General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial Analyst 2 |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | Graduate Division - D01144 | Department Head | Shaun Bowler |
| Supervisor | Andrea Gonzales | Effective Date | 11/28/2022 |
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 financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. |
Department Custom Scope
| As a member of the Graduate Division Finance Team, the Financial Services Analyst reports to the Financial Operations Manager. The incumbent is responsible for providing financial, budgetary, analytical and administrative support for the Graduate Division. The incumbent is responsible for the coordination and management of various fund types including contracts & grants, fellowships and foundation funds. Performs financial analysis by querying and analyzing data from various systems to produce reports. Completes credit card reconciliations, monthly ledger reconciliation and assists with fiscal close activities. Process deferments, subcode requests, reimbursements and serve as a liaison to the Shared Services Center for payroll related actions. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Masters degree in related area and/or equivalent experience/training. | Preferred |
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 |
|---|---|
Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly.
|
25 |
Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
|
20 |
| Fellowship & Awards Coordinator - Provides administrative and analytical support for graduate internal and external fellowships managed by the Graduate Division, including Foundation funds. Facilitate on-line application process with graduate program advisers and staff. Assist Associate Dean with annual competition for Dissertation Year Program (DYP), Graduate Research Mentoring Program Awards (GRMP), and UC-HSI. | 20 |
Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies.
|
15 |
| Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities. | 5 |
Conducts or assists with researching, developing and implementing new and changing business processes.
|
5 |
Documents processes and procedures for financial activities.
|
5 |
| Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Working knowledge of financial processes, policies and procedures. | Required |
| Ability to function effectively as a member of a team. | Required |
| Ability to plan, organize and prioritize assignments to independently meet deadlines and complete tasks in an accurate manner, under pressure of constant interruption. | Required |
| Demonstrated experience with data exporting, tracking, preparation of spreadsheets and documenting transactional back up reports using software applications such as Word, Excel, etc. to include functions of Excel such as pivot tables and formulas. | Required |
| Ability to adapt to changing priorities. | Required |
| Strong verbal and written skills to communicate effectively and professionally with a diverse population of staff, students, and faculty, using tact and diplomacy | Required |
| Knowledge of personnel management concepts and ability to maintain confidentiality at all times. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| Skill in the use of personal computers and experience with preparing detailed financial spreadsheets and reports using Microsoft Excel. Skill in accurate record keeping with strict attention to detail. | Required |
| Ability to perform routine financial analysis and reporting. | Required |
| Must possess professional judgment and demonstrated ability to interact effectively with faculty, staff and students. | Required |
| Demonstrated ability to meet deadlines and demanding time schedules in a pleasant and professional manner | Required |
| Experience working in Higher Education | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a 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 |