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Job ID: 130464

Financial Analyst (7709U) 1778 - 1778
University of California Berkeley

Date Posted Oct. 3, 2019
Title Financial Analyst (7709U) 1778 - 1778
University University of California Berkeley
Berkeley, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Financial Analyst (7709U) 1778 - 1778

About Berkeley

The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptanceacademic and artistic, political and culturalmake it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

Application Review Date

The First Review Date for this job is: 10/9/2019

Departmental Overview

University Health Services (UHS) is a comprehensive campus-based health center providing fully accredited medical and mental health care, education, a major medical insurance plan, and innovative health promotion programs for students, faculty and staff. UHS is deeply committed to ensuring affordable, well-integrated, multidisciplinary healthcare that effectively supports the university's diverse campus communities, through equitable access and culturally competent, high-quality programs and services. Learn more by visiting


The Financial Analyst evaluates operational budget performance and budgetary control components for the UHS operational budget of $40 million. The position will inform UHS managers who hold budgetary responsibilities of UHS financial results, trends, forecasts and resource options. The position has a central responsibility for staffing control and will project account balances / unit balances based on actual as well as forecasted revenue and expenses. The position has lead responsibility for timely and consistent monitoring intercampus financial arrangements in support of clinical services, and liaison activities with research administration for UHS contracts and grants.

Key Responsibilities include:
  • Evaluate the financial performance of UHS's operating budget. Prepares monthly, quarterly, and annual complex financial reports which document all aspects of unit's finances; presents analysis of current financial performance for discussion with unit managers. Works with business operations team in reconciling department chart of accounts and other business financial processes.
  • Initiates budget planning and development under the direction of the financial supervisor, focusing on portfolio-based budget management, for example, student medical services units, mental health services, et al.
  • Prepares, analyzes and updates forecasts of likely future resource needs and expenses.
  • Applies expert understanding of campus' complex FTE policies, practices and calculations to analyze and problem-solve complex FTE issues which distort financial reporting. Requires interpretation of complex online HR and financial systems and ability to translate data into operational impact for unit managers and UHS leadership
  • Contributes to campus financial and data system development by:
  • Participating in Student Affairs financial team meetings and planning
  • Financial community of practice in user forums for CalPlanning, BearBuy, and CalAnswers.Financial. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera.
  • Maintaining subject matter expertise in campus accounting practices and building strong relationships with campus Controller's Office to resolve problems.
  • Independently conducts research on and reviews research administration activities and intercampus financial agreements for accuracy, cross-referencing data with internal systems; identifies and corrects errors in collaboration with program leads and business units as needed.
  • Other duties as assigned

Required Qualifications

  • 3-5 years of increasingly responsible financial planning and analysis work
  • Has thorough knowledge of finance policies, practices and systems.
  • Has ability to independently gather, organize, and perform financial analysis assignments.
  • Requires ability to present information in a clear, concise and highly persuasive manner both in writing and verbally.
  • Must be proficient in use of Microsoft Office and common desktop/web applications for online financial management systems.
  • Fluent in verbal and written business communications.

  • Bachelor's degree in related area and/or equivalent experience/training

Preferred Qualifications

  • In-depth understanding of UC Berkeley financial systems - Cal Answers, Cal Planning, BFS, and UCPath
  • Conversant with financial and accounting concepts
  • Ability to contribute creative innovations to the budgeting and financial reporting process

Salary & Benefits

Hiring Range: $67,500.00 - $98,900.00, commensurate with experience. Includes full eligibility to UC benefits plan.
For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Other Information

This is a 100% FTE, Career appointment type.
Employment is contingent on successful completion of: Background Check, Acceptable Medical Evaluation that includes infectious disease surveillance and proof of current required vaccinations or immunity levels, and successful credentials verification (if applicable).

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 see:
For the complete University of California nondiscrimination and affirmative action policy see:

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