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Financial Services Analyst 2 or 3

Company: University of California - Santa Barbara
Location: Santa Barbara
Posted on: May 16, 2020

Job Description:

Job Number 20200041

Number of Hires Single Hire

Job Open Date 01-27-2020

Job Close Date Open Until Filled

Primary Consideration Date for Open Until Filled 02-10-2020

Additional Deadline Information

Title Code 4627

Payroll Title Name Financial Services Analyst 2

Working Title Name Financial Services Analyst 2 or 3

Provision Number 40076777

Department Code-Name FACM-Facilities Management

Department Profile (Specific Information about department/program): Business & Financial Services provides financial support to Campus, and all Design, Facilities, and Safety Services units for Capital, Operating, Deferred Maintenance, and work order projects; UCSB Utilities including sustainability and solar projects.

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 60,000.00

Advertised Range Max (full time equivalent) 81,800.00

Advertised Range Rate Type Yearly

Other Advertised Salary Range Comments $60,000.00- $81,800/yr. Salary will be determined at point of hire and is dependent on skills, knowledge, and experience of final candidate.

Percentage of full-time 100.00

Days M-F

Hours 8:00am - 5:00pm

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) Financial Services analyst 2 (or Financial Services Analyst 3):
Support campus customers and Design Facilities & Safety Services (DFSS) managers in the financial management of customer-funded of facilities work request. Supports deferred maintenance projects and management level financial reporting. Performs, analyzes, and coordinates project and operational statement preparation and reviews, daily accounting, billing, encumbrance establishment and release, accounting procedures for customer-funded work orders. Responsible for the preparation of timely, accurate, and comprehensive deferred maintenance project expenditure and appropriation management reports along with reconciliation of accounts to the general ledger. Acts as financial control point for Business & Financial Planning within DFSS.

ADDITIONAL RESPONSIBILITIES AS FINANCIAL SERVICES ANALYST 3:
Serves as the department's principle accounting and financial services resource in the contracts payable function for maintenance and project contracting. Analyzes, communicates, and prepares periodic and ad hoc financial reports.

There is one position available. Level will be determined at point of hire and is dependent on skills, knowledge, and experience of final candidate.

Minimum Requirements Financial Services Analyst 2 (Intermediate level):
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 function as a member of a team.

Financial Services Analyst 3 (Experienced level):
Bachelor's degree in accounting or a related area and one year of work experience or an equivalent combination of education and work experience. Thorough knowledge of accounting, finance policies, practices, and systems. Ability to independently gather required information to organize, and perform financial analysis assignments.
Proven ability to effectively present information verbally and in writing in a clear and concise manner. Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment. Demonstrates good judgment and adapts to changing priorities. Demonstrates creative and analytical problem solving abilities. Ability to function as a member of a team.
Leadership skills to provide guidance,coaching and mentoring to professional and support staff. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

Desirable Requirements Desirable Qualifications Level 2:
Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement. Broad knowledge of common UCSB computer application programs. Familiarity with Gateway, FlexCard, UCPath, and online travel and miscellaneous reimbursement applications.

Desirable Qualifications Level 3:
Knowledge of University of California policies and procedures related to accounting, budgets, payroll, and Procurement. Experience with the various campus systems: Kronos, Online GL and Data Warehouse.

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 There is one position available. Level will be determined at point of hire and is dependent on skills, knowledge, and experience of final candidate.

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) E

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)

Type of Supervision Received

A little help* Go to Degree of Supervision General supervision

Knowledge, Skills and Abilities Financial Services Analyst 2 (Intermediate level):
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 function as a member of a team.

Desirable Qualifications:
Familiarity with UCSB policies and procedures related to accounting, budgets, payroll, and Procurement.
Broad knowledge of common UCSB computer application programs.

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 Services Analyst 2 or 3, Accounting, Auditing , Santa Barbara, California

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