Financial Services & Operations Supervisor

About the role

The Financial Services & Operations Supervisor oversees the Financial Services and Operations (FSO) team that supports the Baskin School of Engineering (BE) Dean, Associate Deans, Assistant Deans, Department Chairs, and business unit leaders. The incumbent supervises and advises the FSO group, which handles financial transactions involving human resources, sponsored research, and service agreements for all of BE.

Responsibilities

• Supervise, mentor, and develop a team of financial service analysts responsible for executing financial journals, processing financial transactions in UCPath, supporting external billing activities, and assisting faculty and staff with purchasing and reimbursement processes.
• Reviews and approves financial transactions submitted by the FSO group in UCSC financial systems.
• Develops, maintains, and periodically revises analyst work portfolios to ensure appropriate distribution of workload and alignment with divisional priorities.
• Reviews operational metrics and key performance indicators in collaboration with the Assistant Dean of Finance to monitor team productivity and service delivery.
• Assigns projects and operational responsibilities to individual analysts or analyst teams, establishing clear timelines, deliverables, and performance expectations.
• Conducts regular team meetings and individual check-ins to communicate priorities, monitor progress, and address operational issues with the FSO team and individual members.
• Conducts annual performance evaluations and provides ongoing coaching, feedback, and professional development support to the FSO team members.
• Implements and assigns operational tasks and initiatives based on divisional objectives established by the Assistant Dean of Finance.
• Prepares and shares financial and budget reports for assigned Baskin Engineering (BE) Departments, such as periodic financial reports, staff/faculty salary budgets, gifts, or recharge user fees.
• Conducts financial, resource, and budget analyses for assigned BE Departments and business units, including forecasts, projections, staff or faculty salary or staffing analysis, recharge or general rate analysis, and student fees (course material fees).
• Serves as backup for the Assistant Dean of Finance.
• Ensures that the appropriate internal controls are addressed, maintained, and strengthened to protect University resources.
• Reviews financial transactions involving department funds to ensure that they adhere to UCOP & UCSC policy, and donor intent.
• Partners with divisional leaders to develop new processes and improve how financial services and operations are delivered across Baskin Engineering.
• Serves as BE's representative in meetings with campus leadership on matters related to financial services and operations.
• As divisional contact for recharge services at BE, serves as the lead user of the recharge system for the campus.

Requirements

• Bachelor's degree in related area and/or equivalent experience/training.
• Extensive knowledge of finance policies, practices, and systems, budgeting and reporting techniques, accounting, and bookkeeping.
• Solid understanding of financial and resource planning concepts as well as how to control organizational budgeting.
• Demonstrated ability to effectively communicate both verbally and in writing.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Demonstrated interpersonal skills.
• Demonstrated organizational skills with the ability to multitask in a high-volume environment and pay strict attention to detail.
• Demonstrated critical thinking and analytical skills.
• Client services orientation.
• Good listening and communication skills.
• Proven ability to deal with changing priorities and direct the work of others accordingly.
• Advanced skills in the use of spreadsheet and database software.
• Advanced knowledge of finance policies, practices, and systems.

Qualifications

• Bachelor's degree in related area and/or equivalent experience/training.
• Extensive knowledge of finance policies, practices, and systems, budgeting and reporting techniques, accounting, and bookkeeping.
• Strong understanding of financial and resource planning concepts as well as how to control organizational budgeting.
• Excellent verbal and written communication skills.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Effective interpersonal and organizational skills.
• Ability to multitask and pay strict attention to detail.
• Critical thinking and analytical skills.
• Client services orientation.
• Good listening and communication skills.
• Proven ability to deal with changing priorities and direct the work of others accordingly.
• Advanced skills in the use of spreadsheet and database software.
• Advanced knowledge of finance policies, practices, and systems.