General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst II |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Performing Arts Admin - D01269 | Department Head | Katrice Calloway |
| Supervisor | Marilyn Madrigal | Effective Date | 12/12/2021 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|---|---|
| 004922 | STDT 1 | 0.49 |
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 Financial and Administrative Officer (FAO), the Analyst will provide professional level financial/budget analysis and fiscal management for the Departments of Creative Writing, Dance, Music, Theatre, Film & Digital production and Performing Arts Administration. Currently, the permanent operating budget for the 5 departments total more than $3 million and more than $2 million in temporary operating funds; there are approximately 300 concert events annually, which require Performance Agreements, Honoraria payments, and/or Waiver of Liability Forms. The Analyst will be responsible for the overall accounting functions of the 5 departments' multiple funding sources which include state, grant, and sales & service funds (concert ticket revenue). The position serves as the primary advisor to the FAO regarding all funding sources; performs budget analysis; makes recommendations for expenditures; designs and creates meaningful financial reports; provides comprehensive budget information; and assists the FAO in strategic long-range planning for the 5 departments. Overall responsibility for the procurement, administration, and stewardship of intramural and extramural funding to support four Academic and Performance oriented departments. Additional responsibilities include: HR/Payroll Coordinator for all staff and student assistants for all 5 departments and any GSR appointments in connection with specific Faculty research funds; provide payroll guidance to the Academic Coordinators for the Departments of Creative Writing, Dance, Music, Theatre, and Film & Digital production. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| Minimum of 2 years of related experience. | Required |
| Working experience in a College or University | Preferred |
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.
|
30 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
|
25 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
|
10 |
Applies financial concepts to process, review and approve financial transaction.
|
10 |
| Receives more detailed instructions for new assignments. | 5 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 5 |
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.
|
5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Attend any and all User Group meetings to stay abreast of policy and procedure changes, e.g.: UC Path, iTravel, and UCRFS; | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Some knowledge of finance policies, practices and systems. | 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 |
| Advanced computer skills: Skill in creating and editing spreadsheets and reports using Word, Excel, or other software applications; skill in exporting/importing data from or to different software applications or data collection and retrieval systems; experience with maintaining simple or moderately complex databases through data entry, data queries, and database design modifications; and experience with Internet search engines for data gathering purposes;skill in working with on-line financial and administrative systems. | Required |
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Ability to adapt to changing priorities | Required |
| Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | 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 |
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
| Skill and knowledge of UCR's on-line financial and administrative system such as UCRSF, UCRFStotals, UC Path, e-buy, iTravel, among others. Knowledge of performing arts and specifically activities related to concert event production, hiring of musicians, and management of concert ticket revenue; work experience in the areas of creative writing, dance, music, and theatre; Experience working in an institution of higher education. Knowledge of UC policies and procedures. | Preferred |
| Supervisory training and experience | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Overtime | Required |
| Travel | Required |
| Travel Outside of Normal Business Hours | Required |
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: Yes |