FINANCIAL ANALYST 3 CX - HYBRID
Department Overview
The UCOP Budget, Financial Planning & Analysis provides strategic support in financial planning, policy analysis, and fiscal administration to UCOP. The group provides analyses of policies and programs, assists in the determination of UCOP's financial priorities and develops strategies designed to achieve these priorities. The team partners with departments to align UCOP's resources with its strategic needs and goals and delivers insightful financial analysis and forecasting to support UCOP leadership to make effective and strategic funding, financial and operational decisions
Position Summary
The Financial Analyst is responsible for preparing, monitoring, and analyzing Divisional budgets throughout the Office of the President. Oversight of the departmental budgets includes ensuring transparency and driving a consistent reporting structure to support UCOP's strategic objectives. The Financial Analyst works with Divisional and departmental staff across the organization to support the development and management of budgets and financial reporting, in addition to creating forecasts and developing resource management tools. Please note this is a Hybrid position located in Oakland, CA.
Key Responsibilities
50% Applies professional financial and budgetary concepts to provide analytical support to a range of departments for budget and forecast preparation and monitoring. Reviews detailed funding for UCOP budgets, gathering data from the budget and planning system and preparing variance analysis for leadership. Works with department staff to analyze financial data in support of creating accurate and comprehensive budgets and forecasts. Completes reconciliation of budget and financial data to ensure accuracy of reporting information. Partners with stakeholders to correct any financial or budget errors.
20% Assists the Budget, Financial Planning & Analysis staff in the evaluation and development of budget and financial system enhancement projects including testing and training. Generates, modifies, and conceives of new financial or budget reports.
25% Acts as a resource for staff within UCOP departments around budgeting, systems data and reporting, generating reports and analysis as needed, including budget, general ledger, and payroll reports. Provides training for new department staff as needed.
5% Assists the Director and Executive Director on key projects and ongoing process improvements within Budget, Financial Planning & Analysis. Prepare analysis to support the budget process and any procedural changes, updating and creating documentation as needed. Performs financial analysis and processes transactions in support of fund administration.
Experience
Required Qualifications
Minimum 5 years of relevant experience in similar roles.
Skills and Abilities
Required Qualifications
Ability to research, analyze and interpret budget and financial data, participating with others across organizational lines in synthesizing data to be used in formulating recommendations.
Strong Excel, problem solving, creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
Must have experience with financial systems, including data input, report creation and ad hoc analyses.
Demonstrated ability to manage multiple time-sensitive and detail-oriented tasks simultaneously and with strong results/goal orientation.
Ability to function as a member of a team.
Requires knowledge of, and experience implementing, financial policies, practices and systems, budgeting and reporting techniques, and accounting.
Strong interpersonal skills to build relationships and demonstrated experience in a customer service environment. Ability to communicate financial information in a clear, concise manner to stakeholders.
Excellent oral and written communication skills.
Preferred Qualifications
Familiarity with UC budget and accounting practices and/or fund-based accounting in other non-profit setting strongly preferred. Experience with Oracle financial systems.
Knowledge of accounting principles and practices is preferred.
Education
Required Qualifications
Bachelor's degree in related area and / or equivalent experience / training
Job Title
Financial Analyst 3
Job Code 005183
Salary Grade Grade 22
Payscale: $103,000 - $115,000
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