Finance Specialist - Scotts Valley, CA, United States - University of California Santa Cruz

Description

Senior Financial Analyst

At this time, Budget and Financial Management is reviewing in office, full remote, and hybrid work options.

For fully remote or hybrid work options a telecommuting contract will be required to ensure compliance with ongoing service level agreements to our Campus clients.

For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our Talent Acquisition website.

Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD.

Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units.

The division's North Star values include student-centered decision-making, innovation, and equity and inclusion.

DSAS consists of nearly 800 team members spanning 35 departments and 4 major units, each led by an associate vice chancellor.

The division's efforts are informed by robust and dynamic relationships with campus leadership, faculty, students, and staff from across the campus, reflecting the broad campus commitment to ensuring student success.

Beyond UC Santa Cruz, the team is involved in numerous professional organizations and highly engaged in the local community.

Budget and Financial Management provides general oversight of the Division of Student Affairs and Success (DSAS) budget, capital management and deployment, division debt, and capital obligations.

Specific responsibilities include budgeting and fiscal management, human resource management, management analysis, long-range planning and business-operations management.

BFM delivers timely and accurate business plans, financial reports and other financial, business services, and human resource documents and reports as requested.

BFM also provides oversight for development, review, and implementation of financial and human resource policies and procedures.

Under the general supervision of the Assistant Vice Chancellor for Budget and Financial Management, the Senior Financial Analyst will provide support work related to a variety of fiscal operations within DSAS, including financial analysis for the DSAS budgets, financial projections, monitoring expenditures, reviewing various financial transactions, establishing and administering financial policies and procedures, and reporting financial performance.

Full-time, Fixed

Shift Includes:
Day


Union Representation:
Non-Represented


Job Code Classification:

FINANCIAL ANL
Travel: 50% - Financial Planning/Analysis and Budget Development/Analysis

Coordinates and develops financial budgets and reports; Applies professional concepts to perform moderate to complex financial analyses for DSAS units, including budget and transaction queries for management decision making.

Evaluates data in financial and budgetary projections, comparing projections to past spending patterns and current projections.
Independently develops and prepares regular and ad hoc financial reports for DSAS departments. This process includes running reports, verifying, researching and problem solving using campus financial systems, as appropriate.
Analyzes data, develops solutions and presents findings.
Provides recommendations and financial reports to senior managers and supervisors to support sound financial decision making.

Interacts with staff and managers in DSAS, UCSC Financial Affairs, UCSC Budget Analysis and Planning, and a variety of UCSC recharge and service units.

20% - Financial Transactions and Reporting
Reviews and approves Purchase Orders and expense payments, including travel, reimbursements and direct payments to vendors. Reviews for accuracy, appropriately assigning and reconciling accounts and appropriate approvals. Reviews and reconciles all administrative and agency account ledgers.
Produces monthly reports on account activities. Manages and completes fiscal closing for unit ensuring that accounts are balanced and cleared.
Responds to financial transaction inquiries from units.

Performs moderate to complex investigations within financial, budget and payroll systems in order to explain, clarify and/or correct financial transaction items in question.

Provides financial information in a precise, timely and user-friendly manner.

20% - Policy, Procedure and Process Interpretation/Development and Training

Advises DSAS staff and management regarding complex or detailed accounting, purchasing, travel, and entertainment policies and procedures, answers questions, resolves problems and performs research as needed.

Provides policy analysis, advice, and consultation on all matters relating to budget and financial planning.

Identifies best practices and proposes improvements, standards and changes in all areas of business and finance to ensure that good financial practices are maintained.

Provides guidance in reading and interpreting financial reports, such as InfoView, to managers, along with reconciliation practices, and identification of errors in data entry and fund usage.

Advises individual managers on application of policy or procedure to individual unit-specific situations.
Attends training sessions as needed to remain knowledgeable of current policies, procedures and use of UC Systems.
Develops and implements trainings for other staff regarding policies and procedures.
Completes policy and procedure documentation for financial and unit activities
Engages in teamwork and coordinates with staff in financial and payroll operations and with other DSAS staff.
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, participates in divisional and/or campus committees, workgroups, and planning groups. Provides miscellaneous administrative support to the BFM team.
Conducts ad hoc research and analysis and completes special projects as assigned.

Previous work experience and thorough knowledge of financial accounting principles, policies, practices, and systems.
Proven ability to apply knowledge, analyze and interpret complex policies and regulations.
Proven ability to independently gather reasonably retrievable information to organize, and perform basic financial analysis assignments.
Proven experience in budget management and financial analysis.
Experienced computer skills including Microsoft Word, Excel, PowerPoint, Adobe, email, on-line calendaring and web-based applications and systems.
Proven ability using spreadsheet and database software for moderate financial analysis, fiscal management, budget projections and financial reports.

Proven interpersonal skills at all levels within the unit; Proven ability to exercise good judgment and discretion, especially with regards to sensitive or confidential personnel, financial or organizational matters.

skills to coordinate, cooperate and plan with committees, other units and colleagues.

Knowledge of UCSC Financial Information System, Infoview and CruzBuy.

Some travel between the main campus and other off campus workplaces may be required.
The University of California has implemented a Vaccination Policy covering all employees.

Employees, including new hires, are required to comply with any applicable policies relating to the University of California vaccine program.

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.

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.

View full job description and access on-line application:

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; A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center.

To learn more or to request disability accommodations, call 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.