#102126 Financial Analyst 3

This position will remain open until a suitable candidate is identified.

UCSD Layoff from Career Appointment: Apply by 10/14/19 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.

Special Selection Applicants: Apply by 10/30/19. Eligible Special Selection clients should contact their Disability Counselor for assistance.


Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department.

Under the general direction of CBO management team, the incumbent performs complex campuswide financial analysis, reporting and forecasts. Responsible for the review and analysis of resources related to various campus-based student fees. Responsible for the coordination and analysis of the annual Self-Supporting Master's Degree Fee proposals to UCOP. Serves as the primary contact and coordinator for the campus Course Materials and Services Fee Committee. Reviews and coordinates the Program Fee proposals for study abroad programs; recommends, communicates and monitors approved fees.

The incumbent also serves as an organizational developer for the department. Responsible for the planning, coordination and execution of a multi-year professional development program ensuring staff are up-to-date with skills and training. Continuously prepares for organizational succession planning. Evaluates department's effectiveness and operational needs. Organizes and streamlines business processes. Prepares quarterly management reports. Complete other analytical projects as required.

  • Occasional evenings and weekends may be required.
  • Thorough knowledge of finance policies, practices, and systems. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

  • In-depth knowledge and applications of principles and practices of fiscal planning and analysis, budgetary systems and organizational management.

  • Demonstrated knowledge and applications of principles and practices of fund accounting.

  • Ability to independently gather required information to organize, and perform financial analysis assignments. Ability to assemble high volume and complex detailed information into a coherent whole, identify important highlights and/or key issues/concerns.

  • Proven ability to effectively present information verbally and in writing in a clear and concise manner. Experience in producing high quality, complex written reports and documents, that effectively communicate in a clear, organized and concise manner to senior campus management and others.

  • Strong leadership skills in addressing diverse problems, understanding the importance of structure, organization, diversity, principles of community and resource management. Skills in the initiation and development of comprehensive, complex long-range resource projections and multi-year organizational planning for major campus entities.

  • Excellent interpersonal, verbal and written communication skills, active listening, critical thinking, persuasiveness, advising and counseling skills. Effective oral and written communication skills including public speaking. Ability to exercise tact, resourcefulness and good judgment.

  • Proven ability to lead discussions including expressing ideas effectively, seeking and respecting the opinions of others, active listening, and willingness to share ideas, and an ability to summarize ideas concisely and bring discussion to effective conclusions.

  • Ability to design, adapt, implement or evaluate new process, policy and procedures. Presents proposal and makes recommendations concerning specific implementations. Global perspectives and understanding of campus funding policies, priorities and funding requirements, for both staffing and non-staffing budgets.

  • Expertise using computer software, such as Microsoft Excel, Word, Access and PowerPoint. Excellent skills in applying computer technology as a problem-solving tool in financial modeling, analysis, budgetary management, and other administrative functions and situations.

  • Proficiency using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.

  • Proven ability to analyze complex fiscal issues and information, recognize potential impact, identify alternative solutions and make recommendations. Ability to perform detailed audits of budget, staffing and fund transfer data to ensure policy compliance and accuracy.

  • Ability to research, collect, process, validate, and interpret complex financial and budgetary data from diverse sources such as the Governor's Budget, corporate allocations, budget and operating ledger systems, and corporate financial reports.

  • Ability to prioritize heavy workload, meet deadlines, cope with peak workload periods and apply creativity and originality in problem solving. Extensive work experience to perform and produce quality work to meet senior management's expectations.

  • Ability to maintain confidentiality and exercise discretion.

  • Job offer is contingent upon a satisfactory clearance based on background check results.

This position is designated as confidential under HEERA.

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