Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations.
- Designs, develops and implements structured reports across SOM units by advising FAO's and/or managers on optimal reporting strategies. Assists in short-and long-term planning and provides analytical support to SOM leadership. Participates in strategic planning as it impacts the School's financial and budgetary needs, providing high level information gathering, analysis, and recommendations to the SOM leadership.
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15 |
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and/or outside constituents.
- Obtains and manipulates data in a straight-forward, detail-oriented way, that demonstrates knowledge of financial and operational concepts. Develop business plans, financial models associated with existing and new programs, service and strategic initiatives. Prepares complex forecasting models, which directly support critical decisions making processes such as financial planning and long-term business plan pro-formas.
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15 |
Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.
- In partnership with SOM Controller and CFAO, assists in the preparation of relevant financial materials related to the annual strategic planning process. Makes recommendations and participates in the development and maintenance of long-term forecasting. Develops strategies in order to increase revenue by utilizing analytics management, and consulting with School leadership. Leads the creation of monthly management reports that are often used for strategic and financial decision-making.
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5 |
May lead a team of less experienced analysts.
- Provides advice, guidance, and direction, as needed to staff in the Business Operations unit in the absence of the SOM Controller.
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5 |
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, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.
- Directs and coordinates the preparation of various financial reports and accounting data for use by management, campus groups, UC Office of the President, Office of General Counsel, external groups and auditors. Assists in the coordination, organization and execution of quantitative and qualitative analyses such as operations management, business case development, and business intelligence dashboards. Develops and maintains forecasting models for capital and operating budgets. Participates and/or leads various workgroups that are established for the purpose of developing problem-solving strategies for various financial and/or reporting matters. Develops execution and implementation strategies for selected solutions.
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15 |
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Performs complex financial or resource research and studies for both internal department and external 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.
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5 |
Reviews and approves advanced financial transactions.
- In consultation with SOM Controller, and in absence of the SOM Controller, helps lead the Business Operations team by reviewing and approving financial transactions. Serves as a project manager in various capacities for initiatives impacting the School. May participate in campus and/or system-wide initiatives.
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5 |
Trains staff and maintains an effective team environment.
- Leads the design and implementation of new Principal Investigator (PI) reports for SOM faculty. Trains the Sponsored Research and Programs unit (SRP) on how to maintain, update, validate, and interpret such reports before disseminating to PI's. Trains unit FAO's and other staff on complex reporting strategies.
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5 |
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Develops and makes recommendations on internal policy/procedural changes that affect functional area.
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5 |
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Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
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10 |
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Serves as liaison with internal and external constituents.
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5 |
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Develop advanced queries, reports, reporting tools, and templates to ensure timely, accurate, validated, and meaningful data distribution. Ensures consistency in data reporting, process mapping, identifying gaps, and recommends improvements.
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10 |
