Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
- Performs annual budget process, rate review process, and fiscal close processes from the Department, Division, and Organizational perspective. Monitors the financial performance of assigned units relative to budget plans, through independent preparation of monthly financial performance reports with multi-year budget forecasts. Assists units with problem solving, makes recommendations for corrective action and escalates issues of concern to appropriate levels of management.
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20 |
Provides analytical support for complex budget, financial, or resource analysis projects.
- Performs budgetary review of proposed personnel actions and ensures that applicable financial data and information provided by the requesting unit is accurate/reasonable, before request is submitted to organizational leadership.
Provides primary department level financial and analytical support to assigned units. Prepares various analyses and reports in support of the initiatives of the Chancellor, Provost, Associate Chancellor, Vice Chancellor, Associate Provost, Vice Provosts, Associate Vice Chancellors, Executive Directors and other varying levels of leadership. Such duties could include, but are not limited to, preparation of year-end carry forward reports, periodic fund balance reports, periodic variance analysis, Chancellor's, Provost's, and Vice Chancellor's Commitments Reports, etc.
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15 |
Prepares reviews and/or approves financial transactions.
- Performs/oversees campus Staffing control function role for assigned units and ensures that Staffing is balanced per campus guidelines and timelines. Performs monthly ledger reconciliations/reviews and ensures that correcting
entries such as NCTs, SCTs, BEAs and FAU changes are processed in a timely fashion. Reviews and releases encumbrances per internal department processes. May be responsible for pre-approval of travel and e-pay reimbursements, PAN reviews, invoice receiver, and UCOP funding assessment charges.
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15 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Monitors the financial performance of assigned units relative to budget plans through the preparation of comprehensive and timely monthly financial performance reports. Prepares annual budgets, in accordance with leadership direction, for campus' annual budget process. Provides support in assembling related budget/financial information, preparing models and cost methodologies, managing data and developing/presenting recommendations for assigned unit recharge rates.
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10 |
Independently gathers information as needed to perform analysis.
- Serves as a technical and subject matter specialist in identifying and extracting data elements and information from enterprise systems and databases e.g. UCR Financial System, Human Resources Data Warehouse, SuperDope, etc., to inform analysis, decision making, tracking, and reporting.
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10 |
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
- Supports the implementation of campus or unit specific process improvement and financial systems through actively participating in work groups and creating and updating workflow processes. Responsible for documenting unit standard operating procedures for financial transactions, internal controls, and best practices.
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5 |
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
- Creates and maintains decision support models for assigned units in connection with programs like STAR Spot and Achievement Award program, performance management, merit modeling, and compliance reporting. Ensures that models reflect the application of appropriate policies, requirements and management direction. Manages related data sets and prepares reports.
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5 |
Performs complex financial or resource research and studies for a variety of internal department constituents.
- Designs and maintains routine and ad-hoc summary and detail reports for assigned units. Prepares monthly updates of organization charts for assigned units. Supports projects, initiatives and other duties as assigned.
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5 |
May train staff and where appropriate, creates an effective team environment.
- Including training and supporting departmental transactors in the units that ASSET supports.
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5 |
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Documents procedures for financial activities.
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5 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Maintains compliance with SAS 112 requirements, internal controls, University policies, and funding agency/donor requirements and guidelines.
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5 |
