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, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.
- Additional recommendations include, but not limited to, multi-year financial sustainability summaries, rate and fee structure review of feasibility and sustainability, cost containment measures and approaches, deficit recovery plans, etc.
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25 |
Performs complex financial or resource 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, 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.
- Prepares UCOP annual report on Student Services Fees; prepares and reviews reports presented to the Student Services Fee Advisory Committee; manages and prepares various reporting including trend reporting; projections/assumptions; organizational monthly balance reports; quarterly organizational reports; and year-end reporting to include management of staffing and rollover (aka carryforward) use analysis and recommendations including Contracts and Grants programs.
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25 |
Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations.
- Manages and tracks the Chart of Accounts for Student Affairs organization including budgeting best practices in the new Oracle environment.
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10 |
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and/or outside constituents.
- As lead analyst, serves as point of contact in gathering information for annual budget calls, ensuring consistency across the organization for both core funds and revenue generators.
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10 |
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Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.
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5 |
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Reviews and approves advanced financial transactions.
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5 |
Trains staff and maintains an effective team environment.
- Collaborates with the Director of Budget and Operations to develop and provide training to administrative, financial, or management across the organization on financial and/or budget management including position management (management of salary & benefits) which is critical as it has the largest impact on our financial resources.
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5 |
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Develops and makes recommendations on internal policy/procedural changes that affect functional area.
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5 |
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Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
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5 |
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Makes recommendations on maintaining and strengthening internal controls to protect University resources.
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5 |
