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Job ID: 225928

Financial & HR Analyst (7378U) - 61793
University of California, Berkeley

Date Posted Nov. 20, 2023
Title Financial & HR Analyst (7378U) - 61793
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Human Resources
    Finance/Investment Management

Financial & HR Analyst (7378U) - 61793

About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. To find out more about how you can grow your career at UC Berkeley, visit

Departmental Overview

Providing department support for both financial and HR management, including all faculty and department accounting, graduate student fund management and all aspects of HR - Academic Personnel (Faculty, Lecturers, Postdocs, Visitor titles), non-Academic (undergraduate student hires/ Work Study), plus APRecruit searches.

Application Review Date

The First Review Date for this job is: 11/30/2023.


Provide oversight of all funds on Geography IDs.

  • Assign charges to appropriate funding sources.
  • Draft proposed budgets for departmental operating expenses and track expenditures.
  • Analyze and forecast staff and faculty compensation expenses, current and future faculty commitment allocations, gifts, and endowments to ensure sufficient funds.
  • Identify funding sources for faculty startup and retention commitments and assist the Chair with drafting startup/retention requests from campus and Dean's office.
  • Initiate fund transfers in BFS.
  • Manage department's fiscal close process.
  • Conducts strategic financial planning based on department's operational and fiscal needs.

Monthly Financial Control

  • Monitor all financial transactions including purchases and reimbursements, salary and benefit expenses, and transfers from other units for accuracy and compliance with UC Policy.
  • Research and reconcile deficits.

Purchasing & Reimbursement Support

  • Provide Org Node approval for departmental BearBuy purchases.
  • Supervise and train work study employees to assist with preparing expense reports for reimbursements.
  • Provide departmental approval for reimbursements.
  • Assist independent contractor hiring.
  • Provide guidance and support for purchasing using DBIDs.
  • Pay honorariums.
  • Manage department's credit cards- ensure purchases comply with UC Policy and reconcile charges in BFS.

Academic Personnel Support

  • Oversees the academic search process for lecturer pools and senate faculty including placement of ads, drafting of search plans, and conducting the initial screening of materials submitted, coordinating with Search Chair.
  • Facilitate/manage the academic review processes, identifying issues relating to policy and compensation.
  • Analyze, schedule and manage merit and promotion cases for senate and non-senate faculty.
  • Handle all lecturer, visiting scholar, and postdoc initial appointment, reappointment, and terminations for academic year and summer sessions.
  • Engage with diverse staff and leadership to promote trust, collaboration, and partnership between departments and levels of leadership.
  • Resolve complex issues may arise.
  • Develop and maintain communication channels with the Dean's Office, attend training sessions on new policies; request confidential advice.

Manage departmental graduate student funds including support from Graduate Division and the Dean's office.

  • Track all departmental obligations to students (semester funding, promised GSI positions, extra research funding, summer funding).
  • Match student awards to appropriate funding sources and be able secondarily to disburse awards in SIS.
  • Discuss individual student funding circumstances, policy changes, and departmental processes with HGA.
  • Communicate with Graduate Division about departmental student funding plans.

TAS Budget

  • Communicate with departmental staff and Chair about the department's course and teaching plans.
  • Create the department's annual TAS budget and submit budget request to the Dean's office.
  • Manage TAS spending.

General HR Support

  • Serve as internal contact and partners with BRS (or other campus partners) to counsel department managers, supervisors, and staff on a wide range of HR-related policies, procedures, and practices.
  • Review requests for appointment actions and initiates or troubleshoots actions regarding separations; leaves of absence; extensions and changes in the appointment; percentages of time; contract renewals; and rehired retirees.
  • Submit and track implementation of actions through BRS.
  • Work closely with BRS to ensure HRIS transactions are processed in a timely manner.
  • Respond to general HR inquiries, coordinates with BRS, and directs employees to additional resources as appropriate.

Provide monthly summaries of activity on faculty funds and track expenditures.

  • Communicate with the Dean's office and faculty about outstanding startup, retention, and FRA commitments.
  • Assist faculty with summer salary calculations, identify funding sources for summer salary, and enter data into Smartsheet.
  • Provide administrative support for spending on faculty contracts and grants.
  • Communicate with SHARE RA and faculty about ongoing contracts and grants.

Student Hiring

  • Communicate with faculty and students about student appointments (work study, LAEP, student assistants).
  • Enter appointment information into BRS smartsheets for Lecturers and undergraduate employees.
  • Initiate service now cases as appropriate.

Provide approval in UC Path for direct retros, position number entries, and funding entries.

  • Run biweekly reports to determine employee funding errors and make necessary corrections.
  • Serve as backup for departmental HR tasks.
  • Assist with budgeting for student employees (GSRs, Student Assistants, Work Study Students).
  • Communicate with faculty and students about GSR and student assistant positions.
  • Assist with weekly departmental colloquium travel logistics.
  • Assist with new faculty moves and relocations.
  • Update departmental Business & Finance webpage as needed.
  • Other duties as assigned.

Departmental Administrative Policy Communication

  • Formally communicate departmental and campus policy changes to relevant constituencies.
  • Draft formal departmental processes for hiring procedures to ensure efficiency, compliance, and accuracy.
  • Ensure the department is passing on communications from campus about departmental administrative issues to faculty and students.

Required Qualifications

  • Advanced knowledge of and/or can quickly learn University rules and regulations, processes, protocols and procedures for budget, accounting and fund management, and/or personnel management.
  • Advanced interpersonal skills including verbal and written communication, active listening, critical thinking, persuasiveness, advising and counseling skills.
  • Advanced knowledge of a variety of administrative operational activities such as basic fundraising processes, risk management planning, accounting and payroll, and contracts and grants regulations and guidelines.
  • Advanced knowledge of and/or can quickly learn common University-specific computer application programs.
  • Ability to use discretion and maintain confidentiality.
  • Advanced skills in short- and long-term strategic planning, analysis, problem-solving and customer service.
  • Advanced knowledge of financial analysis and reporting techniques, and/or human resources policies and procedures for staff and academic employees.
  • Bachelor's degree in related area and/or equivalent experience/training.

Salary & Benefits

This is a 100% full-time (40 hrs a week) exempt career position, which is paid monthly and eligible for UC Benefits.

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted salary or hourly range that the University reasonably expects to pay for this position is $85,800.00 - $122,000.00.

How to Apply

  • To apply, please submit your resume and cover letter.

Other Information

  • This is not a visa opportunity.
  • This position is eligible for up to 40% remote work.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

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, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster.

For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affirmative Action in the Workplace policy.

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