General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Budget Analyst 2 |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Multidisciplinary Admin Unit - D01327 | Department Head | Tanya Wine |
| Supervisor | Diane Monroe | Effective Date | 07/18/2022 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|---|---|
| 004722 | BLANK AST 3 | 1.0 |
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
| Working in a fast-paced unit under the general direction of the Financial and Administrative Officer (FAO) of the Multidisciplinary Financial & Administrative Unit (MDU), provide professional support in the areas of financial/budget analysis, fiscal management, contracts and grants, and administrative matters for the departments of Ethnic Studies, Gender &Sexuality Studies, Media & Cultural Studies, Religious Studies, Interdisciplinary Programs, and the Multidisciplinary & Financial & Administrative Unit. Monitors and reconciles monthly, quarterly, and annual financial transaction detail ledgers. Administers and coordinates all fiscal activities of departmental budgets, including financial activity, trend analysis, budget projection reports, fiscal integrity, and control. Review departmental accounting and budgetary process and procedures for departments. Review all expenditures and payroll, ensuring cost is within budget, appropriate, sufficient funds are in place, and the account is accurate. Prepares complex budget reports and analyses for FAO and/or departmental chairs and has lead role in the year-end fiscal close process. Provides guidance to faculty regarding policies, procedures, contracts and grants, and monthly financial reports. Assists with the allocation and management of financial commitments to graduate students, readers, and other academic student employees. Ensures compliance with internal audit requirements and University policies for all financial activities. |
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 |
|---|---|
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
|
25 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
|
20 |
Implements department budget allocations and maintains department chart of accounts, and related business processes.
|
15 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
|
15 |
| Receives more detailed instructions for new assignments. | 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 |
| Attend all appropriate Users Group, department and/or College meetings to stay abreast of policy and procedure changes. Assist with event planning and management. Assist with the development of communication documents. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | Required |
| Working knowledge of general accounting principles, fund accounting, budget development, payroll processes, and general ledger. | Required |
| Ability to prioritize and manage multiple projects simultaneously, including administration of multiple fund sources. | Required |
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
| Ability to evaluate and assess multiple complex budgets, and to assess those findings to make recommendations. | Required |
| Demonstrated ability to access and retrieve data from financial information systems using PC-based tools; organize and process data for analyses; and summarize data into a clear, comprehensive format for presentation to diverse clientele. | Required |
| Ability to interact professionally with diverse groups at UCR. | Required |
| Effective oral and written communication skills. | Required |
| Must be able to work in a fast-pace environment with multiple deadlines. | 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 prepare financial reports with a high level of accuracy and acute attention to detail. | Required |
| Ability to function as a member of a team. | 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 |
| Advanced skills in using Microsoft Windows, Excel and Word. | Required |
| Ability to adapt to changing priorities. | Required |
| Demonstrated knowledge of the University of California's financial policies and procedures. Demonstrated knowledge of UCR's financial system and the client/server systems. Experience in preparation and submission of contract and grant proposals. Work experience in higher education. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Overtime | Required |
| Travel | Required |
| Travel Outside of Normal Business Hours | Required |
Other Special Requirements & Conditions
|
|
Level of Supervision Received
| Supervision |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
|
Physical Requirements
|
Mental Requirements
|
Environmental Requirements
|
Critical Position
| Is Critical Position: Yes |