Financial Management Analyst
About the role
The Financial Management Analyst (FMA) serves as an influential and highly productive analyst for organizational units that the Administrative Services and Strategic Executive Team (ASSET) supports, which includes, but is not limited to, the Office of the Chancellor, the Office of the Provost and Executive Vice Chancellor (EVC), the Vice Chancellor of Planning, Budget and Administration (PB&A), Facilities Services, Planning, Design and Construction (PD&C), and Auxiliary Services. The organizations that ASSET supports are some of the campus's largest and most complex units, serving 29 Divisions, encompassing 78 departments, with combined annual expenditures of over $200 million. The analyst supports all aspects of the unit functions, including planning and budget, financial management, human resources, academic personnel, and space/facilities.
Responsibilities
- Independently performs the full range of responsibilities within the function.
- Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures.
- Solves a wide range of issues in imaginative as well as practical ways.
- Resolves problems of diverse scope where analysis of data requires evaluation of identifiable factors.
- Resolves issues by selecting methods and techniques for obtaining solutions.
- Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors.
- Works independently to perform moderate to complex budgetary/financial analysis and reporting, performs reconciliations and develops/ prepares reports.
- Independently researches, formulates, and presents data analysis, reports, and recommendations to management both orally and in writing.
- Works under the pressure of constantly changing priorities, unanticipated urgent demands, and multiple tasks.
- Provides high level support for the campus capital project portfolio including monitoring project balances, coordinating project funding requests, reconciling encumbrances between Oracle PPM and PD&C project database, preparing final project budgets for closeout, coordinating with Accounting to ensure compliance with accounting standards and UC policy, and supporting Capital Planning in reporting requirements for UCOP.
Requirements
Thorough knowledge of finance policies, practices and systems.
Ability to independently gather required information to organize, and perform financial analysis assignments.
Prowess in presenting information verbally and in writing in a clear and concise manner.
Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports.
Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail.
Proven ability using organizational skills to multi-task in a high volume environment.
Ability to adapt to changing priorities.
Ability to function as a member of a team.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Qualifications
- Minimum of 4 - 7 years of experience.
- Education: Bachelor's degree in related area and/or equivalent experience/training.
- Upper-level accounting coursework.
Skills
- Knowledge of Generally Accepted Accounting Principles (GAAP).
- Proven ability to reconcile complex projects and budgets between multiple information systems.
Benefits
Not specified.
Pay
Full salary range: $75,900.00 - $137,300.00 annually.
Expected pay scale: up to $94,000.00 annually.
Salary offers based on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs.
Schedule
Not specified.