General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Center for Educational and Community Outreach Program (CECOP) Financial Analyst |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Univ Eastside Community Collab - D01318 | Department Head | Alicia Hernandez |
| Supervisor | Alicia Hernandez | Effective Date | 03/20/2023 |
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 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
| The Center for Educational and Community Outreach Program (CECOP) Financial Analyst is responsible for coordinating a variety of financial and administrative analysis services for the units within the Center Educational and Community Outreach Programs including Office of TRIO Programs, College Corps, Early Academic Outreach Program and special projects. Participates in long range planning activities, including fiscal planning, contract and grant agency compliance regarding budget and reporting, personnel action items, event management and inventory control. Provides contracts and grants support submission process and post award reporting. Responsible for coordinating fiscal and budgetary processes, including general ledger analysis and trending, budget preparation, analysis and reports, salary savings analysis and reporting, personnel action items to include reviewing and advising management on policy and procedures, and fiscal closing activities. Maintains appropriate internal controls for fiscal and budgetary transactions to include monitoring/resolving discrepancies and transferring of funds/expenses to appropriate funds within designated timelines. |
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 |
| Experience using UCR financial systems and applications. | Preferred |
| Experience with UCR Financial System (UCRFS) applications. | Preferred |
| Experience independently researching issues and facilitating problem resolution. | Required |
| Experience using automated payroll systems | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| 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. | 30 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 20 |
| Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 15 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 15 |
Applies financial concepts to process, review and approve financial transaction.
|
10 |
| Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. | 5 |
| Performs other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | 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 |
| Ability to function as a member of a team. | 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 gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | Required |
| Some knowledge of finance policies, practices and systems. | Required |
| Ability to adapt to changing priorities. | Required |
| Working knowledge of University of California and UC Riverside (UCR) administrative policies and procedures. | Preferred |
| Knowledge of UC policies and procedures related to finance, purchasing, payroll, personnel, human resources, travel, and entertainment. | Preferred |
| Working knowledge of federal and state contract and grant agency requirements to include experience interpreting regulations and guidelines. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Overtime | Required |
| Shift Work (hours outside standard Mon-Fri 8AM-5PM work hours) | Required |
| Must pass a DOJ/FBI 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 |