General Information
| Job Description | FINANCIAL ANL 3 | Working Title | Financial Analyst III |
|---|---|---|---|
| Job Code | 007709 | Grade | 22 |
| Department Name | Financial Planning & Analysis - D01091 | Department Head | Stephanie Flores |
| Supervisor | Stephanie Flores | Effective Date | 04/18/2023 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems/issues of diverse scope and determines solutions. |
Custom Scope
| Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department. |
Department Custom Scope
| Under the general direction of the Executive Director and/or the Budget Director of Financial Planning and Analysis, the Financial Analyst III provides professional level expertise and skill while conducting analysis and research critical to help campus leadership make informed data-driven decisions on how to align resources to best meet campus strategic goals. As part of the Financial Planning and Analysis team, this position performs various analyses related to organizational budgets, revenue and expenditures, forecasts and projections to ensure that UCR resources are effectively and efficiently utilized to move the university mission forward. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Advance degree in a related area. | Preferred |
Experience Requirements
| Experience | Requirement |
|---|---|
| 4 - 7 years of related experience. | Required |
| Experience in developing budgets and financial reports. | Required |
| Experience with Oracle Cloud Financials, Oracle Cloud EPM and Looker Platform. | Preferred |
| Experience working with cross-functional teams to deliver exceptional work. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Provides analytical support for complex budget, financial, or resource analysis projects.
|
30 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
|
30 |
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
|
10 |
Documents procedures for financial activities.
|
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. | 5 |
| Performs complex financial or resource research and studies for a variety of internal department constituents. | 5 |
| Serves as liaison with internal and external constituents. | 5 |
| All other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports. | Required |
| Ability to adapt to changing priorities. | Required |
| 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. | Required |
| Ability to function as a member of a team. | Required |
| Has ability to independently gather required information, organize, and perform financial analysis assignments. | Required |
| Demonstrated ability to manipulate a high volume of complex data. | Required |
| Thorough knowledge of finance policies, practices and systems. | Required |
| Demonstrated knowledge of capital debt management practices, fund accounting in higher education, and capital project review and approval processes. | Preferred |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must successfully complete a background check through the DOJ and FBI. | Required |
Other Special Requirements & Conditions
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|
Level of Supervision Received
| General Supervision |
Environment
Working Environment
| Hybrid - on-campus a minimum of 2 days |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: Yes |