Location: Scotts Valley
Job ID: 26635
ADDITIONAL INFORMATION
The Financial Analyst position is with the Colleges, Housing and Educational Services (CHES) Business and Financial Analysis (BaFA) unit.
The workplace will be located at the Scotts Valley Enterprise Center.
NOTIFICATIONS
UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.
Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to Policy.
ABOUT UC SANTA CRUZ
UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.
INITIAL REVIEW DATE (IRD)
UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.
The IRD for this job is: 11-22-2021
DEPARTMENT OVERVIEW
Colleges, Housing, and Educational Services (CHES) is a multi-funded organization within the Business and Administrative Services (BAS) division at the University of California (UC) Santa Cruz. CHES provides leadership in the areas of college student life and residential services, housing services, facilities, employee housing and capital planning, dining services, conference services, early education services, the Bay Tree Bookstore, ID card services, and business and financial analysis for these areas.
Business and Financial Analysis (BaFA) provides general oversight of the Colleges, Housing and Educational Services' (CHES) budget, capital management and deployment and division debt and capital obligations. Specific responsibilities include budgeting and fiscal management, human resource management, management analysis, long-range planning and business-operations management. BaFA delivers timely and accurate business plans, financial reports and other financial, business services, and human resource documents and reports as requested. BaFA also provides oversight for development, review, and implementation of financial and human resource policies and procedures.
More information can be found at: https://ches.ucsc.edu/bafa/index.html
JOB SUMMARY
Under the general supervision of the Director, the Financial Analyst will provide support work related to a variety of fiscal operations within CHES, including financial analysis for the CHES budgets financial projections, monitoring expenditures, reviewing various financial transactions, establishing and administering financial policies and procedures, and reporting financial performance.
APPOINTMENT INFORMATION
Salary Information: $31.00 - 33.50 / hourly. Salary commensurate with skills, qualifications and experience.
No. of Positions: 1
Benefits Level Eligibility: Full benefits
Schedule Information:

• Full-time
• Percentage of Time: 100%
• Fixed
• Average Hours Per Week: 40
• Days of the Week: Mon - Fri
• Shift Includes: Day

Employee Classification: This is a Career appointment
Job End Date: None
Work Location: Scotts Valley, CA
Union Representation: Non-Represented
Job Code Classification: 7708 - FINANCIAL ANL 2
Travel: None
JOB DUTIES
40% - Financial Planning/ Analysis and Budget Development/ Analysis

• Develop financial budgets and reports; integrate elements of salary and benefits costs, revenues, and inflation costs.
• Provide simple to moderate financial analyses for CHES units, including budget and transaction queries for management decision making.
• Provide support work and analysis for the development of the annual budgets for the Residence Operations Committees.
• Evaluate data in financial and budgetary projections, comparing projections to past spending patterns and current projections.
• Develop and prepare regular and ad hoc financial reports for CHES departments. This process includes running reports, verifying, researching and problem solving using campus financial systems, as appropriate.
• Assist in the preparation of official monthly, quarterly, annual and ad-hoc reports for CHES.
• Monitor and report on the rate of expenditures of funds, notify management of trends toward over or under obligation of funds. Analyze data, develop solutions and present findings.
• Provide recommendations and financial reports to senior managers and supervisors to support sound financial decision making.
• Interact with staff and managers in Colleges, Housing and Educational Services (CHES), UCSC Financial Affairs, UCSC Planning and Budget, and a variety of UCSC recharge and service units.

40% - Financial Transactions and Reporting

• Request, review and approve Purchase Orders and expense payments, including travel, reimbursements and direct payments to vendors. Review for accuracy, appropriately assigning and reconciling accounts and appropriate approvals. Monitor payments, assuring timely receipt and accuracy. Research and resolve any problems/issues.
• Review entertainment requests and forward for appropriate approvals. Serve as Event Order Approver (EOA).
• Review specific budget categories under budgetary review within BaFA.
• Reviews and reconciles all administrative and agency account ledgers.
• Prepare, process and authorize budget and expense transfers as needed.
• Produces monthly reports on account activities. Reconciles and provides monthly budget reports to management. Produces various reports of Room and Board income and expense.
• Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
• Completes fiscal closing for unit ensuring that accounts are balanced and cleared.
• Respond to financial transaction inquires from units. Perform simple to moderate investigations within financial, budget and payroll systems in order to explain, clarify and/or correct financial transaction items in question. Work with appropriate campus office to reconcile errors.
• Prepare budget presentations for a variety of audiences.
• Support various closing processes and activities.
• Provide financial information in a precise, timely and user-friendly manner.

10% - Policy, Procedure and Process Interpretation/ Development and Training

• Advise CHES staff and management regarding complex or detailed accounting, purchasing, travel, and entertainment policies and procedures, answer questions, resolve problems and perform research as needed.
• Provide policy analysis, advice, and provide consultation as needed relating to budget and financial planning. Identify best practices and propose improvements, standards and changes in all areas of business and finance to ensure that good financial practices are maintained.
• Provide guidance in reading and interpreting financial reports, such as InfoView, to managers, along with reconciliation practices, and identifying errors in data entry and fund usage.
• Advise individual managers on application of policy or procedure to individual unit-specific situations.
• Attend training sessions as needed to remain knowledgeable of current policies, procedures and use of UC Systems.
• Engage in teamwork and coordination with staff in financial and payroll operations and with other CHES staff.
• Report on analysis and make recommendations to Financial Manager.

10% - Administrative, Event Support, Special Projects and other duties as assigned

• Maintains all files and records according to university policy and audit guidelines. Implements financial, purchasing and fiscal control procedures.
• Ensures compliance with all financial controls and adherence to university policy and internal audit guidelines.
• As requested, participate in divisional and/or campus committees, workgroups, and planning groups. Provide miscellaneous administrative support to the BaFA team.
• Conduct ad hoc research and analysis and complete special projects as assigned.

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience / training.
• Demonstrated ability with financial accounting principles, policies, procedures and systems.
• Demonstrated ability to apply knowledge, analyze and interpret policies and regulations.
• Demonstrated ability to gather reasonably retrievable information to organize, and perform basic financial analysis assignments.
• Demonstrated numerical, analytical and problem-solvng skills.
• Strong critical thinking with attention to detail.
• Demonstrated ability with monitoring budgets and financial analysis.
• Computer skills including experience with Microsoft Word, Excel, PowerPoint, Adobe, email, on-line calendaring and web based applications and systems.
• Demonstrated ability using spreadsheet and database software for moderate financial analysis, fiscal management, budget projections and financial reports.
• Ability to research information and effectively produce clear, concise correspondence and reports.
• Demonstrated interpersonal skills and excellent customer service.
• Demonstrated ability to perform accurately and efficiently in a fast paced and high pressure environment.
• Ability to exercise good judgement and discretion, especially with regards to sensitive and/or confidential personnel, financial or organizational matters.
• Ability to function as a member of a team, skills to coordinate, cooperate and plan with committees, other units and colleagues.

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Ability to travel between the main campus and other off campus workplaces.
• The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.
• Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here

SAFETY STATEMENT
All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.
HOW TO APPLY
Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.
EEO/AA
The University of California is an Equal Employment 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. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees
APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application:
https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=26635&PostingSeq=1
To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.
The University of California 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. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
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