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Job ID: 184684

Financial Analyst 3 (7709U) 32949
University of California, Berkeley

Date Posted Apr. 28, 2022
Title Financial Analyst 3 (7709U) 32949
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Financial Analyst 3 (7709U) 32949

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

The Office of the Vice Chancellor for Research (VCR) oversees 55 multidisciplinary research units, including six museums, and six remote location field stations/reserves; administers the flow of research funding to the Berkeley campus and oversees research support units, including the compliance of campus research with federal, state and university regulations. The VCR plays a major role in campus-wide research policy development, as well as design and oversight of long-range strategic planning.

Application Review Date

The First Review Date for this job is: March 30, 2022

  • Performs complex financial or resource research and studies for both internal department and external campus constituents. Examples include generating, modifying, and conceiving of new financial or other resource reports, analyzing and forecasting budgets, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.
  • Responsible for distributing monthly projections and reports to unit directors/managers; performing monthly/quarterly key controls review; budget forecasting that complies with division and campus systems; processing financial transactions that comply with campus, university and external policies and procedures; and assisting units with information for annual reviews. Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
  • Coordinates and implements unit budget allocations. Applies professional concepts to perform highly complex analysis to understand past performance and possible trends for future performance and/or resource allocations.
  • Responsible for analyzing and forecasting budgets; analyzing the use of restricted gift and endowment funds; communicating and coordinating monthly, quarterly, annual and ad-hoc financial reviews with department director, manager and/or staff; and for meeting all fiscal close procedures and deadlines.
  • Plans, formulates and justifies recharge rates and policies for financial viability of each recharge unit. Coordinates recharge billing for all recharge services. including invoicing external customers and following-up to ensure payment is received. Develops innovative resolutions to highly complex recharge and self-supporting operations and develops policy recommendations. Provides analytical support for complex budget, financial, or resource analysis projects.
  • The incumbent will be expected to establish and achieve annual learning objectives for skill-building and professional development. Learning opportunities may include self-directed activities (such as recommended reading or participation in online courses) and/or programs, courses and activities assigned by the incumbent's supervisor.
  • The incumbent will be expected to share key lessons learned with co-workers at the conclusion of each activity, and to incorporate lessons into work performance. Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.

Required Qualifications
  • Understands basic accounting procedures like journal entry creation (including preparation of supporting documentation) and review and running basic reports
  • Able to interpret internal and external policies and regulations
  • Knowledge of GAAP
  • Understands basic budgeting and planning concepts (trends and Capital and Operational Budgets)
  • Understands the components and interdependencies of financial statements/reports including basic statistical relationships; examples include financial statement ratios, Key Performance Indicators (KPIs) and Compounded Annual Growth Rate (CAGR)
  • Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel (such as pivots, lookups, nested formulas)
  • Advanced proficiency with cross-functional enterprise financial systems and interdependencies
  • Advanced proficiency with query and reporting tools
  • Intermediate knowledge of software features such as Smartview
  • Intermediate to advanced knowledge of presentation and project management software or tools
  • Understand, apply and ensure compliance with internal policies and external regulations
  • Ability to design and perform ad-hoc analyses, incorporating checks and balances to ensure data integrity
  • Ability to construct and assemble data for budgeting, forecasting and decision making
  • Ability to identify and resolve complex issues that may span multiple areas
  • Ability to develop reports and presentations of complex financial data and metrics for management and develop conclusions, and present high level summary of recommendations
  • Understands the needs of the client; maintains positive, long-term working relationships with customers; addresses customer problems in a professional manner; personally follows through to ensure issues are resolved to meet the client's expectations
  • Cultivates, builds and maintains good relationships with peers, subordinates and customers
  • Actively listens; clearly and effectively shares information; demonstrates effective oral and written communication skills; seeks input from others
  • Shows respect for people and their differences; works to understand the perspectives of others; supports opportunities to experience diversity on campus
  • Demonstrates integrity, accountability and efficient stewardship of University resources in a manner consistent with UC policies including the UC Standards of Ethical Conduct and safety policies
  • Bachelors degree in accounting, business, economics or related field and/or minimum of 2 years financial related experience in a multidivisional organization or similar combination of work and experience

Salary & Benefits

This is a full-time, career position with a hiring range commensurate with experience. Hiring range up to $90,000/annually. 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.

Referral Source info
This job is part of the Employee Referral Program. If a UC Berkeley employee is referring you, please ensure you select the Referral Source of "UCB Employee" and then enter the employee's Name and Berkeley email address in the Specific Referral Source field. Please enter only one name and email.
Other Information
  • We are hiring for 3 career, 100% full-time, 40-hours per week appointments, eligible for full UC benefits.
  • This is a remote-friendly position, eligible for 100% remote capability.

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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