General Information
Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst |
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Job Code | 007708 | Grade | 20 |
Department Name | Undergrad Medical Ed - D02005 | Department Head | Brigham Willis |
Supervisor | Isidra Villalobos Martinez | Effective Date | 03/28/2022 |
Position(s) Directly Supervised
Job Code | Title | FTE |
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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
As a member of the Division of Medical Education (ME) and under the general supervision of the Financial Operating Officer, the ME Analyst will provide financial management and administrative support to Undergraduate Medical Education (UME), Student Affairs (SA), and Pipeline Programs. The incumbent will provide financial and operational support to the ME division units by assisting with the monthly ledger reconciliation process, budget preparation, financial reporting and analysis, and fiscal year end closing. The Financial Analyst will serve as a knowledgeable resource for University policy and procedures; and develop and monitor best practices within the assigned units. May assist team members across the Division in a back-up capacity. |
Education & Experience Requirements
Education Requirements
Degree | Requirement |
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Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
Experience | Requirement |
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2 - 4 years of related experience. | Required |
License Requirements
Certification Requirements
Certification | Requirement |
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Educational Condition Requirements
Condition | Requirement |
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Key Responsibilities
Description | % Time |
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Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
|
25 |
Implements department budget allocations and maintains department chart of accounts, and related business processes.
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25 |
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
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15 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
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10 |
Applies financial concepts to process, review and approve financial transaction. | 10 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
|
10 |
Other duties as required. | 5 |
Knowledge, Skills & Abilities
Knowledge/Skill/Ability | Requirement |
---|---|
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 present information in a clear and concise manner both in writing and verbally. | Required |
Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
Some knowledge of finance policies, practices and systems. | Required |
Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | Required |
Ability to function as a member of a team. | Required |
Special Requirements & Conditions
Special Condition | Requirement |
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Occasional travel to SOM/UCR sites as needed. | Required |
Overtime | 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 |