General Information


Job Description FINANCIAL ANL 2 Working Title Financial Analyst 2
Job Code 007708 Grade 20
Department Name Advancement Finance & Admin - D01216 Department Head
Supervisor Effective Date
Position(s) Directly Supervised
Job Code Title FTE

Generic Scope
Professional who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action.

Custom Scope
Uses professional concepts. Applies organizational policies and procedures to resolve a variety of issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external.

Department Custom Scope
Under the general direction of the Director of Budget & Operations, this position is responsible for providing high level financial, budgetary, analytical, and administrative support, perform budgetary/resource modeling, formulate and present data analysis, management reports and recommendations to management both orally and in writing. This position independently processes financial transactions and serves as a resource for purchasing activities within University Advancement ensuring compliance with policies, guidelines and procedures. The incumbent will be responsible for ensuring financial ledger reconciliation is completed in a timely manner. Assists department management on special projects as assigned including PowerPoint presentations; proofreads/edits documents. Must be detail oriented and able to work under the pressure of constantly changing priorities, unanticipated urgent demands, and multiple tasks.

Education & Experience Requirements

Education Requirements
Degree Requirement
Bachelor's degree in related area and/or equivalent experience/training. Required
Bachelor's or Master's degree in Accounting, Finance or Business Preferred

Experience Requirements
Experience Requirement

License Requirements

Certification Requirements
Certification Requirement

Educational Condition Requirements
Condition Requirement

Key Responsibilities

Description % Time
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
  • Monthly review & analysis of University Advancement expenditure accounts and encumbrance balances. Identify and research any significant variances and rectify posting errors. Independently perform complex financial and budgetary analysis by retrieving, querying, and analyzing data from various internal/external systems to produce timely, accurate, and complete reports for management. Independently perform budget/resource analysis.
 20
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
  • Provide support to the Director of Budget & Operations related to University Advancement accounting and administrative functions. Proactively identifies problematic trends. Advise management with sufficient time to avoid financial/budgetary problems. Develops and prepares accurate, and timely financial status reports showing the current and long-term status of funds. Other duties as needed and assigned.
25
Receives more detailed instructions for new assignments.
5
Implements department budget allocations and maintains department chart of accounts, and related business processes.
5
Prepares basic financial and resource reports and/or analysis for internal department constituents. Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc.
  • Provide financial analysis to facilitate management decision process related to the proper allocation and management of resources. These responsibilities include, but are not limited to, review of financial transactions for appropriateness of expenditure; monitor ledgers to verify appropriations, erroneous charges, and internal departmental balances and ensure appropriate action is taken to correct discrepancies.
 20
Applies financial concepts to process, review and approve financial transaction.
5
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
  • Maintain appropriate working relationships with Accounting, Human Resources, Purchasing, and campus service units to facilitate efficient handling of UA administrative activities. Advise and make recommendations to management regarding process and policy issues that may impact division operations. Other duties as assigned
5
Coordinate and review travel and entertainment reimbursements for UA employees ensuring adherence to policy and procedures. Exercise independent judgment and work with employees seeking reimbursements to ensure adherence to university policy. This is a complex area within our division requiring comprehensive knowledge of policy and procedures to efficiently process reimbursements for a wide range of activities. Appropriate fund source decisions and approval processes must be identified. Keep management informed and make recommendations to address issues as appropriate. Provide guidance to UA management and divisional staff on policy and procedures. Coordination and review of activities related to procurement requirements of the UA division from internal and external vendors. Independently process financial transactions, make recommendations to management regarding issues related to division-wide administrative processes. Train UA administrative staff and serve as an expert resource for other UA departments regarding the proper handling of procurement requirements.
15

Knowledge, Skills & Abilities

Knowledge/Skill/Ability Requirement
Some knowledge of finance policies, practices and systems. Preferred
Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. Required
Ability to present information in a clear and concise manner both in writing and verbally. Required
Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. Required
Demonstrated interpersonal skills at all levels within the unit; 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
Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Required
Demonstrated proficiency with query tools to extract data from systems and the ability to analyze, validate, and prepare consolidated reports using tools such as pivot tables and financial formulas within Microsoft Excel. Demonstrated proficiency with Microsoft Outlook, Word and Powerpoint. Demonstrated proficiency with Microsoft Outlook, Word and Powerpoint. Preferred
Knowledge of budgeting, contract and grant accounting, and fund accounting. Demonstrated experience processing financial accounting transactions with an online financial system, and maintaining financial ledgers/records and initiating correcting entries in accordance with Generally Accepted Accounting Principles (GAAP) and good business practices. Required
Demonstrated experience in independently researching questions and making appropriate contacts for problem solving. Required
Ability to prioritize a workload involving multiple functions, meet deadlines with minimal supervision or direction and complete assignments in an environment with frequent interruptions and distractions. Required
Ability to interpret and apply administrative policies and procedures and explain to others as needed. Required
Experience with UCR Financial System (UCRFS) applications (PeopleSoft, E-Buy, ePay, iTravel, web recharge, UCRFStotals). Preferred
Working knowledge of higher education administrative policies and procedures. Preferred
Progressive experience and knowledge of purchasing principles and understanding of policies and regulations related to purchasing activities. Preferred

Special Requirements & Conditions
Special Condition Requirement

Other Special Requirements & Conditions
  • Overtime

Level of Supervision Received
Supervision

Environment

Working Environment
Campus

Other Requirements

Items Used
  • Standard Office Equipment

Physical Requirements
  • Bend : Occasionally
  • Sit : Constantly
  • Squat : NA
  • Stand : Occasionally
  • Crawl : NA
  • Walk : Frequently
  • Climb : NA

Mental Requirements
  • Read/Comprehend : Constantly
  • Write : Constantly
  • Perform Calculations : Constantly
  • Communicate Orally : Constantly
  • Reason & Analyze : Constantly

Environmental Requirements
  • Is exposed to excessive noise : No
  • Is around moving machinery : No
  • Is exposed to marked changes in temperature and/or humidity : No
  • Drives motorized equipment : No
  • Works in confined quarters : No
  • Dust : No
  • Fumes : No

Critical Position

Is Critical Position: No

More Information

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

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Department Information

Human Resources
1160 University Ave.
Riverside, CA 92521

Fax: (951) 827-6493
E-mail: jobshelp@ucr.edu

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