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Senior Financial Analyst (7710U), Haas School of Business 19846

University of California, Berkeley
San Francisco
Closing date
Jul 3, 2021

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Senior Financial Analyst (7710U), Haas School of Business 19846 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: July 5, 2021

Departmental Overview

UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to increasing diversity and creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.


Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations.
  • Use data from multiple financial systems to present complex analyses showing trends in revenue and expenditures for various programs
  • Create fund balance reports and partners with other financial analysts and program leaders to determine resource allocation on an annual basis. Recommends changes to the resource allocation decisions as needed throughout the year when new priorities arise.

Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers.
  • Create budgets for new programs / departments.
  • Develop financial model to track and optimize disbursement of restricted funding.

Oversee analyses of our student workers.

Directs, initiates, designs and provides analytical studies, summary reports and background materials for campus or department administrative officers and managers for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera, that have a significant impact on individual or multiple departments.

Performs highly complex financial or resource research and studies for both internal department and external campus constituents.
  • Supports all inquiries from the Office of the CFO and Controller's Office.
  • Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

Professional Learning and Growth
  • Embraces the principle of being a "student always" by engaging in opportunities for training, workshops, seminars, continuing education pertinent to the position, or at the suggestion of the supervisor
  • Actively contributes to a team environment that fosters and promotes a culture of diversity, equity, inclusion, and belonging (DEIB) within the unit and at Haas
  • Engages in ongoing education to promote diversity, equity, inclusion & belonging by completing University sponsored certifications & training sessions (Ie: MEP Workshop, Implicit Bias Certification, LinkedIn Learning workshops, and other workshops & seminars offered by the University or Haas, as they are made available) or by engaging in external seminars & resources related to DEIB.
  • Exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.

Required Qualifications
  • Has advanced knowledge of finance policies, practices and systems. In-depth understanding of Generally Accepted Account Principles (GAAP)
  • Strong cross-functional experience in finance, accounting, and technology.
  • Demonstrates problem-solving, quantitative, and analytical skills; strategic and creative thinking.
  • Proficiency in MS Office Suite, demonstrating expert skills in Excel. Proficiency in Google Suite.
  • Expert user and/or can quickly achieve proficiency level skills in campus financial and data systems, such as: CalPlanning, Cal Answers, CADS, SIS, and other business related software.
  • Effective multi-tasking skills, expectation setting, escalation of issues, where appropriate.
  • Strong organizational, planning, and coordination skills.
  • Excellent written and verbal communications skills to clearly & comfortably articulate and present moderate to complex ideas to all employee levels, including senior leadership and external audiences.
  • Experience working on long-term projects.
  • Collegial orientation; relationship-builder who is solutions-oriented.
  • Focused attention to detail and high standards for quality and accuracy in work product.
  • Excellent interpersonal skills, demonstrating a desire to promote diversity, equity, inclusion and belonging to establish and maintain positive & professional working relationships with colleagues, students and team members.
  • Exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.

  • Bachelor's degree or equivalent experience in related field.

Preferred Qualifications
  • Advanced experience with Access and VBA skills.

Salary & Benefits

This is an exempt, monthly paid position. Annual salary will be commensurate with experience up to $110,800.00.

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

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

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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