Apply on Employer Site

UC Santa Barbara · 2 days ago

Finance Analyst

Santa Barbara, CA

Part-time

Hybrid

Entry, Mid Level

$31.37/hr - $33.29/hr

2+ years exp

UC Santa Barbara is seeking a Finance Analyst to provide critical financial, analytical, and administrative support to the Office of the Executive Vice Chancellor and Provost. The role involves financial and budget administration, ensuring data accuracy, and providing high-level analytical support on various projects.

Higher Education

Culture & Values

Hiring Manager

Katherine Abad

Responsibilities

Provides support for the Office of the Executive Vice Chancellor and Provost with requests for updates to the Common Chart of Accounts and the creation and updates to Faculty Funds awards and projects in the Oracle Projects and Grants Management module

Assists with triaging and fulfilling tickets in Smartsheet, ServiceNow and other portals

Reviews requests for compliance with policy and other guidelines and fulfills them based on established procedures

Escalates requests that require exception or higher level approval to others on the team, as appropriate

Provides financial and budget support back-up

Assists with tracking and reconciling internal and external expense accounts from diverse sources

Researches, analyzes, and recommends appropriate actions to resolve issues concerning financial transactions, exceptions to policy, and interpretations of policy

Demonstrates a high degree of flexibility and initiative in learning and adopting University policies, procedures, and systems

Under the guidelines established by senior staff, assumes responsibility for the comprehensive function of document processing, both digital and print, in the EVC and Provost’s Office including uploading and coding documents into the office Document Management System (DMS)

Exercises judgment and logic in order to adhere to strict standards and consistency for managing documents

Retrieves relevant historical documents as needed and reviews past actions in order to suggest appropriate distribution and/or response

Demonstrates familiarity with a broad range of university procedures, people and programs in order to identify connections and provide concise summaries when routing documents

Assists with complex distribution of communications from senior management

Exercises judgment and logic in order to adhere to strict standards and consistency for managing documents

Recommends changes to document management systems or processes for better reporting and/or to accommodate and implement campus or procedural changes

Participates in the design, testing, and implementation of new systems and processes that are developed

Responsible for providing reports and analyses for varied budgetary, financial and resource projects

This includes the critical function of data ownership, requiring meticulous data entry, review, cleanup, and maintenance to ensure the accuracy and integrity of all source information

Applies rigorous verification during data manipulation and analysis processes

Analyzes and summarizes financial activity and prepares both periodic and ad hoc reports

Communicates financial information to non-financial stakeholders in a clear and understandable manner

Maintains confidentiality, understands and is able to apply current policies and procedures and exercise judgment, logic, tact, and diplomacy while performing the critical duties of the position

Provides analytical and administrative support to senior management and other staff on special projects

Serves as a backup to the Budget & Finance Analysts

Works on multiple projects simultaneously, meeting deadlines while maintaining a high level of accuracy

Sets priorities, coordinating deadlines for projects and information responses

Researches background material including policies, procedures, and historical data, analyzes content, and uses judgment to recommend appropriate course of action

Gathers, analyzes and prepares background content material and designs reports

Reviews correspondence, reports, and responses

Responsible for updating approved workflow documentation and ensuring that any revisions have been reviewed and approved

Projects may include review of policies, procedures, and historical information; researching and analyzing data; organization of files and documents; preparation of spreadsheets, graphs, tables, reports and presentations; establishing agendas and timelines, and drafting documents and confidential reports

Qualification

Financial analysisBudget administrationData managementMicrosoft ExcelOracle Financials CloudCommunication skillsAgilityOrganizational skillsInterpersonal skillsProblem-solving skills

Required

Bachelor's degree and/or equivalent training/experience

2+ years experience in a financial and/or administrative position

2+ years experience working with sensitive documents or confidential materials

Demonstrated organizational skills and agility, with the ability to move between work on multiple projects with conflicting deadlines and to work efficiently with frequent interruptions

Demonstrated ability to think critically and effectively apply analytical, organizational, and problem-solving skills to administrative and financial issues

Evidence of solid communication and interpersonal skills to communicate effectively verbally and in writing