Financial Services Analyst 3- Compliance, Accounting, Audit And Policy Team (Caap) - Hybrid
University of California Office of the President
Location: Oakland, California
Internal Number: 4171969
Financial Services Analyst 3- Compliance, Accounting, Audit And Policy Team (Caap) - Hybrid
Location: OaklandFull Time Job ID: 52646 Job Posting
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UC OFFICE OF THE PRESIDENT
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The Business Resource Center (BRC) is a shared services center that supports all of the UC Office of the President locations. The BRC provides procurement, financial and accounting services to all of UCOP. This financial services analyst position reports to the manager of the Compliance, Accounting, Audit and Policy Team (CAAP) within the BRC. The team is responsible for performing a full spectrum of financial services including accounting, analysis, reporting, supplier management, audit, compliance and training.
Position Summary Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
75% Applies financial services concepts (e.g., accounting, accounts payable, etc.) to resolve issues, and prepare business process procedures and policy recommendations. Serves as subject matter expert in one or more of the following areas: business travel/entertainment reimbursement and electronic fund transfer/wire auditing; supplier management; bank card administration support; recharge billing, expense/cost transfers, financial journals; analysis, review and reporting projects; account review and management, including appropriations and expenditures analysis; signature delegation management; web-page support; UCOP fiscal close activities; audit of financial transactions and procedures within the Business Resource Center; Chart of Account request administration and delegation of approval management, and performance metrics and other ad hoc reports. Applies UC policies and UCOP procedures to address regulatory compliance and risk management. Reviews and approves financial data and transactions submitted by UCOP departments. Ensures financial transactions are prepared with accuracy. Documents procedures for financial activities and creates trainings for client departments.
10% Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and/or services, changes in legal regulations, tax implications, etc.
10% Supports BRC staff, other UCOP operations staff and client departments, including developing and making presentations, developing and documenting procedures, and developing, documenting and performing trainings. Creates an effective teamwork environment. Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors.
5% Works with UC policy owners to assess, recommend, and implement changes at UCOP to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies.
Skills and Abilities Required Qualifications
Excellent working knowledge in at least one of the following areas: general accounting, recharge billing activity, supplier management, travel and entertainment reimbursement rules and regulations, auditing of procedures or transactions.
Proficiency in a PC-operating environment and with MS Office suite, as well as standard desktop/web-based applications and databases. Willingness to learn new software applications and technologies.
Demonstrated knowledge or ability to quickly acquire knowledge of various business systems and account structure, encumbrances and expenditures, and relevant policies and procedures.
Demonstrated ability to identify key factors, patterns, trends and issues; interpret policies; analyze and summarize possible implications of multiple options; and make logical recommendations. Excellent research, analytical and problem-solving skills to gather, synthesize and integrate essential information from multiple sources (e.g., policy, financial reports and statistical data). Meticulous attention to detail.
Communication skills that demonstrate fluent English language competency and ability to articulate moderate to complex ideas and issues clearly, concisely, effectively and logically. Demonstrated ability to compose business correspondence using appropriate format, language and grammar. Active listening skills to clarify and verify essential points.
Client service orientation that demonstrates responsiveness to client requests, client relationship development and anticipation of client needs.
Interpersonal skills that demonstrate ability to work effectively across the organization at all levels. Ability to work collaboratively and productively with BRC and client department staff with varying work styles and personalities in a team-oriented environment. Ability to maintain composure and exercise discretion when addressing sensitive issues and situations. Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
Strong organizational skills that demonstrate ability to independently and effectively prioritize workload, process high volumes of work with frequent interruptions, establish systems to track work assignments and manage competing deadlines.
Experience with Oracle Cloud and/or Concur
Knowledge of data query applications, including Cognos or similar application/platform.
Education Required Qualifications
Bachelor's degree in finance, business administration, and a minimum of 3 years of experience in analysis, interpretation and application of financial and accounting policies, practices and procedures (preferably in higher education or public sector settings); or an equivalent combination of education and experience.
Job Title Financial Services Analyst 3
Job Code 004628
Salary Grade Grade 21
Payscale: $83,000 - $95,000
Full Salary Range: $67,000 - $119,200
The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.
Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging
HOW TO APPLY
Please be prepared to attach a cover letter and resume with your application.
APPLICATION REVIEW DATE
The first review date for this job isBackground check process at UCOP
Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy
August 2021 Update: The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral. UC COVID-19 Vaccine Policy
The University of California, Office of the President, 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, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy
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About University of California Office of the President
The Office of the President is the systemwide headquarters of the University of California, managing its fiscal and business operations and supporting the academic and research missions across its campuses, labs and medical centers.