Financial Services Analyst (4627U), FASO Financial Aid Operations - 63923

Responsibilities

• Applies professional financial services concepts (e.g. accounting, payroll, etc.) to independently resolve UC Path and Work-Study Program issues in compliance with external regulations and internal policies.
• Initiates Salary Cost Transfers and Direct Retros when applicable.
• Provides support and analyses for mitigating limited functionality in UC Path and implementing contingencies.
• Participates in the analysis, design, and implementation of new services or financial operational systems or processes.
• Implements financial transaction processes and procedures.
• Reviews financial data and transactions that support the Work-Study payroll function.
• Reviews, identifies and takes action on payroll transactions (variance analysis & resolution) to ensure compliance with federal, state and institutional requirements.
• Ensures that financial processing functions are performed with accuracy and that daily operations run smoothly.
• Performs variance analysis and resolution of assigned financial aid programs.
• Affirms and implements changes to processes that affect the Work-Study Program as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies.
• Follows related policies and advises campus staff accordingly.
• Recommends and implements quality customer service standards and procedures to affect various constituencies, including campus departments, students and external vendors.
• Affords assistance with payroll and financial inquiries originating from work-study employers.
• Provides customer service on escalated cases for campus staff and students related to work-study processes and student employment records.
• Documents and maintains processes and procedures for financial activities.
• Develops a professional development plan and participates in development activities, such as attending classes, joining organizations, working on special projects, and serving on departmental or campus-wide committees, in order to enhance expertise in job areas.

Qualifications

• Thorough knowledge of financial processes, policies and procedures.
• Knowledge of financial data management and reporting systems.
• Must be proficient in use of Microsoft Office and common desktop/web applications.
• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgement and decision-making ability to develop original ideas to solve problems.
• Bachelor's degree or AA degree in related area and / or equivalent experience / training.
• Familiarity with and/or ability to learn UC-specific financial systems and financial aid programs (preferred).