Financial Analyst
University of California
Financial Analyst
Reporting to the Finance Director, the Finance Analyst performs analysis, reporting and auditing for University Extension. Extracts data from UCR and Extension systems to develop reports for monthly, quarterly and annual reporting and forecasting. Develops new reports and audits financial data to measure against organizational KPIs and prepares grant reporting to ensure compliance. At budget managers' requests, provides data and reports to assist in budget management. Assists with a variety of financial services, including reconciling, the entry of grant budgets in Kuali and routing of Business contracts. Supports in the maintenance of accounts receivable and collections to ensure timely billing and accuracy. Works to resolve financial related problems, performing analysis, interpreting policy and providing recommendations. Works cross functionally in workgroups to perform analysis and process improvement.
Educational Requirements
Bachelor's degree in related area and/or equivalent experience/training. - Required
Experience Requirements
2 - 4 years of related experience. - Required
Experience extracting and analyzing data. - Required
Minimum Requirements
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 internal control practices and their impact on protecting University resources.
Skills to provide coaching and mentoring to support staff.
Preferred Qualifications
Knowledge of financial needs in a continuing education environment.
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