Budget and Financial Analyst (7709U) - 64058

Department of History The Department of History is rated as one of the top academic programs nationally and globally. It is one of the largest teaching departments in the College of Letters and Science, enrolling over 8000 students in 150 courses each year. The department employs 50 tenure‑track faculty, 30 emeriti, 12 career staff, and additional visiting faculty and staff. It supports a diverse student body, with over 100 graduate students and 250 undergraduate majors, and has seen increased diversity in recent years. Position Summary This role involves developing, interpreting, and implementing financial concepts for financial planning, resource planning, and control of the departmental budget. The incumbent will analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. Responsibilities Fiscal Analysis and Budget Management Construct and assemble data for budgeting and decision making; develop conclusions and present high‑level summary of recommendations. Include annual resource allocation approaches, trend analysis to assess future requirements, operating forecasts, and sources. Create and manage new financial/resource reports. Create and analyze monthly and ad hoc budget and financial reports, often generated from multiple financial systems and dashboards. Track expenses and provide cost projections and analysis for staff, faculty, and temporary academic staff salaries, gifts and endowment income, graduate fellowship funds, and other revenue sources. Provide reporting such as quarterly budget analysis, custom Cal Answers reports, payroll exception reports, and encumbrance reports. Provide research and reporting for various internal department constituents including regular faculty budget reports. Perform reconciliation functions for History's non‑contract and grant funds, including analyzing payroll expense reports, CalAnswers reports, L&S commitments database, and CalPlanning/Human Capital Planning. Oversee and maintain all department funds, resolve deficits, and manage correction of all chart‑string and allocation errors. Manage records and process financial transactions related to faculty hiring and retention. Manage unit budgets, student awards, gift and endowment funds. Oversee Procurement Card program. Maintain department commitment tracking in L&S commitments database. Maintain compliance with SAS 115 requirements, completing and documenting required reviews for assigned department IDs on a monthly basis. Budget Forecasting Independently gather information, analyze, develop, prepare, forecast, and summarize future revenue, expenses and financial trends for History. Work with faculty, the Department Chair, the Department Manager, and the Dean's Office to plan, propose and update future years budgets. Generate analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and/or services, changes to department policies. Analyze and forecast staff and faculty salary budgets, current and future faculty commitment allocations, gifts, endowments, or other revenue sources to create an accurate financial model. Participate in the annual CalPlanning budget and forecast process and quarterly forecast updates. Coordinate with colleagues, the Dean's office, and the Campus Budget Office to enter data, run reports, and meet deadlines related to the forecast and budget processes. Financial Control In coordination with the Director of Administration and Department Chair, implement department budget allocations. Maintain department chart of accounts, data management tools, and related business processes. Ensure appropriate internal controls are addressed, maintained, and strengthened to protect university resources and comply with legal and tax regulations. Coordinate department‑wide monthly reconciliation and sign off on financial controls. Ensure fiscal close goals are met. Prepare, review, and/or approve various financial transactions, such as financial journals, BearBuy requisitions, bluCard transactions, UCPath templates, IST requests, and more. Fund Manager For Special Projects Manage oversight of graduate student funding budget in collaboration with the Director of Administration and Director of Student Services; balance budgets from block grants, department funds, gifts, and endowments to maximize resources. Manage temporary academic staffing (TAS) and ensure spending projections are on track and external funding is reconciled each academic year. Collaboration And Communication Act as liaison with various campus units on issues related to purchasing, bluCard transactions, travel, entertainment, reimbursements, independent contractors, and external vendor agreements. Advise, train, review, and coach the finance and budget‑related work of faculty, staff, and students throughout the department. Communicate with department faculty, staff, external clients, and vendors to resolve matters requiring escalated resolution. Business Process Management Provide department support in business process analysis and design, documentation, and workflow. Continuously assess departmental financial processes to ensure fiscal control and accountability. Recommend and implement procedures that affect various constituencies, including department, students, and external vendors. Streamline workflows for efficiency and high‑quality service. Document procedures for financial activities. Review and update web‑based tools and self‑help resources. Provide training and maintain departmental training resources for faculty and students. Professional Development Participate in employee development and training programs or other workshops to maintain or improve the necessary skills. Required Qualifications Thorough knowledge of finance policies and procedures supporting research and educational activities. Familiarity with various business and financial data management and reporting systems. Proven efficiency and accuracy in the preparation of budgets of all types. Strong organization and prioritization skills to manage a high‑volume workload and balance long‑range projects with short‑term tasks. Ability to independently gather required information to perform complex financial analysis and customized reporting. Ability to analyze expenditures, recognize trends, and support budget justifications. Strong verbal and written communication skills for collaboration and financial data presentation. Demonstrated ability to communicate effectively across cultures and differences. Excellent interpersonal skills for developing and maintaining cooperative relationships with employees at all levels. Customer service focus across broad subject areas. Maintain independent and sound judgment with a high degree of integrity. Develop original ideas to solve problems. Leadership skills to provide guidance, coaching, and mentoring. Knowledge of internal control practices and their impact on protecting resources. Competence in common software suites (MS Office, Adobe, Google) and other desktop/web applications for financial analysis. Strong Excel skills including pivots, filtering, and advanced formulas. Bachelor's degree in a related area and/or equivalent experience/training. Five or more years of relevant work experience or equivalent education and experience. Preferred Qualifications Thorough knowledge of finance policies and procedures in a university environment. Experience with UC Berkeley's online and web‑based accounting systems such as BearBuy, BFS, UCPath, CDS, Smartview, CalPlanning, and CalAnswers. Master's degree in finance or accounting, CPA, or related advanced education in fiscal management or accounting. Salary & Benefits This is a 100% full‑time (40 hrs a week) exempt career position, paid monthly and eligible for UC Benefits. The budgeted salary range is $82,000.00 – $109,000.00. For information on the comprehensive benefits package, please visit the University of California's Compensation & Benefits website. How to Apply Submit your resume and cover letter. Other Information This is not a visa opportunity. This position is eligible for up to 40 % remote work. Conviction History Background Designated position requiring fingerprinting and a background check. The University reserves the right to make employment contingent upon successful completion of the background check. Equal Employment Opportunity The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster. For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affitative Action in the Workplace policy. #J-18808-Ljbffr Inside Higher Ed