Financial Analyst

Financial Service Analyst 2 Cx

Under the general direction of the Financial Manager, and in close consultation with the Business Officer on complex financial, personnel, or policy matters, the Financial Analyst provides comprehensive financial, payroll, personnel, and administrative support for the Department of Technology Management (TECH). The position plays a key role in supporting departmental operations within UCSB's modernized financial environment, applying updated chartfield structures, digital documentation standards, and campus financial reporting tools. The incumbent is responsible for financial monitoring and analysis across departmental fund sources, payroll and timekeeping administration, gift and endowment fund support, and purchasing and travel review. The role requires strong analytical skills, sound judgment, professionalism, and strict confidentiality. The Analyst routinely uses campus systems, including but not limited to UCPath, Timekeeping, Jaggaer, Concur, OFC, and FinHub.

Required Qualifications:

• Bachelor's degree in a related area and/or equivalent experience/training.
• 1-3 years Experience performing financial analysis, reconciliation, accounting, payroll, or related administrative work in a complex organization.
• 1-3 years Experience reviewing financial transactions for accuracy, compliance, and proper coding.
• Payroll/personnel work experience.
• 1-3 years Experience processing payroll, timekeeping, or personnel actions using enterprise systems.
• General financial work experience in one of more areas of accounts payable, accounts receivable, recharging, procurement or contracts.
• Working knowledge of accounting principles, fund accounting, and financial analysis.
• Ability to interpret and apply University financial policies, fund restrictions, and compliance requirements.
• Experience reviewing or processing payroll, timekeeping, or personnel transactions.
• Strong analytical and problem-solving skills with high attention to accuracy and detail.
• Ability to manage multiple priorities, meet deadlines, and work independently with sound judgment.
• Strong written and verbal communication skills, including the ability to clearly explain financial or policy information.
• Ability to maintain strict confidentiality of personnel, payroll, and financial information.

Preferred Qualifications:

• Experience working in higher education, the public sector, or another complex or regulated environment.
• Experience with UC or comparable enterprise financial and payroll systems.
• Experience with fund management, including gifts, endowments, revenue funds, or restricted accounts.
• Experience preparing financial reports or analysis for managers, faculty, or leadership.
• Experience interpreting financial policies, fund restrictions, and compliance requirements.

Job Functions and Percentages of Time:

• 45% Financial Analysis
• 30% Payroll and Personnel
• 15% Gift & Endowment Fund Administration
• 10% Administrative Support

UC Vaccination Programs Policy: As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs. As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

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.