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Job ID: 131190

Financial Analyst (7710U) - 2020 - 2020
University of California, Berkeley

Date Posted Oct. 10, 2019
Title Financial Analyst (7710U) - 2020 - 2020
University University of California, Berkeley
Berkeley, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Financial Analyst (7710U) - 2020 - 2020

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: October 22, 2019

Departmental Overview

Located within the world's finest public university and one of the most diverse regions in the nation, the UC Berkeley School of Social Welfare strives to transform the systems that perpetuate poverty and social disadvantage. Berkeley Social Welfare develops effective leaders and scholars committed to solving complex social problems; produces, disseminates and utilizes research to improve social-service delivery and policy through critical thinking and evidence-based knowledge; and prepares the next generation of culturally-competent social workers, researchers and teachers dedicated to serving the most vulnerable members of our society.

The School of Social Welfare Financial Analyst is responsible for overseeing and managing the risk for all budgeting, financial accounting, shopping, receiving, and systems design for the entire School. While the functions of human resources, purchasing, and research administration have moved into Berkeley Regional Services (BRS), the School of Social Welfare is still responsible for ensuring that the processes, communication, coordination, compliance, and service levels are bridged seamlessly for the faculty, students, and staff in the School. These coordination activities (for expenditures in excess of $35 million annually), which are in addition to the annual budgeting process, financial management of endowed chairs, faculty start up and retentions, dean's opportunity funds, financial modeling for renovations of our historic building.


  • Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and faculty.
  • Inputs new scenarios based on the Dean's changing expectations and strategies.
  • Undertakes detailed analysis of monetary patterns in the School, including spending and operating transfers.
  • Works in both the Forecast and Operating budget scenarios for all fund sources in the School, including restricted (gift, endowment, Contracts & Grants), unrestricted funds, Capital Project Plant funds, Regental vs. Foundation funds, and funds functioning as endowments.
  • Prepares forecasts for the Dean and Leadership team on regular basis, enabling strategic planning and project management synchronization.
  • Estimates PDST funds two to three times yearly, to best allocate financial aid and remain in compliance with financial aid floor required by the Regents.
  • Administers, in coordination with central and departmental administrators, the administrative and financial aspects of complex, awarded projects with campus-wide impact.
  • Provides guidance and counsel on research administration matters to principal investigators, departmental administrators and less experienced department staff.
  • Ensures complete and accurate collection of documentation for financial transactions.
  • Prepares annual Title I-VE, Mental Health, and Summer Sessions budgets and monitors and addressees significant budget to actual expense variances.
  • Prepares quarterly billing for stipend programs and reports for departmental budget managers.
  • Administers departmental research and sponsored projects within the School's Instructional Program, which primarily involves endowed chairs and Title IV-E and Mental Health awards totaling $1.8M annually.
  • Provides high-level review of financial activities throughout organization and may review the work of others.
  • May lead a team of less-experienced analysts in the organization, planning, establishment and monitoring of fiscal budget control of contracts and grants administration, submissions, budgets, support documents, gifts, endowments and privately funded projects for faculty research programs.
  • Performs highly complex financial or resource research and studies for both internal department and external campus constituents.
  • Executes complex analyses, projections, and trend reports.
  • Advises on anomalies and variances and propose recommendations to mitigate issues.
  • Reviews and approves all non-sponsored financial transactions on behalf of the School, and ensures that financial processing functions are performed with accuracy and efficiency.
  • Monitors and addressees significant budget to actual expense variances.
  • Performs and assists with internal controls through analysis of financial and security reports.
  • Prepares all fund and expense transfers to comply with Fiscal Close policies, and ensures no deficits occur by Dept ID or fund.
  • Does monthly and quarterly activities designed to ensure the School's compliance with SAS 115 regulations; acts as primary responder to any audit requests from the Office of Audit Services, BluCard Audit desk, or Contracts and Grants Administration Compliance officers.
  • Acquire and maintain solid working knowledge of UCPath, CalAnswers Financials, Campus Deposit System (CDS) and Berkeley Financial System (BFS).
  • Oversee the maintenance of SSW accounting files.
  • Coordinate and train student support and clerical personnel in the file maintenance of required expense transaction documentation;
  • Maintain archive and confidentially destroy old files as per retention policy.
  • Keeps abreast of relevant changes in University and sponsoring agencies' policies.
  • Represents the department on business affairs to campus community and serves on committees.
  • Participates in development and monitoring of policies and procedures for department or department operations.
  • Identifies and initiates team efforts at business process improvement toward an end of more efficient operations and/or higher quality service.
  • Takes a leadership role in integrating new processes and systems into the School; trains staff and faculty on new systems as required.
  • Serves as primary liaison to the regional research administration team and takes a leadership role in problem resolution and reporting to the Assistant Dean of Operations and the Dean of the School.
  • Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations
  • Directs, initiates, designs and provides analytical studies, summary reports and background materials for department administrative officers and managers for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera, that have a significant impact on individual or multiple departments.
  • Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.
  • Other duties as assigned.

Required Qualifications

  • Proven aptitude, competence, and experience with budget and forecasting processes and development.
  • Quantitative and financial analytical skills with industry-standard fund accounting financial projections and forecasting methodologies and tools are required.
  • Strong analytical skills, with the ability to independently gather, organize, and perform financial analysis assignments that may involve data from a variety of sources and develop creative responses to obstacles
  • Expert knowledge of all financial policies, practices and systems (industry standard financial planning, accounting practices, and reporting formats, etc.) and broad financial (fee development, debt financing, cashflow, etc.), operational, and organizational experience in an academic environment.
  • Expertise in institutional accounting systems, databases, data extraction methods, and report presentation is required. Knowledge or ability to learn of UC Berkeley's PeopleSoft human resources and financial systems, data structures and methods of report generation is highly preferable, as is expertise in Hyperion Planning/Essbase.
  • Demonstrated experience developing decision-focused presentations and leading groups to consensus within a designated time-frame.
  • Ability to communicate, both verbally and in writing, complex findings and recommendations in a clear and concise manner.
  • Exceptional judgment and interpretation between conflicting concerns or organizations, and the ability to reach mutually agreeable solutions among diverse parties.
  • Ability to see past immediate issues, grasp/address the secondary and tertiary impacts/consequences, and to recommend appropriate responses.
  • Strong interpersonal skills, political acumen and demonstrated capability to gain the respect of others, influence people of varying levels of authority in multiple organizations, and elicit cooperation without direct authority.
  • Ability to work collaboratively as part of a diverse, high-performing team, leveraging the insights of others to optimize solutions.
  • Proven track record of success and a strong customer focus (makes customer needs a priority, practices active listening, engages collaboratively with a broad, multi-audience constituency)
  • Excellent time management: ability to break down objectives into tasks and schedule tasks to meet objectives
  • Must be proficient in use of Microsoft Office and common desktop/web applications.

Technical Skills:
  • Financial Modeling - development of complex allocation and long-range revenue and expense planning models
  • Expertise in logical business or ability to learn rules associated with Berkeley's financial systems and associated data structures
  • Ad hoc querying - utilize common data mining tools to develop custom queries to extract required data from data warehouse
  • Advanced MS Excel skills; creative and expert use of other MS Office tools (Visio, Powerpoint, Project) to meet deliverable requirements

Change Management & Training:
  • Experience with contributing to and guiding change management and communications plans related to financial business process and financial systems changes
  • Ability to guide the development of business process-focused documentation and training content that will illustrate concepts for a variety of audiences

  • BA/BS in Finance, Accounting, Business or related field and/or equivalent experience/training required
  • Minimum of 3 years of direct, progressive growth in financial planning and analysis experience required

Preferred Qualifications

  • Advanced degree (MBA), and formal education or experience in fund accounting strongly preferred.

Salary & Benefits

This is an exempt, monthly paid position. Annual salary is commensurate with experience

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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