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Data/Finance Analyst (Institutional Research Analyst 3)

University of California, Berkeley
San Francisco

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Data/Finance Analyst (Institutional Research Analyst 3) About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Application Review Date

The First Review Date for this job is: 4/1/21

Departmental Overview

The Division of Computing, Data Science, and Society (CDSS) is a dynamic, innovative new structure at UC Berkeley that represents a once-in-a-generation transformation. The Division brings together faculty, researchers, and students from computing, statistics, the humanities, and social and natural sciences, mirroring the cross-cutting nature of data science and redefining the research university for the digital age. Core to the Division is a commitment to examining how the digital revolution affects equity and opportunity—and building the capacity to respond to these challenges. CDSS connects the Data Science Education Program, School of Information, Departments of Electrical Engineering & Computer Sciences and Statistics, the Berkeley Institute for Data Science, and the Data Science Commons. The Division is responsible for growing Berkeley's broad-based data science education program, including classes and programs serving thousands of undergraduate students a year.

The Data/Finance Analyst independently applies skills and experience as a seasoned business and data analytics professional to projects of medium size at all levels of complexity, or to portions of large, multidimensional projects to resolve highly complex issues. The incumbent creates and maintains forecasting models for financial and student planning purposes, as well as prioritizes campus goals for diversifying the student body and assuring equity of experience, able to partner with analysts and leadership in Division of Equity & Inclusion. The individual will create research modalities including survey design and execution, automated processing of data from campus APIs, and diverse needs assessment across the Division. The Data/Finance Analyst creates easily consumed data visualizations for senior management audiences.

CDSS is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. CDSS is interested in candidates whose previous experience has prepared them to contribute to our commitment to diversity and inclusion.


30% Performs complex and ad-hoc historical and predictive analysis and forecasting to provide information that supports organizational goals. Mines data in Oracle Campus Solutions and CalAnswers (Oracle BI) to quantify relationships and identify issues warranting further analysis. Areas of focus include financial commitments tracking and predictive growth, tracking classes in the major to show changes over time, working with the Office of the Registrar on enrollment statuses, how to best guide student choices, and other ways to improve the undergraduate student experience. Drives, from conceptualization to implementation, new processes of data acquisition and analysis for CDSS Leadership.

30% Conducts industry benchmarking analysis and develops quantitative business cases and policy proposals. Presents recommendations to senior management and other internal/external stakeholders. Develops and advocates solutions to Division- and campus-wide curricular issues, including identifying curricular pathways and easing curricular bottlenecks, maximizing access to key segments of the curriculum, to ensure student throughput (time to degree). Anticipates and engages in growth scenario planning. Utilizes data to make informed and supported recommendations to the Temporary Academic Support (TAS) budget submission process.

20% Conducts on-going collection and analyses of data sources and data sets. Identifies issues and collaborates on developing solutions to data management challenges. Designs and deploys staff and student surveys using Google Forms or Qualtrics, focus groups, qualitative interviews as needed. Evaluate implantation and impact of new Division rollouts.

10% Consults with Chief Financial Officer and other senior management (Associate Provost, Chief Administrative Officer, Associate Deans, Department Chairs, Data Science Governance Committee) to gather and clarify data and reporting needs for complex business intelligence solutions and analytics. Writes queries, develops report templates, and dashboards to be shared with other Division users. Guides and helps non-technical colleagues on defining metrics and pain points for further evaluation. Upward communication - presents and packages data to be communicated and shared across campus. Designs graphic representations to synthesize and communicate Division goals and vision.

10% Serves on internal committees and participates on cross-functional teams to solve Division process, service and equity and inclusion goals. Analyzes sensitive student demographic data to improve and retain underrepresented minorities in STEM. Part of Division team to tackle issues of transfer students, CEP advisors, admissions, scholarships and financial support, what is needed for the transition experience and transition support for the transfer population. Diagnostic support on community college and high school pathways of success.

Required Qualifications
  • Thorough knowledge of business intelligence functions, analytics, industry standards and best practices.-depth knowledge of business intelligence functions, advanced analytics, industry standards and best practices.
  • Thorough knowledge of Microsoft Excel.
  • Strong critical thinking and problem-solving skills to manage complex information, assess problems, and develop and effective solutions.
  • Detail oriented, with ability to manage time and organize competing priorities.
  • Strong written and verbal communication skills with the ability to convey complex information in a clear, concise manner.
  • Strong interpersonal skills for effective collaboration with a broad range of professional and technical staff.
  • Bachelor's degree in related area and / or equivalent experience / training.
  • Proven ability to serve as a technical resource providing advice and counsel on business intelligence issues.

Preferred Qualifications
  • Thorough knowledge of relevant internal databases like CalAnswers and Campus Solutions or ability to learn, BI applications and tools. Ability to produce high-quality reports and documentation.
  • Familiarity with Oracle Business Intelligence Enterprise Edition (OBIEE) or ability to learn.
  • Familiarity with APIs (Application Programming Interfaces) or ability to learn.
  • Skills with analytic and automation programming languages such as Python, SQL, or similar and ability to learn new tools as required.
  • Skills with data visualization software such as Tableau or similar and ability to learn new tools as required. Skills related to research design and statistical analysis.

Salary & Benefits

For information on the comprehensive benefits package offered by the University visit:

**Salary commensurate with experience.

Diversity Statement

Please include, as part of your application a brief (1-2 paragraph) statement on your contributions to diversity, equity, inclusion, and belonging in your professional experience.

Advancing diversity, equity, and inclusion are fundamental to our UC Berkeley Principles of Community, which states that “every member of the UC Berkeley community has a role in sustaining a safe, caring, and humane environment in which these values can thrive.”

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit

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