Financial Services Analyst 2 or 3 Job Listing at University of California in Santa Barbara, CA (Job ID 69033)

Description

Job Posting Details

Payroll Title: FINANCIAL SVC ANL 2 or FINANCIAL SVC ANL 3

Job Code: 4627 or 4628

Job Open Date: 05/20/2024

Application Review Begins: 06/05/2024 (open until filled)

Department Code (Name): DBFP (DFSS Business and Financial Planning)

Percentage of Time: 100%

Union Code (Name): 99 Non-represented 

Employee Class: Staff: Career

FLSA Status: FINANCIAL SVC ANL 2:Non-Exempt or FINANCIAL SVC ANL 3: Exempt

Salary Grade: FINANCIAL SVC ANL 2: PSS/19 or FINANCIAL SVC ANL 3: PSS/21

Hiring/Budgeted Salary or Hourly Range: The budgeted salary range that the University reasonably expects to pay for this position is $67,000 to $86,844/yr.

Full Salary Range: The full salary range for the FINANCIAL SVC ANL 2 position is $27.16 to $46.70/hr. The full salary range for the FINANCIAL SVC ANL 3 position is $67,200/yr. to $119,600/yr.

Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University.

Work Location: Navigator

Working Days and Hours: Mon-Fri, 8:00am-5:00pm

Benefits Eligibility: Full Benefits

Type of Hybrid Work Arrangement: Hybrid (Both UC & Non-UC locations)

Special Instructions: For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The mission of all Design, Facilities & Safety Services units is to design, build, operate, maintain, and renew the physical environment required to support the University's instructional, research, and public service mission and to assure UCSB is at the forefront of world class universities.

Our Goals Are To:

Create one of the most attractive campuses in the world;

Ensure the long term preservation of the investment in facilities and equipment;

Provide excellence in service to the campus community; and

Achieve our goals with a supportive and highly motivated staff.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC and why You Belong at UC.

Brief Summary of Job Duties:

FINANCIAL SVC ANL 2 and 3

Supports campus customers and Design Facilities & Safety Services (DFSS) managers in the financial management and reporting of operations, designated program funding, and projects. Assists in establishing budgets and tracking expenses. Performs, analyzes, and coordinates project and operational statement preparation and reviews, daily accounting, billing, manages encumbrances and commitments, financial transfers, and reconciliations.

FINANCIAL SVC ANL 3

Serves as one of the department's principal accounting and financial services resource for budgets and expenses. Identifies issues, the best method to resolve them, and any process improvements required to prevent future occurrences. Analyzes, communicates, and prepares periodic and ad hoc financial reports. Supports DFSS departments: Design & Construction Services, Facilities Management, and Environmental Health & Safety, and understands their department specific needs and regular business operations.

FINANCIAL SVC ANL 2 Required Qualifications:

• Bachelor's degree in Accounting, or an equivalent combination of education and work experience.
• 1-3 years Relevant work experience. 

FINANCIAL SVC ANL 2 Preferred Qualifications:

• Experience working with databases, spreadsheets, cloud collaboration tools, Power BI.
• Experience with campus or enterprise financial systems including but not limited to PeopleSoft Financials, OFC Financials, Concur, Jaggaer/Gateway, Kronos, Online GL, and Data Warehouse.
• Demonstrated ability using organizational skills to multi-task and adapt to changing priorities in a high-volume environment.
• Demonstrated communication and interpersonal skills, ability to work independently, and with critical attention to detail.
• Ability to exercise good judgment, common sense, and discretion, and to employ creative solutions, in assessing and solving problems.
• Working knowledge of accounting principles, and accounting and finance policies, practices, and systems.
• Ability to successfully function as a member of a team.
• Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement.
• Familiarity with common UCSB computer application programs and systems, including but not limited to Gateway, FlexCard, UCPath, Concur, and miscellaneous reimbursement applications.
• Basic experience using spreadsheet and database software for financial analysis, fiscal management, and financial reports.
• Familiarity with internal control practices and their impact on protecting University resources.

FINANCIAL SVC ANL 3 Required Qualifications:

• Bachelor's degree in Accounting, or an equivalent combination of relevant education and work experience.
• 1-3 years Relevant work experience.

FINANCIAL SVC ANL 3 Preferred Qualifications:

• Bachelor's Degree in Accounting or relevant field.
• 1-3 years Experience working with databases, spreadsheets, cloud collaboration tools, Power BI.
• 1-3 years Experience with campus or enterprise financial systems including but not limited to PeopleSoft Financials, OFC Financials, Concur, Jaggaer/Gateway, Kronos, Online GL, and Data Warehouse.
• Strong analytical skills and an ability to prioritize multiple tasks, and employ creative solutions to solve problems with minimal supervision.
• Excellent communication and interpersonal skills, ability to work independently, and with critical attention to detail.
• Ability to exercise good judgment, common sense, and discretion.
• Strong knowledge of accounting principles, and accounting and finance policies, practices, and systems.
• Ability to successfully function as a member of a team.
• Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement.
• Broad knowledge of common UCSB computer application programs and systems, including but not limited to Gateway, FlexCard, UCPath, Concur, and miscellaneous reimbursement applications.
• 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.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

Special Conditions of Employment:

• Satisfactory completion of criminal history history background check
• UCSB is a Tobacco-Free environment

Job Functions and Percentages of Time:

• 50% Budget Development & Monitoring - FINANCIAL SVC ANL 2 and 3 - With in-depth knowledge and independence, collaborates with managers to develop and manage annual operational and program budgets. Monitors budget performance, analyzes variances, and provides recommendations for corrective actions. Operates multiple internal Business & Financial Planning (BFP) and campus financial systems. Researches and responds to financial inquiries. Ensures that transactions are categorized appropriately and according to funding restrictions, and that adequate accounting records are maintained. FINANCIAL SVC ANL 3 - Reviews financial data for accuracy and tracks projected future expenses, income and appropriations. Leverages University knowledge to resolve discrepancies and anticipate potential issues. Works closely with departmental staff to understand and anticipate budgetary needs, regular business cycles, and provide guidance on financial matters.
• 40% Financial Analysis & Reporting - FINANCIAL SVC ANL 2 and 3 - Performs regular reconciliations to the campus general ledger, project subledger and various internal systems to ensure data accuracy and integrity. Investigates and resolves discrepancies in financial records though multiple databases and campus systems, documentary files, and other records. Extracts, analyzes, and interprets appropriations, expenditure and encumbrances/commitments for reporting purposes. Prepares and reviews financial statements, along with variance reporting. FINANCIAL SVC ANL 3 - Prepares monthly financial reports and meets with managers to review the budget performance, financial forecasts, strategic planning, and project or program close-outs. Recommends changes to financial systems for better reporting and/or to accommodate and implement financial system changes. Analyzes and summarizes financial activity and prepares both periodic and ad hoc reports. Communicates financial information to non-financial stakeholders in a clear and understandable manner.
• 10% Ad Hoc Financial Support - FINANCIAL SVC ANL 2 and 3 - Supports customers, and Design, Facilities and Safety Services staff with all financial, accounting, and approval procedures. Work with the financial and department teams to improve reporting and processes. Provides back-up support within the Financial Services unit in the areas of AR/AP and customer service. Maintains electronic records and business process documents. Ensures compliance with university policies, relevant regulations, and best practices in financial management, adapting to the perpetual changes in the campus and regulatory environment. FINANCIAL SVC ANL 3 - Makes recommendations for efficiency and process improvements to the Managers and the Director of Business & Financial Services. Reviews impacts and dependencies for change approval and plans and implements changes, including process documentation and training. Provides support during year-end closing, annual billings, account reconciliations and campus correspondence.

UC Vaccination Programs Policy - With Interim Revisions:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs – With Interim Amendments.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information:

• UC Santa Barbara COVID-19 Information
• University of California Policy on Vaccinations – With Interim Amendments

* Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement:

UC Santa Barbara 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.

For more information:

• University of California's Affirmative Action Policy
• University of California's Anit-Discrimination Policy

Reasonable Accommodations:

The University of California endeavors to make https://jobs.ucsb.edu accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at 805-893-4664 or email katherine.abad@hr.ucsb.edu. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Privacy Notification Statement and Notice of Availability of the UCSB Annual Security Report Disclosures

Application Status: If you would like to check the status of your application, please log into the Candidate Gateway where you applied and click on 'my activities'.