"Financial and Budget Analyst"

Position Information

Under the direction of the Chief Financial and Administrative Officer (CFAO) for Student Affairs, the Financial and Budget Analyst independently performs complex financial, budgetary, and compliance analysis for the Division of Student Affairs. The Analyst applies advanced analytical and problem-solving skills to support long-range financial planning, evaluate fiscal performance, and recommend process improvements, contributing to the division's administrative, financial, and compliance operations. The position manages budget planning, financial reporting, and fiscal oversight for multiple Student Affairs departments and programs, including areas such as Dean of Students, Student Engagement and Auxiliary units. Core duties include preparation of internal and external financial and compliance reports; coordination of the annual budget development and fiscal year-end closing processes; and management of general ledger reconciliations, cost transfers, and fund tracking to ensure accuracy, compliance, and timely resolution of discrepancies. The Analyst also serves as a key resource for financial compliance reviews and internal audits, ensuring adherence to University policy, fund restrictions, and applicable state and federal regulations. In addition, the Analyst supports divisional leadership by preparing financial materials, dashboards, and reports for executive briefings and advisory groups, and by coordinating with the CFAO and departmental business officers on financial planning, budget presentations, and strategic initiatives.

The full salary range for the Financial and Budget Analyst is $75,900 - $137,300 annually. However, the expected pay scale for this position is up to $98,000 annually. We base salary offers on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs.

Applicants must have current work authorization when accepting a UCR staff position. Currently, we are unable to sponsor or take over sponsorship of an employment Visa for staff.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Requirements

Educational Requirements

• Bachelor's degree in related area and/or equivalent experience/training. Required
• Master's degree in Business Administration, Finance, Economics or related field Preferred

Experience Requirements

• 4 - 7 years of related experience. Required
• Experience with UCR Financial System - Oracle Financials and Budget Cloud and related applications. Preferred
• Experience in an Institution of Higher Education. Preferred
• Minimum of 5 years of related experience Preferred

Special Conditions

• Must have the ability to travel to and participate in conferences, seminars and trainings as needed. Required
• Must successfully complete background check through the DOJ and FBI prior to appointment start date. Required

Minimum Requirements

• Has ability to independently gather required information, organize, and perform financial analysis assignments.
• Ability to present information in a clear and concise manner both in writing and verbally.
• Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports.
• Proven interpersonal skills with peers throughout the organization; service orientation; critical thinking; attention to detail; ability to multi-task in a high volume environment, organizational skills.
• Ability to adapt to changing priorities.
• Ability to function as a member of a team.
• Strong customer service orientation and the ability to maintain collaborative and collegial working relationships with stakeholders in assigned units and across the greater campus community.
• Highly effective communication and active listening skills, including the ability to clearly communicate and receive information, intentions and instructions to accomplish desired objectives. Strong written communication skills.
• Demonstrated skill in conducting complex budget/financial and costing analysis, including the development and analysis of long-range financial models.
• Working knowledge of common reporting systems and tools, including budget, payroll/staffing, personnel, facilities, inventory and general ledger. Solid knowledge of contemporary data management and retrieval tools and methodologies for analysis and reporting.
• Strong organizational and time management skills, to effectively manage priorities and to deliver excellence in a high performing, high volume and fast paced office. Ability to quickly adjust to changing priorities and respond to multiple issues and directives within prescribed timelines. Ability to maintain focus and perspective when working on tight deadlines and in tense situations.
• Proven skill and ability in extracting large data sets from enterprise systems and databases, using PC based front end tools, and validating, analyzing, organizing, summarizing and reporting outputs for a wide variety of purposes, including executive level decision making, compliance reporting, administration of processes, strategic planning, etc. Demonstrated and solid skill in utilizing the vast array of functionality available in the Microsoft Office suite of applications, including Excel and Word, and other applications such as Visio and Adobe.
• Demonstrated knowledge and solid skill in math, quantitative analysis and problem solving, including experience independently performing research to identify key variables/data and identifying options and approaches to resolve issues. Ability to identify interrelationships/dependencies and forecast outcomes given changing parameters and assumptions.

Preferred Qualifications

• Thorough knowledge of finance policies, practices and systems.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Working knowledge with UCR's Financial System - Oracle Financials and Budget Cloud and related applications.
• Recent related experience in the University of California

Key Responsibilities

• Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations. 10%
• Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.