General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial Operations Analyst |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | Auxiliary Budget & Finance - D02056 | Department Head | Chris Dacanay |
| Supervisor | Hector Linares | Effective Date | 05/24/2022 |
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
| With management guidance, incumbent works to provide transactional and analytical support to Auxiliary Services in the areas of procurement, payment, reimbursements, travel, billing and asset inventory. Provides reconciliation and accounting support to Auxiliary Services in the areas of expense and revenue operations. Provides scheduled and ad hoc reporting. Assigns appropriate funding sources, assists with transactional tracking and follow-up, and assist to resolve encumbrance issues. Position participates in operational/practice reviews and makes recommendations according to best practices, local, UC, and state regulations. Works with internal department units, Central Purchasing, Accounting and Accounts Payable to resolve issues and coordinate services. Assists with annual fiscal close. Is able to lead conversations and present in group settings. |
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 |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| 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. | 35 |
Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries.
|
15 |
| Directly responsible for management of assets, including deployment, inventory, and asset system data input. Tracks depreciation, evaluates life cycles and coordinates disposal/sun-setting according to UC policies and procedures. | 15 |
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.
|
5 |
| 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. | 5 |
| Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making. | 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 |
| 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 |
| 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 |
|---|---|
| Working knowledge of financial processes, policies and procedures. | Required |
| 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 |
| Ability to adapt to changing priorities. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| Ability to function effectively as a member of a team. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Ability to display initiative and remain flexible in a fast-paced and changing environment and service needs. | Required |
| Ability to lead conversations and presentations amongst peers and colleagues of all levels. | Required |
| Ability to communicate clearly and effectively in verbal and written form. | Required |
| Familiarity and experience with UC Riverside's financial systems including ePay, eBuy, iTravel and web recharges. | Preferred |
| Knowledge of UC policies and procedures related to finance, purchasing, payroll, personnel, human resources, travel, and entertainment. | 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
| 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 |