Financial Services Analyst
Financial Services Analyst (5184C) Haas School of Business 86170
About Berkeley
At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.
As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value.
We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.
At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley.
Departmental Overview
UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.
For more information about the Haas School of Business visit: https://haas.berkeley.edu/about/
Application Review Date
The First Review Date for this job is: May 25, 2026
Responsibilities
OVERVIEW:
As a seasoned, experienced financial service professional, the incumbent serves as a central subject matter expert and operational lead for the entire Haas School of Business. Applying a deep understanding of industry best practices and UC Berkeley's complex organizational policies, the role provides oversight and control for school-wide financial transactions.
The incumbent is responsible for resolving a wide range of diverse operational issues by evaluating multiple factors and exercising high-level judgment to implement effective solutions. A critical component of this role is educating and developing Haas staff to ensure full alignment with ongoing campus policy and procedure changes, acting as the primary resource for translating university-wide updates into school-wide operational excellence.
- Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections.
- Helps train staff and creates effective teamwork environment.
- Reviews and approves financial data and transactions.
- Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations.
- Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors. Interprets related policies and advises customers accordingly.
- Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects; including FP&A.
- Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial / audit policies.
- Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and / or services, changes in legal regulations, tax implications, etc.
- Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Documents procedures for financial activities.
- Professional Learning and Growth. Actively contributes to a team environment that fosters and promotes a culture of belonging for all, within the unit and at Haas. Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself. Completes required training on time and engages in opportunities for learning pertinent to the position or at the suggestion of the supervisor.
- Other duties as assigned.
Required Qualifications
- Thorough knowledge of financial processes, policies and procedures.
- Thorough knowledge of financial data management and reporting systems.
- Strong proficiency in the use of spreadsheet and database software.
- Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.
- Ability to function effectively as a member of a team.
- Ability to adapt to changing priorities.
- Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
- Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
- Bachelor's degree in related area and / or equivalent experience / training
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