2 FINANCIAL ANL 4 Jobs in Santa Barbara, CA
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University of California, Santa Barbara is Hiring a Remote FINANCIAL ANL 4
Payroll Title: FINANCIAL ANL 4 (007710)FINANCIAL ANL 4
Job Code: 7710
Job Open Date: 3/10/23
Application Review Begins: 3/27/23
Department Code (Name): BAPO (Budget & Planning Office)
Percentage of Time: 100%
Union Code (Name): 99 - Non-Represented (PPSM)
Employee Class (Appointment Type): Career
FLSA Status: Exempt
Classified Indicator Description (Personnel Program): MSP
Salary Grade: 24
Hiring/Budgeted Salary or Hourly Range:The budgeted salary range that the University reasonably expects to pay for this position is $95,000-$102,000.
Full Salary Range: $95,000-$102,000 salary 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.
Work Location: Cheadle Hall
Working Days and Hours Monday-Friday, 8am-5pm
Benefits Eligibility (e.g., Full Benefits, Mid-Level Benefits, Core Benefits): Full benefits
Type of Remote or Hybrid Work Arrangement if applicable (e.g., Remote, Hybrid): Hybrid is an option for this position.
Special Instructions
For full consideration, please include a resume and a cover letter as part of your application.
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
Under the direction of the Director of Financial Planning & Analysis, the incumbent is responsible for the preparation of financial models and forecasts, and the development of business intelligence and other decision support tools to support decision making by leadership in the Office of Budget and Planning, campus senior leadership, and campus departments. This includes independent research and analysis of key financial performance indicators and metrics, multiple scenario data modeling, and concise written and verbal presentation of findings. The position also plays an important role in support of other functions within Finance and Resource Management, including treasury functions (e.g. tracking short-term investment pools, monitoring debt portfolio and campus loans) and business support for the Office of Budget and Planning.
As UCSB implements a new enterprise-wide financial management tool (Oracle Financials), the Financial Planning Analyst will participate in the design, creation and implementation of new campus-wide reporting. The incumbent will help ensure that appropriate reports are created to answer business questions across campus, and will provide training and ongoing support to units on report creation and leveraging reports for business planning.
The incumbent possesses an understanding of the principles of budgeting, finance and accounting with strong skills in data analysis and modeling. The ideal candidate would also be experienced in database queries (e.g. SQL, Tableau, Hyperion, Microsoft’s Power BI or other Business Intelligence tools).
Minimum Requirements:
BA/BS in Accounting, Finance or related field, or combination of education and relevant experience. A minimum of five (5 ) years of complex financial analysis experience required.
General knowledge of the principles of accounting, finance, and economics, and techniques of database querying and analysis. General knowledge concerning preparation and interpretation of financial statements such Statements of Net Income and Change in Net Position, Balance Sheet and Cash Flow Statements.
Expertise with some advanced functions of Microsoft Excel and ability to develop financial models and produce financial analysis with minimal oversight.
Ability to analyze large data sets using Excel, Access, or Tableau, and be able to tell a simple story through trends over time, across categories, and by combining different data sources (i.e. annual expenses and enrollment data). Requires general knowledge in data collection and analysis techniques, including handling of missing/incomplete data and identifying potentially erroneous data. Possess an understanding of how to join and merge disparate data sources. Has ability to work independently to gather data, organize, and perform financial analysis assignments. Demonstrated ability to work in a time pressured environment.
Able to work collaboratively, contribute effectively to brainstorming activities, solve problems, and develop processes while fostering effective relationships and achieving results.
Must have demonstrated ability to clearly and concisely convey technical information, both written and verbal, to a broad audience.
Ability to adapt to changing priorities. Ability to multi-task. Ability to function effectively under pressure and cope with a variety of personalities with limited oversight and supervision. Experience under direction with crisis situations. Ability to facilitate and resolve interpersonal conflicts.
Must be proficient in use of Microsoft Office and common desktop/web applications.
Special Conditions of Employment
- Satisfactory conviction history background check
- UCSB is a Tobacco-Free Environmen
Job Functions/Percentage of Time/Duties
Essential Functions and Duties
Order of Importance
Function
Duties
% TIME
1
Financial Models and Data Analysis
Responsible for the development, integration, operation, and implementation of complex financial models utilized for short and long-term resource planning and cost distribution/assessments.
(1) Independently identifies, researches, and evaluates metrics necessary to provide accuracy in financial model projections. Works closely with divisional and departmental resource managers to refine modeling projections, identify trends over time, in order to support decision-making by senior management. Evaluates UCSB trends within the UC system-wide context and to ensure accuracy and validity of local models and forecasts.
(2) Supports the development and maintenance of financial models and other projection tools, such as performance dashboards, benchmark (ratios), comparative analyses, key performance indicators (KPI’s), and visualization tools to provide long-term planning tools for Budget and Planning, Senior Managers, and Campus departments. Provides ad hoc financial analysis and modeling support, including the development of reports and presentations.
(3) Financial modeling and/or resource analyses related to areas with campus-wide impact, which may include revenue and expense forecasting, debt portfolio management, staff or faculty salary or FTE analysis, student enrollment analysis, endowment income, or capital funding analyses.
60%
2
Resource Planning and Management
Supports the resource planning and management functions of the Office of Budget and Planning, examples include the the following areas:
(1) Investment Income Management: Assists in monitoring earnings and returns in campus working capital investment products such as the Short-Term Investment Pool (STIP), the Total Return Investment Pool (TRIP), and the Blue and Gold Investment Pool.
(2) Expenditure Assessment Programs: Assists in the development and implementation of the budget for the UCOP and ETS support assessments.
(3) NSFAS Assessment Program: Administers monthly expenditure assessments on non-state programs. Prepares occasional analyses of income generated by funds and departments.
(4) Loan Support and Capital Funding Analytics – provides financial oversight for campus loans and conducts ad-hoc real estate analyses to support resource planning.
20%
3
Budget & Planning Support
Supports budget and financial management of various units within the Office of Budget and Planning (Capital Development, Campus Planning & Design, Community Housing Authority, Real Estate, Institutional Research, Budget Office, and Financial Planning & Analysis).
20%
Vaccinations Programs – Including SARS-COV-2 (COVID-19)
As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations 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, please visit:
- UC Santa Barbara COVID-19 Information https://www.ucsb.edu/COVID-19-information
- University of California Policy on Vaccinations – With Interim Amendments https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy
- August 5, 2021 California Department of Public Health (CDPH) Order (Heath Care Worker Vaccine Requirement) https://www.cdph.ca.gov/Programs/CID/DCDC/Pages/COVID-19/Order-of-the-State-Public-Health-Officer-Health-Care-Worker-Vaccine-Requirement.aspx
- Covered Individuals: A Covered Individual includes anyone designated as Personnel, Students, or Trainees 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 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 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
Job Summary
Full Time
$149k-187k (estimate)
03/13/2023
05/12/2024
pmo.ucsb.edu
Santa Barbara, CA
<25
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