University of California Job - 39014142 | CareerArc
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Company: University of California
Location: Santa Barbara, CA
Career Level: Director
Industries: Government, Nonprofit, Education


Job Posting Details
Position Information

*Payroll Title: Financial Analysis Manager 1

*Job Code: 0212

*Working Title: Director, Financial Planning & Analysis

*Job Open Date: 11/17/2020

This position is open Until Filled

*Department Code-Name: BAPO

*Percentage of Time: 100%

*Collective Bargaining Unit (CBU): 99 - Non-Represented (PPSM)

*Grade Type/Grade: 25

*FLSA Exemption Status: Exempt

*Work Location: Cheadle Hall, Room 1317

*Pay Rate/Range: Salary commensurate with knowledge, training, and experience

*Days/Hours: M-F / 40 Hours


Department Marketing Statement

The Office of Budget & Planning serves as a planning resource for campus leadership and all units, providing analysis, reporting, financial modeling, and advice on fiscal policies and procedures. The goals of the office are to advocate for the operating and capital resources needed for campus, to help the campus best utilize those resources, and to support campus-wide planning efforts. This includes independent research and analysis of key financial performance indicators and metrics, scenario data modeling, and concise written and verbal presentation of findings.  


Brief Summary of Job Duties

In this highly visible role within the Office of Budget & Planning, the Director of Financial Planning & Analysis (Director, FP&A) will provide critical leadership and support for the University's financial planning, forecasting, and decision-making processes. The Director, FP&A will serve as an integral member of the Office of Budget & Planning in the development, interpretation, analysis, and decision-making methodology for UCSB's financial planning and resource allocations. This includes workload allocations, salary funding, fee for service, debt financing, all funds budgeting, student fees, indirect cost recovery, campus provision accounts, and development of financial systems for campus. In addition, the position provides support to the Chancellor, Senior Officers, Colleges and campus departments and committees regarding allocation and management of resources. The Office also acts as a liaison between Office of the President, other UC campuses, and individual campus departments on selected financial matters.

This position reports to the Associate Vice Chancellor for Budget & Planning, and is responsible for long range planning, analysis, and implementation of alternative funding solutions for a number of high-profile campus operating and capital programs. The incumbent applies principles of public finance to conceptualize, develop, and implement cross-functional funding models for the support of critical campus programs which are of joint benefit to multiple campus programs, funding sources, and control points, including models for the long-term support of campus infrastructure maintenance and renewal, utilities, maintenance of plant, and information technology. In support of the campus's budgetary and financial strategy, the incumbent is responsible for preparing in-depth financial reports and analysis concerning both (1) specific programming areas which span a broad diversity of business models and funding streams, and (2) campus-wide programs such as employee benefits and investments in the system-wide STIP program.


*Minimum Requirements

Requires a bachelor's degree in related are of study or equivalent combination of education and experience; advance degree is preferred.

Minimum of 10 years of experience in financial field analyzing data and designing and delivering reporting at an advanced level using Hyperion, SQL and MS Access databases, Tableau, Microsoft, Excel, and/or other reporting software.

Expert knowledge of and experience in strategic financial and budget management using advanced financial concepts for planning.

Advanced knowledge concerning preparation and interpretation of financial statements such as Statements of Net Income and Change in Net Position, Balance Sheet and Cash Flow Statements

Desirable Qualifications

Financial experience within the UC or other institutions of higher education.

Incumbent must have extensive experience and knowledge of a University financial environment, be proficient in advanced database and financial analysis techniques, be familiar with the principles of public finance, and possess a demonstrated ability to organize, direct and successfully implement financial programs and plans within a large multi-disciplinary environment. 

Knowledge of UCSB financial systems (PeopleSoft, BLIS, EZAccess, UCPath).

Proficient knowledge of and experience in strategic financial and budget management using advanced financial concepts for planning.

Analytical and conceptual skills applied to the resolution of complex problems with ability to identify key issues in complex situations, evaluate options, initiate strategies for resolution, measure progress, and apply course correction as necessary.

Highly effective interpersonal skills, and strong written and verbal communication skills. Ability to work under deadline pressure, handling multiple projects concurrently, and dealing with sensitive and confidential issues

Ability to keep track of and complete a large number of continuing problem resolutions, projects, and requests in an environment of rapidly shifting priorities, delegating to staff as appropriate.

Must possess advanced knowledge of accounting theory, fund accounting, UCSB Policies and Procedures, auditing and internal control practices. Possess working knowledge of auditing principles, including practical experience.

Experience working with others to establish policies, programs, and procedures and to arrive jointly at solutions to complex challenges.

Must possess solid accounting skills and understanding of general ledger reconciliation and budget transactions.

Maintains high level of IT proficiency. Must demonstrate proficiency using Excel spreadsheets, word processing and database programs, local area networks and electronic file transfers.  


*Special Conditions of Employment

  • • Maintain a valid CA driver's license, a clean DMV record and enrollment in the DMV Employee Pull-Notice Program.
    • Satisfactory criminal history background check.
    • Candidates must be legally authorized to work in the United States without the need for employer sponsorship currently or in the future.
    • UCSB is a Tobacco-Free environment.
    Pay Rate/Range: Salary commensurate with knowledge, training, and experience.
Special Instructions:

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


*Job Functions/Percentage of Time/Duties

Resource Planning  45%

Conceptualizes, develops, and recommends long range resource allocation plans based on fundamental campus policy and principles of public finance.

Directs financial forecasting, planning, and budgetary processes with special emphasis on development and implementation of cross-functional funding models for jointly beneficial campus programs such as campus infrastructure maintenance and renewal, utilities, maintenance of plants, and information technology.

Develop, implement, and maintain business information and analytical tools for campus financial and management reporting in partnership with other campus departments.

Develops strategies and provides input to campus regarding the pursuit of new resources for the campus, as well as restructuring strategies for the use of existing resources.

Provides critical, high level policy analysis on a wide range of budget, financial, and other resource planning and allocation issues. Prepares documents, statistical analyses, tabular and graphical data needed to support the Chancellor, Senior Officers, and campus committees and departments.

Prepares the annual campus all Funds Budget, for submission to UCOP and inclusion in reports to the Regents. Gathers and analyzes all underlying data, developing models to consistently incorporate assumptions and individual projects concerning enrollment, student fee income, contract and grant revenues and expenditures, indirect cost recovery, and auxiliary enterprise income.

Campus-Wide Analytical Support  45%

Conducts in-depth analytical studies concerning both (1) specific programmatic areas which span a broad diversity of business models and funding streams; and (2) campus-wide programs such as employee benefits and investments in the system-wide STIP program.

Directs staff working with specific campus and university-wide organizations in order to provide resource management and planning support as critical financial management issues are identified and defined.

Manages special organizational, budget and financial studies such as administrative reviews, management audits, and program reviews that require research, data collection, critical thinking, and a high level of independence.

Synthesizes complex financial data and analysis into meaningful presentations and reports, identifying significant issues in campus resources, uses, and trends.

Quality Control  10%

Coordinates and manages a wide range of resource issues with appropriate campus, university-wide and other constituencies. Interprets applicable financial regulations, laws, and policies for local iimplementation.

Consults with UCOP, as well as other UC campuses, on resource management and planning issues. Coordinates and consults with campus control points and departments regarding budget and financial matters, including requests for information and data, rate proposals, budgetary savings and staffing.

Represents the Budget Office as advisor and/or member on both ongoing and ad hoc committees.


*Equal Opportunity/Affirmative Action Statement

The University of California is an Equal Opportunity/Affirmative Action Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

*Reasonable Accommodations

The University of California endeavors to make 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 This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. 


*Privacy Notification Statement

The State of California Information Practices Act of 1977 (effective July 1978) requires the University to provide the following information to individuals who are asked to supply information about themselves: Application: The principal purpose for requesting information on the Application is for applicant-tracking purposes and to collect applicant contact information. Affirmative Action and Equal Employment Opportunity Data Form: Information furnished on this form is requested by UCSB's Affirmative Action Office. The University of California, Santa Barbara is a Federal contractor and, therefore, must comply with Affirmative Action regulations issued pursuant to Executive Order 11246, Federal Revised Order No. 4, Section 503 of the Rehabilitation Act of 1973 and Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974. Furnishing the information on this form is voluntary. There is no penalty for not completing this form. The offices responsible for maintaining the information supplied on this form are the UCSB Human Resources Office and the Affirmative Action Office.

GENERAL DATA PROTECTION REGULATION (GDPR) STATEMENT FOR PERSONS IN THE EUROPEAN ECONOMIC AREA: As part of our commitment to protecting your privacy, the General Data Protection Regulation (GDPR) Privacy Statement ("Privacy Statement") is designed to provide you, as a person in the European Economic Area, with information regarding the types of personal information that the University of California's Human Resources departments and offices collect about you. The Privacy Statement can be found at: supplied on this form are the UCSB Human Resources Office and the Affirmative Action Office.


*Notice of Availability of the UCSB Annual Security Report

The University is committed to providing a safe and secure campus environment for our students, faculty, staff, and visitors. In accordance with the "Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act" (Clery Act), UCSB publishes an Annual Security Report to provide information regarding campus safety and security policies, crime statistics, and resources to current and prospective students and employees. This report includes statistics for the previous three years concerning crimes reported to Campus Security Authorities (CSAs) that occurred on campus, in certain off-campus buildings or property, and on public property adjacent to and accessible from campus. The report also includes campus policies concerning crime prevention, crime reporting, alcohol and drug use, sexual and interpersonal violence, student discipline, and other matters. To access the Annual Security Report, visit A copy of this report may also be requested by contacting the UCSB Police Department (call 805-893-3446 or visit 574 Public Safety Bldg., Santa Barbara, CA 93106 during business hours). To learn more about the Clery Act and CSA duties and reporting requirements, please visit

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