Budget & Finance Analyst (FINANCIAL ANL 3 CX)

About the position Reporting to the Executive Director of Budget & Financial Analytics, perform as financial and subject matter expert with an advance degree of knowledge, independence and autonomy on a day-to-day basis. Using advanced concepts develop budget systems, budget controls, forecasting and reporting in support of the Student Affairs Divisional Resources specifically in regards to Gift Reporting, Divisional Major Maintenance, Registered Student Organizations & UP3 Campus partnerships. Student Affairs has 160+ gift funds totaling $2M and over 500 student organizations that need close financial reporting to ensure accuracy. Responsible for representing Student Affairs Finance to the Student Affairs Development team and helping create spending plans with Student Affairs operational units. Develop complex financial models and reports, compile and develop various performance measures and analytics. Independently prepare budget variance reports and other key performance metrics; perform complex financial analyses for assigned areas. Advise unit Managers and Directors on budgetary trends, annual and monthly income and expense allocations, financial and statistical reporting matters. Develop and provide monthly Sources & Uses reports for leadership. Participate in administrative policymaking and formulating policy recommendations. Provide technical financial analysis, including budget analysis, projections, and other related duties. Serve as primary financial analyst, compliance officer and resource manager for area specific operational activity. Develop and direct special projects as assigned and make recommendations to Student Affairs Executive Director of Budget & Financial Analytics and area leadership based on complex analytics. Track carryforward projects and balances from prior years and monthly spending on new projects ensuring that project budgets are not exceed. Manage contingency funding and overall annual carryforward balances. Finalize project funding as they are completed. Maintain comprehensive budget and reporting software in support of the operational budgets and reconcile against the campus general ledger. Develop and maintain budget and reporting software and tools. Assist in the development of annual budgets and financial plans, and prepare detailed reconciliations. Serve as primary Fiscal Officer for approval of all PPM maintenance project financial transactions. Apply system solutions to specific business problems and financial reporting requirements, while ensuring the maintenance and improvement of the underlying business processes.

Responsibilities

• Operational Financial and Budgetary Analysis
• Business Process Management & Special Projects

Requirements

• Bachelor's degree in accounting or business administration or an equivalent combination of education and/or experience.
• Knowledge of and experience with fund accounting and generally accepted accounting principles (GAAP) and techniques for accurate preparation and analysis of budgetary and financial information.
• Experience with Chart of Accounts creation and management.
• Experience providing analysis of complex data systems and data errors in order to derive logical conclusions and develop practical solutions and analytical skills and experience to read, analyze, and interpret technical and financial reports to facilitate decision-making.
• Experience to independently research, develop and recommend solutions to complex problems and issues including analyzing data from a wide variety of sources, prepare budgets, present statistical and financial information in appropriate and understandable formats.
• Organizational skills and experience working on projects with competing deadlines, multi-task and to establish goals and workload priorities, flexibility in dealing with people and competing demands.
• Computer skills and experience using various software programs (spreadsheets, word processing, databases) to accomplish assignments; skills to learn new software as necessary.
• Interpersonal, customer service and communication skills to interact and communicate clearly, tactfully and effectively in person, by telephone and in writing.

Nice-to-haves

• Critical and innovative thinking to conduct both theoretical and practical research and make strategic recommendations. Knowledge of factors influencing revenue and expense streams for various fund sources.
• Knowledge to apply theory to practice with respect to organizational, fiscal, and other resources in a business environment.
• Knowledge of University of California, Davis, policies and procedures pertaining to financial administration, budget, and other business-related activities.
• Experience with automated financial systems (KFS, PPS, Adaptive Insights and decision support preferred). Experience providing financial analysis and reporting in a healthcare setting.

Benefits

• Outstanding benefits and perks are among the many rewards of working for the University of California.
• UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals.
• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans.

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