General Information
| Job Description | FINANCIAL ANL 3 | Working Title | Organizational Excellence and Financial Analyst |
|---|---|---|---|
| Job Code | 007709 | Grade | 22 |
| Department Name | VC - Business & Admin Services - D01094 | Department Head | |
| Supervisor | Effective Date | 04/10/2017 |
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 supervision of BAS' Associate Vice Chancellor/Chief Financial and Administrative Officer (AVC/CFAO), the Organizational Excellence and Financial Analyst (OEFA) serves as an influential and highly productive member of the Organizational Excellence and Budget and Financial Management Teams in UCR's Office of the Vice Chancellor of Business and Administrative Services (BAS). BAS is one of the campus' largest organizational units, with 12 Divisions supporting 49 Departments, 912 staff and 975 student employees, and annual expenditures of $169 million (17.5% of UC Riverside's total annual expenditures). Divisions supported range from core funded administrative service units to auxiliary services, including Human Resources, Business and Financial Services, Enterprise Risk Management, Facilities Services, UC Police Department, Architects and Engineers, Housing and Dining Services, Transportation and Fleet Services, Mail and Shipping/Receiving, Printing and Reprographics, and Shared Services. The OEFA develops knowledge to serve as an expert with regard to leading practice methodologies and approaches identified as strategic priorities by the Campus in its strategic plan (UCR 2020) and in BAS' strategy. Serves as BAS' internal consultant and/or project lead on high priority Organizational Excellence driven projects and assignments of varying scope and complexity. Supports BAS units with the deployment/implementation of new methodologies and requirements. In completing assignments, works closely with and/or coordinates the activities of staff in the Office of the Vice Chancellor, as well as BAS division/department staff and external consultants. Serves as BAS' representative on Campus Organizational Excellence planning committees and workgroups. As part of the Budget and Financial Management Team, performs moderate to complex budgetary/financial analysis and reporting, performs reconciliations and develops/prepares reports. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
|
5 |
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
|
15 |
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.
|
15 |
Performs complex financial or resource research and studies for a variety of internal department constituents.
|
20 |
May train staff and where appropriate, creates an effective team environment.
|
15 |
Independently gathers information as needed to perform analysis.
|
10 |
| Prepares documentation, including project scope and timeline, statement of methodology used, documentation of analysis and alternatives, recommendations and proposed action or implementation plans. Prepares executive summaries and presentations to BAS leadership and others concerning assigned projects. | 5 |
| Independently determines appropriate tools, methodologies and professional concepts to be used to achieve desired project goals and objectives. Performs research and engages in professional development/learning activities to maintain fluency on best practices and approaches relevant to work assignments. | 5 |
| Prepares/delivers presentations, individually and/or as part of a team, concerning new concepts and/or the implementation of methodologies and tools such as the BSC, TDABC, VBC, and Lean./Six Sigma. | 5 |
| Supports projects, initiatives and other duties as assigned, including system development and deployment, organizational excellence initiatives, etc. May serve on campus committees and workgroups when required/requested. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Thorough knowledge of finance policies, practices and systems. | Preferred |
| Has ability to independently gather required information, organize, and perform financial analysis assignments. | Required |
| 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 |
| 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 adapt to changing priorities. | Required |
| Ability to function as a member of a team. | Required |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
| Ability to implement methodologies and tools such as TDABC, Lean Six Sigma and the BSC. | Required |
| Recent experience with UCR's enterprise systems and tools e.g., UCRFS, HRDW, Superdope, PPS. | Preferred |
| Demonstrated advanced 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. | Required |
| Strong organizational, project management 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. | Required |
| Working knowledge of common reporting systems and tools, including budget, payroll/staffing, personnel, facilities, inventory and general ledger. Advanced knowledge of contemporary data management and retrieval tools and methodologies for analysis and reporting. | Preferred |
| Demonstrated skill in conducting complex budget/financial and costing analysis, including the development and analysis of long-range financial and decision support models | Required |
| 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. | Required |
| Strong customer service orientation and the ability to maintain collaborative and collegial working relationships with stakeholders in BAS and across the greater campus community. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| GeneralSupervision |
Environment
Working Environment
| Campus |
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: No |