Job Posting Details (External)
Position Number: 40030523
Payroll Title: FINANCIAL SVC ANL 3 (004628)
Job Code: 004628
Job Open Date: 11/26/25
Application Review Begins: 12/15/25
Department Code (Name): GSED (DEAN, SCHOOL OF EDUCATION)
Percentage of Time: 100
Union Code (Name): 99
Employee Class (Appointment Type): Staff: Career
FLSA Status: Exempt
Classified Indicator Description (Personnel Program): PSS
Salary Grade: Grade 21
Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $71,600 to $87,000/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $71,600 to $127,400/year.
Work Location: Education Building - 4135
Working Days and Hours: M-F, 8am-5pm
Benefits Eligibility: Full Benefits Type of Remote or Hybrid Work Arrangement, if applicable: This position may work fully in-person, but a hybrid schedule is an option if desired after successful completion of the probationary period, or sooner if approved by the supervisor.
Special Instructions: For full consideration, please include a resume and a cover letter as part of your application.
Department Marketing Statement: The Gevirtz Graduate School of Education at UC Santa Barbara is home to faculty, students, and staff who all care deeply about developing themselves and others as leaders in educational and psychological research, practice, and leadership. We are committed to increasing access to excellent opportunities for the diverse children, families, and citizens of California. Our local and regional partnerships have attracted national and international attention. Visit our website at http://education.ucsb.edu/ 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 the direction of the Manager for Finance and Administration (Manager) of the Gevirtz Graduate School of Education (GGSE), the Business & Financial Analyst leads the financial and administrative support for the Dean's office and the school's clinics and centers. Serves as a key member of the school's financial management team. Collects financial data, provides analyses, and recommends courses of action to the Directors, Dean, and senior management. Conducts special studies as requested by the Dean or senior management. Maintains and applies working knowledge of fund accounting, UC policies and procedures, internal control practices as well as numerous sets of personnel policies and procedures. Maintains a high level of confidentiality and discretion as it pertains to handling confidential and sensitive personnel and payroll matters in a diplomatic fashion. Analyzes, recommends and implements changes in existing administrative policies, procedures, guidelines and initiatives for more efficient and effective operations. Exercises advanced problem solving skills and knowledge to plan, recommend and execute courses of action. Uses independent judgement, decision making and initiative to set priorities, plan, and coordinate projects and activities. Uses sophisticated organizational and analytical skills and applies best business practices to ensure that all functions operate smoothly and efficiently. Exercises superior level of professionalism, tact and diplomacy while performing the critical duties of this position. Demonstrates good judgement in selecting methods and techniques for obtaining solutions, including resolving problems that are not routine in nature. Handles sensitive and confidential issues. Works under the pressure of deadlines, handling multiple projects concurrently. Coordinates training and provides recommendations on implementation of enterprise wide systems to administrative staff in all the units within the GGSE. Provides management, administrative, analytical, and project support to senior managers and Dean. Supervises two GGSE Financial Coordinators within the Clinic and Centers. Required Qualifications:
- Bachelor's Degree in related area and/or equivalent experience/training.
- 1-3 years Prior administrative, financial and/or office management experience.
- 1-3 years Experience applying GAAP financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations.
- 1-3 years Experience applying a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance; income and recharges; cash and cash equivalent handling; risk management; and the organized implementation of a diverse range of financial services for the school and departments.
Preferred Qualifications:
- 1-3 years Supervisory experience
- Strong general analytical skills and financial analysis skills, including the ability to interpret internal and external policies and regulations in order to address a range of issues such as regulatory compliance.
- Thorough knowledge of financial data management and reporting systems including a strong proficiency in the use of spreadsheet and database software, and strong knowledge of reporting techniques and requirements.
- Strong interpersonal skills, service orientation, active listening, attention to detail, organizational skills, effective verbal and written communication skills, sound judgment and decision making, and ability to develop original ideas to solve problems.
- Ability to function effectively as a member of a team.
- Ability to multi-task and adapt to changing priorities in a high-volume environment.
- Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
- Ability to use discretion and maintain confidentiality, as well as the ability to manage multiple high-level, sensitive tasks simultaneously, with professionalism and confidentiality.
Special Conditions of Employment:
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:
- 50% Financial Analysis and Fiscal Management - Oversees and ensures proper administration of billing and financial processing. Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, and billing), to resolve issues, and prepare business process procedures and policy recommendations. Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans. Examples include generating, modifying, and conceiving of new financial or other resource reports or analyzing and forecasting budgets. Applies a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, risk management, and the organized implementation of a diverse range of financial services for units within GGSE. Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, and billing), to resolve issues, and prepare business process procedures and policy recommendations. Identifies information needs of management, interprets data, and identifies alternatives when data indicates trends or situations requiring actions to be taken, researches impacts and formulates recommendations based on findings. Performs complex budget and resource analysis, including retrieving data from campus information systems, organizing and validating data, and preparing reports. Responsible for reviewing all accounting payroll transactions and their impact on individual pay and account balances. Responsible for ensuring that, as department of record, all payroll transactions are properly documented and available for review and audit. Serves as the primary point of contact and liaison with Business & Financial Services regarding financial and payroll issues. Maintains confidentiality regarding all personnel matters. Must be knowledgeable of all personnel policies and procedures. Reconciles accounts with the general ledger and internal financial shadow systems. Alerts relevant parties regarding projected overdrafts and may recommend course of action. Prepares transfers of funds per budget allocations and coordinates with departments across campus on fund transfers. Maintains detailed shadow system and internal chart of accounts. Responsible for reviewing payroll expense ledgers and posting projections in shadow system. Analyzes department and school funds and co-leads fiscal year close processes. Identifies and researches anomalies and works towards resolution collaborating with GGSE staff and other campus units as necessary. Prepares Income and Recharge proposals for submission to the Budget Office for revenue-generating units in the GGSE including: Koegel Autism Center; Hosford Counseling and Psychological Services Clinic; McEnroe Reading and Language Arts Clinic; South Coast Writing Project; Mathin Project; Center for Assessments and Evaluations; and others as necessary. Reviews, analyzes, and create Income and Recharge proposals for units for completeness and compliance prior to obtaining senior management and Dean approval.
- 25% Administration & Operational Management - Analyzes, interprets, and makes recommendations to the Manager for Finance and Administration and Assistant Dean regarding applicable campus and GGSE policies and procedures. Identifies operational problems and, as appropriate, independently resolves the issue or proposes a course of action. Responsible for a wide-range of professional administrative support activities for the day-to-day operational management of the Dean's Office and the school's clinics and centers. Analyzes, interprets, recommends, and implements changes in existing administrative policies and procedures for more efficient and effective operations. Independently resolves or recommends solutions to problems that have significant impact on the overall goals of the Dean's Office and the school's clinics and centers. Ensures high standard of customer service and professionalism, particularly in collaborations and partnerships with external organizations and entities. Establishes and documents procedures and develops standards to ensure that high service standards and audit requirements are met. Evaluates systems and programs for efficiency, adequacy, and auditability. Compiles and updates available procedural materials. Creates materials for current undocumented processes and for new administrative processes as they are introduced to campus. Researches, monitors, and analyzes processes, procedures, policies and organizational structures in order to summarize findings and develop and/or implement changes and to provide consultative services to department administrators, partners and external stakeholders. Coordinates efforts with a variety of external and internal contacts; researches organizational structures; policies and procedures; and summarizes best practices in field. Provides technical guidance and quality assessment. Researches, monitors and analyzes regulations and UC policies for impact on the organization or initiative. Proposes, leads and/or participates on policy and planning committees and working groups. Provides strategy development for organizational initiatives. Conducts post-implementation analysis to determine the need for further enhancements, finer distinctions and/or additional process/policy components. Holds signature authorization and approves financial transactions. Serves as Flexcard Allocator and Reviewer, ensuring the proper approvals are in place and that expenditures are allowable and allocated to correct object codes and accounts. Acts as the Approver for vendor blankets in the Gateway procurement system ensuring that account strings, commodity codes, and object codes are appropriate as well as verifying that purchases are allowable and applicable to the funding source and that all approvals are in place as appropriate. Completes quarterly departmental audits of Flexcard transactions.
- 15% Personnel Management - Supervises three career staff positions (3.0 FTE). Responsible for recruitment, hiring, assignment of job duties, performance evaluations, and disciplinary actions within the guidelines and practices of University Personnel Policies, Fair Labor Standards Act, Collective Bargaining agreements, and other State and Federal Labor rules and regulations as appropriate. Responsible for training and orientation of new and continuing employees with respect to University policies and internal departmental procedures. Evaluates support needs, reallocating workload and duty assignments as necessary. Serves as a resource on all employment and payroll matters including interpretation and application of federal, state, bargaining unit, and UC policies and procedures pertaining to hiring; visas; payroll; benefits eligibility; vacation accrual and use; academic personnel dual employment; overtime compensation; and payroll and leave reporting. Analyzes current and proposed policies and procedures, makes recommendations to ensure appropriate compliance, provides analysis to senior management and Dean, and assists in formulation, articulation and implementation of personnel policies and procedures. Develops and documents departmental policies and procedures affecting employment, time reporting, vacation/sick leave benefits, health and dental benefits, GSHIP, graduate fee remission, layoff, casual staff pay increases and work-study benefits. Serves as resource and advisor to GGSE Employment Analyst and senior management. Acts as the back-up Initiator of UC Path payroll transactions for all visiting scholars. Serves as back-up UC Path Initiator for all other employee types. Also is the back-up UC Path Reviewer of personnel transactions ensuring that all personnel transactions are correct. Adheres to quick turnaround deadlines while maintaining accuracy. Identifies payroll errors and manually processes corrections. Develops and distributes school-wide payroll calendar in accordance with campus payroll and internal deadlines.
- 10% Other Duties - Stays up-to-date regarding the implementation of enterprise systems (i.e., financial system, procurement, electronic timekeeping, payroll, calendaring/email, file shares). Provides a wide range of high-level management, administrative, analytical, and project support to senior managers and Dean. Manages a variety of projects and activities from conception to completion, including developing, planning, and implementing objectives, policies, and procedures. Aids in long-range planning for school-wide financial and administrative activities and initiatives. Acts as primary back up to the Manager for Finance and Administration in the event of their absence. Responsible for a full range of management functions encompassing finance; HR/academic personnel; employment and payroll; gifts; and compliance. Works as part of the senior management team in the absence of the Manager to develop and implement operating policies and procedures as they relate to overall GGSE goals and objectives, interprets policy for Department Chairs/Directors, faculty and staff. Serves as liaison to other campus academic and administrative units. Provides direct input for short- and long-term strategic planning. Serves as a lead and back up to other staff within GGSE, as needed. Represents GGSE on various campus administrative committees.
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 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 Employment Opportunity:
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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University of California - Santa Barbara
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Nov 26, 2025