Description
Job Posting Details
Payroll Title: Financial Services Analyst 2 (or 3)
Job Code: 4627 (or 4628)
Job Open Date: 4/12/24
Application Review Begins: 4/29/24; open until filled
Department Code (Name): EXOF (Office of the Executive Vice Chancellor)
Percentage of Time: 100%
Union Code (Name): 99 Non-Represented
Employee Class (Appointment Type): Staff (Career)
FLSA Status: Non-Exempt (or Exempt)
Classified Indicator Description (Personnel Program): PSS
Salary Grade: Grade 19 (or 21)
Hiring/Budgeted Hourly Range for FINANCIAL SVC ANL 2: $29.00 - $31.00/hr.
Full Title Code Pay Range: 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. The full hourly range for the position is $27.16 - $46.70/hr. The budgeted hourly range the University reasonably expects to pay is $29.00 - $31.00/hr.
Hiring/Budgeted Salary Range for FINANCIAL SVC ANL 3: $68,500 - $77,500/yr.
Full Title Code Pay Range: 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. The full salary range for the position is $67,200 - $119,600/yr. The budgeted salary range the University reasonably expects to pay is $68,500 - $77,500/yr.
Work Location: Cheadle 4105
Working Days and Hours: Monday-Friday; 8am - 5pm
Benefits Eligibility: Full Benefits
Type of Remote or Hybrid Work Arrangement: Hybrid schedule considered after completion of training period.
Special Instructions:
For full consideration, a resume and cover letter must be submitted with your application.
*Please note: There is only one position available. Final level will be determined at point of hire and is dependent on the skills, knowledge, education and experience of final candidate.
Department Marketing Statement:
The Office of the Executive Vice Chancellor has oversight for academic planning and programming, the development and implementation of academic policy, and the academic personnel process. The office has responsibility for all academic units, on and off-campus instructional activities, and instructional support programs. It maintains formal liaison with the Office of the President. The Executive Vice Chancellor is the chief academic officer of the University of California, Santa Barbara. The Executive Vice Chancellor is committed to working with all of the UCSB constituents to chart a strategic path that positions UCSB as one of the nation's top research universities in the 21st century; one that emphasizes our commitment to the highest quality of teaching, research, public service, outreach, and the pursuit of excellence and diversity.
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
Brief Summary of Job Duties:
Reporting to the Senior Budget & Finance Analyst in the Office of the Executive Vice Chancellor (EVC), is responsible for budget and financial management, analysis, and reporting for the Division of Academic Affairs. Responsibilities include financial analysis, reporting, and tracking; maintaining and initiating financial and operations databases; general ledger reconciliation; and preparing and processing a wide variety of financial and budgetary transactions. As part of the EVC Financial Team, serves as a control point resource to units within Academic Affairs for financial and budgetary activities. Provides analytical and project support for a wide range of topics. Responsible for the complex tracking and management of financial commitments related to faculty recruitment. As a representative of the EVC Office, exhibits the highest degree of professionalism and discretion.
Required Qualifications:
- Bachelor's degree in related area and/or equivalent experience/training.
- Experience working in accounting, finance, or related field. (P2 Level 1-3 years; P3 Level 3+ years)
- Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multitask in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.
- Ability to function effectively as a member of a team and adapt to changing priorities.
- Requires strong attention to detail, high degree of accuracy and follow through.
Preferred Qualifications:
- Experience working in a college or university setting. (P2 Level 1-3 years; P3 Level 3+ years)
- Experience working in budget and/or financial analysis. (P2 Level 1-3 years; P3 Level 3+ years)
- Working knowledge of campus financial systems including: Transfer of Funds, Data Warehouse.
Special Conditions of Employment:
- Satisfactory conviction history background check.
- UCSB is a Tobacco-Free environment.
- This is a dual-level recruitment either for a Financial Services Analyst 2 or Financial Services Analyst 3. The classification level will be determined by management at the time of hire based on the skills, knowledge, and experience of the final candidate.
Job Functions and Percentages of Time:
Budget & Financial Management, Analysis, & Reporting - 60%
Financial Services Analyst 2 (Intermediate): Responsible for finance and budget administration for the division. Ensures sound budgetary principles are applied, and accounting and reporting systems exist, to provide required financial reports and data. Establishes and evaluates control practices ensuring that campus, university, and audit policies and procedures are met. Develops and implements effective procedures for management of the budget using Online General Ledger, Data Warehouse, Espresso suite, Excel, and other campus data resources. Monitors, controls, and reconciles provision and other accounts related to EVC commitments. Researches, analyzes, and recommends appropriate actions to resolve issues concerning financial transactions, exceptions to policy, and interpretations of policy. Creates and maintains a detailed shadow system and filing systems for financial records. Reviews and analyzes monthly summaries of financial and budgetary transactions. Reports and advises on present/future financial matters. Assists with monitoring, reconciling, and reporting divisional financial commitments which average $15 million per year. Responsible for financial transactions, including intercampus and campus transfer of funds. Develops and manages commitment tracking log. Reviews financial commitments and develops commitment summaries for auditing and tracking purposes. Provides support for the annual assessments for the division, including UCOP and the Common Good Fee. Develops assessment models for review, drafts communication to deans/associate vice chancellors/directors, and coordinates fund transfers with units across the division. Manages tracking of funds received ensuring compliance with requirements.
Financial Services Analyst 3 (Experienced): Will be expected to do all of the above with more in-depth knowledge and experience in the field, more independence and authority to act, and handling more complex situations independently.
Faculty Recruitment Commitments - 15%
Financial Services Analyst 2 (Intermediate): Responsible for complex tracking and management of financial commitments related to faculty recruitment. Manages tracking of Faculty Recruitment Allowance (FRA) to individual faculty, as well as oversees the reimbursement process to dean's offices/departments and reimbursement to the EVC Office. Manages tracking of Zero Interest Loan Program (ZIP Loan), Supplemental Home Loan Program (SHLP), and other programs, working closely with Business & Financial Services, Budget & Planning, Academic Personnel, and UCOP Office of Home Loans to ensure accurate reporting.
Financial Services Analyst 3 (Experienced): Will be expected to do all of the above with more in-depth knowledge and experience in the field, more independence and authority to act, and handling more complex situations independently.
Document Management - 10%
Financial Services Analyst 2 (Intermediate): With a high degree of attention to detail and understanding of the organization of the division, as well as the campus, manages the complex distribution of communications to and from the EVC and Academic Affairs. Prepares and routes correspondence of a confidential and sensitive nature. In the Document Management System (DMS), independently assigns archiving categories, keywords, and routing, and exercises judgment and logic in order to adhere to strict standards and consistency for managing documents. Maintains knowledge of the various categories for correspondence and attains familiarity with the subject matter. Ensures sensitivity to the confidentiality of file content. Serves as a resource to staff in the areas of communications distribution, as well as document management.
Financial Services Analyst 3 (Experienced): Will be expected to do all of the above with more in-depth knowledge and experience, more authority to act, and handle more complex situations independently. Additionally, serves as a DMS quality control reviewer. Approves and/or revises routing, as well as assignment of categories and keywords. Provides training to staff in overall document management.
Project Coordination & Support - 15%
Financial Services Analyst 2 (Intermediate): Provides financial, budgetary, and administrative support to the EVC and staff in the EVC Office. Manages assignments and projects from conception to completion, including setting objectives; developing processes; and planning, coordinating, directing, and implementing activities. Participates in campus-wide efforts to improve business practices and systems by lending experience and skills via focus groups, committee service, and providing input into developing and piloting new systems as appropriate. This includes, but is not limited to, the campus Financial Management Modernization project. Collaborates in the development and review of new and revised policies and procedures.
Financial Services Analyst 3 (Experienced): Will be expected to do all of the above with more in-depth knowledge and experience, more independence and authority to act, and greater levels of participation due to increased expertise.
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 Vaccinations Programs – With Interim Revisions.
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, please visit:
● UC Santa Barbara COVID-19 Information
https://www.ucsb.edu/COVID-19-information
● University of California Policy on Vaccinations – With Interim Revisions
https://policy.ucop.edu/doc/5000695/
**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 the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.
For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.
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
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'.
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