General Information
| Job Description | FINANCIAL ANL 1 | Working Title | Financial Reporting Analyst 1 |
|---|---|---|---|
| Job Code | 007707 | Grade | 18 |
| Department Name | SOM Finance & Administration - D02013 | Department Head | |
| Supervisor | Effective Date | 01/17/2019 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Entry-level professional with limited prior experience; learns to use professional concepts to resolve problems of limited scope and complexity; works on assignments that are initially routine in nature, requiring limited judgment and decision making. Employees at this level are expected to acquire the skills and knowledge to perform more advanced work following an agreed upon time in position, through defined training and development planning. |
Custom Scope
| Uses professional concepts. Applies organizational policies and procedures to resolve routine issues. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Contacts are primarily internal to the department or unit. |
Department Custom Scope
| The Financial Reporting Analyst will be responsible for providing financial and analytical support to the Business Operations team and/or FAOs across the School of Medicine (SOM). Under general supervision from the SOM Controller, the incumbent will develop financial models, reports and analysis to help improve and/or sustain data integrity and the overall accuracy of financials presented to manages and/or unit heads. S/he will be a key member of the Business Operations analytics team who will develop/update standard reporting templates, and will also be responsible for independently creating new basic financial reports, as well as for managing the ledger reconciliation process for several units, while ensuring compliance with UCR and general fund accounting principles. This role also requires the incumbent to possess strong collaboration skills as many assignments are completed under a work-group setting. |
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 |
|---|---|
| Performs basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 20 |
| Under direct supervision, responsible for providing analytical support for simple to moderate budget, financial or resource analysis projects. | 25 |
| Maintains department chart of accounts, and related business processes. | 5 |
| Analyzes financial and/or resource data; prepares and summarizes information and reports. NOTE: 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. | 5 |
| Follows procedures to ensure internal controls are maintained to protect University resources. | 5 |
| Under general direction, assigned to manage the ledger reconciliation process for small operating budgets, as well as work directly with unit leads to present financial budget reports on a monthly basis. | 15 |
| Develops written procedures for financial processes and reports. | 10 |
| Collaborates with Business Operations team to develop trainings and presentations for SOM constituents. | 5 |
| Responsible for independently assessing and analyzing operating budgets and subsequently processing the necessary payroll and non-payroll costing adjustments, upon approval from the respective unit manager. Develops models that incorporate such projected changes. | 10 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Acquiring ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments. | Required |
| Ability to adapt to changing priorities. | Required |
| Basic knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Basic interpersonal skills; broad service orientation and critical thinking skills; and attention to detail. Under management guidance, uses organizational skills to multi-task in a high volume environment. | Required |
| Basic proficiency using spreadsheet and database software in financial analysis, fiscal management, and financial reports. | Required |
| Ability to function as a member of a team. | Required |
| Basic knowledge of finance policies, practices, and systems. | Required |
| Ability to effectively communicate verbally and in writing. | Required |
| Intermediate or advance excel skills in order to develop financial reports, as well as to merge data from different data sources. | Preferred |
| Basic fund accounting knowledge as well as familiarity with basic GAAP principles. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| CloseSupervision |
Environment
Working Environment
| Off-campus UC Path 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 |