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Job ID: 173039

Financial Services Analyst 2 (4627) - College of Engineering (CoE) - Dean's Office
University of California, Berkeley

Date Posted Nov. 19, 2021
Title Financial Services Analyst 2 (4627) - College of Engineering (CoE) - Dean's Office
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Fiscal Services

Financial Services Analyst 2 (4627) - College of Engineering (CoE) - Dean's Office

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 College of Engineering (CoE) at UC Berkeley is recognized for its educational and research excellence, consistently ranking among the top three Engineering colleges in the United States. With more than 220 regular faculty members, 2,100 graduate students, and 3,500 undergraduate students located in seven academic departments, Engineering is the second largest college on the Berkeley campus. A multiunit Deans' Office provides administrative, student services, development, and capital projects services. The CoE occupies ten buildings on the Berkeley campus and has extensive facilities at the Richmond Field Station.

The Financial Services Analyst 2 reports directly to the Financial Analyst 4. The incumbent provides high-level financial and analytical support for units in the College of Engineering Dean's Office. The incumbent assists in the creation of operational budgets, determine appropriate use of funds, and ensures that all financial transactions comply with the budget and fund terms. The individual reviews departmental business needs establish procurement and consulting agreements with various vendors for a wide range of services. The incumbent creates and analyzes financial reports and coordinates action to resolve any issues or discrepancies. This is an entry-level 2 position, with a goal of establishing a pipeline of trained financial services professionals.

Application Review Date

The First Review Date for this job is: 12/2/21


30% 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.
  • Ensures financial processing functions, which may include accounts payable, accounts receivable, receiving, bluCard, Event Planner Card, cashiering, and collections, are performed with accuracy and that daily operation run smoothly and in compliance with the funding source and operational budget.
  • Uses appropriate online system (ERSO Intranet or Bearbuy) to initiate and track purchase or payment requests.
  • Establishes business contracts and consulting agreements that meet the business needs for various units in the Dean's Office.

20% Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making. Maintains and updates post-reconciliation reports for assigned Dean's Office unit(s) and identifies actions needed to correct discrepancies. Resolves financial issues within the required time period for each fund.

20% Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering, and collections are performed with accuracy and that daily operation runs smoothly.
Reconciles general ledger for Dean's Office units on a monthly basis.

20% Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. Designates funding sources to charge, routes for approvals, and makes an entry in appropriate campus system(s). Conducts or assists with researching, developing, and implementing new and changing business processes. Creates and/or modify and implement processes to improve business efficiency. Updates and publishes new forms and documents as needed. Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems, and vendor concerns.

10% Participates as a member of the Dean's front office team. Works on projects and initiatives as defined by team leads. Provides in-person coverage as needed. Helps to maintain the functioning of equipment, inventory of supplies, and appropriate access to facilities in the Dean's Office.

Required Qualifications
  • Working knowledge of financial processes, policies and procedures.
  • Strong knowledge of financial data management and reporting systems.
  • Proficiency in the use of spreadsheet and database software.
  • 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.
  • Ability to function effectively as a member of a team.
  • Ability to adapt to changing priorities.
  • Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
  • Skills to provide coaching and mentoring to support staff.

Preferred Qualifications

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

Salary & Benefits

For information on the comprehensive benefits package offered by the University visit:

*Starting salary is commensurate with experience.

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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