General Information
| Job Description | FINANCIAL SVC ANL 3 | Working Title | Business Operations Transitional Lead |
|---|---|---|---|
| Job Code | 004628 | Grade | 21 |
| Department Name | Admin Svcs & Strat Exec Team Dept - D02043 | Department Head | Veronica Ruiz |
| Supervisor | Nichole Sparks | Effective Date | 04/01/2024 |
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 financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. |
Department Custom Scope
| Under the general direction of the Business Operations Manager, the Business Operations Transactional Lead serves as a highly productive analyst for organizational units that the Administrative Services and Strategic Executive Team (ASSET) supports, which include, but are not limited to; the Office of the Chancellor, the Office of the Provost and Executive Vice Chancellor (EVC), the Vice Chancellor of Planning, Budget and Administrative Services (PB&A), Facilities Services, and Auxiliary Services, and Health Well-being & Safety (HWS). The organizations that ASSET supports are some of the campus's largest and most complex units, serving 29 Divisions, encompassing 78 departments, with combined annual expenditures of over $200 million. The Business Operations Transactional Lead will use skills as a seasoned, experienced professional with a full understanding of financial practices, policies, and procedures in an educational enterprise, and subject matter expertise in all transactional areas of procurement, entertainment, and campus recharges. Demonstrates good judgment in selecting methods and techniques for obtaining solutions and effectively maintains a high standard of customer service. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| Healthcare business operations experience. | Preferred |
| 4 - 7 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations.
|
20 |
Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections.
|
20 |
May act as team leader for support staff.
|
20 |
Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
|
10 |
Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects.
|
5 |
| Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies. | 5 |
| Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors. | 5 |
| Interprets related policies and advises customers accordingly. | 5 |
| Helps train staff and creates effective teamwork environment. | 5 |
| Other duties as required. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to function effectively as a member of a team. | 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; ability to develop original ideas to solve problems. | Required |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Strong proficiency in the use of spreadsheet and database software. | Required |
| Ability to adapt to changing priorities. | Required |
| Leadership skills to provide guidance, coaching and mentoring to professional and support staff. | Required |
| Thorough knowledge of financial data management and reporting systems. | Required |
| Thorough knowledge of financial processes, policies and procedures. | Required |
| Knowledge of UC policies and procedures related to finance, purchasing, travel, and entertainment. | Preferred |
| Familiarity and experience with UC Riverside's financial systems including Concur, Oracle Financial, web recharges/work orders. | Preferred |
| 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. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a background check. | Required |
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 |