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Financial Analyst

Company: University of California - Santa Barbara
Location: Santa Barbara
Posted on: January 11, 2020

Job Description:

Job Number
20190612

Number of Hires
Single Hire

Job Open Date
10-25-2019

Job Close Date
Open Until Filled

Primary Consideration Date for Open Until Filled
11-12-2019

Additional Deadline Information


Title Code
4627

Payroll Title Name
Financial Services Analyst 2

Working Title Name
Financial Analyst

Department Profile (Specific Information about department/program):
UCSB Extension, now known as Professional and Continuing Education, is committed to providing essential skills and expertise to compete in today's job market. We are helping shape the future of our community, connecting UCSB with our fast-growing entrepreneurial base, and providing opportunities for career advancement and lifelong learning for students of all ages. We offer professional courses and certificate programs to UCSB students getting them ready for the competitive job market after graduation. Our International Programs enable visiting scholars and professionals from all over the world to experience the outstanding research and instruction at our top-rated University.

Department Code-Name
UNEX-University Extension

End Date/Contingencies for Grant Funding


FOC (Federal Occupation Code) Sub-Code
BD-Fiscal, Management and Staff Services

FOC (Federal Occupation Code)
B-Professionals

Advertised Range Min (full time equivalent)

A little help* Go to Salary Scales 24.09

Advertised Range Max (full time equivalent)
27.70

Advertised Range Rate Type
Hourly

Other Advertised Salary Range Comments
$24.09-$27.70/hr.

Percentage of full-time
100.00

Days
M-F

Hours
8-5

Appointment Type

A little help with Contracts* Go to Employment Agreements Career

Limited Appointment End Date

A little help* Go to General Information on Limited Appointments

Is this a NEW CAREER position*
No

Summary of Job Duties
(Note: This summary will be used for keyword search) Under the general supervision of the Budget, Finance and Personnel Manager, and in coordination with other UCSB Professional and Continuing Education (UNEX) finance staff, analyzes, monitors, and tracks all financial transactions for UNEX, including payroll, staffing, travel, entertainment, account receivable and payable. Processes daily credit card reconciliations, monthly reviews and reconciliation of ledgers, and ensures compliance with University, Federal, and State accounting policies and procedures on all transactions. Makes recommendations to PaCE management on improvements to financial/record keeping systems and procedures.

Assists with budgetary planning and the preparation of the UNEX annual reports to campus and other reports submitted by Budget, Finance and Personnel manager and the Dean. Processes scheduled student data transfers to and from Campus. Maintains and manages the FileMaker database and trains other Finance staff on the use and maintenance of the database. Requires considerable initiative, multi-tasking, communication, attention to detail, and problem-solving abilities.

Minimum Requirements
Bachelor's degree in accounting or an equivalent combination of education and work experience. Proficiency in Excel. Strong analytical skills and an ability to prioritize multiple tasks with minimal supervision. Good understanding of accounting principles. Excellent communication and interpersonal skills, ability to work independently, and with critical attention to detail. Ability to exercise good judgment, common sense, and discretion. Creative problem solving abilities. Ability to work effectively and cooperatively as a staff team member.

Desirable Requirements
Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement. Broad knowledge of common UCSB computer application programs. Experience working with FileMaker. Familiarity with Gateway, FlexCard, UCPath, and online travel and miscellaneous reimbursement applications. Prior experience working in an academic setting.

Special Conditions of Employment

A little help* Go to Driver's License Requirements or Background Check Guidelines Satisfactory criminal history background check

Other Special Conditions of Employment


Other Recruitment Notes


Optional Applicant Documents
Other Document (1)
Other Document (2)
Other Document (3)

Required Applicant Documents
Resume
Cover Letter

JOB DESCRIPTION

FLSA Exemption Status

A little help* Go to Exempt vs. Non-Exempt Employees Non-exempt

CBU (Collective Bargaining Unit)
99 - Non-Represented (PPSM)

ERC (Employee Relations Code)


Grade Type
PSS

Grade Type
Finance

Grade Type
Financial Services

Grade Type
Intermediate

Grade Type
P2

Grade
19

End Date for Other Appointment Type (e.g., Contract or 18-month Career)


Provision Number


Type of Supervision Received

A little help* Go to Degree of Supervision General supervision

Knowledge, Skills and Abilities
MINIMUM REQUIREMENTS:

* Bachelor's degree in accounting or an equivalent combination of education and work experience.

* Proficiency in Excel.

* Strong analytical skills and an ability to prioritize multiple tasks with minimal supervision.

* Knowledge of accounting principles.

* Excellent communication and interpersonal skills, ability to work independently, and with critical attention to detail.

* Ability to exercise good judgment, common sense, and discretion.

* Creative problem solving abilities.

* Ability to work effectively and cooperatively as a staff team member.

* Satisfactory criminal history background check

DESIRABLE REQUIREMENTS:

* Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement.

* Broad knowledge of common UCSB computer application programs.

* Experience working with FileMaker

* Familiarity with Gateway, FlexCard, UCPath, and online travel and miscellaneous reimbursement applications.
* Prior experience working in an academic setting.

PHYSICAL REQUIREMENTS

Continuously=Activity occurs 66%
Frequently=Activity occurs 33% to 66%
Occasionally=Activity occurs Not Applicable=Activity does not exist

Stand
OCCAS.

Walk
OCCAS.

Sit
FREQ.

Bend
OCCAS.

Crouch/Squat
OCCAS.

Kneel/Crawl
N/A

Climb
OCCAS.

Reach above shoulder level
FREQ.

Use keyboard/mouse
OCCAS.

Hand Activities: Fine dexterity
OCCAS.

Hand Activities: Hand twisting
N/A

Hand Activities: Simple grasping
N/A

Hand Activities: Power grasping
N/A

Other (please specify activity)


Frequency of Other Activity
OCCAS.

Lifting Activities: Light lifting (
N/A

Lifting Activities: Moderate lifting (20-50 lbs)
N/A

Lifting Activities: Heavy lifting ( 50 lbs)
N/A

Push/Pull Activities: Light pushing/pulling (
OCCAS.

The University of California is an Equal Opportunity/Affirmative Action Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Keywords: University of California - Santa Barbara, Santa Barbara , Financial Analyst, Accounting, Auditing , Santa Barbara, California

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