"Financial Services Analyst 1"

Position Information

Provides administrative and financial support to the Department of Statistics and the Statistical Consulting Collaboratory (SCC). Assists the Financial Services Supervisor, Financial Operations Manager (FOM), Financial and Administrative Officer (FAO), Department Chair and SCC Director with administrative and financial policies and procedures. Reviews and reconciles monthly general ledgers and payroll expenditure reports. Performs web recharges and redistributes departmental expenses as appropriate. Processes expense transfers, deposits, and gift acceptance forms. Provides ad hoc financial reports and analyses to Principal Investigators (PIs), Financial Services Supervisor, FOM, Department Chair, Vice Chair, SCC Director and FAO as needed. Independently responsible for entering courses into the R'Summer system and coordinating the summer teaching application process with the Department Vice Chair. Serves as a backup for travel and purchasing. Responsible for website maintenance.

The full salary range for the Financial Services Analyst 1 is $55,206 - $80,408.88 annually. However, the expected pay scale for this position is $55,206-$60,365 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

Experience Requirements

• 0-1 years of related experience. Required
• Experience interpreting and enforcing UC policies and procedures. Experience using UC and/or UCR online systems. Preferred
• Experience in an academic environment or higher educational setting. Preferred
• Minimum of 2 years of related experience. Preferred

Special Conditions

• Must pass a background check. Required

Minimum Requirements

• Basic knowledge of financial or accounting concepts, processes and procedures.
• Ability to work independently and function effectively as a member of a team.
• Demonstrated accuracy and attention to detail. Demonstrated ability to work under pressure, work on multiple projects and complete assignments on time.
• Ability to adapt to changing priorities.
• Demonstrated interpersonal skills, service orientation, active listening, critical thinking, attention to detail, and ability to multi-task in a high-volume environment. Effective verbal and written communication skills and strong organizational skills.
• Basic knowledge of financial data management and reporting systems.
• Proficiency in the use of spreadsheet and database software.
• Expert level proficiency in MS Excel, Word, Publisher, Adobe and Google products.
• Basic knowledge and understanding of internal control practices and their impact on protecting University resources.

Preferred Qualifications

• Demonstrated experience working with state and federal funds.
• Demonstrated flexibility to promote efficient and effective customer service and support.
• Demonstrated experience working an online web content management system, basic knowledge of website design and development.

Key Responsibilities

• 25%: Monitors workflow and productivity in areas such as accounts payable, accounts receivable, recharge billing, travel/entertainment, gift accounting, collections and/or cashiering. Reconciles, researches and resolves discrepancies in financial data. Applies professional financial and accounting concepts to perform analyses of financial services such as researching discrepancies and implications. Reviews and reconciles monthly ledgers and reports. Research items as needed to troubleshoot, clarify and verify appropriately. Reviews appropriateness of expenditures and identify inconsistencies. Prepares statements and financial reports as needed for Primary Investigators (PIs), Financial Services Supervisor, Department Chair, Vice Chair, FOM and FAO and independently prepares transfers as directed by Financial Services Supervisor, FOM and/or FAO.
• 20%: Serves as primary front office contact by providing excellent customer service to faculty, students, staff and visitors. Effectively and correctly address any customer inquiries. Supervision of student assistant staff. Maintains schedule of departmental rooms and departmental website. Responsible for the management of graduate student and visitor office assignments and key inventory. Responsible for the setup of all seminar and colloquia supplies. Serves as the backup for coordination of seminars, colloquia and special events, which may include but not limited to logistical coordination and preparation and distribution of all itineraries and announcements.
• 15%: Processes basic financial transactions for review and/or approval by others. Responsible for committing PI funding while ensuring that agency guidelines are followed and that proper funding is available. Prepares on-line non-payroll cost transfers (NCTs) , Federal cost transfers (FCT), Position Funding Transfers (PFTs) and Salary cost transfers (SCTs) to correct errors and reallocate expenses as necessary. Ensure compliance with UCR Procurement Card policies by ensuring backup documentation submitted in timely manner and available for reconciliation process.
• 10%: Assesses compliance with regulatory agencies and internal processes. Assists Contract and Grants Analyst with post-award process. Provides PIs with monthly financial statements that have been reconciled to the general ledger. Assures compliance with and advises PIs on cost sharing and personnel effort reporting. Assists with budgeting, financial transactions, reporting and fund management in accordance with university and agency policies and procedures.
• 10%: Review and audit graduate student and postdoc employment appointments to ensure accurate experience and compensation levels are reflected in payroll. Coordinates with PI's and Contracts and Grants Analyst on Graduate Student Researcher appointments on a quarterly basis and responsible for submission of employment requests. Works with CNAS Academic Personnel Services Unit to compile and submit appointment files for Associate In's as needed.
• 5%: Performs basic preparation and summarization of information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities. Responsible for providing information and reports relative to campus services, facilities, training compliance. This may include submission of work orders, referrals to appropriate service providers/vendors and/or direct follow-up with constituents to ensure compliance.
• 5%: Coordinates and monitors operations of assigned functional area(s) which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, collections and/or cashiering. Maintains and monitors workflow related to areas listed above and creates guides to assist constituents understand processes and necessary documentation to expedite processing. Serves as backup for recharge billing for Sales and Service accounts. Assists with audit and revenue reconciliation of self-supporting graduate programs.
• 5%: Responsible for coordination of Summer Session instruction with the Department Chair and Vice Chair. Responsible for submission of courses and instructors in the R'Summer system. Compiles and coordinates appointment requests with the CNAS Academic Personnel Services unit and Summer Sessions Office. Ensures all appointments are completed to meet appropriate deadlines.
• 5%: Other duties as assigned.

This position will be fully in-person on campus.

To apply, visit https://apptrkr.com/6777252