General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | SOM Finance & Administration - D02013 | Department Head | |
| Supervisor | Effective Date | 06/12/2017 |
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 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 supervision of the Controller for the School of Medicine (SOM), the incumbent is responsible for providing financial analysis, reconciliation, financial reporting, and fiscal closing support to the School. The incumbent must be able to work under the pressure of constantly changing priorities, unanticipated urgent demands, and be comfortable in performing multiple tasks. |
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 basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 15 |
| Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects. | 25 |
| Receives more detailed instructions for new assignments. | 5 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 5 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
|
10 |
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.
|
15 |
Applies financial concepts to process, review and approve financial transaction.
|
20 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Some knowledge of finance policies, practices and systems. | Required |
| 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 |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Travel between the UCPath Intellicenter and the UCR campus. | Required |
Other Special Requirements & Conditions
|
Level of Supervision Received
| Supervision |
Environment
Working Environment
| UCPath Intellicenter |
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 |