Job Title: Financial Analyst 3
Location: Main Campus-Berkeley
Full/Part Time: Full-Time
Department: Haas School of Business
Application Review Date: The First Review Date for this job is: August 18, 2012
The Haas School of Business (“Berkeley-Haas”) is one of the pre-eminent business schools in the world. The school employs 75 FTE ladder faculty, 130 professional faculty and 230 FTE staff serving 2,200 students in six degree programs – three of which are totally self-supporting. In addition, the school is home to a strong and growing Center for Executive Education serving executives locally and internationally. Berkeley-Haas supports a multitude of research, teaching and public service institutes as well as two research laboratories, the Long Business Library, and an on-site café. Staff are organized across many functions including admissions, career services, computing, financial aid, student affairs, payroll, business services and facilities. The school provides business and financial leadership/expertise to the campus and is served by an international advisory board of business and industry leaders.
The school’s annual budget is in excess of $100 million and boasts an endowment of more than $250 million. The complexities of the school’s finances include non-state funded faculty FTE, self-funded degree programs (and corresponding independent fee approval and registration processes), over 400 funds of all types (central, student fees, recharge, gifts, endowments (held at both the Regents and Berkeley Foundation) contracts and grants), and multiple loan programs some of which are self-funded and insured. Further, the Berkeley-Haas senior staff, Dean, faculty and advisory board demand robust year-end financial statements that include income statement, balance sheet, statement of changes in fund balances and associated notes. In short, the school has the highest standards for financial management AND it has an incredibly complex professional school financial system given the unique activities of the school.
The Financial Analyst 3 (FA3) reports to the Berkeley-Haas CFO and has three primary responsibilities:
a) Budgetary: Under the direction/guidance of a Senior Analyst, is responsible for overseeing and coordinating the annual internal Berkeley-Haas budget process. Also responsible for managing the budget throughout the year by ensuring fund/department balances avoid deficits and ensuring department revenue/expenses are booked appropriately. This includes being responsible for Fiscal Close and maintaining the Berkeley-Haas Chart of Accounts.
b) Customer/Functional Support: The FA3 is responsible for one or more area of schools financial activities: Centers and ORU support, Development and Alumni Relations Support, Student Fee Support, and/or Financial Aid.
c) Cal Planning Implementation: the FA3 assists in the implementation of new campus financial system/activities by becoming an expert user of the new system, being a resource to Berkeley-Haas users, performing analysis, and/or developing new processes of preparing/managing budgets and/or financial reports.
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
Provides analytical support for complex budget, financial, or resource analysis projects.
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. (Cal Planning Implementation)
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
Gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera.
Professional development – develops a professional development plan, attends designated courses/seminars, serves on school and/or campus committees, etc.
• Has thorough knowledge of finance policies, practices and systems or a demonstrated ability to develop knowledge quickly.
• Must have excellent verbal and writing skills.
• Has demonstrated ability to independently gather, organize, and perform financial analysis assignments including budget preparation and program fees
• Strong inter-personal skills, political acumen and demonstrated capability to gain the respect of others, influence people of varying levels of authority in multiple organizations, and elicit cooperation without direct authority.
• Ability to work collaboratively as part of a diverse, high-performing team, leveraging the insights of others to optimize solutions.
• Proven track record of success and a strong customer focus (makes customer needs a priority, practices active listening, engages collaboratively with a broad, multi-audience constituency)
• Excellent project management: ability to break down objectives into tasks and schedule tasks and resources to meet objectives
• UC Berkeley FMCP certification or equivalent required for internal UCB candidates
• Prior work experience exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself
• Expertise in logical business rules associated with Berkeley’s financial systems and associated data structures
• Ad hoc querying – utilize common data mining tools to develop custom queries to extract required data from data warehouse
• Advanced MS Excel skills; creative and expert use of other MS Office tools (Visio, Powerpoint, Project) to meet deliverable requirements
Change Management & Training
• Experience with contributing to and guiding change management and communications plans related to financial business process and financial systems changes
• Ability to guide the development of business process-focused documentation and training content that will illustrate concepts for a variety of audiences
• BA/BS in Finance, Accounting, Business or related field and/or equivalent experience/training required. Advanced degree (MBA), and formal education or experience in fund accounting strongly preferred.
• 3-5 years of direct, progressive growth in financial planning and analysis experience required
Licenses or certifications:
CPA, CMA, CFA preferred
Advanced degree (MBA), and formal education or experience in fund accounting strongly preferred.
Salary & Benefits
The salary for this exempt fulltime career position will range between $57,000 annually up to $84,600 annually plus benefits.
For information on the comprehensive benefits package offered by the University visit:
Criminal Background Check
This position has been designated as sensitive and may require a Criminal Background Check. We reserve the right to make employment contingent upon successful completion of a Criminal Background Check.
Equal Employment Opportunity
The University of California, Berkeley is an Equal Opportunity/Affirmative Action Employer.
HOW TO APPLY:
UC Berkeley has an online applicant website and no longer accepts applications via mail.
We require applicants to submit a cover letter and resume when applying for this position.
Please submit the cover letter and resume as a single attachment when applying.
To apply, please visit http://jobs.berkeley.edu
Haas School Staff Positions Currently Open