Financial Analyst

Salary: $43.27 - $45.67 Hourly
Location : Ryan Ranch Office- Monterey, CA
Job Type: Full-Time
Job Number: 2026-00006
Department: Accounting
Opening Date: 02/19/2026
FLSA: Non-Exempt


Description
Financial Analyst

University Corporation Accounting
Priority Screening Deadline: March 5th, 2026, all positions are open until filled.
The University Corporation at Monterey Bay ("Corporation"): The Corporation is constantly looking for motivated employees with great organization and teamwork skills to join our team. The Corporation is a non-profit institution that is related and affiliated with the California State University, Monterey Bay. The University Corporation at Monterey Bay is a nonprofit 501(c)(3) public benefits corporation that is a recognized auxiliary organization of California State University and was established in July 1994. The University Corporation's mission is to further the educational purposes of the University.
The University: California State University, Monterey Bay is a mid-sized university in California's Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation's largest four-year public university system, California State University, which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students' lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB's sustainability goal is to be carbon neutral by 2030.
The Community: Monterey, with its moderate Mediterranean climate, is a diverse community on the picturesque central coast of California and rich in agriculture. Miles of beautiful beaches, spectacular mountain ranges, groves of redwoods, low-rolling foothills, and scenic valleys are characteristics that contribute to the quality of life enjoyed by over 432,000 residents and millions of visitors. Boasting such world-renowned attractions as the spectacular Big Sur Coast, Laguna Seca Raceway, 17-Mile Drive, Monterey Bay Aquarium, Cannery Row, the Steinbeck Center, the Monterey Jazz and Blues Festivals and Pebble Beach - possibly the world's most famous golf course, it's easy to see why so many choose to live here and an estimated four million visitors a year make the County of Monterey their destination of choice.

POSITION SUMMARY
Reporting to the Corporation Senior Financial Analyst, the Financial Analyst is responsible for assisting with the analysis of complex financial data and preparation of periodic forecasts, budgets and narrative reports to support effective management and decision-making across the operations.

Examples of Duties

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Interface with managers in monitoring and analyzing organization-wide earned revenue, operating expenses and capital project activity.
• Extract and interpret financial data from various accounting and information systems for both management and departments.
• Support the preparation and coordination of the annual external audit, including compiling schedules, responding to auditor requests, and ensuring timely completion.
• Prepare and review quarterly financial statements and supporting documentation.
• Record and reconcile bond and debt-related transactions, including related compliance reporting as required.
• Prepare and maintain lease accounting entries in accordance with applicable accounting standards.
• Prepare complex statistical, cost, and financial analyses and narrative of financial results (including investments) for management.
• Assist with long range planning and analysis and trend reporting for various Corporation areas.
• Assist in the organization's annual budget process via preparation, training, and communication efforts.
• Partner with department leaders to improve budget accountability.
• Ensure Federal government, university/CSU and other third party economic/financial surveys and informational filings (including the 990) are prepared and submitted timely.
• Provide recommendations and assist with implementation to improve financial systems and reporting tools.
• Provide coordination and training on Finance Data Warehouse and PeopleSoft to staff.
• Prepare high-level financial dashboards and board presentation materials
• Support development and maintenance of internal financial controls
• Develop financial models for new programs, capital projects, and growth initiatives.
• Assist with the development and implementation of accounting procedures.
• Assist with University Corporation cost allocation or cost recovery calculations, reports and tracking.
• Assist with various payroll analysis and reconciliations.
• Provide financial backup for capital projects including forecasting and tracking, as requested.
• Monitor, track, analyze, report cash flow and requirements and reserve allocations.

OTHER FUNCTIONS

1. Assist in other areas of Corporation accounting and finance as needed.
2. Promotes and maintains an atmosphere of excellent customer service within the accounting department, the campus community, and public.
3. Performs other duties as assigned.

PHYSICAL WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to verbally communicate to exchange information.


WORK LOCATION

• On-Site Position
• Work Location: Ryan Ranch - 8 Upper Ragsdale Drive, Monterey, CA

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES

• Strong knowledge of GAAP, GASB and practices involving governmental and non-profit organizations.
• Ability to understand, apply and analyze data and documents for GAAP, GASB, office methods and procedures, applicable rules and regulations, policies and procedures, and statistical and arithmetic presentation of data.
• Advanced technical skills with accounting enterprise systems, reporting, complex spreadsheets, databases, query tools, pivot tables, and use of MS Office products.
• Strong problem solving techniques and analytical skills to apply to complex financial and accounting problems.
• Excellent written and oral communication skills.
• Strong organizational skills and attention to detail.
• Strong ability to change priorities when needed and meet changing and overlapping deadlines, along with the ability to work effectively in a fast-paced environment.
• Be a self-starter, able to work independently in a multi-task oriented environment, and professionally and diplomatically serve diverse constituents with equity, fairness and tact.

MINIMUM QUALIFICATIONS
Education and Experience:


Equivalent to a bachelor's degree with a major in finance, accounting, business administration, economics, public administration, or a closely related field AND four (4) years of progressively responsible professional experience in accounting and/or finance experience preferably in a non-profit, education or governmental organization;


OR

A combination of education and experience which provides the required knowledge and abilities. Equivalent to a graduate degree in a related field may be substituted for up to one year of required experience.

DESIRABLE QUALIFICATIONS

• Experience in a college or university, non-profit or governmental environment.
• Experience working with financial and information systems beyond reporting functions, including participation in system transitions, implementations, or process improvements.
• Comfort evaluating and adopting new budgeting, accounting, and expense management tools; ability to quickly learn and champion new platforms across a team.
• Experience utilizing the CSU version of PeopleSoft administrative systems (finance, student, human capital management) and a variety of connected and stand-alone systems or similar accounting and reporting systems.
• Experience with reporting systems such as Crystal, DataWarehouse, or Revenue Vision.
• Demonstrated understanding of and commitment to the CSUMB Vision Statement and the core values of mutual respect, collaboration and service orientation, multiculturalism and diversity, community service and institutional excellence.

Special Conditions of Employment

SPECIAL CONDITIONS OF EMPLOYMENT
The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the University Corporation. The University Corporation at Monterey Bay will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the University Corporation at Monterey Bay is concerned about the conviction that is directly related to the job, you will be given the fair chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the Civil Rights Department Fair Chance Act webpage.
This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity, or national origin. Consistent with California law and federal civil rights laws, The University Corporation at Monterey Bay provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin.
Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. The University Corporation at Monterey Bay complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy.

We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
Please note: University Corporation employment is separate and distinct from CSU Monterey Bay or State of California employment. University Corporation employees are not employees of either CSUMB or of the state of California.
All employees must be eligible for employment in the U.S. The University Corporation is not a sponsoring agency for any positions.
University Corporation does not use artificial intelligence or automated decision-making tools to evaluate candidates. All employment decisions are made by human reviewers. Candidates are expected to complete all interviews and assessments independently. The use of AI tools, automated response systems, or other external assistance during interviews or assessments is not permitted and may result in disqualification.
University Corporation at Monterey Bay positions are "at-will" employment.
CSUMB is a smoke and tobacco-free campus.
The campus leadership has committed the resources needed to achieve an engaged, safe, and in-person experience. The health and safety of our community remain our highest priority, and we are confident that existing public health measures provide for a safe environment capable of delivering a complete college experience on the CSUMB campus. Being an Otter means caring for each other and doing your part to protect your community.
In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State University, Monterey Bay Annual Security and Fire Safety Report is available at

Sensitive Positions - This position has been designated as a sensitive position with:

• access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards
• control over campus business processes, either through functional roles or system security access

FERPA:

• This position is required to comply with confidentiality requirements outlined in the Department of Education's Family Educational Rights and Privacy and California's Educational Code Chapter 13 regarding sensitive student issues.

Clery Act:

• This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. CSAs are employees whose job duties fall into one of the following categories:

Special License or Certifications and Conditions:

• May require occasional evenings and/or weekend work.

Questions can be sent to:


SALARY AND BENEFITS
The University Corporation is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students, and the customers we serve. Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department's fiscal resources. Our salary schedule is available here.
The hiring range for this position is $43.27 - $45.67. Classification: Grade 6, Staff. This is a non-exempt position and as such is eligible for the overtime provisions of the Fair Labor Standards Act. The Corporation offers a rich benefits package that constitutes a major portion of total compensation. Benefits include medical, dental, vision, and life insurance benefits, contributory retirement plan, TSA (403b), and other benefits. Please review our benefits guide for details about sick time, vacation, and holidays.
The Corporation also offers access to CSUMB's Faculty & Staff Meal Plans, which offers convenience, value, flexibility, to our all-you-care-to-eat dining commons, showcasing eight brand new dining concepts for an affordable price.
The University Corporation at Monterey Bay also provides access to affordable campus housing:


Although CSUMB is located in a high-cost housing area, Schoonover Park rental homes are affordably priced. Monthly rent rates include cable television, garbage service, and sewer. Convenient floorplans, attractive interior appointments, and numerous community amenities make Schoonover Park Rental Homes an exceptional value. Schoonover Park is near the main campus, yet a tranquil world away. The community lies nestled in the secluded beauty of rolling coastal hills three miles east of campus. Living in one of the most desirable areas of California, you will enjoy the natural splendor and cultural abundance of the Monterey Peninsula. Quality of life begins with your home in Schoonover Park and extends through every aspect of your California coastal lifestyle.
How to apply:
All prospective applicants must apply online. You must complete the entire application for submission. We only accept applications for the open positions listed. Please do not fax or mail in a printed version of the electronic applications or a resume in lieu of an application. If you are having difficulty applying or need assistance, please call View phone number on click.appcast.io. All positions are open until filled. The completed online application and resume must be submitted by 5:00 pm PST on the priority screening date. Applications received after this date will be reviewed at the discretion of the Corporation.
Benefits: Benefits include medical, dental, vision, life insurance benefits, contributory retirement plan (10% employer contribution after 6 months), 14 paid holidays per year, vacation, and other benefits, effective the first of the month following your hire date. Here is a link to our , which has detailed plan information. Here is a link to the , with general information.

Housing : Although CSUMB is located in a high-cost housing area, Schoonover Park rental homes are affordably priced. Monthly rent rates include cable television, garbage service, and sewer. The housing program is managed by the Greystar Company: View phone number on click.appcast.io. Here is a link to more information on
01


Do you have a bachelor's degree or the equivalent in finance, accounting, business administration, economics, public administration, or a closely related field?

• Yes
• No

02


Do you have four (4) years of progressively responsible professional experience in accounting and/or finance experience preferably in a non-profit, education or governmental organization OR a combination of education and experience which provides the required knowledge and abilities? Equivalent to a graduate degree in a related field may be substituted for up to one year of required experience.

• Yes
• No

Required Question