General Information
| Job Description | FINANCIAL ANL 3 | Working Title | EPM Budget Administrator |
|---|---|---|---|
| Job Code | 007709 | Grade | 22 |
| Department Name | Financial Planning & Analysis - D01091 | Department Head | Stephanie Flores |
| Supervisor | Stephanie Flores | Effective Date |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems/issues of diverse scope and determines solutions. |
Custom Scope
| Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department. |
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 |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 4 - 7 years of related experience. | Required |
| Experience in SmartView and Financial Reporting tools. | Required |
| 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 |
| Relevant experience implementing and supporting financial management systems, preferably Hyperion Planning and Essbase technologies. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
|
25 |
Provides analytical support for complex budget, financial, or resource analysis projects.
|
20 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened 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 |
|---|---|
| Proven interpersonal skills with peers throughout the organization; 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 |
| Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports. | Required |
| Has ability to independently gather required information, organize, and perform financial analysis assignments. | Required |
| Ability to function as a member of a team. | Required |
| Thorough knowledge of finance policies, practices and systems. | Required |
| Ability to adapt to changing priorities. | 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 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 |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
|
|
Level of Supervision Received
| General 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 |