Staff Jobs

Job Title: Financial Services Analyst
Job ID: 14900
Department: Haas School of Business
Location: Off Campus-Berkeley
Full/Part Time: Full-Time
Regular/Temporary: Temporary
Application Review Date: The First Review Date for this job is: November 29, 2012
Closed 1-7-13

Departmental Overview
The Haas School of Business develops innovative leaders -- individuals who redefine how we do business.  Berkeley-Haas, second oldest business school in the United States, educates 2,200 students each year in six degree-granting programs, and hundreds more through executive education programs.  A team of 300 staff members supports these students, faculty and alumni through work in areas that include Admissions, Student Services, Career Management,  Administration, and Development. 

Berkeley-Haas offers opportunities to champion new ideas, collaborate across boundaries, and learn continually.  Our culture is captured by Four Defining Principles (Question the Status Quo, Confidence Without Attitude, Students Always and Beyond Yourself) that distinguish Berkeley-Haas as a place to learn—and a place to work.

The Haas School of Business at UC Berkeley is recruiting a Financial Services Analyst 2 for a one-year full-time contract position.

The Financial Services Analyst 2 is part of the Business Services unit at the Haas School of Business.  With minimal supervision of the Business Services Supervisor, the incumbent provides quality professional support in all areas of department service, but especially with respect to procurement cards and electronic business systems.  The incumbent will have responsibility for the review, analysis, and processing of financial documents for the academic units, degree programs and administration of Haas, working closely with preparers and campus to ensure accurate documentation, and appropriate reasoning and compliance with policy. Specific duties include review of procurement card transactions and documentation, ensuring that financial systems are functioning properly and correcting errors, reconciling cash and credit card deposits and generating regular and/or ad hoc financial reports.


Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies. Understands, interprets, and applies campus policy to transactions.

Analyzes University policy to determine if policy has been violated, and suggests options for managing potential policy violations.

Prepares reports and analyses to include summaries of financial transactions for management review and decision-making.

Ensures that financial processing functions, which may include Accounts Payable, Cashiering, Purchasing, and Travel and Entertainment are performed with accuracy and that daily payment operations run smoothly. Ensures card program purchases are verified in a timely manner, and monitors adherence to program standards. Resolves cash and credit card deposit discrepancies.

Functions as a resource to support staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns. Provides cross-support where necessary.

Conducts or assists with researching, developing and implementing new and changing business processes.

Determines the source of problems originating in a financial system, which prevent a transaction’s completion. Identifies and implements solutions.

Participates in audits of internal records and processes and prepares recommendations for changes as needed.

Documents processes and procedures for financial activities.

Reviews, processes, and approves financial transactions prepared by others, such as bluCard, Travel Study Card, and Event Planner Card. Shares responsibility for card verifications for over fifty departments.

Assists with monitoring the delivery of quality customer service to various constituencies to include internal department clients and external vendors.

Required Qualifications

•  Bachelor's degree in related area and/or equivalent experience/training
•  Knowledge of financial processes, University policies and procedures, and ability to interpret and apply to individual situations.
•  Knowledge of financial data management and campus reporting systems, and fund accounting.
•  Must be proficient in use of Microsoft Office and common desktop/web applications. Excel experience required.
•  Experience working with Purchasing Cards in a large organization.
•  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.
•  Strong communications skills, enabling the incumbent to provide clear instruction for a variety of customers and stakeholders, with respect to complex financial information, processes, and transactions.

Preferred Qualifications

•  Prefer knowledge of financial systems and tools, possibly including Campus Deposit System, Travel and Entertainment, Connexxus, BearBuy, Oracle PeopleSoft (BFS), and SAP.

Salary & Benefits

This is a one-year, full-time contract position.

The salary will range between $20.11 per hour up to $23 per hour.

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.

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

Haas School Staff Positions Currently Open