General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial Analyst 2 |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | Operations - D01071 | Department Head | Eric Latham |
| Supervisor | Eric Latham | Effective Date | 05/02/2022 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
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 financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. |
Department Custom Scope
| Reporting to the CFO, the Finance Analyst performs analysis, reporting and auditing for University Extension. Extracts data from UCR and Extension systems to develop reports for monthly, quarterly and annual reporting and forecasting. Develops new reports and audits financial data to measure against organizational KPIs. At budget managers' requests, provides data and reports to assist in budget management. Assists with a variety of financial services, including reconciling. Works to resolve financial related problems, performing analysis, interpreting policy and providing recommendations. Works cross functionally in workgroups to perform analysis and process improvement. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 2 - 4 years of related experience. | Required |
| Experience extracting and analyzing data. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies.
|
35 |
Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.
|
15 |
Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
|
10 |
| Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly. | 5 |
| Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns. | 5 |
| Conducts or assists with researching, developing and implementing new and changing business processes. | 5 |
| Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies. | 5 |
| Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Documents processes and procedures for financial activities. | 5 |
| Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. | 5 |
| Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Ability to adapt to changing priorities. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Ability to function effectively as a member of a team. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| Working knowledge of financial processes, policies and procedures. | Required |
| Knowledge of financial needs in a continuing education environment. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a background check. | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Supervision |
Environment
Working Environment
| Works remotely and at University Extension. |
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 |