ASSOCIATE DIRECTOR FINANCE AND PLANNING - REMOTE

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Department Overview
Within Systemwide HR, Systemwide HR Finance & Administration supports the operations of UC Systemwide HR through budget development, budget management, funding appropriations, analysis, and forecasting. The Finance & Administration unit also encompasses: Systemwide HR Reporting & Analytics, local audit and risk support, Communications, Strategic Projects, and the UC Learning Management System and related training development.

Position Summary
Reporting to the Executive Director of Systemwide HR Finance & Administration, the individual serves as a subject matter expert for budget creation and management for Systemwide HR within the framework directed by the Office for Budget, Financial Planning and Analysis. The incumbent will use advanced analysis techniques, tools, and concepts to meet Systemwide HR budget planning operations to algin with organizational objectives. This position will resolve complex issues in creative and effective ways and works on complex issues where analysis of situations and/or data requires an in-depth evaluation of variable factors, operational units and locations. The incumbent will exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Contacts and collaboration are both internal and external to Systemwide HR and at various levels. This position is eligible for a remote work arrangement within the state of California, and with ability to be on-site in Oakland, CA as needed for work related purposes. The selected candidate must reside within the state of California or be willing to relocate.

Key Responsibilities

50% Works with the Executive Director to coordinate and executive the gathering of budgetary and resource requirements information during annual budget process, forecasting, and fiscal close stages. Serves as a liaison to SWHR units regarding funding updates and/or changes. May enter data in PBS for planning and forecasting. Monitors approved budget compared to actuals. Reconciles SWHR budgeted positions and corresponding approved funding to ensure alignment with approved resources. Collaborates with Executive Director, OP HR, and Budget Office to ensure accurate UC Path funding entry. Initiates actions to correct and/or modify funding or ledger activity related to position funding. Collaborates to manage funding for all positions in Systemwide HR.

30% Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future forecast to align resource allocations with operations. Responsible for providing analytical support and planning guidance for highly complex budget, financial, and resource projects dealing directly with major unit leaders and/or designee. Manages the use of chart of accounts for SWHR units and regularly utilizes Smartview to executive reports and analysis. Use of Smartview includes ad hoc reporting. Respond to questions from SWHR units regarding assigned chart of accounts and use; draws attention to funding inconsistencies, and creates resources, including trainings, to assist SWHR units understand and correctly utilize assigned chart of accounts. Gathers, analyzes, prepares, and summarizes recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff salary budgets, contracts, grants, endowments, or recharge, and making recommendations for maximizing financial or other resource outcomes. Makes recommendations on maintaining and strengthening internal controls to protect University resources. Develops and makes recommendations on internal policy / procedural changes that affect functional area.

10% Performs complex financial or resource research and studies for SWHR units. Examples include periodic financial reports, staff salary budgets, contracts, grants, endowments, or user fees. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff salary or FTE analysis, recharge or general rate analysis, contracts and grants analysis, endowment income, fungibility of funds, etc. Manages fiscal close for SWHR, completing deferrals, accruals and other timely actions required at end of year. May coordinate recharge activities for SWHR.

5% Tracks and monitor amounts on SWHR open POs; work with BRC and SWHR PO owner units to close POs and amend POs as appropriate. Compiles and submits accruals for fiscal close. Reviews posted ledger transactions and initiates any required cost transfers due to errors or change in approved funding. Reviews and approves financial transactions up to a specified dollar amount.

5% Performs complex financial or resource research and studies for both internal department and external constituents. Examples include periodic financial reports, staff salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff salary or FTE analysis, recharge or general rate analysis, contracts and grants analysis, endowment income, fungibility of funds, verification of expenses and support of financial audits, etc.

Experience
Required Qualifications

Minimum 8 years' experience planning and forecasting multi-million-dollar budgets.

Preferred Qualifications

Minimum 1 year experience using UC budgeting systems

Skills and Abilities
Required Qualifications

Ability to use pull and synthesize quantitative data from multiple sources over multiple financial periods.

Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner. Specifically, when working with individuals and teams which are not familiar with all financial policies and processes.

In depth ability to use multiple spreadsheet and database software tools, such as Excel, to compile information for specialized, complex financial analysis, fiscal management, and financial reports for budget planning and forecasting.

Ability to work with individuals and groups within all levels within the organization, with a focus on service and the ability to apply critical thinking skills and rationale when pulling and analyzing financial data for individuals and groups to ensure accurate information is provided based on request. Strong attention to detail.

Ability to adapt to changing priorities and ability to use organizational skills to multi-task in a high volume, high-stakes environment.

Ability to function as a member of a team in a large complex organization.

Ability to effectively and efficiently collect, analyze and at times, enter data into forecasting tool.

Ability to effectively use and create pivots in Excel, and use SmartView

Ability to track purchase order amounts and notify appropriate parties of remaining purchase order amounts.

Ability to understand different funding sources with varying fund terms, and ability to forecast for various funds used within Systemwide HR.

Preferred Qualifications

Knowledge of UC finance policies, practices, and systems, such as UC Path.

Advanced knowledge and understanding of internal control practices and their impact on protecting University resources, and ability to uphold internal control practices and processes.

Knowledge of financial reporting corresponding to internal audits.

Education
Required Qualifications

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

Travel Requirements
10% May travel to locations as needed

Job Title
Financial Analyst 4

Job Code
007710

Salary Grade
Grade 24

Payscale:
$126,000 - $141,500

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

This position is eligible for a remote work arrangement within the state of California, and with ability to be on-site in Oakland, CA as needed for work related purposes. The selected candidate must reside within the state of California or be willing to relocate.

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 September 16, 2024. 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.

EEO STATEMENT

The University of California, Office of the President, 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.

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