Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations.
- Manages the campus sales and service fund process and analyzes financial models associated with existing and new programs. Reviews complex forecasting models and business plans, which significantly impact the university financial position, for efficient use of resources and alignment to campus goals.
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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 to design, maintain, and provide oversight of various strategic planning models for review by campus leadership.
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15 |
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Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.
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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.
- Designs, maintains, and coordinates the preparation of various financial reports and accounting or payroll data for use by campus leadership, UC Office of the President, and other external groups. Assists in the development, organization and execution of quantitative and qualitative analyses for reporting and business intelligence dashboards.
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20 |
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.
- Provides value by conducting analyses and financial review while collaborating with the Financial Planning & Analysis team during the annual budget and rate review process. Orally communicates findings to campus leadership during various phases of the annual process. Coordinates support in the development and maintenance of campus KPIs across all organizations and monitors the outcomes in written reports for campus leadership during the annual budget process. Reviews work streams with a critical eye in order to find ways of improving and streamlining our current financial management processes and creating transparent frameworks and/or templates to communicate financial position and alignment to the campus strategic plan. May participate in reconciling, calculating, and monitoring various campus rates as part of the team.
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25 |
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Trains staff and maintains an effective team environment.
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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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5 |
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Serves as liaison with internal and external constituents.
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5 |
