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Job ID: 130490

Financial Services Analyst (4628U) - 27211 - 1289
University of California, Berkeley

Date Posted Oct. 3, 2019
Title Financial Services Analyst (4628U) - 27211 - 1289
University University of California, Berkeley
Berkeley, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Fiscal Services

Financial Services Analyst (4628U) - 27211 - 1289

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: July 17, 2019

Departmental Overview

The Department of Theater, Dance & Performance Studies is in the Division of Humanities in the College of Letters and Science. Its programs integrate undergraduate and graduate instruction with student participation in theater and dance performance. The Department enrolls 1100 students in its 55-65 classes and seminars each semester. There are approximately 150 majors and 150 minors in addition to 25-30 students pursuing a Ph.D. Approx. 300 students are enrolled per semester in courses that engage in participation in production as actors, builders, stage crew, stage managers, directors, choreographers, or designers.

The Department produces annually 4-6 shows; 2-4 workshop, or showcase productions; 8-12 Department produced events and lectures; and 8-12 additional activities (rentals/loans of venues and/or equipment, sponsorship of activities produced by other departments, studio loans to campus and non-campus entities, etc.). Department welcomes more than 8000 patrons to its events and productions annually.

The Department is responsible for three theaters - The Playhouse at Zellerbach Hall (285-551 seats), The Durham Studio Theater (135 seats), and Zellerbach Room 7-Black Box (64 seats) - three fully operating shops and associated spaces, significant storage and curatorial space, three dance studios, three acting studios, three design studios, additional classroom service space, a department library, and faculty and staff offices in both Dwinelle Hall and Zellerbach Hall.

Regional Shared Services Liaison and Customer Support:
  • Manage all departmental workflow related to Regional financial processing, ensuring that segregation of duties is clear, business processes are defined, and items requiring exceptional approvals or escalation to Regional supervisors are promptly and effectively resolved.
  • Provide support and guidance to department staff in both BFS and Cal Answers to maintain manageable workload, triage problems, and promote customer friendly tone in all communications.
  • Work with Regional service team to align targeted goals with department support received.
  • Train faculty and staff when changes in business practice warrant new department procedures, and create an effective teamwork environment.
  • Responsible for creating and updating department web resources related to Regional support.
  • Effectively address difficult and complex customer inquiries.
  • Recommend and implement quality customer service standards and procedures to various constituencies that include internal department clients, such as faculty and students, as well as external vendors.
  • Functions as a resource to faculty and staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns.

Budget Operations and Financial Reporting:
  • Responsible for fiscal oversight of department's annual revenue including substantial summer sessions revenue, concurrent enrollment, prize income, Box Office revenues, Petty Cash; and expenses including, staff and faculty salaries, TAS, faculty start-up and retention commitments, faculty research, performance related expenses, and overall facilities support and premises conditioning (ongoing maintenance projects in theater/studio spaces).
  • Oversee daily financial activity, ensuring deficits are researched and corrected, as appropriate.
  • Responsible for creation of financial journals to correct erroneous transactions.
  • Create Direct-Retro transactions to transfer payroll as needed; ensure commitments from various courses for course relief are received and spent down.
  • Runs high-level CAL Answers reports using pivots, exporting data to Excel, and running reports for payroll inquiry. Prepare monthly reconciliation report for department Chair and Manager.
  • Work with APO Analyst/Office Manager on reconciling changes in payroll reports resulting from academic personnel actions.
  • Train TDPS Faculty in self-service opportunities in Cal Answers; specifically, PI Portfolio.
  • Manage all front-of-house expenses, performance budget, and facilities conditioning project budgets.
  • Prepare reports to Production Manager, Chair, Director, and Manager.
  • Negotiate Cal Performances Front of House expenses and follow invoice through payment remittance.
  • Prepare recharge documents related to costume, venue, and props rentals; follow from invoice to payment remittance.

Research and Analysis:
  • Utilizing professional fiduciary concepts, prepare recommendations for the reconciliation of TDPS budget plan to actuals. Review trends to determine where expenses are controllable (or moreso) so that budgets are adhered to.
  • Interpret finance and business policies such that TDPS can avoid non-compliance.
  • Maintain historical documentation, in keeping with University records retention policies.
  • Purge as needed.
  • Maintain Storage Map of TDPS records to easily locate necessary hard-copy records; maintain order and readiness of TDPS fiducuary records in the TV Room in Zellerbach Hall.
  • Participate fully in audit and review of all internal financial records.
  • Assists with ensuring that financial processing functions which may include Accounts Payable, Accounts Receivable, Cashiering and Collections (and concomitant use contracts for rentals) are performed with accuracy and that daily operations run smoothly.
  • Partner with Department Manager with fiscal close process for department funds.
  • Establish expertise in Cal Answers Reporting and provide resource knowledge to faculty as they migrate to more self-service activities, to include reconciliation of BEAR Funds, contract and grant funds, committee budgets, all funds with CF2s assigned to specific faculty/committees/initiatives.
  • Synthesize reports, using pivots, to reflect trends and make available to Department Chair and Manager.

Professional Development:
  • Attends campus trainings to stay current with changes in processes and procedures. Also, take advantage of development opportunities to bolster personal/professional growth.

Required Qualifications

  • Thorough knowledge of financial processes, policies and procedures.
  • Knowledge of financial data management and reporting systems
  • Must be proficient in use of Microsoft Office suite and common desktop/web applications.
  • Knowledge of principles and procedures involved in risk assessment and evaluating risks for likelihood and consequence.
  • Ability to utilize analytical skills and critical thinking to develop original ideas to solve problems.
  • Ability to utilize sound judgment in decision-making.
  • Ability to multitask, stay organized, and manage competing deadlines.
  • Ability to maintain confidentiality.
  • Ability to convey complex information to various audiences with tact and sensitivity; service orientation with emphasis on active listening and strong interpersonal and communication (verbal and written) skills.
  • Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
  • Must have a proven track record of making positive contributions to work environments.
  • Demonstrated reliability including ability to meet deadlines and prioritize work independently.

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

Salary & Benefits

This is an exempt, monthly paid position. Annual salary is commensurate with experience within the range of $60,000.00 - $72,000.00.

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:

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