Financial Services Analyst 3 - Los Angeles, United States - UCLA

UCLA
UCLA
Verified Company
Los Angeles, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Under the direct supervision of the Finance Director, the Senior Fund Manager will have broad reach and oversight of all of the School's funds including and not limited to, Sales and Service, Business Contracts, Fee Funds, State Funds, Gift funds, and Contracts and Grants.

Provide exceptional customer service, advice, consultation and oversight to assigned units regarding procurement, accounts payable, travel activity, overall funds management, and transactional inquiries.

Advise on guidelines and fund restrictions. Monitor and maintain the health of funds and prepare fund transfers, MTFs, OpEx adjustments (NPEAR), and Salary Cost Transfers. Ensure that units incur expenses according to their approved budgets and analyze actuals to budgets.
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

  • Customer Service Strong customer service skills, demonstrated ability to establish and maintain good relations with all levels of employees, maintaining an air of approachability and commitment to service. (required)
  • Fund Accounting Working knowledge of fund accounting and fund management principals. (required)
  • Policy Working knowledge of UCLA financial and budgetary policies, processes. (preferred)
  • University Systems Working knowledge of university Financial systems, including but not limited to BruinBuy Plus and Legacy, Concur, CashNet, CashPro. (preferred)
  • Communication Experience explaining technical concepts to a variety of clients with varying levels of understanding of University accounting. (required)
  • Ability to analyze situations, define problems and objectives, and proactively implement solutions. (required)
  • Strong working knowledge of Microsoft Office including Excel, Word, Outlook, and PowerPoint. (required)
  • Demonstrated skill in training and mentoring team members. (required)
  • Ability to work independently with mínimal or little supervision, using initiative to perform job duties. (required)
  • Ability to perform multiple, diverse assignments simultaneously and meet deadlines with mínimal supervision. (required)
  • Demonstrated ability to foster a harmonious and productive work environment. (required)
  • Direct experience handling institutional purchasing, reimbursements, and depository activities. (required)
  • Knowledge of University policies and procedures relating to purchasing, travel, and entertainment. (preferred)
  • Ability to research complex administrative issues as they relate to purchasing and reimbursement, and fund management. (required)
  • Establish and maintain excellent working relations with Anderson employees, vendors, students, and other affiliates. (required)
  • Ability to maintain confidentiality of information related to financial and personnel matters. (required)

Education, Licenses, Certifications & Personal Affiliations

  • Bachelor's Degree Bachelor's degree with emphasis in accounting, finance, or economics, or University finance and transactional experience; or equivalent combination of education and experience. (required)

Special Conditions for Employment

  • Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Schedule
Hours and location of work are flexible, requiring occasional weekends and a minimum of 3 in-office days.
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Union/Policy Covered
99-Policy Covered
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Complete Position Description
Apply


Campus Requisition #:

2048


UC Payroll Title:

FINANCIAL SVC ANL 3


Department:


ANDERSON GRAD SCH OF MANAGEMENT

Appointment Type:


  • Staff: Career
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Full Salary Range:

USD $64,800.00/Yr. - USD $137,600.00/Yr.


Remote/Hybrid Eligibility:

Yes


Department Location:

110 Westwood Plz Anderson Graduate School of Ma


Total Openings:

1


Full or Part Time:

Full Time
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