Job Requisition Number: 23587. The School of Information is a graduate research and education community committed to expanding access to information and to improving its usability, reliability, and credibility while preserving security and privacy. Our multi-disciplinary faculty conduct research in the development of user-friendly interfaces, new approaches to security and privacy, and exploration of the role of technology in developing regions.
We currently offer two professional master’s degrees and an academic doctoral degree. Our Master of Information Management and Systems (MIMS) program trains students for careers as information professionals and emphasizes project-based learning. Our Master of Information and Data Science (MIDS) program is an online degree designed for working professionals with career goals in the emerging field of data science. Our Ph.D. program equips scholars to develop solutions and shape policies that influence how people seek, use, and share information.
The Financial Analyst 4 is responsible for using their skills as a seasoned, experienced financial services professional with a full understanding of industry practices and campus policies and procedures. This individual will oversee accurate and timely accounting and financial processes including payroll, financial processing, T&E, purchasing, financial reporting, budgeting and planning, and funds administration (non C&G). The individual in this role will solve a wide range of issues and demonstrate good judgment in selecting methods and techniques for obtaining solutions.
Specifically, the Financial Analyst will: •Apply financial services concepts (i.e., accounting, accounts receivable, accounts payable, collections and billing), to resolve issues, oversee business process procedures and make policy recommendations. • Act as the I School’s ongoing liaison with Campus Shared Services for financial functions. •Working with ERSO, our campus shared services provider, approve the departmental BearBuy purchase requests, submitting documentation to the CAO for review, signature, or online approval. Approve procurement card transactions for department. Manage the School’s Chart of Accounts, ensuring unit budgets are funded and spent appropriately. •Manage requests for goods & services from vendors and campus suppliers by responding to and taking action. Coordinate large department purchasing with campus procurement office. •Initiate fund cost transfers or re-distributions of costs between accounts or funds and submit them to the CAO for review and approval. Requires a thorough understanding of how various campus systems work and interface, (e.g., Campus Shared Services, Purchasing, Central Accounting, Berkeley Financial System, HCM, OPTRS, Cybersource, BAIRS, and CDS),as well as practical application of these systems. Responsible for fiscal close procedures including payroll transfers, and coordinating with ERSO for faculty research close. •Develop and prepare budgets and financial reports for funding for the School of Information, including mastering Cal Planning, the campus budget tool. Go “behind the dashboard” with Cal Planning and BAIRS. Create pivot tables with Excel to present information to the department managers in a concise and user-friendly manner. •Provide analyses for complex summaries and proposals relating to a diverse range of topics including new financial procedures and/or services, changes in legal regulations, tax implications, etc. •Manage financial processing functions which may include Accounts Payable and Cashiering, ensuring they are performed with accuracy and that daily operations run smoothly. Prepare cashiering deposits for the unit. •Assess, recommend, and implement changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies. •Apply a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of a diverse range of financial services for students and the School. •Recommend and implement quality customer service standards and procedures to affect various constituencies, including internal School staff, students, and external vendors. •Document procedures for financial activities, including SAS 115 responsibility. Ensure all appropriate financial controls are met and properly managed.
25% Apply advanced financial services concepts (i.e., accounting, accounts receivable, accounts payable, collections and billing), to resolve issues, oversee business process procedures, and provide policy recommendations.
25% Provide analysis for highly complex budget, financial, and resource projects dealing directly with department managers and CAO.
25% Direct, initiate, design, and provides analytical studies, summary reports and background materials for CAO including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc., that have a significant impact on individual or multiple departments.
15% Perform highly complex financial or resource research and studies for both internal department and external campus constituents.
10% Liaison with Campus Shared Services to ensure excellence in financial transactions.*Advanced knowledge of accounting, budgeting, and financial processes, policies, and procedures. *Extensive experience with campus financial data management and reporting systems. •Advanced knowledge of accounting, budgeting, and financial processes, policies, and procedures. •Extensive experience with campus financial data management and reporting systems, including HRMS, OPTRS, BFS, BAIRS, bluCard, BearBuy, and Cal Planning. •Extensive experience with Microsoft Office and common desktop/web applications; advanced knowledge of Excel. •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 develop original ideas to solve problems. •Leadership skills to provide guidance, coaching, and mentoring to professional and support staff.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.