Financial Analyst

Position Number: 40034880

Payroll Title: FINANCIAL SVC ANL 2 CX

Job Code: 4754

Job Open Date: 1/09/2025

Application Review Begins: 1/27/2025

Department Code (Name): UCEN (UCEN)

Percentage of Time: 100%

Union Code (Name): CX- Clerical

Employee Class (Appointment Type): Staff: Career

FLSA Status: Non-Exempt

Salary Grade: N/A

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $28.07 to $38.17/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, ad consistent pay practices at the University. The full salary range for this position is $28.07 to $48.28/year.

Work Location: University Center - 2264

Working Days and Hours: M-F, 8:00-5:00

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid

Special Instructions: For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

Housing, Dining & Auxiliary Enterprises houses 10,000 students, faculty and family residents on campus, provides support services for 9,300 students residing in the communities adjacent to the campus, serves 21,000 customers daily in its retail and board dining programs, manages the UCSB Campus Store and University Center, hosts 150,000 guests annually for conferences and meetings, manages a major events center (Events Center), and oversees the administration of transportation, parking and fleet services. HDAE employs 600+ full-time employees and 1,800 student employees. HDAE maintains a physical plant of more than 3 million square feet of buildings and 250 acres of grounds and landscaping.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under general direction from the Director, University Center & Events Center Administration, manages the financial accounting, fiscal operations, and financial analysis for the University Center (UCEN) and Events Center (ECEN) business operations. Providing sound fiscal practice in management of revenues and expenses, the incumbent posts revenue and expense accounts to the general ledger; provides categorical breakdown of revenue and expenses for all department budgets and cost centers. Prepares and processes TOE's, TOF's, and financial journals. Prepares monthly profit and loss statements by fund source. Provides the Director extensive research, analysis, advice and recommendations on a wide variety of financial issues. Using independent judgment, prepares and analyzes a wide variety of financial reports as well as monitors and analyzes expenditures and spending patterns. Works closely with the Director on special projects within the UCEN and ECEN.

Required Qualifications:

• 1-3 years relevant work experience
• Working knowledge of financial processes, policies and procedures.
• Strong knowledge of financial data management and reporting systems
• Proficiency in the use of spreadsheet and database software.
• Skills to provide coaching and mentorship to support staff.
• Ability to successfully function as a member of a team
• Must possess the ability to work at a high level of professionalism and work well under pressure, to meet deadlines and other needs of the Director.
• Ability to exercise good judgment, common sense, and discretion, and to employ creative solutions, in assessing and solving problems.
• Demonstrated communication and interpersonal skills, ability to work independently, and with critical attention to detail.

Preferred Qualifications:

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

Special Conditions of Employment:

• Willingness to work a few weekends a year during fall move in and spring commencement.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegation or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

Analysis of Revenue, Recharges, Expenses -50%

Provides analysis for control point and management for multiple budget accounts in the University Center (UCEN) and Events Center (ECEN). Analyzes budget accounts for the UCEN/ECEN. Posts revenues to the appropriate revenue accounts in the general ledger. Categorizes income by account/fund and line item. Complies with campus policies and procedures for all revenue transactions. Resolves complex revenue transactions. Works with third party vendors to ensure revenues are tracked and reconciled as per Accounting standards. Produces summary monthly statements of revenue by category. Collaborates with department managers, area supervisors and staff to ensure accuracy of all revenue transactions. Provides a categorical breakdown of expenses such as staffing costs, supplies, equipment, facilities work orders, and third party service contracts. Produces monthly statements of expenses by category. Prepares and processes transfer of expenses and payroll for control point approval. Interacts with departmental managers, area supervisors and technology staff to obtain relevant fiscal information. Based on analysis, prepares financial journals to appropriately reflect both revenue and expenses. Analyzes third party service reports and verifies activity. Ensures availability of confirming documentation for all activity. Verifies transactions are accurately reflected in the general ledger. Reports inconsistencies or audit issues to the Director.

Profit & Loss Statements/Transfer of Funds - 30%

Independently prepares monthly profit and loss statements by fund source. Analyzes varied component elements and complex financial information. In coordination with the Budget Office and Accounting, monitors the status of the Equipment Reserve Account. This forms the basis of long-term campus debt. Uses standard accounting procedures to predict revenue and expenses and produces associated fiscal reports. Monitors carry forward funds. Documents unallocated funds, subsidies, and reserves. Assists Department management in profiling the overall status of the Department. Researches, prepares, and processes permanent and temporary transfer via electronic transfer of funds system. Interacts regularly with the UCSB Campus Accounting Office to reflect fluctuating budgetary requirements.

Training & Support -20%

Advises Director and appropriate staff on use of revenue and the expense accounts in the general ledger. Trains staff on pertinent procedures and systems. Follows campus policies and procedures regarding audit standards; reports non-compliance issues to the Director. Provides financial input pertinent to third party contract negotiations. Offers fiscal information associated with contract language and document preparation.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

* UC Santa Barbara COVID-19 Information - https://www.ucsb.edu/COVID-19-information

* University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement:

UC Santa Barbara 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, age or protected veteran status.

For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.

For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

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