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University of California - Santa Cruz

Financial Services Analyst

University of California - Santa Cruz, Santa Cruz, California, us, 95061


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 Plans

UC Retirement Plans

Group Term Life Insurance

Legal Insurance

Pet Insurance

Paid Holidays plus accrued vacation and sick leave

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.

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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. 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.

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.

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.

JOB DUTIES

35% - Financial Planning/Analysis and Budget Analysis

Apply 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.

Coordinate and develop official monthly, quarterly, annual and ad-hoc reports.

Monitor and report on the rate of expenditures of funds.

Analyze data, develop solutions and present findings.

Assist in the production of various annual financial reports.

35% - Facilities Planning and Analysis Coordination

Assist 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.

Prepare the annual Rent and Utilities rates for employee housing located at Mount Hamilton property.

Coordinate property Insurance Claims.

Coordinate and prepare the annual Space Usage report.

25% - Financial Transactions and Reporting

Review and approve purchase orders and expense payments.

Monitor payments, assuring timely receipt and accuracy.

Serve as unit cashier for deposits of income and invoice payments.

Review specific budget categories under budgetary review within assigned areas.

Produce monthly reports on account activities.

5% - Other

Provide financial and accounting support as assigned.

Stay abreast on campus Policy and Compliance as it relates to university financial management.

REQUIRED QUALIFICATIONS

Bachelor'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.

Extensive experience with Microsoft Excel.

Strong organizational, analytical, and problem solving skills.

PREFERRED QUALIFICATIONS

Skills to provide coaching and mentoring to support staff.

UC financial systems experience.

Accounting

SPECIAL CONDITIONS OF EMPLOYMENT

Selected 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.

Selected candidate will be required to complete training within established time frames as directed.

SAFETY STATEMENT

All UCSC employees must understand and follow job safety procedures.

EEO/AA

The University of California is an Equal Employment Opportunity/Affirmative Action Employer.

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