Description
Job Posting Details
Payroll Title: FINANCIAL SVC ANL 3 (004628)
Job Code: 4628
Job Open Date: 05/23/2024
Application Review Begins: 6/7/2024
Department Code (Name): BAPO (BUDGET & PLANNING OFFICE)
Percentage of Time: 100%
Union Code (Name): 99
Employee Class (Appointment Type): Staff: Career
FLSA Status: Exempt
Classified Indicator Description (Personnel Program): PSS
Salary Grade: Grade 21
Hiring/Budgeted Salary or Hourly Range: The budgeted salary range that the University reasonably expects to pay for this position is $67,200 to $97,000/year.
Full Salary Range: The full salary range for this position is $67,200 to $119,600/year. 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: Hybrid - Cheadle Hall & Remote. Preference for some in-person days a week.
Working Days and Hours: M-F, 8am-5pm
Benefits Eligibility: Full Benefits
Type of Remote or Hybrid Work Arrangement, if applicable: 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 Office of Budget & Planning provides campus management with the necessary information and analysis to make decisions regarding the most effective allocation and use of campus resources.
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 Principal Budget Analyst in the Budget Office, this position supports a wide range of financial and administrative services. Provides support in financial reporting, financial analysis, annual review coordination and compliance, and financial accounting in compliance with UCSB budget controls and reporting standards. The incumbent is expected to utilize initiative, judgment, and discretion. Under general supervision, this position is responsible for the analysis, processing, and servicing of a variety of operational and financial transactions and services. Gathers, analyzes, prepares, and summarizes complex financial information for planning and budgetary purposes. This position will also provide support to campus departments in support of the Financial Management Modernization (FMM) project and Oracle Financials Cloud (OFC) implementation.
Required Qualifications:
- Bachelor's degree in related area and / or equivalent experience / training
- 1-3 years Thorough knowledge of and experience in financial processes, policies, and procedures
- Service-orientation, creative problem solving, and analytical thinking skills as demonstrated in a professional environment
Preferred Qualifications:
- 1-3 years Thorough knowledge of and experience in financial processes, policies, and procedures
- 1-3 years Working in higher education or environment with fund accounting
- Strong knowledge of financial data management and reporting systems
- Ability to solve problems, conduct research and present solutions to management
- Strong Excel and data management skills
- Must possess accounting knowledge and have familiarity with financial transactions, debits & credits
- Must understanding budgeting within large organizations
Special Conditions of Employment:
● Satisfactory completion of a criminal history background check
● UCSB is a Tobacco-Free environment
● UCSB Campus Security Authority under Clery Act
Job Functions and Percentages of Time:
- 40% Budget and Financial Services Administration - Assists with campus review and approval of budgetary adjustments and carryforward of funds. Reviews budget adjustments for accuracy and conformance with campus and UC policy. Independent judgement is used daily to communicate policy and provide guidance to campus departments related to budget adjustments/transfers. Prepares necessary budget adjustments to implement the distribution of resources to campus control points and departments consistent with campus priorities and program/project approvals. Assists with the campus vacancy management program and other budget programs. Coordinates, communicates with campus departments regarding vacancies and position funding status. Assists in the development of reports and resource allocation plans based on the program. Coordinates and consults with campus control points and departments regarding budget, financial, and policy matters including requests for information and data, current and permanent budget adjustments, and funding commitments. Assists with the management of ongoing budgets for staff and faculty salaries and FTE. Monitors departmental ongoing/permanent budgets against committed salaries in UCPath. Processes budget adjustments for authorized merits and range adjustments and provides relevant reports to campus departments.
- 30% Financial Reporting and Analysis - Assists in the preparation of basic financial and budget reports and/or ad hoc analysis for senior management. Areas of analysis include, forecasts, projections, staff or faculty salary or FTE analysis and/or other analysis as assigned. Provides comprehensive and accurate budget construction, projections, management, and summary reports. Communicates budget and financial information, through reports and other methods, to a wide range of people including control points, senior management, and others where necessary and appropriate. Provide analytical support for budget, financial, and resources analysis projects. Gather and analyze financial and resource data; prepare and summarize information and make recommendations to appropriate members. Prepare financial and resource reports and analyses for constituents. Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc.
- 15% Administrative Support - Assists with the development and maintenance of office procedures and administrative systems. Coordinates information from other divisions with department staff to ensure completion of tasks with sufficient time for Divisional leadership review. Provides support to Directors in responding to inquires from the campus, Office of the President, and general community. Prioritizes issues according to importance and urgency and allocates the provision of time for such issues. Tracks administrative workflow, overseeing day-to-day office processes, and providing high level of support to all Budget & Planning units. Assists with department accounts and manages business operations with a high degree of autonomy. Creates and develops internal control systems, policies, and procedures related to fiscal and operational matters. Reviews, makes recommendations, and prepares draft documentation for the Assistant Chancellor on actions requiring his approval or direction. Maintains status reports and provides financial analyses and forecasts. Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions/additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.).
- 15% Special Projects - Participates in the evaluation of enhancements or changes to Budget Office systems and new budget system implementations. Provides support to campus departments in support of the Financial Management Modernization (FMM) project and Oracle Financials Cloud (OFC) implementation. Be a superuser of the new OFC system.
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 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:
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
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Privacy Notification Statement and Notice of Availability of the UCSB Annual Security Report Disclosures
Application Status
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