Financial Analyst 3 (5183C) - College of Engineering

About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging makes it a special place for students, faculty and staff. As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value. We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan. At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley. Departmental Overview The College of Engineering (CoE) at UC Berkeley is recognized for its educational and research excellence, consistently ranking among the top three Engineering colleges in the United States. With more than 250 regular faculty members, 2,450 graduate students, and 4,380 undergraduate students located in seven academic departments, Engineering is the second largest college on the Berkeley campus. A multi‑unit Deans’ Office provides administrative, student services, development, and capital projects services. The CoE occupies over 10 buildings on the Berkeley campus and has extensive facilities at the Berkeley Global Campus in Richmond. This position develops, interprets, and implements financial concepts for financial planning, resource planning (dollars), and control of the organizational budget. It analyses 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, and provides broad support for CoE cost‑center staff. The incumbent is responsible for reviewing and supporting financial matters for the Dean’s Office, including assistance with budgeting, policy development, and coordination of financial and budgetary resource policies and procedures. Responsibilities: Apply 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. Utilize campus systems and tools such as BFS, Bearbuy, UC Path, CalAnswers, and CalPlanning to develop, prepare, and design annual, quarterly, or ad‑hoc reports, determining data needs, sources, and elements, applying campus policies and guidelines, and recognizing changes in legal regulations, tax implications, etc. Provide analytical support for complex budget, financial, or resource analysis projects. Generate and distribute budget and actual financial reports, reconcile and forecast staff salary and non‑salary budgets, and prepare operating and expense transfers as needed. Meet monthly and fiscal closing procedures and deadlines. Serve as the Dean’s Office expert resource on financial and business operations, on‑campus policies and procedures, and as liaison between the CoE budget/finance team and BRS‑ERSO. In partnership with other financial analysts, develop, review, and implement operational budgets, and respond to inquiries from cost centers and administrative staff regarding budgets and expenses. Manage accounting functions in the Dean’s Office, including 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. Ensure that appropriate internal controls are addressed, maintained, and strengthened to protect University resources. Review the general ledger, ensuring accuracy and compliance of each transaction, prepare financial journals, and respond to audit requests for the blucard and Event Planner card (EPC) program. Provide department support in business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. Document existing processes to achieve efficiencies or support new campus systems and tools, make recommendations, develop pre‑ and post‑process mapping flow charts, and implement quality customer service standards and procedures for CoE staff, students, and external vendors. Develop and update user guides for purchasing and reimbursements, and provide training as needed. Ensure that financial processing functions—accounts payable, accounts receivable, blucard, purchasing, recharge billing, travel & entertainment, gift accounting, cashiering, and collections—are performed with accuracy and that daily operations run smoothly. Review, process, and approve standardized financial data and transactions. Effectively address complex customer inquiries. Review transactions from various Dean’s Office units, designate funding sources, route for approval, and enter records in the appropriate campus system(s). Research and gather information from a variety of sources; prepare and summarize reports relative to new services, regulatory compliance issues, and/or vendor selection and support activities. Establish business contracts and consulting agreements that meet the business needs for various units in the Dean’s Office. Ensure all expenditures comply with the funding source and operational budget. Evaluate policy or system changes and their impact on the Dean’s Office and the college. Monitor delivery of quality customer services to internal department clients and external vendors. Interpret and communicate policies and guidelines to all staff, adhere to all policies, and provide efficient service. Serve as liaison for central procurement, disbursement, ERSO, and department contacts. Support staff on issues such as researching financial discrepancies 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 a 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 to use spreadsheet and database software for complex financial analysis, fiscal management, and reporting. Strong interpersonal skills with peers throughout the organization; strong service orientation, critical thinking, attention to detail, and ability to multitask 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 of the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. 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