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Financial Analyst 3 (7709U) Job 61258 - Electrical Engineering and Computer Sciences (EECS) About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. To find out more about how you can grow your career at UC Berkeley, visit grow.berkeley.edu.

Departmental Overview

The Department of Electrical Engineering and Computer Sciences (EECS) in both the College of Engineering and the College of Computing Data Science and Society (CDSS), is the largest department on the Berkeley campus consisting of over 130 faculty, adjunct, active emeriti and PIR appointments, 3,600+ undergraduates both in the College of Engineering and Letters and Science, 800+ graduate students, and 60+ staff members. EECS programs are consistently ranked in the top three by many measures, including U.S. News & World Report's national and global ranking. Annual operating budget (not including expenditures related to research. faculty start-ups, and student fellowships) for EECS is $40+ million.

The Department is actively engaged in teaching and research in the disciplines of Artificial Intelligence, Computational Biology, Databases, Graphics, Hardware / Architecture, Human-Computer Interaction, Operating Systems / Networking, Programming Systems / Software, Scientific Computing, Theory, Vision (in Computer Science) as well as Biosystems, Communication/Networking,
Communications/Physical Layer, Control, Design, Modeling, and Analysis, Electromagnetics/Antennas, Integrated Circuits, Optics, Physical Electronics Devices, Physical Electronics/MEMS, Optoelectronics, Energy, Robotics, Signal Processing for Image & Video, Signal Processing for Speech & Audio (in Electrical Engineering). Computer Science operates research and instructional laboratories in Soda Hall and Sutardja Dai Hall, and Electrical Engineering operates like facilities in Cory Hall and Sutardja Dai Hall. EECS also has a significant technical staff support structure to provide support for research and instructional laboratories and fabrication facilities.

The Financial Analyst 3 reports directly to the Senior Finance Manager (FA4). Working with Senior Finance Manager and the finance team, this position is responsible for reviewing and supporting financial matters for the department, including but not limited to, assisting with the recommendation, development, implementation, administration, coordination, and/or evaluation of various financial and budgetary resource policies and procedures, including the management of all faculty funds (e.g., startup, non C&G funds, departmental funds/gifts, etc.), This position is also responsible for working alongside CoE to ensure that all endowed chair funds are in compliance and must assist with the budgetary process when the budget call goes out every year.
EECS currently has 38 chair holders, each of which require assistance with completing the CoE's annual projected budget form.

The Financial Analyst 3 manages the day-to-day financial and business functions and serves as one of the two co-team leads coordinating the work of two Financial Services Analysts (FSA2). As a service oriented unit, this position provides broad support for EECS faculty, staff, and students and serves as the liaison between EECS finance team and our BRS Team, ERSO. The incumbent will be expected to effectively interact and achieve work objectives by maintaining sound working relationships with all customers including departmental leadership, faculty, postdocs, graduate students, research assistants, and other EECS staff. The work is performed with minimal supervision and general direction and guidelines.



Hybrid Role (3 days on campus / 2 days remote)

Application Review Date

The First Review Date for this job is: 11/16/23 or Until Filled

Responsibilities

Hybrid Role (3 days on campus / 2 days remote)



30%

Prepares and distributes budget to actual financial reports, reconciles and forecasts budgets, coordinates operating and expense transfers as needed, and meets monthly and fiscal closing procedures and deadlines. Reviews business contracts and other financial agreements for faculty funds ($19+ million) and manages account activities and serves as liaison between the EECS department and BRS (ERSO). Performs complex financial and resource research and analysis for a variety of internal constituents, including generating, modifying new financial and/or other resource reports. Analyzes and forecasts budgets and expenditures. In partnership with the other financial analysts, develops, reviews and implements operational budgets, and responds to inquiries from faculty and unit managers and staff regarding budgets and expenses (startup funds, student fellowship support funds, endowed chair funds, curriculum/program gifts, faculty research gift revenue, etc.). Analyzes issues and problems, gathers data and information, finds and evaluates alternatives and makes sound recommendations. Applies financial models to perform moderate to complex analysis to understand past performance and determine present and future resource allocations. Independently performs reconciliation functions.

30%

Prepares monthly financial reports to all new EECS faculty members during their first year of service in the department. Provides monthly financial reports for faculty members upon request. Provides financial analysis and data to faculty as needed for them to plan and budget their funds appropriately. Prepares and distributes final annual financial reports to faculty at the end of the fiscal close process.

Manages the accounting/purchasing/reimbursement functions in the Department, including proper chart of accounts set-up, compliance of UC, federal, and state regulations, monthly reconciliation of revenues and expenses, review of exceptional approvals, troubleshooting erroneous and inactive chartstrings, and working with campus billing/recharge units to resolve billing issues, etc. Reviews discrepancies with vendors/suppliers for resolutions/corrections. Manages and responds to audit or reporting requests as requested by campus offices and the College and ensures that they are provided in a timely manner and proper procedures are followed with complete and accurate documentation. (examples include various curriculum development/innovation grants awarded to faculty). Responsible for meeting all fiscal closing activities and deadlines partnering with other team members. Reviews and maintains key financial controls checklist according to campus audit standards.

30%

Applies professional concepts to perform moderate to complex financial or resource 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, utilizing various campus systems and tools. These include, but are not limited to BFS, Cal Answers, UCPath, SIS, etc. , to develop, prepare, and design annual, quarterly, or ad hoc reports to support the Sr. Finance Manager in meeting the department's financial
and strategic initiatives. Applies current campus policies and guidelines and stays informed of any policy updates. Applies and follows campus policies and guidelines recognizing legal regulations, tax implications, etc., to provide expert advice and recommendations to the department leaders, managers, faculty, and staff. Serves as staff resource on financial policy and procedures. Researches existing policy, learns new business systems, and implements new changes to unit operations.

5%

Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
Reviews and documents existing processes as needed to achieve efficiencies or as new campus systems and tools are implemented, makes recommendations and develops pre-and-post process mapping flow charts. Recommends and implements quality customer service standards and procedures to affect various stakeholders, including internal EECS staff, students and outside vendors. Develops and updates user guides for purchasing and reimbursements and provides training as needed.

5%

Establishes and achieves annual learning objectives for skill building and professional development Learning opportunities may include self- directed activities (such as recommended reading or participation in online courses) and/or programs, courses and activities assigned by the incumbent's supervisor. Shares key lessons learned with coworkers at the conclusion of each activity, and to incorporate lessons into work performance.

Required Qualifications

• Able to understand, articulate and adapt university accounting, payroll, and purchasing policy and procedures.
• Demonstrated experience in using automated financial systems for financial projection, tracking, reporting and analysis. Ability to run queries and analyze reports from an automated financial system, creating Excel spreadsheets and preparing customized reports for management decisions is essential.
• Willingness and ability to learn and implement new systems and programs, along with the keen ability to seek and utilize new information.
• Ability to lead/manage and complete ad hoc analytical projects independently from beginning to end.
• Ability to contribute creative innovations to the budgeting and financial reporting process.
• Ability to act and implement changes with minimal direction or supervision.
• Ability to manage competing deadlines utilizing excellent time management and organizational skills.
• Thorough knowledge of and proficiency in Windows PC operations and applications including Excel (including chart functions), Word, bMail, bCal, internet browsers, and Powerpoint.
• Proficiency with word processing, spreadsheet applications, database and information management systems, e-mail and web browser programs.
• A strong customer service orientation with an open, supportive can-do attitude. Able to work effectively with a diverse clientele and team members.
• Able to consider the priorities and concerns of customers and colleagues in support of unit goals and ensure cooperation and productive interactions.
• Excellent verbal and written communication skills with ability to present information in a clear and concise manner both in writing and verbally.
• Exercise initiative and independent critical thinking and problem-solving skills.
• Mature ability to exercise sound judgment, discretion and professionalism in handling t and highly confidential information.
  

Preferred Qualifications

• Bachelor's degree in related area and / or equivalent experience / training.
• Well-developed competency with existing campus systems BFS, Cal Answers, or comparable business systems. Ability to download data and create customized financial and budget
  reports, as well as rapidly retrieve and organize information from a broad range of web-based resources and prepare information for presentation.
• Extensive knowledge of University's financial and budgetary processes, policies, and practices. Knowledge of cost accounting standard.

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted salary or hourly range that the University reasonably expects to pay for this position is $77,600 - $109,000.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California 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, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster.



For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affirmative Action in the Workplace policy.





To apply, visit https://careerspub.universityofcalifornia.edu/psp/ucb/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=21&JobOpeningId=61258&PostingSeq=1









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