FINANCIAL ANALYST 3 CX - HYBRID

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UC OFFICE OF THE PRESIDENT

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Department Overview
The UCOP Budget, Financial Planning & Analysis provides strategic support in financial planning, policy analysis, and fiscal administration to UCOP. The group provides analyses of policies and programs, assists in the determination of UCOP's financial priorities and develops strategies designed to achieve these priorities. The team partners with departments to align UCOP's resources with its strategic needs and goals and delivers insightful financial analysis and forecasting to support UCOP leadership to make effective and strategic funding, financial and operational decisions

Position Summary
The Financial Analyst is responsible for preparing, monitoring, and analyzing Divisional budgets throughout the Office of the President. Oversight of the departmental budgets includes ensuring transparency and driving a consistent reporting structure to support UCOP's strategic objectives. The Financial Analyst works with Divisional and departmental staff across the organization to support the development and management of budgets and financial reporting, in addition to creating forecasts and developing resource management tools. Please note this is a Hybrid position located in Oakland, CA.

Key Responsibilities

50% Applies professional financial and budgetary concepts to provide analytical support to a range of departments for budget and forecast preparation and monitoring. Reviews detailed funding for UCOP budgets, gathering data from the budget and planning system and preparing variance analysis for leadership. Works with department staff to analyze financial data in support of creating accurate and comprehensive budgets and forecasts. Completes reconciliation of budget and financial data to ensure accuracy of reporting information. Partners with stakeholders to correct any financial or budget errors.

20% Assists the Budget, Financial Planning & Analysis staff in the evaluation and development of budget and financial system enhancement projects including testing and training. Generates, modifies, and conceives of new financial or budget reports.

25% Acts as a resource for staff within UCOP departments around budgeting, systems data and reporting, generating reports and analysis as needed, including budget, general ledger, and payroll reports. Provides training for new department staff as needed.

5% Assists the Director and Executive Director on key projects and ongoing process improvements within Budget, Financial Planning & Analysis. Prepare analysis to support the budget process and any procedural changes, updating and creating documentation as needed. Performs financial analysis and processes transactions in support of fund administration.

Experience
Required Qualifications

Minimum 5 years of relevant experience in similar roles.

Skills and Abilities
Required Qualifications

Ability to research, analyze and interpret budget and financial data, participating with others across organizational lines in synthesizing data to be used in formulating recommendations.

Strong Excel, problem solving, creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.

Must have experience with financial systems, including data input, report creation and ad hoc analyses.

Demonstrated ability to manage multiple time-sensitive and detail-oriented tasks simultaneously and with strong results/goal orientation.

Ability to function as a member of a team.

Requires knowledge of, and experience implementing, financial policies, practices and systems, budgeting and reporting techniques, and accounting.

Strong interpersonal skills to build relationships and demonstrated experience in a customer service environment. Ability to communicate financial information in a clear, concise manner to stakeholders.

Excellent oral and written communication skills.

Preferred Qualifications

Familiarity with UC budget and accounting practices and/or fund-based accounting in other non-profit setting strongly preferred. Experience with Oracle financial systems.

Knowledge of accounting principles and practices is preferred.

Education
Required Qualifications

Bachelor's degree in related area and / or equivalent experience / training

Licenses and Certifications
Required Qualifications

Job Title
Financial Analyst 3

Job Code
005183

Salary Grade
Grade 22

Payscale:
$103,000 - $115,000

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. 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, 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 full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging

ADDITIONAL INFORMATION

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is May 19, 2026. If needed, add: The position will be open until filled.

CONDITIONS OF EMPLOYMENT

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal 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.
  • UC Sexual Violence and Sexual Harassment Policy
  • UC Anti-Discrimination Policy for Employees, Students and Third Parties
  • APM - 035: Affirmative Action and Nondiscrimination in Employment

EEO STATEMENT

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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