University of California, Santa Cruz · 3 days ago

Financial Services Analyst

Santa Cruz County, CA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $93K/yr

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Responsibilities

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.

Assist managing the budgets and expenditures for the accounts established for facilities work.

Coordinate repairs, maintenance, moves, office furniture, modification orders, and construction projects related to assigned spaces.

Initiate and track work orders with Physical Plant and Physical Planning & Construction and outside vendors.

Review and approve purchase orders and expense payments, including travel, reimbursements, and direct payments to vendors. Review for accuracy, appropriately assigning and reconciling accounts and approvals.

Monitor payments, assure timely receipt and accuracy, and 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.

Provide financial and accounting support as assigned.

Provide backup support to other financial analysts.

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

Qualification

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Financial Data ManagementReporting SystemsBusiness PrinciplesBudgetingAccounting PrinciplesGAAPCASFederal RegulationsMicrosoft ExcelData AnalysisReport GenerationChartingGraphingFinancial ApplicationsMicrosoft SuiteGoogle ApplicationsAdobe AcrobatInternal Control PracticesData PresentationProblem-SolvingOrganizationalAnalyticalTeamworkCommunicationUC Financial SystemsAccountingCoachingMentoring

Required

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 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.