General Information


Job Description FINANCIAL ANL 3 Working Title Financial Analyst 3, Auxiliary Services
Job Code 007709 Grade 22
Department Name Auxiliary Budget & Finance - D02056 Department Head Chris Dacanay
Supervisor Albert Sirak Effective Date 04/17/2023
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
Under the general supervision of the Manager of the Fiscal Unit in Finance & Business Operations of Auxiliary Services, the Financial Analyst 3 is responsible for conducting complex financial analyses, providing fiscal, budgetary, analytical and administrative support, and performing a variety of tasks to ensure the financial integrity of the ledgers for complex budgets. This position functions as a member of the Finance & Business Operations Team and will perform financial operations and fiscal analyses duties in support of all Auxiliary Services departments. Performs financial reporting and reviewing; analyzes and summarizes reports; ledger reconciliation and verifies the accuracy and appropriateness of all financial transactions; determines and locates sources to independently collect information and data; prepares directives, policies and procedures; and evaluates and makes final recommendations for alternate solutions.

Education & Experience Requirements

Education Requirements
Degree Requirement
Bachelor's degree in related area and/or equivalent experience/training. Required
Advanced degree in Finance, Accounting, Business Administration or related field. Preferred

Experience Requirements
Experience Requirement
Experience working for the University of California or comparable institution of higher education or similar environment, performing high-level analysis and working with budget and financial models. Preferred
4 - 7 years of related experience. Required

License Requirements

Certification Requirements
Certification Requirement

Educational Condition Requirements
Condition Requirement

Key Responsibilities

Description % Time
Provides analytical support for complex budget, financial, or resource analysis projects.
  • Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations. Exceptional organizational skills as there are many daily, weekly, monthly, etc. reports that need to be created, analyzed and distributed, checks that need to be requested, etc. Responsible for providing analytical support for highly complex budget budget, financial, and resource projects dealing directly with major department managers and/or outside constituents. Participation and preparation for the annual budget process reflecting past financial performance, future projections, and long range planning. Developing KPI's and Dashboards to highlight high level performance trends. Projects include staffing analysis, position control, organizational chart maintenance to support FTE growth.
 20
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.
  • Making recommendations for maximizing financial or other resource outcomes. Providing recommendations for various departments along with quantifiable data to support these alternative methods. Modifying financial reports to improve the automation process across several departments. Forecasting short and long term revenue and cost based on realistic expectations and gathering historical data for support.
 15
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
  • Provide in depth variance analysis and makes recommendations for leadership teams to help grow financial performance while exploring alternative methodologies for financial analysis.
 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.
  • Performs complex financial or research and studies for both internal department and external 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, forecast, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis(meal plans, parking rates, copier rates, capital project rates) contracts and grants analysis, endowment income, working capital, depreciation, new building funds, etc.
 10
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
10
Independently gathers information as needed to perform analysis.
  • Providing team support to other financial analyst sharing new methodologies and concepts for improved automation of the financial models being used. Working closely with other departments to gather information needed for analysis and provide financial analysis support to other departments.
 10
Performs complex financial or resource research and studies for a variety of internal department constituents.
  • Some examples include comparative financial analysis along with different scenarios projecting the financial outcome thus providing alternatives to leadership teams.
 5
Prepares reviews and/or approves financial transactions.
  • Ensure that the financial transactions are correct, and prepare NCT's (Non salary cost transfers) or SCT's (Salary cost transfers) as needed to make any necessary corrections. Provide guidance to transactors to help improve the accuracy of these transactions going forward.
 5
May train staff and where appropriate, creates an effective team environment.
5
Documents procedures for financial activities.
  • Develops best business practices and SOP's for various financial transactions and processes. Tracks changes in financial reports so that they be be referenced later if needed.
 5
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
5

Knowledge, Skills & Abilities

Knowledge/Skill/Ability Requirement
Thorough knowledge of finance policies, practices and systems. Required
Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports. Required
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 function as a member of a team. Required
Ability to adapt to changing priorities. Required
Ability to present information in a clear and concise manner both in writing and verbally. Required
Has ability to independently gather required information, organize, and perform financial analysis assignments. Required
Demonstrated recent and progressive knowledge and/or experience in financial analysis and reporting; preparing comprehensive financial reports for use by upper management; preparing periodic budget reports, conducting variance and other financial analyses; researching exceptional transactions and situations and related internal controls. Required
Ability to independently gather required information through the use of query tools to extract data from internal/external systems and the ability to organize, analyze, validate and prepare consolidated financial/budgetary reports. Required
Ability to independently research questions or operational issues and generate solutions and recommendations to resolve issues. Required
Ability to present financial information to various audiences. Required
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Preferred
Working knowledge of University administrative policies and procedures and organizational structures. Preferred
Food industry knowledge. Preferred

Special Requirements & Conditions
Special Condition Requirement
Hired candidate must successfully pass a background check through the DOJ and FBI. Required
As business necessitates, may be required to work flexible schedule and/or additional hours as necessary. Required
Travel may include: occasional local travel for university related business, professional development, conferences and meetings. Required

Other Special Requirements & Conditions

Level of Supervision Received
General Supervision

Environment

Working Environment
Campus

Other Requirements

Items Used
  • Standard Office Equipment

Physical Requirements
  • Bend : Occasionally
  • Sit : Constantly
  • Squat : N/A
  • Stand : Occasionally
  • Crawl : N/A
  • Walk : Occasionally
  • Climb : N/A

Mental Requirements
  • Read/Comprehend : Constantly
  • Write : Constantly
  • Perform Calculations : Constantly
  • Communicate Orally : Constantly
  • Reason & Analyze : Constantly

Environmental Requirements
  • Is exposed to excessive noise : No
  • Is around moving machinery : No
  • Is exposed to marked changes in temperature and/or humidity : No
  • Drives motorized equipment : No
  • Works in confined quarters : No
  • Dust : No
  • Fumes : No

Critical Position

Is Critical Position: Yes

More Information

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