General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial Services Analyst |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | University Library - D01090 | Department Head | |
| Supervisor | Effective Date | 04/10/2017 |
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 financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. |
Department Custom Scope
| The Financial Services Analyst serves as an integral part of the Library Planning and Budget Team and is responsible for processing and servicing a variety of administrative and financial transactions and services including procurement, travel/entertainment, accounting, data collection, entry, analysis and reporting. |
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 financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies. | 10 |
| Under general supervision, researches and gathers information from a variety of sources; prepares and summarize information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities. | 5 |
| Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, et cetera, for management review and decision-making. | 10 |
| Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly. | 10 |
| Functions as a resource to support staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns. | 5 |
| Conducts or assists with researching, developing and implementing new and changing business processes. | 5 |
| Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies. | 5 |
| Participates in audits of internal records and processes and prepares recommendations for changes as needed. | 5 |
| Documents processes and procedures for financial activities. | 5 |
| Reviews, processes, and approves standardized financial data and transactions. | 5 |
| Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors. | 5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Performs other duties as assigned. | 5 |
| Performs a variety of financial processing transactions and services including accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment and grant and contract accounting. | 15 |
| Provides administrative and project support to the Director of Planning and Budget. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Working knowledge of financial processes, policies and procedures. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| 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. | Required |
| Ability to function effectively as a member of a team. | Required |
| Ability to adapt to changing priorities. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
| Skills to provide coaching and mentoring to support staff. | Required |
| Demonstrated ability to maintain confidentiality in all matters and ability to work as part of a team effort to achieve departmental goals and objectives. | Required |
| Knowledge of UC policies and procedures related to finance, purchasing and travel. | Preferred |
| Ability to accurately apply a wide variety of policies and procedures. | Required |
| Ability to foster a respectful, cooperative, professional and courteous environment, maintain confidentiality, and employ tact and diplomacy. | Required |
| Ability to establish and maintain positive, professional working relationships. | Required |
| Ability to organize work, establish priorities and meet deadlines. | Required |
| Ability to perform accurate, detailed work. | Required |
| Ability to display initiative and remain flexible in a fast-paced and changing environment, | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| Supervision |
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 |