Financial Analyst 3 (5183C) - College of Engineering

Financial Analyst 3 (5183C) - College of Engineering

About Berkeley

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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.

Develops, interprets, and implements financial concepts for financial planning, resource planning (dollars), and control of the organizational budget. Analyzes and prepares recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. Manages the collection, organization, and dissemination of student, faculty, curriculum, and expenditure data.

As a service-oriented unit, this position provides broad support for CoE cost center staff and serves as the liaison between the CoE budget and finance team and CSS-ERSO. The work is performed with minimal supervision and only general guidelines, requiring the exercise of independent judgment, application of appropriate UC and campus policies, and advanced problem-solving skills to effectively manage office workflow. The incumbent is expected to participate creatively in the development of unit policies and procedures.

This position involves the processing and servicing of a variety of operational, personnel, and financial transactions and services. Includes cashiering, payroll, accounts receivable, accounts payable, purchasing, recharge billing, travel & entertainment, gift accounting, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting

Working with the budget and finance team, this position is responsible for reviewing and supporting financial matters in the immediate Dean's Office, including but not limited to assisting with the recommendation, development, implementation, administration, coordination, and/or evaluation of various financial and budgetary resource policies and procedures and budgeting for the multi-cost centers.

Application Review Date

The First Review Date for this job is: October 6, 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 good 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

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 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.

How to Apply

To apply, please submit your resume and cover letter.

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, 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