Search for University Jobs in Staff & Non-Managerial Professionals

Job ID: 195226

Financial Services Analyst, FCREUE (4627U), Haas School of Business - 43002
University of California, Berkeley

Date Posted Sep. 22, 2022
Title Financial Services Analyst, FCREUE (4627U), Haas School of Business - 43002
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Classified Staff
  • Finance/Investment Management

Financial Services Analyst, FCREUE (4627U), Haas School of Business - 43002

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

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:

The Haas School of Business embraces flexible working arrangements for its employees. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

The Fisher Center for Real Estate & Urban Economics (FCREUE) is an internationally renowned research center housed at the Haas School of Business located on the University of California, Berkeley campus. The mission of FCREUE is to educate students and real estate professionals, to support and conduct cutting-edge research on real estate, urban economics, and the California State economy, and share findings and expertise with academics, business, government, and the general public. FCREUE's fundraising program raises $2+ million annually which provides primary support for all its activities, promotes interdisciplinary research and academic endeavors across campus, and contributes to the academic real estate program at the Haas School of Business.

Application Review Date

The First Review Date for this job is: 10/05/2022.


Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies for FCREUE's various pillars (development, research, public outreach and academics). Utilizes the full range of campus financial reporting tools: (Cal Answers/Reporting, etc.) to support FCREUE leadership and their management decisions.

  • Creates high level summary and detailed: management reports, general ledger reports, income and expense reports, modified SRECNA reports, etc.

Under general supervision, researches and gathers information from a variety of sources; prepares and summarize information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.

Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc., for management review and decision-making.

  • Prepares monthly and quarterly management and ad hoc reports as needed for biannual board meetings, quarterly executive committee meetings, budget and planning meetings, etc.

Assists with ensuring that financial processing functions which may include Accounts Payable, Accounts Receivable, Cashiering and Collections are performed with accuracy and that daily operations run smoothly.

  • Implements department budget allocations and maintains department chart of accounts, and related business processes (annual budget submission, year-end/fiscal close, grants administration, monthly reconciliations and adjustments).
  • Assists with ensuring that financial processes functions and operations are performed accurately and timely.

Approves travel, entertainment, and other reimbursements as needed.

Functions as a resource to support staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns. Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations for the department and its various functional areas.

  • General recommendations include policy compliance, awareness, and training on funds ranging from private donations, endowments, conference registration fees, professional services, and contracts and grants.

May act as team leader for support staff.

  • Train staff and create effective teamwork environment.

Conducts or assists with researching, developing and implementing new and changing business processes.

  • Prepares basic financial and resource reports and/or analysis for internal department constituents.
  • Supports Department Manager (AO4) for all departmental financial and analytic needs: preparing reports, submitting annual budgets, assisting FCREUE units with budget preparation, fiscal close/year end, contracts and grants administration, etc.)

Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies.

  • Participates in audits of internal records and processes and prepares recommendations for changes as needed.
  • Documents processes and procedures for financial activities.
  • Reviews, processes, and approves standardized financial data and transactions.
  • Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors.
  • Special projects as assigned.

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' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself.

Required Qualifications

  • Working knowledge of financial processes, policies and procedures.
  • Knowledge of financial data management and reporting systems.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision-making.
  • Skills to provide coaching and mentoring to support staff.
  • 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' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) 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.

Salary & Benefits

This is a 100% time (40-hrs a week), monthly paid, exempt position. Annual salary is commensurate with experience up to $76,900.00.

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 in the Resume section.of your application.

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


Please reference in your cover letter when
applying for or inquiring about this job announcement.

Contact Information

Please see the job description for contact details
pertaining to this university job announcement.


Refer this job to a friend or colleague!

New Search | Previous