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Job ID: 168045

Sr. Financial Analyst (7709U), Haas School of Business 24478
University of California, Berkeley

Date Posted Sep. 24, 2021
Title Sr. Financial Analyst (7709U), Haas School of Business 24478
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Sr. Financial Analyst (7709U), Haas School of Business 24478

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.

Departmental Overview

UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to increasing diversity and creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.

For more information about the Haas School of Business visit:

Application Review Date

The First Review Date for this job is: October 7, 2021

  • Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations.
  • FP&A support for department budgets, Budgeting/Planning/Forecasting for core Haas operational departments, as assigned.

  • Provides analytical support for complex budget, financial, and resource analysis projects dealing directly with unit managers.
  • Annual Budget: Develop, coordinate, and implement Haas annual budget, includes coordinating CalPlanning activities with internal budget processes.
  • Forecast and Quarterly Review Process: Work with CFO, team members and unit leaders to develop a full year forecast (first half actuals, second half forecast) which will give insight to executive management on how we are doing vs. budget and if we need to course correct.
  • Fiscal and Monthly Close: Lead/Coordinate fiscal and monthly close activities with input and support from rest of finance team.
  • Provide support on financial analyses to help support Haas' strategic plan.

  • Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
  • Coordinate deficit clearing
  • Allocations and post-allocation cleanup (related to budget)
  • Hierarchy updates
  • Payroll transfers and review

  • Gathers information, analyzes, prepares and summarizes recommendations for financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc.
  • Work with CFO and Finance team to develop reports for:
  • Haas Board of Directors
  • Dean and Dean's Direct Reports (i.e., Management Team)
  • Town Halls
  • Other executive meetings, as applicable

  • Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
  • Occasional input or support for system enhancements related to Budgeting and forecasting in CalPlan.

  • Professional Learning and Growth
  • Embraces the principle of being a "student always" by engaging in opportunities for training, workshops, seminars, continuing education pertinent to the position, or at the suggestion of the supervisor.
  • Actively contributes to a team environment that fosters and promotes a culture of diversity, equity, inclusion, and belonging (DEIB) within the unit and at Haas.
  • Engages in ongoing education to promote diversity, equity, inclusion & belonging by completing University sponsored certifications & training sessions (Ie: MEP Workshop, Implicit Bias Certification, LinkedIn Learning workshops, and other workshops & seminars offered by the University or Haas, as they are made available) or by engaging in external seminars & resources related to DEIB.
  • Exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.

Required Qualifications
  • Minimum of 3-years experience of direct, progressive growth in financial planning and analysis.
  • Can effectively present information verbally and in writing in a clear and concise manner and practices active listening, and engages collaboratively with a broad, multi-audience constituency.
  • Under general direction, gathers required information to organize, and perform financial analysis assignments.
  • Proficient with MS Excel and other business related software such as Visio, Powerpoint and MS Project, for complex financial analysis, fiscal management, and financial reports.
  • Excellent customer service orientation, critical thinking and political acumen skills to influence people of varying levels of authority throughout the organization to elicit cooperation without direct authority.
  • Demonstrates excellent collaboration techniques when working with peers throughout the organization, and as part of a high-performing team, leveraging the insights of others to optimize solutions.
  • Can adapt to changing priorities, demonstrating excellent attention to detail, organizational skills and time management skills to multi-task in a high volume environment.
  • Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
  • Excellent interpersonal skills, demonstrating a desire to promote diversity, equity, inclusion and belonging to establish and maintain positive & professional working relationships with colleagues, students and team members.
  • Exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.
  • Demonstrates an understanding of and commitment to diversity, equity, inclusion, and belonging in a business, organization or public university setting.

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

Preferred Qualifications
  • Expertise in logical business rules associated with general financial systems and associated data structures.
  • Experience with ad hoc querying to utilize common data mining tools to develop custom queries to extract data from data warehouse.
  • Experience with contributing to and guiding change management and communications plans related to financial business process and financial systems changes.

Salary & Benefits

This is an exempt, monthly paid position. Annual salary will be commensurate with experience up to $101,500.00.

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.

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:

To apply, visit


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