Job Details
- Financial Support Analyst
- Go to our website »
Financial Support Analyst
University of California Santa Barbara
Job Posting Details
Position Number: 40028961
Payroll Title: Financial Services Analyst 3
Job Code: 004628
Job Open Date: 2/5/25
Application Review Begins: 2/21/25; open until filled
Department Code (Name): GRAD (DEAN OF THE GRADUATE DIVISION)
Percentage of Time: 100%
Union Code (Name): 99 (Non-Represented)
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 $71,000 to $81,000/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 $69,500 to $123,500/year.
Work Location: Cheadle Hall - 3117
Working Days and Hours: Monday-Friday; 8:00am-5:00pm
Benefits Eligibility: Full Benefits
Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid, with possibility of full remote (Both UC & Non-UC locations)
Special Instructions:
For full consideration, please include a resume and a cover letter as part of your application.
Department Marketing Statement:
The Graduate Division promotes excellence in graduate education and ensures our graduate students are successful and prepared for careers across the professional spectrum. Stellar graduate students attract world-class faculty, serve as mentors and teachers for undergraduates, conduct cutting-edge research, and go on to leadership positions in California, the United States, and the world.
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:
As a key member of the Graduate Division, the Financial Support Analyst participates in the central administration of Graduate Student Financial Support across both fellowship and employment-based fee remission programs. The Analyst develops and manages reporting for the administration of central fellowship funds, performs complex technical analysis and calculations to help generate campus resource allocations, develops and maintains the Division's budget for student support in both current year and multi-year contexts, and performs account reconciliation and fiscal close functions. The Analyst also performs fiscal and financial system audit and compliance functions for both graduate fellowship and employment based fee remission functions.
Required Qualifications
- Requires ability to work both independently and within a team environment.
- Ability to perform financial and policy analysis.
- Requires understanding of accounting principles.
- Requires strong attention to detail, high degree of accuracy and follow through.
- Strong communication skills.
- Experience analyzing and reporting on large data sets.
- Proficient with MS Office and database applications.
- Demonstrated timely completion of assignments.
- Bachelor's Degree or equivalent experience and/or training.
Preferred Qualifications
- Experience with basic SQL.
- Experience with financial reconciliation and audit principles.
- Experience with budgeting.
Special Conditions of Employment:
- Satisfactory conviction 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:
Financial & Data Analysis - 30% Develops and manages reporting for the analysis, budgeting, long and short term projections, and documentation of fellowship funds by program, fund source and support type. Develops reports to evaluate effectiveness of financial support programs in promoting campus and division goals, including fostering student time-to-degree. Includes analysis on student persistency and attrition. Participates in program analysis and planning.
Provides detailed financial support analyses of both fellowship and fee remission accounts to the Director of Student Financial Support and the Graduate Dean. Analyzes and reports on over $31 million in annual fellowship commitments. Analyzes and reports on over $30 million in the annual fee remission benefit-of-employment administered by the division.
Performs comprehensive ongoing analysis of funding and key academic quality indicators, contributing to the Division's institutional research objectives. Works with Division's Institutional Research Analyst, providing guidance and domain expertise in support of the Analyst's needs. Develop ad hoc reports as necessary.
Assesses and provides recommendation on multi-year student fee estimates that serve as the basis for millions of dollars of financial commitments to students, and for graduate student fee costs published by the Office of Research for campus sponsored project budget preparation.
Resource Management - 25% Performs complex technical analysis and calculations that lead to graduate student resource allocations for over 45 academic departments, including for the division's block grant, regents in the disciplines, international doctoral recruitment and Graduate Dean discretionary fellowship programs. Provides these allocations to the Dean and Director for approval. Performs calculations leading to allocated nominations and awards for central recruitment and continuing student competitions. Manages carryforward of all centrally allocated department resources, including the division's match to extramural grants program.
Develops and maintains the Divisions student support multi-year fellowship budget including existing and projected program costs, and current year financial allocation documentation. Performs necessary fund transfers, and ensures accurate appropriation of extramural, central, gift and endowment budget allocations for all central graduate student support accounts.
Establishes, implements, and maintains annual and multi-year fellowship commitments system. Tracks the department's committed liabilities to realized expenses, providing recommendation on cash flow risks and fund management.
Coordinates cost share requests made to the Graduate Dean for student support. Provides guidance to requesting departments and communicates outcomes.
Compliance & Audit Functions - 25% In collaboration with the Director of Financial Support, manages processes for ensuring Graduate Division's compliance with audit requirements, including SAS 112, for fellowship and fee remission accounts. Documents unit internal controls in compliance with regulatory, systemwide and university requirements. Assists the Director in responding to Auditor requests, including the cultivation of audit documentation. Recommends, initiates, and adjusts procedures to ensure internal controls according to University policy, audit recommendations and applicable granting agency regulations. Audits unit's use of restricted funds sources, ensuring appropriate controls and audit documentation demonstrating compliance.
Audits a wide range of student financial system and web portal configurations established by graduate division financial unit staff to ensure the proper aid administration and disbursement, impacting the joint operations between the Graduate Division and Office of Financial Aid and Scholars. Includes the auditing of budgets configured in the production system totaling nearly $100 million at any one time for configured years. Supports auditing of student financial system to assess system effectiveness. Works with the business systems team to evaluate solutions.
In collaboration with the Graduate Division Employment unit, develops and implements data collection in monitoring campus wide compliance with graduate student academic appointment requirements. Reviews Assistant Director of Academic Appointment's financial journals. Verifies quarterly campus account reconciliation pertaining to Grad Student fee remission
Account Reconciliation & Fiscal Close - 15% Performs monthly reconciliation of fellowship and fee remission accounts, comparing Graduate Division's shadow systems to general ledger and to financial aid data. Utilizes advanced query techniques and creates data reports, including account reconciliation reports for Director review. Reconciles balance sheet for stipend reversals and processes adjusting journals. Takes corrective action within department systems or the General Ledger as approved by the Director. Provides details to the Fellowship and Employment sections of Graduate Division.
Monitors and performs year-end close functions including participation in the development of carryforward requests for Financial Support Accounts. Oversees monthly ledger and processing of transfer of funds.
Other Duties - 5% Produces documentation related to unit business processes and supports unit training objectives. Provides support to Fellowship section during peak time periods. Assists the Fellowship section conduct Recruitment and Continuing Student fellowship competitions.
May be required to perform special projects and other duties as assigned.
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:
*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.
Reasonable Accommodations:
The University of California endeavors to make https://jobs.ucsb.edu accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at 805-893-4664 or email katherine.abad@hr.ucsb.edu. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Privacy Notification Statement:
Privacy Notification Statement and Notice of Availability of the UCSB Annual Security Report Disclosures
Application Status: If you would like to check the status of your application, please log into the Candidate Gateway where you applied and click on 'my activities'.
To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucsb/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=76101&PostingSeq=1&SiteId=31&languageCd=ENG&FOCUS=Applicant
Copyright 2024 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency
jeid-9e4b665fe3d2244f80892df5a23af74e