General Information
| Payroll Title | ANL 2 | Title Code | 007235 | Grade/Step | 07 | Working Title | Financial Analyst |
|---|---|---|---|---|---|---|---|
| Department Name | VCUA Administrative Services D | Supervisor | LeCesne, Daniele | Department Head | Jan L Wildman |
Special Requirements and Conditions
| Critical Position |
| Valid Driver License |
| Overtime |
| Other (provide description - max. 300 characters) |
| Other (description) |
|---|
| Continued employment is contingent upon successful completion of background check(s). |
Level of Supervision Received
| General Direction |
Items Used
| General Office Equipment |
Position Purpose
| Under the general direction of the Director of Budget & Operations, this position is responsible for providing high level financial, budgetary, analytical, and administrative support. Under the direction of the Director, the incumbent will perform complex budgetary/resource modeling, formulate and present data analysis, management reports and recommendations to management both orally and in writing. This position independently processes complex financial transactions and serves as primary resource for all purchasing activities for University Advancement, ensuring compliance with appropriate policies, guidelines and procedures. The incumbent will be responsible for ensuring financial ledger reconciliation is completed in a timely manner. Assists department management on special projects as assigned including PowerPoint presentations; proofreads/edits documents. Must be detail oriented and able to work under the pressure of constantly changing priorities, unanticipated urgent demands, and multiple tasks. Note: As part of the selection process the final candidates may be required to take a skill assessment test. |
Essential Functions
| Essential Function | % Time |
|---|---|
| Financial Analysis/Reporting Reconciliation | 50 |
| Independently perform complex financial and budgetary analysis by retrieving, querying, and analyzing data from various internal/external systems to produce timely, accurate, and complete reports for senior management. Independently perform budget/resource analysis and prepare complex spreadsheets (using advanced formulas, functions, and techniques) to design and develop analytical summaries and maintain spreadsheets for tracking purposes. Proactively identifies problematic trends. Advise management with sufficient time to avoid financial/budgetary problems. Develops and prepares accurate, and timely monthly financial status reports showing the current and long-term status of funds. Actively and substantially contributes to the organization-wide fiscal closing process including (but not limited to) daily/weekly ledger analysis, ledger closing entries, cost transfer analysis, and year end accruals. Anticipates senior management requests for departmental, organization-wide and campus-wide financial information - collects complex data from multiple sources for a variety of reporting activities; analyzes and organizes information in a clear and comprehensible format. |
|
| Purchasing | 30 |
| Responsible for the procurement process from the initial departmental request to ensuring vendors are paid accurately and auditable records are maintained. Perform purchasing duties for departments within University Advancement in accordance with Materiel Management policies & procedures and/or defined instructions in a cost effective, ethical, timely and professional manner. Work with University purchasing staff to determine best source for purchases. Coordinate deliveries and handle administrative details. Submit and follow-up on University Advancement work order requests with Physical Plant and Communications. Utilizing the UCR on-line eBuy system, responsible for independently processing a large volume of requisitions for a variety of supplies, materials, services, furniture & equipment. Coordinate scheduling of deliveries and services and handle administrative details. Inform and educate Advancement support staff about purchasing policies and procedures. Responsible for obtaining proper approvals, ensuring funding availability and compliance with all applicable University policies. Monthly review & analysis of University Advancement expenditure accounts and encumbrance balances. Identify and research any significant variances and rectify posting errors. Review procurement card transactions and cardholder reconciliations ensuring compliance to University policies and procedures. Successfully complete required procurement card training program. |
|
| Other Duties | 20 |
| Supervise record keeping of equipment inventory with acquisition value of $1,500 or more. Maintain accurate records of count, location, ownership, and value of items. Submit bi-annual inventory report to UCR Equipment Management. Maintain University Advancement key inventory and contracts. Maintain University Advancement cell phone inventory. Order and issue new phone lines, equipment and services as needed. Review cell phone invoices monthly to ensure users are staying within contracted plans. Maintain University Advancement departmental copy machine leases and codes. Review copier expenses monthly, allocate costs by user code, and post expense to ledgers using online NCTs and FCTs. Prepare Physical Plant and Communications work orders for routine & emergency service and projects as needed. Provide support to the Director of Budget & Operations related to University Advancement accounting and administrative functions. Act as back-up for payroll processing as needed. Other duties as needed and assigned |
|
Minimum Requirements
| Minimum Requirement | Display Ranking |
|---|---|
| 1 | |
| Graduation from college with a major in finance, accounting, business administration or an allied field, and two years of experience in administrative analysis or operations research; or an equivalent combination of education and experience. | |
| 2 | |
| Knowledge of Generally Accepted Accounting Principles (GAAP), budgeting, contract and grant accounting, and fund accounting. | |
| 3 | |
| Demonstrated experience processing financial accounting transactions with an online financial system, and maintaining financial ledgers/records and initiating correcting entries in accordance with GAAP and good business practices. | |
| 4 | |
| Demonstrated experience in independently researching questions and making appropriate contacts for problem solving. | |
| 5 | |
| Demonstrated proficiency with query tools to extract data from systems and the ability to analyze, validate, and prepare consolidated reports using tools such as pivot tables and financial formulas within Microsoft Excel. Demonstrated proficiency with Microsoft Outlook, Word and Powerpoint. | |
| 6 | |
| Ability to establish and maintain cooperative working relationships with campus staff and vendors. | |
| 7 | |
| Ability to prioritize a workload involving multiple functions, meet deadlines with minimal supervision or direction and complete assignments in an environment with frequent interruptions and distractions. | |
| 8 | |
| Ability to interpret and apply administrative policies and procedures and explain to others as needed. | |
Preferred Qualifications
| Preferred Qualification | Display Ranking |
|---|---|
| 1 | |
| Bachelor's or Master's degree in Accounting, Finance or Business. | |
| 2 | |
| Experience with UCR Financial System (UCRFS) applications (PeopleSoft, E-Buy, ePay, iTravel, web recharge, UCRFStotals). | |
| 3 | |
| Working knowledge of higher education administrative policies and procedures. | |
| 4 | |
| Progressive experience and knowledge of purchasing principles and understanding of policies and regulations related to purchasing activities. | |
| Posted Position Purpose |
|---|
| The University Advancement Administration office provides strategic planning, resource management and administrative support to the programmatic activities of the University Advancement division. It initiates and participates in the development of appropriate policies and processes that enhance the campus-wide efforts related to obtaining, acknowledging, recording and managing private support received for the UCR campus. We are looking for a high performing individual who will exemplify the UCR mission, vision and values, and that person could be you! Apply today!
About this Position: Under the general direction of the Director of Budget & Operations, this position is responsible for providing high level financial, budgetary, analytical, and administrative support. Under the direction of the Director, the incumbent will perform complex budgetary/resource modeling, formulate and present data analysis, management reports and recommendations to management both orally and in writing. This position independently processes complex financial transactions and serves as primary resource for all purchasing activities for University Advancement, ensuring compliance with appropriate policies, guidelines and procedures. The incumbent will be responsible for ensuring financial ledger reconciliation is completed in a timely manner. Assists department management on special projects as assigned including PowerPoint presentations; proofreads/edits documents. Must be detail oriented and able to work under the pressure of constantly changing priorities, unanticipated urgent demands, and multiple tasks. Note: As part of the selection process the final candidates may be required to take a skill assessment test.
About UCR: Distinguished by more than 50 years of high-impact research, UC Riverside is a doctoral research university, a living laboratory for groundbreaking exploration of issues critical to Inland Southern California, the state and communities around the world. With a population of more than 21,000 students, UCR is the most diverse campus in the prestigious 10 campus UC system and it is the eighth most diverse university in the nation. Recently named a "Next Generation University", UCR has earned a national reputation for excellence in research, teaching and service. For the second consecutive year, UCR has been recognized by The Princeton Review as one of the top green colleges in North America and for (2013) the Washington Monthly magazine ranked the University of California, Riverside second among national universities in their ninth-annual College Ranking Survey. Measures of social mobility, including enrollment of low-income students, net price and having a better-than-predicted graduation rate, helped propel UCR to the No. 2 overall ranking with an overall score of 93.5 out of a possible 100 points. |
| Posted Minimum Requirements |
| o Graduation from college with a major in, finance, accounting, business administration or an allied field, and two years of experience in administrative analysis or operations research; or an equivalent combination of education and experience. o Knowledge of Generally Accepted Accounting Principles (GAAP), budgeting, contract and grant accounting, and fund accounting. o Demonstrated experience processing financial accounting transactions with an online financial system, and maintaining financial ledgers/records and initiating correcting entries in accordance with GAAP and good business practices. o Demonstrated experience in independently researching questions and making appropriate contacts for problem solving. o Demonstrated proficiency with query tools to extract data from systems and the ability to analyze, validate, and prepare consolidated reports using tools such as pivot tables and financial formulas within Microsoft Excel. Demonstrated proficiency with Microsoft Outlook, Word and Powerpoint. o Ability to establish and maintain cooperative working relationships with campus staff and vendors. o Ability to prioritize a workload involving multiple functions, meet deadlines with minimal supervision or direction and complete assignments in an environment with frequent interruptions and distractions. o Ability to interpret and apply administrative policies and procedures and explain to others as needed. |
| Posted Preferred Qualifications |
| o Bachelor's or Master's degree in Accounting, Finance or Business. o Experience with UCR Financial System (UCRFS) applications (PeopleSoft, E-Buy, ePay, iTravel, web recharge, UCRFStotals). o Working knowledge of higher education administrative policies and procedures. o Progressive experience and knowledge of purchasing principles and understanding of policies and regulations related to purchasing activities. |