Financial Services Analyst (4754C), BEARS Region #88544

Financial Services Analyst (4754C), BEARS Region #88544

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, who are among the most talented and accomplished anywhere, including Nobel laureates, Pulitzer Prize winners, and MacArthur Fellows. Since our founding in 1868, we have been an engine for innovation - driving intellectual, economic, and social progress that benefits California, the U.S., and beyond. Together, we change the world.

At Berkeley, the best careers are built on a foundation of continuous learning and growth . We actively support professional development by providing all full-time staff employees with at least 80 hours of paid time per year and provide space for supportive colleague communities via numerous employee resource groups.

We invite applicants who are inspired by our Principles of Community and who are eager to be part of our exciting Strategic Plan , which charts Berkeley's next era of excellence.

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Departmental Overview

BEARS (Berkeley Educators and Administrators Regional Services) is not only the largest region, supporting over 11,700 headcount while also supporting the largest variety of personnel positions that make Berkeley such a fascinating place to work. For more information on all the departments we serve, please reference this BEARS Service Region Mapping SmartSheet .

At a university as large and diverse as Berkeley, we understand that no one solution fits all needs. At BEARS, we have assembled a team that is dedicated to learning about and understanding the unique needs, opportunities, and challenges you are facing in your unit. As we strengthen our collaboration with your unit, we are confident that this will lead to continually improving support services.

Position Summary

The Financial Services Analyst processes and services a variety of operational and financial transactions and services, including purchasing, accounts payable, collections, data collections, and data entry. This position is responsible for identifying, researching, resolving, and documenting invoice, purchase order (PO), and receipt discrepancies within the Accounts Payable process. The Financial Services Analyst ensures timely resolution of match exceptions, maintains compliance with company policies, and works closely with vendors, procurement teams, receiving departments, and finance personnel to facilitate accurate and timely payments. Additionally, this position identifies various issues with billing by various vendors and obtains credit memos to clear overcharges.

Application Review Date

The First Review Date for this job is September 14, 2026. For full consideration, please apply on or before the first review date.

Responsibilities

Match Exception Management - 40%

• Applies professional financial concepts to conduct analyses of complex financial services such as researching discrepancies and compliance with external regulations and internal policies.
• Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
• Review and analyze invoices that fail automated 2-way, 3-way, matching processes.
• Investigate discrepancies between purchase orders, goods receipts, and supplier invoices.
• Identify root causes of matching exceptions, including pricing differences, quantity variances, missing receipts, tax discrepancies, and data entry errors.
• Resolve exceptions through system corrections, documentation review, and stakeholder collaboration.
• Escalate unresolved issues according to established procedures.

Financial Data and Transactions - 25%

• Reviews, processes, and approves standardized financial data and transactions.
• Ensures that financial processing functions which includes Bearbuy review and approval of entertainments requests procure to pay.
• Participate in responsibility of card program purchases (BluCard) that are processed and/or verified in a timely manner and according to program rules, and monitor cardholders adherence to program standards.
• Understands, interprets and applies campus policies to transactions.

Accounts Payable Support - 20%

• Assists with ensuring that financial processing functions which primarily include accounts payable, purchasing, recharge billing, travel, entertainment, gift accounting, cashiering and collections are performed with accuracy.
• Ensure invoices are processed accurately and within established service-level agreements (SLAs).
• Monitor exception queues and prioritize critical items to avoid payment delays.
• Validate invoice information against supporting documentation.
• Maintain accurate records of all exception resolution activities.
• Under general supervision, 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.

Vendor and Internal Communication - 10%

• Documents processes and procedures for financial activities.
• Communicate with suppliers regarding invoice discrepancies and missing documentation.
• Partner with Procurement, Receiving, Operations, and Finance teams to resolve exceptions efficiently.
• Provide status updates on outstanding issues and payment holds.
• Support vendor inquiries related to payment processing and invoice discrepancies.
• Recommends changes to maintain compliance with federal and state requirements and internal financial policies.
• Reviews, processes, and approves standardized financial data and transactions.

5%

• Other duties as assigned.

Required Qualifications

• Working knowledge of financial processes, policies and procedures.
• Strong knowledge of financial data management and reporting systems.
• Proficiency in the use of spreadsheet and database software.
• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.
• Ability to function effectively as a member of a team.
• Ability to adapt to changing priorities.
• Intermediate knowledge and understanding of and/or ability to learn internal control practices and their impact on protecting University resources.
• Skills to provide coaching and mentoring to support staff.

Education / Training

• Bachelor's degree in related area and / or equivalent experience / training. (Required)

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. 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, analysis of internal equity, 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 budgeted hourly range that the University reasonably expects to pay for this position is $35.71 (Step 1) - $41.85 (Step 9).

• This is a non-exempt, bi-weekly paid position.
• This is a full-time (40 hours/week) Career position eligible for UC benefits.

How to Apply

To apply, please submit your resume and cover letter.

Other Information

• This position is eligible for up to 5 days/week remote work within the United States. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change.
• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
• 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. The current bargaining agreement manual can be found at:

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

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, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

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.

To apply, visit