General Information
| Job Description | FINANCIAL ANL 4 | Working Title | EPM Budget Administrator |
|---|---|---|---|
| Job Code | 007710 | Grade | 24 |
| Department Name | Financial Planning & Analysis - D01091 | Department Head | Stephanie Flores |
| Supervisor | Stephanie Flores | Effective Date | 12/01/2022 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues/problems without precedent and/or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. |
Custom Scope
| Uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Contacts are both internal and external to the department at all levels. |
Department Custom Scope
| Reporting to the Executive Director, the EPM Budget Administrator will provide a range of duties and functions for the Office of Financial Planning & Analysis and in support of the Office of the Vice Chancellor for Planning & Budget, including the on-going functionality, maintenance and enhancement of EPM with the Oracle Cloud environment, ensure the accuracy of budget reporting, collaborating in policy creation related to EPM, review and analysis for campus-wide financial policies and financial data; preparation of presentations/materials for EPM training, UCR Town Halls or Leadership meetings; and coordination with other campus organizations/units regarding functionality in the EPM, messaging and communications regarding high-profile campus-wide projects and initiatives, plus other duties as assigned. The incumbent must be able to effectively engage with staff and senior administrators; exhibit experience undertaking independent research to produce data-driven recommendations; maintain a high level of discretion in handling confidential matters; and demonstrate strong oral and written communication skills. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Advanced degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 6 - 10 years of related experience. | Required |
| 1 year of relevant experience in implementing Oracle Planning and Budgeting Cloud Service (PBCS/EPBCS). | Preferred |
| Relevant experience implementing and supporting financial management systems, preferably Hyperion Planning and Essbase technologies. | Preferred |
| Demonstrated experience with process analysis, systems analysis, process architectures and systems analysis methodologies and practices including traditional waterfall, Agile, Agile Scrum, UML, UML Enterprise, et cetera. | Required |
| Technical background with hands-on experience in Hyperion planning, Essbase cube build using EPBCS,PBCS and Data Management for metadata and data load. | Required |
| Extensive experience in SmartView and Financial Reporting tools. | Required |
| Extensive experience in developing the EPBCS business rules, data load rules, data management mappings, metadata, action menus, smartlists. Experience in integrating EPBCS with Oracle Financials, Oracle Project and Portfolio Management, and Oracle Budgetary Control and other external HR modules. Experience in implementing and managing security access and provisioning in EPBCS using Oracle Identity manager and SSO configuration. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations.
|
25 |
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and/or outside constituents.
|
20 |
Makes recommendations on maintaining and strengthening internal controls to protect University resources.
|
20 |
| Provides end user support, ensuring timely and accurate data reconciliation and submission. Supports multi-year, annual budget and periodic actuals loading, write-back, drill-through and reporting processes. Supports business users during monthly close cycle and year end budget close activities. | 15 |
| Updates and develops reporting and reporting strategies to better facilitate the usage of EPBCS data. Designs and prepares reports and templates for FP&A and other stakeholders. Supports continuous operations, develops new system processes and artifacts to develop additional business processes in EPBCS. | 10 |
| Tests new releases of the application based on enhancement release and system governance processes. Manages timing and testing of Oracle monthly updates. Manages and administers security roles and access for different user groups. Maintains and updates mapping tables, metadata and data rules. Enhances existing integrations and develops new integrations as needed. | 5 |
| Other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to adapt to changing priorities. | Required |
| Ability to identify, collect and analyze information from a variety of sources. | Required |
| Ability to present complex finance related information in a clear and concise manner, both in writing and verbally. | Required |
| In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management and financial reports. | Required |
| Advanced knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Advanced knowledge of finance policies, practices and systems. | Required |
| Advanced interpersonal skills at all levels within the organization; service orientation; advanced critical thinking; attention to detail; ability to multi-task in a high volume environment, effective organizational skills. | Required |
| Ability to function as a member of a team. | Required |
| Good understanding of Financial Accounting, Financial Planning & Budgeting and Financial Reporting concepts; preferably with experience in Public Sector planning & budgeting processes. | Required |
| Understanding and skill in complex process and systems requirement documentation standards, such as Use Case modeling, User Story creations and narrative description. | Required |
| Demonstrated ability to work with others from diverse backgrounds. | Required |
| Self-motivated and works independently. Able to learn effectively and meet deadlines. Demonstrates problem solving skills. | Required |
| Demonstrated knowledge and skills in Financials, Workforce and Projects processes and system functionality. Demonstrated knowledge of chart of accounts and typical GL processes. Demonstrated analytical and problem-solving capabilities. Demonstrated testing and test planning skills. | Required |
| Demonstrated ability to communicate technical information to technical and non-technical personnel at various levels in the organization. | Required |
| Good understanding of EPM Automate, windows batch scripting and job scheduling tools. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
|
|
Level of Supervision Received
| Direction |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
|
Physical Requirements
|
Mental Requirements
|
Environmental Requirements
|
Critical Position
| Is Critical Position: Yes |