Financial Services Analyst

Position Summary

The Anderson School is a complex Academic unit with an annual operating budget of approximately $180 million that includes state funding, self-supporting degree programs, contracts and grants, endowment and gift income as well as multiple sales and service enterprises, and other sources. The incumbent will use their advanced understanding of business practices and organizational policies and procedures to provide analyses for varied and complex budgetary and financial activities of the school. Will oversee a variety of income and revenue streams and expense and transfer activities. Provide complex projections for multi-year gift income and oversee the usage of gift funds. Analyze current and historical data to produce ad-hoc financial reports. Will assess best practices and procedures for the school as it pertains to financial and business activities. Consult with management on trends and make recommendations for budgetary and strategic planning purposes. Exercising independent initiative, incumbent is responsible for troubleshooting difficult financial and transactional issues and creating a framework to minimize future problems. Incumbent will evaluate and streamline processes to optimize efficiency, develop procedures and best practices, and ensure systems users are properly trained and held accountable. As the team lead ensure excellent customer service and independently develop mechanisms to communicate policies, procedures, and current updates to various constituencies, and be the subject matter expert on policies, procedures, and systems use. Will also act as the resolution point for issues. Ensure prompt and timely execution of transactions using the UCLA systems such as BruinBuy Plus, Concur, OFSR, MTF, and Transact. Review the financial activities of the school and ensure transactions are addressed timely and appropriately. Take a lead role in the annual fiscal closing of the school. Incumbent will develop and improve training materials and conduct ongoing training for new and continuing users of UCLA's financial systems. Act as Department Security Administrator and assist the CFO in conducting annual reviews of systems access and controls. Be an active participant in audits and create a strong framework for activity to withstand audit scrutiny. Manage student workers and their duties. Other duties as assigned.

Salary & Compensation

• UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.
  
  

Qualifications

• 6 years of experience in administrative financial services and/or an equivalent combination of education and experience. (Required)
• Experience working with financial reports and possess strong understanding of financial reports (Required)
• Experience working independently and within a team setting, using sound judgment under pressure; working effectively with others in a large complex organization. (Required)
• Ability to research and resolve complex issues. (Required)
• Experience successfully training and influencing others. (Required)
• Ability to analyze, update and streamline existing procedures. (Required)
• Skill in speaking clearly and distinctly, using demonstrated ability to communicate effectively to obtain and convey information to individuals at various organizational levels, and to groups of different sizes. (Required)
• Skill in writing clear, concise, logical and grammatically correct business correspondence, procedures, performance evaluations, analytical reports and recommendations. (Required)
• Strong customer service orientation, establish and maintain good relations with others. Maintain an air of approachability and commitment to service. (Required)
• Demonstrated working knowledge of accounting principles theory sufficient to make the correct budget and financial journals to achieve desired results. (Required)
• Demonstrated working knowledge of Fund Accounting and to be able to review the General Ledger, input documents, and recognize errors. (Required)
• Demonstrated ability to prepare financial reports for a large complex organization in accordance with policies and accounting principles. (Required)
• Skill in analyzing information, problems, practices, or procedures to: - Identify the problem or objectives. - Identify patterns, tendencies, trends, and relationships. - Formulate logical and objective conclusions. - Recognize alternatives and their implications. (Required)
• Creativity and initiative to develop workable solutions to problems when answers are not readily apparent. (Required)
• Excellent interpersonal skills and critical thinking with strong abilities in negotiating and exchanging ideas, information, and opinions to formulate and implement decisions, solutions, policies and procedures. (Required)
• Working knowledge of purchasing and travel policy with a university setting. (Required)
• Proficiency in using UC financial systems/ledgers. (Required)
• Working knowledge of Distributed Administrative Computing Security System (DACSS). (Preferred)
• Possesses strong finance and business acumen. (Required)
  
  

Education, Licenses, Certifications & Personal Affiliations

• Bachelor's Degree Bachelor's Degree in business administration, finance, accounting or related area and/or equivalent experience. (Required)
• Master's Degree Master's Degree in business administration, finance, accounting or related area and/or equivalent experience. (Preferred)
  
  

Special Conditions for Employment

• Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
• Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.
  
  

Schedule

Standard hours are Monday through Friday from 8:00 a.m. to 5:00 p.m.

Union/Policy Covered

CX-Clerical & Allied Services

Complete Position Description

https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial Services Analyst 3 CX (TBD_941206)