General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst II |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Psychology - D01030 | Department Head | Daniel Ozer |
| Supervisor | Jay Melashenko | Effective Date | 06/06/2022 |
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 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 direction of the Psychology Department FAO, administers and coordinates fiscal budgeting and administration enabling the Department of Psychology to maintain fiscal integrity and internal controls. Perform high-level budget/resource analyses and prepare monthly financial reports for faculty. Track and reconcile expenses for intramural and extramural funded programs and initiatives. Maintain strong internal controls. Respond to changing needs for financial reports and ad hoc information to faculty, chairperson, and administration. Prepare budgets and coordinate submission of intramural and extramural contract and grant proposals for multiple agencies. Process, track, and reconcile department appointments and payroll. Other duties as assigned. |
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 |
| 2 years of work experience with the University of California | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Pre-award and Post-Award processing including both extramural and intramural grants. | 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. | 15 |
| Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects. | 15 |
| Processes, tracks and reconciles department appointments. This includes payroll reconciliations, hires on grant funding, volunteer appointments, and academic appointments. | 10 |
| Receives more detailed instructions for new assignments. | 5 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 5 |
| Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. | 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 |
| Applies financial concepts to process, review and approve financial transaction. | 5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | 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 |
| 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 present information in a clear and concise manner both in writing and verbally. | Required |
| Ability to function as a member of a team. | Required |
| Some knowledge of finance policies, practices and systems. | Required |
| Ability to adapt to changing priorities. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Overtime | Required |
| Shift Work (hours outside standard Mon-Fri 8AM-5PM work 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 |