Financial Analyst (4627U) #25292

University of California Berkeley, CA
The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

Application Review Date

The First Review Date for this job is: July 23, 2018

Departmental Overview

The Division of Undergraduate Studies, in the College of Letters and Science, serves students at every stage of their undergraduate careers, from the initial years of intellectual exploration through the process of finding and pursuing an in-depth academic focus. Undergraduate

Studies is a center for innovations in undergraduate education that extend beyond traditional departmental boundaries. Our major and minor programs attract undergraduates who wish to explore the most intellectually engaging and promising interdisciplinary fields under the

direction of scholars who are pioneers in charting these new areas and methods of inquiry. The Office of Undergraduate Advising serves the 22,000 undergraduate in the College of Letters and Science.

The division's budget currently consists of annual expenditures of approximately $15M. The division's relatively small budget supports a variety of undergraduate College and campus wide programs and the largest advising office on campus. The Financial Services Analyst is a member of the division's business office. The business office is a centralized administrative unit that directly supports the financial, HR, and planning needs of the programs in the division. Under the general direction of the Assistant Director of Finance, the position has responsibility for the financial transactions of the division. The FSA oversees a variety of operational activity with minimal supervision, interpreting policy and determining solutions to problems.


* Under general supervision, researches and gathers information from a variety of sources; prepares and summarize information and reports relative to divisional expenditures in order to track current expenses, and to forecast future needs.

* Reviews monthly CalAnswers reports, monitors expenses and allo allocations for budget adherence, and handles and ensures the satisfactory resolution of any discrepancies arising from the daily operations of the finance office. Is responsible for approving financial journals, bluCard transactions, BearBuy purchase orders and reimbursements, and travel and entertainment transactions, verifying the proper use of chartstrings, proper internal authorizations, and compliance with campus and University policies.

* Participates in audits of internal records and processes, and prepares recommendations for changes as needed. Assesses and recommends changes to maintain compliance with federal and state requirements, and internal policies.

* Performs monthly reconciliation of academic, staff, and student employee payroll expenses for all units in the Division. Identifies all errors, works with HR personnel to resolve all discrepancies, and is responsible for tracking all corrections.

* Runs monthly foundation reports and notifies financial analysts of incoming gifts. Manages the Endowed Chair budget, allocations, and reporting.

* Works with Program Directors on all matters related to purchasing and reimbursements. Manages the production, maintenance, and distribution of all internal forms used by the Division. Serves as a bluCard holder. Serves as liaison with CSS.B&FS.

* Performs special projects as requested by the Director of Administration and/or Divisional Financial Analysts. Typical projects involve gathering and analysis of data, identification of problems, and recommendations for resolution. Participates in professional development activities and training.

* Assists with ensuring that financial processing functions which may include Accounts Payable, Accounts Receivable, Cashiering and Collections are performed with accuracy and that daily operations run smoothly. Plays a vital role in the yearly fiscal close process, reviewing financial information and making corrections to ensure compliance with current deficit policies. Manages year-end lien closures and cost transfers. Works with CSS to remove all obsolete encumbrances.

Required Qualifications

* Working knowledge of financial processes, policies and procedures.

* Knowledge of financial data management and reporting systems.

* Must be proficient in use of Microsoft Office, FileMaker Pro, Excel, and campus systems such as BearBuy, BFS, and CalAnswers (or similar systems).

* 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.

* Skills to provide coaching and mentoring to support staff.


* Bachelor's degree in related area and/or equivalent experience/training

Salary & Benefits

Salary will be commensurate with experience.

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

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, or protected veteran status. For more information about your rights as an applicant see:

For the complete University of California nondiscrimination and affirmative action policy see:

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