, Business Management, Economics, or a related area may substitute for one year of experience; however, the candidate should possess actual work experience and possess the skills, knowledge, and abilities essential to the successful performance of the duties assigned to the position. (Required)

CRITICAL KNOWLEDGE AND SKILLS

• Has thorough knowledge of finance policies, practices and systems.

• Has ability to independently gather, organize, and perform financial analysis assignments.

• Requires ability to present information in a clear and concise manner both in writing and verbally.

• Must be proficient in use of Microsoft Office and common desktop/web applications.

• University of California financials experience.

• Preferred experience working with Oracle. (Preferred)

• Thorough knowledge of financial data management and reporting systems.

• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.

• Ability to function effectively as a member of a team.

• Ability to adapt to changing priorities.