REMOTE Investor Analyst

Financial Services Analyst 2 (4627U), University Development and Alumni Relations - 65082 About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; its public mission and commitment to equity and social justice; We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles , our Principles of Community , and our Strategic Plan .

At UC Berkeley, we believe that learning is a fundamental part of working, and our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. University Development and Alumni Relations (UDAR) helps build Berkeley's excellence through communications, public outreach, and fundraising to raise public awareness about Berkeley and increase private philanthropy. UDAR provides overall direction for the campus's philanthropic advancement strategies and strengthens campus unit development in partnership with campus fundraisers. It handles a range of central activities and services encompassing prospect development, communications, donor stewardship, gift management, and more.

Gift Services is the office of record and receipts for gifts, pledges and payments for UC Berkeley and is the campus' delegated authority for internal financial and policy controls for gift processing. Donors contribute via a variety of giving methods including check, credit card, electronic funds transfer, securities and cryptocurrency. Gift Services also provides support to units who do their own gift depositing and constituent management via shadow databases. All of the team's staff are responsible for providing excellent customer, transactional and functional service to donors and colleagues, and adhering to federal, state, industry, UC system and campus-wide practices, policies and protocols.

All Gift Services assignments involve research and analysis across a variety of financial transactions from intake to receipt, and require the application of specific protocol to ensure that donations are deposited to the correct fiduciary, credited legally, and allocated to giving funds per expressed donor intent. Some Gift Services assignments involve cashiering, data analysis, customer service, reporting, business writing and process health projects.

The Financial Services Analyst 2 position supports Gift Services' purpose as the office of gift, pledge and payment records and receipts for the campus by applying a wide range of expertise on advancement, campus, IRS, and cash handling policies and protocol to thousands of gifts on an annual basis. In addition to transactional work, the position ensures operational effectiveness within a dynamic advancement landscape by engaging in process improvement and ongoing partner and donor compliance collaboration and education. Gift analysts coordinate one or two cash or non-cash functions (e.g. online giving, imported gifts, remote deposit or credit card terminals) of moderate complexity, and mentor staff who support these functions.

The Financial Services Analyst 2 a pplies professional financial services concepts and a wide range of policies and procedures to resolve a variety of moderately complicated issues on our help desk, and as an analyst in the area of receiving, depositing, auditing, receipting, and adjusting gifts, pledge payments, and pledges. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors and knowledge of federal, state, University, UC Berkeley Foundation, and campus rules, regulations, policies, guidelines, and procedures, as well as knowledge of the Cal Advancement Data System (CADS), the Cashiers Deposit System (CDS), Berkeley Financial System (BFS), CyberSource (the third-party processor of online credit card gifts), the installed automated image redaction utility, and other tools and systems used to perform assigned tasks. Performs essential functions in an area of operation that has a substantial impact on donors and advancement colleagues across the campus. Provides process and policy guidance to donors and campus colleagues. Performance impacts the campus's ability to utilize millions of dollars in funding across thousands of gift funds.

Application Review Date

Gift Processing, Research and Analysis - Cash (checks, EFT, credit cards, etc.) Applies comprehensive knowledge of constituent database (CADS), cash deposit tools and systems (e.g. remote deposit software, bank lockbox, swipe terminals), campus deposit system (CDS), online gift charging platform (Cybersource), and various data entry and retention application tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt

Applies coding and manual transmission direction to financial services colleagues for successful fund transfers via our database to Berkeley's financial system (CADS to BFS).

Applies knowledge of Berkeley fiduciaries (UC Berkeley Foundation and UC Regents) to deposit, allocate, and transfer funds per donor giving intent

Identifies and resolves discrepancies in deposits, transaction reports and documentation, and fund designations. May engage with campus units, donors, and vendors to research and correct issues with gifts, pledge payments, and pledges. May collaborate with development units on gift allocation structure to ensure proper reporting and transfer for cash raised to the campus general ledger

Utilizes knowledge of campus, UDAR, Gift Services and advancement industry policies and best practices to ensure donor and gift data compliance, security and stewardship

Regularly collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies and best practices

Escalates complex policy or practice decisions or judgment calls to lead analysts or supervisors

May apply gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions

May participate in gathering gift documentation for external audits

As needed, assists with physical collection, opening, triaging of mail; scanning, storing and queuing gift documents for review and entry; preparation of printed tax receipts for mailing

Gift Support Services (support desk email and phones):

Applies gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions

Answers gift support phone line and email, delivering excellent customer service to donors and campus colleagues

Fields standard inquiries from donors and colleagues, including accepting payment by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, confirming gifts for matching purposes

Accesses an online payment platform to modify (cancel, update) donor pledges

Contributes to improvement projects as tester, innovator or engaged participant to address and remove obstacles to efficient gift processing and analysis workflows

Engages in Gift Services' annual strategic and operational planning efforts, including skill and knowledge refresher training

Monitors personal effectiveness and seeks assistance and support when needed

Engages with colleagues and teammates per Berkeley's principles of community and Gift Services team-created values

Proactively seeks opportunities for development of skills, training, networking

Participates in goal-setting within current coaching and evaluation framework

Minimum one year of experience demonstrating excellent customer service skills (positive, helpful attitude and friendly demeanor) to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication.

Minimum one year of experience applying strong interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making.

Minimum one year of experience demonstrating strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks.

Employs analysis, attention to detail, research, problem-solving, and critical thinking.

Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications.

Computer skills to effectively work with large data sets, databases, online systems, and electronic communications.

Education/Training

Bachelor's degree in related area and/or equivalent experience or training

Working knowledge of financial processes, policies and procedures.

Knowledge of financial data management and reporting systems.

Working knowledge of Ellucian Advance Web Access and Business Objects Web Intelligence.

Working knowledge of the Berkeley Financial System.

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. The budgeted hourly range that the University reasonably expects to pay for this position is $31.25 - $35.09, commensurate with experience.

This is a non-exempt, bi-monthly paid position, eligible for UC benefits.

This is a hybrid position with 40% remote work eligibility.

This is not a Visa opportunity.

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

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 the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affirmative Action in the Workplace policy.