Job Requisition Number: 23807. Under the Vice Chancellor Finance Division, Capital Strategies serves the campus to provide planning, design, construction, maintenance and real estate management services. The division is comprised of several departments including: Capital Projects, Physical and Environmental Planning, including Office of Sustainability, and Real Estate Services. The Financial Analyst reports to the Budget Director and is responsible for providing financial, budgetary and accounting analysis across all units in support of the development and management of the annual operating budget, ledger analysis and tracking, recharge rate development and monitoring. The position involves developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. The position may analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts.
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations. Provides guidance to staff in the implementation of financial policies and procedures, reimbursements, invoice payments, and chart of account structures. Reviews and approves vouchers for operating budget invoices. Coordinate business and financial processes with Campus Shared Services (CSS). Documents business processes related to financial transactions.. Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes. Gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera. Analyses and supports Construction & Design recharge rate development process. Performs complex financial or resource research and studies for a variety of internal department constituents. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff salary budgets, other operating expenses, revenue and transfers using CalPlanning, smartview reports, BAIRS, HCM and other campus financial systems.. Prepares monthly budget and expense reports and maintain documentation of compliance with SAS 115 requirements. Prepares financial and budget journal transactions for approval. Assists in fiscal close process. Other ad-hoc reports as requested.•Has thorough knowledge of finance policies, practices and systems. •Has ability to independently gather, organize, and perform financial analysis assignments. •Requires ability to present information in a clear and concise manner both in writing and verbally. •Must be proficient in use of Microsoft Office and common desktop/web applications, including advanced Excel skill. •Experience in financial planning and analysis. •Demonstrated ability to independently gather, organize, and perform financial analysis assignments. •Ability to work both independently and as a team member. •Ability to develop ad-hoc queries, data-mine, synthesize data from multiple systems. •Demonstrated ability and experience in interpreting quantitative information in verbal terms. •Demonstrated ability to juggle heavy deadline-driven workload and set priorities.
Education/Training: •Bachelors degree in related area and/or equivalent experience/training
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.