Job Requisition Number: 23859. Under the Vice Chancellor Finance Division, Capital Strategies serves the campus to provide planning, design, construction, maintenance and real estate management services. The Financial Analyst is part of the Associate Vice Chancellor Capital Strategies Immediate office and leads the efforts to enhance budgeting, forecasting, and management of the operating budget, permanent budgets, and position tracking for ~100 FTE. The Financial Analyst reports to the Budget Director and works closely with the Budget Director in developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of the organizational budget from a variety of funding sources to ensure that department complies with campus business standards. The incumbent may analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. Analyst will work with minimal supervision, apply professional and technical knowledge, manage timelines, apply judgment to solve problems and creativity and innovation to provide new solutions. Applies independent knowledge to formulate the analytical approach, recognize pitfalls, limitations, and implications and ultimately produce a recommendation.
Financial Analysis and Management: Coordinates the annual internal budget process, and independently manages the permanent and operating budgets throughout the fiscal year, including maintaining the department’s chart of accounts and updating budget plans and operating forecasts. Develops complex recharge proposal for a $7+M recharge operation; consults with managers to build accurate assumptions for the rate model; applies advanced professional concepts to perform complex analysis of past performance to validate assumptions for future performance and determine present and future resource allocations. Monitor recharge fund balance throughout the year to make sure that it stays within the recharge tolerance level.
Initiates, designs and provides analytical studies, summary reports and background materials for campus or department administrative officers and managers for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera, that have a significant impact on individual or multiple units. Provides analytical support for highly complex budget, financial, and resource projects and performs highly complex financial or resource research and studies for both internal department and external campus constituents. Reviews and approves financial transactions while ensuring revenues and expenses are recorded appropriately, and independently manages key responsibilities for fiscal close. Provide guidance to staff in the implementation of financial policies and procedures, reimbursements, invoice payments, and chart of account structures.
Financial Reporting: Provides accounting services and prepares complex financial forecasts. Is responsible for developing and generating monthly financial reports for each operating group within the department. Ensures and maintains documentation of compliance with SAS 115 requirements. Independently generates, modifies, and conceives new financial reports and strategic planning and modeling. Presents and communicates directly with managers regarding their unit financial performance. Provides management reports.
Maintenance of Budget System: Manages CalPlanning entries. Participates in the implementation of new campus systems/activities as well as new departmental systems that have a financial component/impact, by becoming an expert user (for example PRISM & Unifier), being a resource to managers, performing analyses, and developing new business processes (such as in Unifier lease management module). Works collaboratively with Budget Director in developing and implementing procedures and policies to maximize efficiency. Provides departmental support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. Provides guidance to other administrative staff in the implementation of financial policies and procedures, BFS and CalPlanning structures. Training and Development: Develops a professional development plan and attends designated courses/seminars. Serves on departmental and campus committees, and participates in ad-hoc assignments.• 3-5 years experience in financial planning and analysis. • Advanced knowledge of finance policies, practices and systems. • Demonstrated skill and ability to effectively communicate and present complex finance related information in a clear and concise manner, both in writing and verbally. • Must be skilled in use of Microsoft Office and common desktop/web applications. • Demonstrated ability to independently gather, organize, and perform financial analysis assignments. • Ability to work both independently and as a team member. • Proficiency in the use of enterprise online budget management and financial transaction system. • Ability to develop ad-hoc queries, data-mine, synthesize data from multiple systems. • In-depth knowledge of activity-based management for recharge rate development and recharge budget management. • Demonstrated ability and experience in interpreting quantitative information in verbal terms. • Demonstrated ability to juggle heavy deadline-driven workload and set priorities. • Knowledge of BFS (PeopleSoft GL), HCM (PeopleSoft), CalPlanning (Hyperion Planning), SmartView (Hyperion), BAIRS (Hyperion Interactive Reporting).
Education/Training: • Bachelors or Master Degree in business/finance/accounting or related area.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.