Financial Services Analyst 3

2 weeks ago

Santa Barbara, California, United States University of California, Santa Barbara Full time

Job Code:4628

Job Open Date:05/23/2024

Application Review Begins:6/7/2024

Department Code (Name): BAPO (BUDGET & PLANNING OFFICE)

Percentage of Time:100%

Union Code (Name):99

Employee Class (Appointment Type):Staff: Career

FLSA Status:
Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade:
Grade 21

Hiring/Budgeted Salary or Hourly Range:
The budgeted salary range that the University reasonably expects to pay for this position is $67,200 to $97,000/year.

Work Location:
Hybrid - Cheadle Hall & Remote. Preference for some in-person days a week.

Working Days and Hours:
M-F, 8am-5pm

Benefits Eligibility:
Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid (Both UC & Non-UC locations)

Special Instructions:

Department Marketing Statement:


The Office of Budget & Planning provides campus management with the necessary information and analysis to make decisions regarding the most effective allocation and use of campus resources.


Benefits of Belonging
Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:


Reporting to the Principal Budget Analyst in the Budget Office, this position supports a wide range of financial and administrative services.

Provides support in financial reporting, financial analysis, annual review coordination and compliance, and financial accounting in compliance with UCSB budget controls and reporting standards.

The incumbent is expected to utilize initiative, judgment, and discretion.

Under general supervision, this position is responsible for the analysis, processing, and servicing of a variety of operational and financial transactions and services.

Gathers, analyzes, prepares, and summarizes complex financial information for planning and budgetary purposes.

This position will also provide support to campus departments in support of the Financial Management Modernization (FMM) project and Oracle Financials Cloud (OFC) implementation.


Required Qualifications:

  • Bachelor's degree in related area and / or equivalent experience / training
  • 13 years Thorough knowledge of and experience in financial processes, policies, and procedures
  • Serviceorientation, creative problem solving, and analytical thinking skills as demonstrated in a professional environment

Preferred Qualifications:

  • 13 years Thorough knowledge of and experience in financial processes, policies, and procedures
  • 13 years Working in higher education or environment with fund accounting
  • Strong knowledge of financial data management and reporting systems
  • Ability to solve problems, conduct research and present solutions to management
  • Strong Excel and data management skills
  • Must possess accounting knowledge and have familiarity with financial transactions, debits & credits
  • Must understanding budgeting within large organizations

Special Conditions of Employment:

  • Satisfactory completion of a criminal history background check
  • UCSB is a Tobacco-Free environment
  • UCSB Campus Security Authority under Clery Act

Job Functions and Percentages of Time:

  • 40% Budget and Financial Services Administration
  • Assists with campus review and approval of budgetary adjustments and carryforward of funds. Reviews budget adjustments for accuracy and conformance with campus and UC policy. Independent judgement is used daily to communicate policy and provide guidance to campus departments related to budget adjustments/transfers. Prepares necessary budget adjustments to implement the distribution of resources to campus control points and departments consistent with campus priorities and program/project approvals. Assists with the campus vacancy management program and other budget programs. Coordinates, communicates with campus departments regarding vacancies and position funding status. Assists in the development of reports and resource allocation plans based on the program. Coordinates and consults with campus control points and departments regarding budget, financial, and policy matters including requests for information and data, current and permanent budget adjustments, and funding commitments. Assists with the management of ongoing budgets for staff and faculty salaries and FTE. Monitors departmental ongoing/permanent budgets against committed salaries in UCPath. Processes budget adjustments for authorized merits and range adjustments and provides relevant reports to campus departments.
  • 15% Administrative Support Assists with the development and maintenance of office procedures and administrative systems. Coordinates information from other divisions with department staff to ensure completion of tas

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