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Financial Analyst 3

Location: Santa Cruz
Job ID: 47737

JOB POSTING
NOTIFICATIONS

UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to policy.

 

INITIAL REVIEW DATE (IRD)

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

The IRD for this job is: 01-31-2023

 

ABOUT UC SANTA CRUZ

UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.

 

DEPARTMENT OVERVIEW

Budget Analysis and Planning (BAP) is a strategic and analytical unit responsible for advising the Chancellor and Campus Provost/Executive Vice Chancellor (CPEVC), and supporting senior leadership, by providing guidance on academic, enrollment, and institutional planning, and campus financial and budgetary policy, planning and compliance matters. BAP has fiduciary oversight for ensuring the fiscal health of the campus. Due to its reliance on integrating information from a variety of campus systems, BAP also oversees and manages the centralized campus data warehouse services which provides campus reporting and information services to all campus units and several downstream campus systems.  Functional areas of campus oversight responsibilities include resource planning, budget and revenue allocation and reconciliation, permanent budget and staffing management, central funds management, academic resource management, capital project financing, debt management, investment management, direct costing and establishment of rates and fees, distributing return to aid, federal costing and establishment of indirect cost recovery rates, strategic analysis, policy analysis and compliance review, delivery of information services, driving business process improvement initiatives, robust data collection and synthesis, financial and budgeting reporting and tools development, etc. Team members provide mentorship and serve as trusted advisors to campus units and train them on financial management best practices, policy interpretation compliance standards, appropriate use and management of the many differing funding sources, information analysis and report writing, and appropriate use of information.

More information can be found here: planning.ucsc.edu/budget/

 

JOB SUMMARY

Reporting to the Associate Budget Director, this position serves in two capacities. First, the incumbent is responsible for providing transactional and analytical support in the areas of budget and finance to the Academic Senate Office, Academic Affairs Division and Graduate Studies Division inclusive of Graduate Student Aid. Responsibilities includes monitoring and maintaining the permanent budget, staffing list and operating budget for these units using the appropriate campus systems, ensuring unit adherence to financial policy and best practice, performing routine and ad hoc financial analyses, and advising unit leaders and staff on fiscal and business matters. Second, as a member of the central budget office, the incumbent performs a variety of routine and ad hoc functions in support of managing the campuses operating budget, and serves as a resource on budget matters to staff across campus.

 

APPOINTMENT INFORMATION

Salary Information: Salary Range: $82,300/annually. Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: Full benefits

Schedule Information:

• Full-time, Fixed
• Percentage of Time: 100%, 40 Hours per Week
• Days of the Week: Mon-Fri
• Shift Includes: Day

Employee Classification: This is a Career appointment

Job End Date: None

Work Location: UC Scotts Valley Campus

Union Representation: Non-Represented

Job Code Classification: FINANCIAL ANL 3 (007709)

Travel:  Never or Rarely

 

JOB DUTIES

60% - Budget and financial administration and reporting

• Provide budget monitoring and resource management support to the units served.
• Generate, modify and conceive of new financial or other resource reports. Examples include periodic financial reports, salary budgets, contracts, grants, gifts, endowments or fees.
• Prepare, review and approve financial transactions. Maintain permanent budget, staffing list and operating budget for units served.
• Independently gather information, analyze, prepare and summarize recommendations for action, financial planning, or to respond to inquiries from units served. Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, salary analysis, rate analysis, student fee analysis, etc.
• Identify and communicate issues with unit managers; work with appropriate campus offices to address issues. Develop innovative solutions to diverse types of problems.
• Ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Independently research campus and system wide policies and procedures to ensure compliance, respond to questions, develop solutions, and implement processes to facilitate problem resolution.

30% - Budget operations

• Provide central office support for complex central routine and ad hoc budget, financial, resource or organizational processes through the maintenance and development of systems, models, reports and transactional processing. Functions may be performed in a primary or secondary (backup) capacity. Examples include maintaining the campus Chart of Accounts, processing inter-location transfers of funds, auditing campus financial and budget activity to ensure policy compliance, etc.
• Document procedures for financial activities.

10% - Communication and training

• Communicate with campus staff, faculty and administrators regarding budgetary and policy matters. Develop and conduct trainings in the areas of budget and financial policy and management practice

 

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience and / or training
• Thorough knowledge of UC finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Effective interpersonal skills.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Proven critical thinking skills.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail.
• Strong customer service orientation.
• Proven organizational skills with the ability work in a high volume environment and pay attention to detail.
• Ability to multi-task and adapt to changing priorities.
• Ability to function as a member of a team.

 

PREFERRED QUALIFICATIONS

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

 

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Remote work schedule available: If the selected candidate elects to work a hybrid or fully remote work schedule, he/she/they will be required to work remotely from a home office and be able to fulfill all requirements of the UCSC telecommuting agreement.
• Ability to work overtime including evenings, nights, weekends and holidays to meet operational needs, and work an alternate work schedule shift as required.
• Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
• Ability to work long periods of time at a computer with or without accommodation.
• Must be able to work remotely from a home office and be able to fulfill requirements of the UCSC telecommuting agreement.
• The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.

 

SAFETY STATEMENT

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

 

HOW TO APPLY

Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.

 

EEO/AA

The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.



APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application:
https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=47737&PostingSeq=1

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.







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