Acord (association For Cooperative Operations Research And Development)
Financial Services Analyst
Acord (association For Cooperative Operations Research And Development), Santa Cruz, California, us, 95061
Financial Services Analyst
Location:
Santa CruzJob ID:
69892
JOB POSTING
This is an exempt, monthly paid position, eligible for UC benefits. See below.
This is a Santa Cruz based, hybrid remote-friendly position (up to two days remote, if the incumbent desires).This is not a Visa-sponsored position.
Benefits to working at UC Santa Cruz include:Medical, Dental & Vision Care Insurance PlansUC Retirement PlansGroup Term Life InsuranceLegal InsurancePet InsurancePaid Holidays plus accrued vacation and sick leave
For information on the comprehensive benefits package offered by the University visit
here
.
HOW TO APPLY
For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the
Applicant Resources
on our Talent Acquisition website.How to ApplyTroubleshootingTips for ApplicantsFAQ's
INITIAL REVIEW DATE (IRD)
Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process,
view this link
.
The IRD for this job is:
06-17-2024
ABOUT UC SANTA CRUZ
UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.
DEPARTMENT OVERVIEW
The University Of California Observatories (UCO) is a Multi-Campus Research Unit of the University of California, with headquarters at the UC Santa Cruz campus. UCO operates on behalf of astronomers on eight UC campuses and two national laboratories and is comprised of extensive technical facilities, a business office, and telescope and support facilities at the Lick Observatory on Mt. Hamilton. UCO provides a scientific and administrative interface to the Keck Observatory on Mauna Kea, Hawaii, and the Thirty-Meter Telescope international project, and supports the training of astronomy Ph.D.'s throughout the UC system.
More information can be found at:
https://www.ucobservatories.org/
JOB SUMMARY
Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
Under the general supervision of the Associate Director of Business and Administration, the Financial Services Analyst will provide support related to a variety of fiscal operations within UC Observatories, including financial budget analysis, financial projections, monitoring expenditures, reviewing various financial transactions, establishing and administering financial policies and procedures, and reporting financial performance.
The Financial Services Analyst is an important member in the UC Observatories Business Office and supports several areas and services. This position is responsible for the fiscal management of various UC Observatories and Lick Observatory operating accounts, income, recharge, endowment and gift accounts. Will assist the Associate Director in multi-year budget planning and facility management analysis and coordination. Funds managed cover operational expenses, equipment purchases, travel and project support. This position requires a high degree of independence, analytical and problem solving skills, and attention to detail.
APPOINTMENT INFORMATION
Budgeted Salary:
$80,300 - $93,400 / Annually.
Salary commensurate with skills, qualifications and experience.Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.
Benefits Level Eligibility:
Full benefits
Schedule Information:Full-time, FixedPercentage of Time: 100%, 40 Hours per WeekDays of the Week: Mon-FriShift Includes: Day
Employee Classification:
Career appointment
Job End Date:
None
Work Location:
UC Santa Cruz Main Campus
Union Representation:
Non-Represented
Job Code Classification:
004628 (FINANCIAL SVC ANL 3)
Travel:
Never or Rarely
JOB DUTIES
35% - Financial Planning/Analysis and Budget AnalysisApply professional concepts to perform moderate to complex financial analyses for UCO units, including budget and transaction queries for management decision making.Provide complex analysis for the development of the annual budgets.Evaluate data in financial and budgetary projections, comparing projections to past spending patterns and current projections.Independently develop and prepare regular and ad hoc financial reports for UCO units. This process includes running reports, verifying, researching and problem solving using campus financial systems, as appropriate.Coordinate and develop official monthly, quarterly, annual and ad-hoc reports.Monitor and report on the rate of expenditures of funds, notify management of trends toward over or under obligation of funds.Analyze data, develop solutions and present findings.Assist in the production of various annual financial reports.
35% - Facilities Planning and Analysis CoordinationAssist managing the budgets and expenditures for the accounts established for such work.Coordinate repairs, maintenance, moves, office furniture, modification orders, and construction projects related spaces assigned to the Division.Initiate and track work orders with Physical Plant and Physical Planning & Construction and outside vendors.Coordinate division space assignments, maintains and updates records on a routine basis. Coordinate with department/program managers to get headcounts, and accurate usage of spaces.Ergonomic Assessor for Division. Assist employees on performing ergonomic self-evaluations. Develops informative relationships with campus EH&S and Risk Services.Coordinator for: Disaster, Health and Safety, Ergonomics, Key Controller, phones, and office set up.Prepare the annual Rent and Utilities rates for employee housing located at Mount Hamilton property. Coordinate with central Payroll Office employees monthly rent and utilities payments. Reconcile and report yearly on rent and utilities charges by employees (residents).Coordinate property Insurance Claims.Coordinate and prepare the annual Space Usage report.
25% - Financial Transactions and ReportingReview and approve purchase orders and expense payments, including travel, reimbursements and direct payments to vendors. Review for accuracy, appropriately assigning and reconciling accounts and appropriate approvals.Monitor payments, assuring timely receipt and accuracy. Research and resolve any problems/issues.Serve as Pro-Card supervisor for multiple business office Pro-Cards. Review monthly Pro-Card statements and process transfers if needed.Serve as unit cashier for deposits of income and invoice payments. Review weekly Lick Observatory Gift Shop deposits.Review specific budget categories under budgetary review within assigned areas.Review and reconcile account ledgers.Prepare, process and authorize budget and expense transfers as needed.Produce monthly reports on account activities. Reconcile and provide monthly budget reports to management.Ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.Manage and complete fiscal closing for unit ensuring that accounts are balanced and cleared.Respond to financial transaction inquiries from units. Perform moderate to complex investigations within financial, budget and payroll systems in order to explain, clarify and/or correct financial transaction items in question.Work with appropriate campus office to reconcile errors.Support various closing processes and activities.Provide financial information in a precise, timely and user-friendly manner.
5% - OtherProvide financial and accounting support as assigned.Provide backup support to other financial analysts.Stay abreast on campus Policy and Compliance as it relates to university financial management.Participate in the development and implementation of new and changing business processes.
REQUIRED QUALIFICATIONSBachelor's degree in related area and/ or equivalent experience / training.Thorough knowledge of financial data management and reporting systems.Experience with business, budgeting, and accounting principles including Generally Accepted Accounting Principles (GAAP), Cost Accounting Standards (CAS), and other Federal process and regulations.Extensive experience with Microsoft Excel, use of data analysis functions, ability to create standard and ad hoc reports, presentations, charts, and graphs.Proficiency with financial applications or other relevant software applications; Microsoft Suite (Word, Excel, PowerPoint), Google Applications, and Adobe Acrobat.Strong organizational, analytical, and problem solving skills with the ability to handle multiple tasks, work under pressure, successfully meet deadlines, and maintain a high level of competence, accuracy, and attention to detail.Proven ability to work in a team environment while professionally interacting with all levels of personnel.Knowledge and understanding of internal control practices and their impact on protecting University resources.Effective written communication skills including data presentation.Effective verbal communication skills.
PREFERRED QUALIFICATIONSSkills to provide coaching and mentoring to support staff.UC financial systems experience.Accounting
SPECIAL CONDITIONS OF EMPLOYMENTSelected candidate will be required to pass a pre-employment criminal history background check.The selected candidate will be required to work a hybrid work schedule and must be able to work successfully from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement.Selected candidate will be required to complete training within established time frames as directed including UC compliance training.The University of California has implemented a
Vaccination Policy
covering all employees. Employees, including new hires, are required to comply with any applicable policies relating to the University of California vaccine program.Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained
here
.
SAFETY STATEMENT
All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.
EEO/AA
The University of California is an Equal Employment 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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
For the University of California's Affirmative Action Policy please visit:
https://policy.ucop.edu/doc/4010393/PPSM-20
For the University of California's Anti-Discrimination Policy, please visit:
https://policy.ucop.edu/doc/1001004/Anti-Discrimination
APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESSView full job description and access on-line application:https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=69892&PostingSeq=1
To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site;
https://jobs.ucsc.edu
. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.
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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
Copyright 2024 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency
jeid-e0c9aace698ff746ae723a7c518b48be#J-18808-Ljbffr
Location:
Santa CruzJob ID:
69892
JOB POSTING
This is an exempt, monthly paid position, eligible for UC benefits. See below.
This is a Santa Cruz based, hybrid remote-friendly position (up to two days remote, if the incumbent desires).This is not a Visa-sponsored position.
Benefits to working at UC Santa Cruz include:Medical, Dental & Vision Care Insurance PlansUC Retirement PlansGroup Term Life InsuranceLegal InsurancePet InsurancePaid Holidays plus accrued vacation and sick leave
For information on the comprehensive benefits package offered by the University visit
here
.
HOW TO APPLY
For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the
Applicant Resources
on our Talent Acquisition website.How to ApplyTroubleshootingTips for ApplicantsFAQ's
INITIAL REVIEW DATE (IRD)
Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process,
view this link
.
The IRD for this job is:
06-17-2024
ABOUT UC SANTA CRUZ
UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.
DEPARTMENT OVERVIEW
The University Of California Observatories (UCO) is a Multi-Campus Research Unit of the University of California, with headquarters at the UC Santa Cruz campus. UCO operates on behalf of astronomers on eight UC campuses and two national laboratories and is comprised of extensive technical facilities, a business office, and telescope and support facilities at the Lick Observatory on Mt. Hamilton. UCO provides a scientific and administrative interface to the Keck Observatory on Mauna Kea, Hawaii, and the Thirty-Meter Telescope international project, and supports the training of astronomy Ph.D.'s throughout the UC system.
More information can be found at:
https://www.ucobservatories.org/
JOB SUMMARY
Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
Under the general supervision of the Associate Director of Business and Administration, the Financial Services Analyst will provide support related to a variety of fiscal operations within UC Observatories, including financial budget analysis, financial projections, monitoring expenditures, reviewing various financial transactions, establishing and administering financial policies and procedures, and reporting financial performance.
The Financial Services Analyst is an important member in the UC Observatories Business Office and supports several areas and services. This position is responsible for the fiscal management of various UC Observatories and Lick Observatory operating accounts, income, recharge, endowment and gift accounts. Will assist the Associate Director in multi-year budget planning and facility management analysis and coordination. Funds managed cover operational expenses, equipment purchases, travel and project support. This position requires a high degree of independence, analytical and problem solving skills, and attention to detail.
APPOINTMENT INFORMATION
Budgeted Salary:
$80,300 - $93,400 / Annually.
Salary commensurate with skills, qualifications and experience.Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.
Benefits Level Eligibility:
Full benefits
Schedule Information:Full-time, FixedPercentage of Time: 100%, 40 Hours per WeekDays of the Week: Mon-FriShift Includes: Day
Employee Classification:
Career appointment
Job End Date:
None
Work Location:
UC Santa Cruz Main Campus
Union Representation:
Non-Represented
Job Code Classification:
004628 (FINANCIAL SVC ANL 3)
Travel:
Never or Rarely
JOB DUTIES
35% - Financial Planning/Analysis and Budget AnalysisApply professional concepts to perform moderate to complex financial analyses for UCO units, including budget and transaction queries for management decision making.Provide complex analysis for the development of the annual budgets.Evaluate data in financial and budgetary projections, comparing projections to past spending patterns and current projections.Independently develop and prepare regular and ad hoc financial reports for UCO units. This process includes running reports, verifying, researching and problem solving using campus financial systems, as appropriate.Coordinate and develop official monthly, quarterly, annual and ad-hoc reports.Monitor and report on the rate of expenditures of funds, notify management of trends toward over or under obligation of funds.Analyze data, develop solutions and present findings.Assist in the production of various annual financial reports.
35% - Facilities Planning and Analysis CoordinationAssist managing the budgets and expenditures for the accounts established for such work.Coordinate repairs, maintenance, moves, office furniture, modification orders, and construction projects related spaces assigned to the Division.Initiate and track work orders with Physical Plant and Physical Planning & Construction and outside vendors.Coordinate division space assignments, maintains and updates records on a routine basis. Coordinate with department/program managers to get headcounts, and accurate usage of spaces.Ergonomic Assessor for Division. Assist employees on performing ergonomic self-evaluations. Develops informative relationships with campus EH&S and Risk Services.Coordinator for: Disaster, Health and Safety, Ergonomics, Key Controller, phones, and office set up.Prepare the annual Rent and Utilities rates for employee housing located at Mount Hamilton property. Coordinate with central Payroll Office employees monthly rent and utilities payments. Reconcile and report yearly on rent and utilities charges by employees (residents).Coordinate property Insurance Claims.Coordinate and prepare the annual Space Usage report.
25% - Financial Transactions and ReportingReview and approve purchase orders and expense payments, including travel, reimbursements and direct payments to vendors. Review for accuracy, appropriately assigning and reconciling accounts and appropriate approvals.Monitor payments, assuring timely receipt and accuracy. Research and resolve any problems/issues.Serve as Pro-Card supervisor for multiple business office Pro-Cards. Review monthly Pro-Card statements and process transfers if needed.Serve as unit cashier for deposits of income and invoice payments. Review weekly Lick Observatory Gift Shop deposits.Review specific budget categories under budgetary review within assigned areas.Review and reconcile account ledgers.Prepare, process and authorize budget and expense transfers as needed.Produce monthly reports on account activities. Reconcile and provide monthly budget reports to management.Ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.Manage and complete fiscal closing for unit ensuring that accounts are balanced and cleared.Respond to financial transaction inquiries from units. Perform moderate to complex investigations within financial, budget and payroll systems in order to explain, clarify and/or correct financial transaction items in question.Work with appropriate campus office to reconcile errors.Support various closing processes and activities.Provide financial information in a precise, timely and user-friendly manner.
5% - OtherProvide financial and accounting support as assigned.Provide backup support to other financial analysts.Stay abreast on campus Policy and Compliance as it relates to university financial management.Participate in the development and implementation of new and changing business processes.
REQUIRED QUALIFICATIONSBachelor's degree in related area and/ or equivalent experience / training.Thorough knowledge of financial data management and reporting systems.Experience with business, budgeting, and accounting principles including Generally Accepted Accounting Principles (GAAP), Cost Accounting Standards (CAS), and other Federal process and regulations.Extensive experience with Microsoft Excel, use of data analysis functions, ability to create standard and ad hoc reports, presentations, charts, and graphs.Proficiency with financial applications or other relevant software applications; Microsoft Suite (Word, Excel, PowerPoint), Google Applications, and Adobe Acrobat.Strong organizational, analytical, and problem solving skills with the ability to handle multiple tasks, work under pressure, successfully meet deadlines, and maintain a high level of competence, accuracy, and attention to detail.Proven ability to work in a team environment while professionally interacting with all levels of personnel.Knowledge and understanding of internal control practices and their impact on protecting University resources.Effective written communication skills including data presentation.Effective verbal communication skills.
PREFERRED QUALIFICATIONSSkills to provide coaching and mentoring to support staff.UC financial systems experience.Accounting
SPECIAL CONDITIONS OF EMPLOYMENTSelected candidate will be required to pass a pre-employment criminal history background check.The selected candidate will be required to work a hybrid work schedule and must be able to work successfully from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement.Selected candidate will be required to complete training within established time frames as directed including UC compliance training.The University of California has implemented a
Vaccination Policy
covering all employees. Employees, including new hires, are required to comply with any applicable policies relating to the University of California vaccine program.Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained
here
.
SAFETY STATEMENT
All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.
EEO/AA
The University of California is an Equal Employment 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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
For the University of California's Affirmative Action Policy please visit:
https://policy.ucop.edu/doc/4010393/PPSM-20
For the University of California's Anti-Discrimination Policy, please visit:
https://policy.ucop.edu/doc/1001004/Anti-Discrimination
APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESSView full job description and access on-line application:https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=69892&PostingSeq=1
To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site;
https://jobs.ucsc.edu
. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.
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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.
Copyright 2024 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency
jeid-e0c9aace698ff746ae723a7c518b48be#J-18808-Ljbffr