Financial Analyst 3 (5183C) - College of Engineering

Financial Analyst 3 (5183C) – College of Engineering Develops, interprets, and implements financial concepts for financial planning, resource planning (dollars), and control of the organizational budget. The incumbent analyzes and prepares recommendations for financial plans, including annual resource allocations, future requirements and operating forecasts. The role manages the collection, organization and dissemination of student, faculty, curriculum and expenditure data. This service‑oriented unit provides broad support for CoE cost center staff and serves as a liaison between the CoE budget and finance team and CSS‑ERSO. The work is performed with minimal supervision and requires independent judgment, application of appropriate UC and campus policies, and advanced problem‑solving skills. The First Review Date for this job is: June 15, 2026 – Open Until Filled. Responsibilities Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. Utilizing various campus systems and tools, including BFS, Bearbuy, UC Path, CalAnswers, and CalPlanning, develop, prepare, and design annual, quarterly, or ad‑hoc reports, determining data needs, appropriate information sources, and data elements, applying campus policies and guidelines, and recognizing changes in legal regulations, tax implications, etc. Provides analytical support for complex budget, financial, or resource analysis projects. Generates and distributes budget to actual financial reports, reconciles and forecasts staff salary and non‑salary budgets, prepares operating and expense transfers as needed, and meets monthly and fiscal closing procedures and deadlines. Manages accounts receivable activities and serves as the Dean's Office expert resource on financial and business operations, on‑campus policies and procedures. Serves as liaison between CoE budget/finance team and BRS‑ERSO. In partnership with the other financial analysts, develop, review, and implement operational budgets, and respond to inquiries from cost centers and administrative staff regarding budgets and expenses. Manages the accounting functions in the Dean's Office, including proper chart of accounts set‑up, compliance with UC, federal, and state regulations, monthly reconciliation of revenue and expenses, review of exceptional approvals, and the fiscal close process. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Review of the general ledger, ensuring accuracy and compliance of each transaction. Prepare financial journals. Manages and responds to audit requests associated with the blucard and Event Planner card (EPC) program for the Dean's office, ensuring timely and proper procedures are followed, and documentation is complete. Reviews the general ledger regularly and identifies discrepancies or areas of concern. Gathers, analyzes, prepares, and summarizes financial reports. Functions as a resource on issues such as researching complex financial discrepancies and escalates concerns. Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. Review and document existing processes as needed to achieve efficiencies or as new campus systems and tools are implemented, make recommendations, develops pre‑and‑post processes mapping flow charts. Recommends and implements quality customer service standards and procedures to affect various stakeholders, including CoE staff, students, and outside vendors. Develop and update user guides for purchasing and reimbursements, and provide training as needed. Ensures financial processing functions, which include accounts payable, accounts receivable, blucard, purchasing, recharge billing, travel & entertainment, gift accounting, cashiering, and collections, are performed with accuracy and that daily operations runs smoothly. Uses appropriate online systems (ERSO Intranet or Bearbuy) to initiate purchase or payment requests. Ensures goods and services are received and recorded online so payments will be made in a timely manner. Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. Review transactions received from various Dean's Office units, designate funding sources to charge, routes for approval, and make an entry to the appropriate campus system(s) as needed. Researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues, and/or vendor selection and support activities. Establishes business contracts and consulting agreements that meet the business needs for various units in the Dean's Office. Ensure that all expenditures are in compliance with the funding source and operational budget. Evaluate policy or system changes and how these will impact the Dean's Office and the college. Monitors the delivery of quality customer services to various constituencies, including internal department clients and external vendors. Interprets and communicates policies and guidelines to all staff. Adheres to all policies and guidelines and efficiently provides service to staff. Serve as liaison for central procurement, Disbursement, and ERSO and department contacts. Function as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems, and vendor concerns. Collaborate and advise CoE cost center directors and administrative staff to correct current or retroactive problems. Assist with policies and procedures related to purchasing and reimbursements. Required Qualifications Bachelor's degree in related area and / or equivalent experience / training. Thorough knowledge of finance policies, practices, and systems. Ability to independently gather required information to organize, and perform financial analysis assignments. Proven ability to effectively present information verbally and in writing in a clear and concise manner. Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi‑task in a high volume environment. Ability to adapt to changing priorities. Ability to function as a member of a team. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Salary & Benefits The budgeted salary or hourly range that the University reasonably expects to pay for this position is $82,800 to $116,300 yearly ($6,900.00 to $9,691.67 monthly). This is a 100% FTE career position eligible for full benefits. This position is FLSA Exempt and paid monthly. Other Information This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. 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. Misconduct Disclosure As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, UC's policies addressing some forms of misconduct are available through the University website. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. #J-18808-Ljbffr University of California-Berkeley