Inside Higher Ed · 3 weeks ago
Financial Services Analyst 2 (4627U), University Development and Alumni Relations - 65082
San Francisco, CA
Full-time
Hybrid
Entry Level
$31.25/hr - $35.09/hr
1+ years expThe University of California, Berkeley is a leading institution committed to equity and social justice in higher education. They are seeking a Financial Services Analyst 2 to support the Gift Services team by applying expertise in financial policies and procedures to manage gift processing and ensure operational effectiveness. The role involves research, analysis, customer service, and compliance collaboration within a dynamic advancement landscape.
Digital MediaEducationHigher EducationJournalismRecruiting
No H1B
Responsibilities
Applies comprehensive knowledge of constituent database (CADS), cash deposit tools and systems (e.g. remote deposit software, bank lockbox, swipe terminals), campus deposit system (CDS), online gift charging platform (Cybersource), and various data entry and retention application tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt
Applies coding and manual transmission direction to financial services colleagues for successful fund transfers via our database to Berkeley's financial system (CADS to BFS)
Applies knowledge of Berkeley fiduciaries (UC Berkeley Foundation and UC Regents) to deposit, allocate, and transfer funds per donor giving intent
Identifies and resolves discrepancies in deposits, transaction reports and documentation, and fund designations. May engage with campus units, donors, and vendors to research and correct issues with gifts, pledge payments, and pledges. May collaborate with development units on gift allocation structure to ensure proper reporting and transfer for cash raised to the campus general ledger
Utilizes knowledge of campus, UDAR, Gift Services and advancement industry policies and best practices to ensure donor and gift data compliance, security and stewardship
Regularly collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies and best practices
Escalates complex policy or practice decisions or judgment calls to lead analysts or supervisors
May apply gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions
May participate in gathering gift documentation for external audits
As needed, assists with physical collection, opening, triaging of mail; scanning, storing and queuing gift documents for review and entry; preparation of printed tax receipts for mailing
Answers gift support phone line and email, delivering excellent customer service to donors and campus colleagues
Fields standard inquiries from donors and colleagues, including accepting payment by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, confirming gifts for matching purposes
Accesses an online payment platform to modify (cancel, update) donor pledges
Collaborates with Gift Services, UDAR, and campus colleagues to identify, define, analyze and resolve processing issues as they arise
Contributes to improvement projects as tester, innovator or engaged participant to address and remove obstacles to efficient gift processing and analysis workflows
Utilizes campus, UDAR and Gift Services strategic plans as guides in collaborative efforts and team and individual goals
Engages in Gift Services' annual strategic and operational planning efforts, including skill and knowledge refresher training
Mentors and/or trains new or existing staff in functional workflows, processes and tools
Participates in Gift Services knowledge management by updating or creating resources or reference guides
Monitors personal effectiveness and seeks assistance and support when needed
Engages with colleagues and teammates per Berkeley's principles of community and Gift Services team-created values
Participates in tools and discussions focused on UDAR and campus DEIBJ initiatives
Proactively seeks opportunities for development of skills, training, networking
Participates in goal-setting within current coaching and evaluation framework
Utilizes industry, campus and team resources for expanding knowledge and skillset
Qualification
Required
Minimum one year of experience demonstrating excellent customer service skills (positive, helpful attitude and friendly demeanor) to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication
Minimum one year of experience applying strong interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making
Minimum one year of experience demonstrating strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks
Employs analysis, attention to detail, research, problem-solving, and critical thinking
Ability to work effectively under pressure, handling large volumes of transactions while meeting deadlines
Ability to learn, analyze, interpret, enforce, and apply procedures and regulations
Adaptable; ability to thrive in a diverse environment committed to a continuous improvement mindset
Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications
Computer skills to effectively work with large data sets, databases, online systems, and electronic communications
Bachelor's degree in related area and/or equivalent experience or training
Preferred
Working knowledge of financial processes, policies and procedures
Knowledge of financial data management and reporting systems
Working knowledge of Ellucian Advance Web Access and Business Objects Web Intelligence
Working knowledge of the Berkeley Financial System
Benefits
Comprehensive benefits package offered by the University
Eligible for UC benefits
Company
Inside Higher Ed
Inside Higher Ed is the online source for news, opinion, and jobs related to higher education.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-01-10Acquired
2006-08-31Series Unknown
Leadership Team
Stephanie Shweiki
Director, Foundation Partnerships
Recent News
Research & Development World
2025-05-03
Business Standard India
2025-04-11
Company data provided by crunchbase