Financial Analyst (5183C) 86728

About Berkeley

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. ...

Departmental Overview

Summer Sessions, Study Abroad, Lifelong Learning & University Extension (SSALLEX) is the extended education division of the University of California, Berkeley...

Position Summary

The Financial Analyst 3 CX performs financial planning and analysis for UC Berkeley Extension to support excellent, data-driven decision-making. ...

Responsibilities

• Manages and implements department budget allocations.
• Conceives of and maintains department chart of accounts, other data management tools, and related business processes.
• Responsible for providing analytical support for budget, financial, and resource projects in collaboration with Finance colleagues and department managers.
• Reviews annual budget submissions for all departments, providing input and expert analysis.
• Regularly reviews YTD data, flagging inconsistencies or unexpected results to supervisor or higher-level management attention.
• Develops revenue and expense forecast models for academic programs that inform budgeting and strategic planning.
• Produces analytical studies, summary reports, including monthly, quarterly, and by-term Revenue and Expense Summary Reports.
• Provides analytical support for complex budget, financial, or resource analysis projects.
• Develops financial models for proposed academic programs with campus partners.
• Performs financial analysis, including breakeven, scenario, and sensitivity analysis.
• Researches and consolidates data from a variety of sources, including existing program metrics and market feasibility studies, to derive financial assumptions.
• Makes recommendations regarding the financial value and viability of proposals.
• Performs complex financial or resource research and studies for various internal department constituents.
• Utilizes Modern Campus (Extension SIS) data and reports to access and analyze course, program, and certificate-level financial performance.
• Prepares, reviews, and/or approves financial transactions such as monthly financial journal entries and/or entries in support of annual fiscal close.
• Leads and participates in accounting projects and processes, including annual/historical course-level CF1 clean-up projects.
• Ensures that the appropriate internal controls are addressed, maintained, and strengthened to protect University resources.
• Performs Quarterly Key Controls variance analysis and reporting at the Division Level.
• Participates and contributes to internal or external audits by providing data and analysis as needed.

Required Qualifications

• Thorough knowledge of finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability in using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail.
• Proven ability to use organizational skills to multitask in a high-volume environment.
• Ability to adapt to changing priorities.
• Ability to function as a member of a team.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

Education / Training

Bachelor's degree in a related area and/or equivalent experience/training