Financial Analyst

Position Number: 40075751

Payroll Title: FINANCIAL SVC ANL 2 CX (004754)

Job Code: 004754

Job Open Date: 6/26/26

Application Review Begins: 7/14/26

Department Code: AAVC (ASST TO VCE CHANCLLR OF STDNTS)

Percentage of Time: 100%

Union Code: CX- Clerical/Admin

Employee Class: Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $31.99 to $34.63/hour. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University.

The full salary range for this position is $30.75 to $50.45/year.

Work Location: 1101 SAASB

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

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable:

Hybrid work schedule will be considered after the probationary period has been completed and as long as hybrid arrangements are approved by the Division of Student Affairs. The University has the authority to change or revoke hybrid scheduling with reasonable notice. Incumbent must be available to be in the office as requested or full time should operational needs require it.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The Division of Student Affairs advances the education, research, and service mission of the University by providing programs and services that contribute to students' academic achievement, personal development, well-being, and success. As dedicated, compassionate, and collaborative professionals, we cultivate lifelong leaders and learners who recognize and appreciate the dignity of individuals and communities.

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:

Under the general supervision of the Financial Operations Manager, the Financial Services Analyst performs financial and administrative operations for the Division of Student Affairs. Serves as a member of the Student Affairs Business & Administration (SABA) Team. The primary focus area for this position is the Student Enrollment & Success cluster, and provides backup to other clusters as needed. Conducts ongoing financial analysis, reporting and tracking; maintains financial databases; general ledger auditing and reconciliation; procurement approval and processing a wide variety of financial transactions. Uses independent judgment and applies UC policies and financial and accounting concepts to identify solutions and to set priorities, plan and coordinate projects and activities in compliance with policies and relevant factors. Collaborates and makes recommendations in developing appropriate business procedures and best practices with procurement, financial, and payroll and personnel processes, ensuring that departments are in compliance with University Business & Financial policies. Provides training and support to administrative staff and managers for business processes and policies and procedures. Possesses sophisticated organizational and analytical skills and applies best business practices to ensure that all functions operate smoothly and efficiently. Maintains confidentiality and exercises a superior level of professionalism while performing the critical duties of this position. Performs multiple complex and confidential projects that require strong analytical and organizational skills. Works under the pressure of competing deadlines and frequent interruptions.

Required Qualifications:

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

1-3 years working knowledge of financial processes, policies and procedures.

1-3 years Strong knowledge of financial data management and reporting systems.

1-3 years Advanced proficiency in the use of spreadsheet and database software.

1-3 years Comprehensive knowledge of financial analysis, reporting, and accounting experience.

Preferred Qualifications:

Experience at the University of California or at another University in Student Affairs.

Experience in budgeting and financial forecasting.

Experience utilizing campus financial reporting tools (ie - Cognos, PowerBI, FinHub, PayConnex, Fusion, FreedomPay).

Knowledge of UC policies and systems (Gateway, Flexcard, and Concur).

Experience with cash handling and banking.

Special Conditions of Employment:

Occasional weekend and evening work required.

Required to hold a valid driver's license, have a driving record that is in accordance with local policies and procedures, and/or enroll in the California Employer Pull Notice Program.

For multi-hire positions: Some positions filled under this posting may be required to hold a valid driver's license, have a driving record that is in accordance with local policies/procedures, and/or enroll in the California Employer Pull Notice Program.

Satisfactory criminal history background check.

UCSB is a Tobacco-Free environment.

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

"Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

60% Financial Analysis/Reporting - Serves as a member of the Student Affairs Business & Administration (SABA) Team. Engages in strategic planning initiatives, identifying innovative approaches to problem-solving, developing departmental goals, planning resource allocations, and optimizing resources and efficiency. Creates and maintains electronic reports of annual sources/resources and expenditures/uses for multi-year budget comparison, supports preparing annual operational budget projections, costs, data and trend analyses, carry forward projections and account balances for fiscal and program closeout and assists the Financial Operations Manager creating reports for final review by the Director for Budget & Administration. Researches, analyzes, and resolves financial discrepancies. Identifies and corrects financial errors, performs corrections and adjustments, resolves discrepancies, and ensures all transactions are accurate and properly documented. Researches departmental financial data and prepares monthly and quarterly budget-to-actual reports and periodic fiscal projections to assist in short- and long-term financial planning. Reconciliation * Utilizes campus systems such as FinHub for reconciliation and reporting. * Reconciles expenses and income to the general ledger on a monthly basis, researching and resolving problems. With direction from the Financial Operations Manager, resolves discrepancies and errors during the process of reconciling. * Performs expense transfers and other corrective actions as necessary to ensure all expenses are accurate, allowable, and sufficiently documented. * Monitors fiscal activity for accuracy and compliance with university policies. Compiles and maintains backup documentation as required. * Prepares expense reports for programs or projects that are reimbursed by other departments. Independently tracks and follows up on reimbursements due from UCOP and campus departments. Financial Analysis Tracking * Monitors expenditures using a shadow financial system, evaluating spending patterns and fund balances to ensure expenditures remain within approved budget allocations. * Monitors fund balances and is responsible for financial administration processes and controls, utilizing campus financial applications to transfer funds and expenses, financial and budgetary journals, transfer of payroll expense, and other transfer protocols to maintain the integrity of the general ledgers and internal financial systems. * Ensures all transactions and payments have appropriate approvals and supporting documentation. Exercises in-depth and comprehensive knowledge of university policies and procedures related to accounting and purchasing. Assesses financial and compliance issues, identifies allowable expenses, evaluates potential audit concerns, and communicates recommendations to Financial Analysts and Managers. Serves as liaison with Accounting Services and Controls, Registrar, Business & Financial Services, Cashier Office, Risk Management, and other campus agencies to resolve complex fiscal issues and ensure consistent application of university financial policies. Assists with fiscal close, new fiscal year set up, and the preparation of budget projections.

30% Financial Processing & Operational Analysis - Under the guidance of the Financial Operations Manager, performs procurement functions. Knowledgeable of Federal, UC, and Divisional policies and procedures regarding purchasing and receipt for goods and materials, assuring department compliance. Works with the SABA team to analyze and resolve complex or unusual problems in procurement. Researches and obtains all incomplete information and details not provided by the requester. Builds and maintains strong working relationships with department and campus partners. Ensures high quality of customer service in communicating regarding billing and invoicing problems to internal staff. Procurement & FlexCard * Has substantial knowledge of UCSB Procurement Gateway system and procurement policies and procedures. * Responsible for verifying all data submitted: funding source, natural accounts, commodity codes, restricted items, and purchasing guidelines. * Serves as the Department Analyst and primary Department Invoice Approver and is responsible for approving transactions in a timely manner. Support the Financial Operations Manager to ensure that the FlexCard is used appropriately by Cardholders. * Verifies backup on all Flexcard transactions to ensure compliance with both campus and departmental policy. * Collaborates with the SABA Team to create and maintain detailed documentation on purchasing and invoicing procedures. Travel & Entertainment * Serves as a backup delegate for Concur requests and planning. * Serves as the Department Expense Approver (DEA) responsible for reviewing and authorizing travel requests, cash advances, and expense reports to ensure charges align with funding and university or corporate policies. * Knowledgeable of all UC, Divisional, and Department travel and entertainment, and business expense policies and procedures. * Acts as liaison between campus administrative offices and staff, and students regarding travel & entertainment matters. * With full understanding of travel/entertainment policies and agency restrictions, reviews, advises, and assists travelers and entertainment hosts on how to prepare travel and entertainment requests/reports. * Collaborates Student Affairs Business & Administration team to create and maintain training materials regarding Travel and Entertainment. Provides support and assistance to the Financial Analysts, the Director of Budget & Administration, Student Affairs Business & Administration (SABA) staff members.

10% Other Duties - A member of Student Affairs Business & Administration (SABA). Participates in regular meetings and divisional workgroups as assigned. Manages administrative and financial support for the Division of Student Affairs. Ensuring that financial documents and records are accurately organized, maintained, and archived in accordance with University and office practices. Provides telephone and reception support and prepares draft correspondence in a professional and accurate manner. Maintains familiarity with the operations of other departments and units within the Division of Student Affairs and serves as a backup for finance areas as needed. Special assignments require the ability to work independently on projects assigned by the Director for Budget and Administration, or any of the department directors or managers. Supports with additional projects and duties as assigned.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Employment Opportunity:

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

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