Financial Analyst

Position Number: 40074348

Payroll Title: FINANCIAL SVC ANL 2 CX (004754)

Job Code: 004754

Job Open Date: 10/08/2025

Application Review Begins: 10/23/2025

Department Code (Name): LSAA (LETTERS & SCIENCE- ACADEMIC ADVISING)

Percentage of Time: 100

Union Code (Name): CX

Employee Class (Appointment Type): Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $30.75 to $36.03/hr. 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 $30.75 to $50.45/hr.

Work Location: Cheadle Hall - 1117

Working Days and Hours: Monday - Friday, 8:00 am - 5:00 pm

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid (Both UC & Non-UC locations) No hybrid during probationary period. One or two days upon successful completion of 6-month probationary evaluation.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The mission of Undergraduate Education is to foster student success and educational excellence at UC Santa Barbara. We assist students with achieving their academic goals by sharing knowledge and also by partnering with students to analyze their options at UCSB and beyond. We aim to be an indispensable resource to connect students with great opportunities and the many sources of support at UCSB that are essential for student success.

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.

Brief Summary of Job Duties:

Under the general direction of the Assistant Dean of Administration, the analyst will provide professional financial management and human resource services for staff and academic appointees within the Office of Undergraduate Education (UGED) and the Division of Undergraduate Education (LSAA). Administer and coordinate complex fiscal budgeting and administration enabling the departments to maintain fiscal integrity and control. Perform high-level budget/resource analyses and prepare monthly financial reports for AVC/Dean and administration, utilizing robust analytical tools. Develop data management tools and provide comprehensive management of departmental database. Performs complex budget/resource analysis for forecasting and preparing comprehensive administrative and financial reports. Independently researches, interprets, applies and clarifies University policies and procedures for the functional areas assigned. Reviews and reconciles campus financial transaction detail reports to actual expenditure documentation on a monthly basis using proper campus financial systems ensuring accuracy and compliance with all agency and university policies and procedures. Prepares and processes budget and expense transfers as needed. Provides direct administrative and organizational support to the AVC/Dean, and senior staff of the Undergraduate Education Division.

Qualifications:

Required Qualifications:

• Bachelor's Degree in related area and / or equivalent experience / training Bachelor's Degree
• 1-3 years Experience with computer applications, such as Microsoft Word, Excel and Powerpoint, and any other related financial software.
• 4-6 years Experience developing budgets and financial forecasts.
• 4-6 years of Experience in a finance or accounting role within a large complex organization.
• Broad knowledge of the organization's processes, protocols and procedures with a focus on budget, account and fund management and/or personnel management under labor contract(s) and personnel policy.
• Broad knowledge of financial analysis and reporting techniques; human resources and risk management planning; and/or accounting and payroll.
• Strong organizational skills.
• Ability to adapt to changing priorities.
• Acute attention to detail
• Excellent written and oral communication skills
• Significant experience with Microsoft applications and substantial knowledge and use of Excel, spreadsheets, and financial databases
• Knowledge of University of California policies and procedures related to accounting, budgets, payroll, and Procurement

Preferred Qualifications:

• 1-3 years Ability to perform financial, policy and data analysis.
• 1-3 years Comprehensive knowledge of financial analysis and accounting experience.
• 1-3 years Financial & Payroll Processing.
• 1-3 years Experience in a higher education administrative, student services, or academic role.

Special Conditions of Employment:

• Satisfactory criminal history

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:

Job Functions and Percentages of Time:

• 55% Financial, Administration & Analysis - Under the direction of the Assistant Dean, provides effective management and quality control over the Office of Undergraduate Education and Division of Undergraduate Education's financial and business affairs. Uses professional concepts. Applies organizational policies and procedures to resolve a variety of issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of a variety of factors. Prepares, forecasts, and monitors expenditures within the Office of Undergraduate Education and Division of Undergraduate Education operating budget in line with fiscal priorities and long-range planning. Maintains budgetary accountability and controls. Prepare, organize, and communicate to all department stakeholders about the Financial Management System. Maintains comprehensive knowledge of various departmental fund sources to ensure accuracy and integrity of transactions for each fund and project type. Disseminates monthly budget reports on a timely basis. Independently identifies errors, organizes supporting documentation, and performs corrections. Implements, monitors, and evaluates departmental financial systems and procedures. Evaluates campus and system-wide policies and procedures to assess impact on departmental programs and goals. Analyzes reports, studies, and documents, and creates executive summaries and outlines. Initiates and originates reports detailing changes. Provides guidance and administrative support using knowledge of University policies and procedures in the areas of purchasing, entertainment, travel, payroll, fund accounting, internal controls, accounts payable, record retention, and other areas as needed. Utilizes various campus systems, including Gateway, Kronos, UCPath, Oracle Financials Cloud, FinHub, and Concur, as well as Transfer of Expense, Transfer of Funds, and FlexCard. Manages the department's purchasing functions. Serves as the primary "buyer". Advises academic and staff employees on all aspects of purchasing policies and requirements. Serves as primary FlexCard approver for all FlexCard transactions. Prepares and finalizes all aspects of the fiscal closing process, including transfer and accrual of funds; provides final summaries of expenditures and identifies patterns or trends for long-term planning. Assists other department managers in training and orientation of support staff to ensure compliance with policies governing expenditures and allowable costs. Uses independent judgement, initiative, and provides consultation, advice, and resolution to a wide variety of programmatic, administrative, and fiscal issues.

• 15% Payroll/Personnel - Oversees payroll for the Office of Undergraduate Education and the Division of Undergraduate Education, the Financial Analyst is responsible for the management of all personnel activities including recruitments, separations, personal leaves, merits and promotions in accordance with University policies and procedures and audit requirements. Posts, projects, and reconciles payroll and benefits on all funding sources. Ensures adequate funding is available for all hires, and alerts management and faculty of any budgetary concerns before deficits occur. Serves as primary UCPath initiator for all staff appointments. Ensures proper employee and supervisor set-up in Kronos online timekeeping system. Processes payroll adjustments in UCPath as needed for late and retroactive payments. Ensures time-reporting via Kronos is accurate. Trains employees and supervisors on the Kronos system. Tracks work-study expenditures and individual allocations. Stays current with changes in payroll and work study rules, regulations, and processes; attends training sessions and meetings as needed.

• 15% Organizational Support - Responsible for overseeing daily office operations and facility management to ensure an efficient and well-functioning work environment. Evaluates services, business processes, and operational activities, and develops internal procedures to meet departmental needs. Plans and coordinates office relocations as required. Maintains inventory control of various aspects of the office, ranging from general office supplies to keys and office equipment. Leads event planning for Undergraduate Education and the Division of Undergraduate Education, including room reservations, catering arrangements, travel coordination, and on-site event support. Oversees front office operations, including greeting visitors, managing mail distribution, maintaining and troubleshooting copiers, replenishing supplies, and coordinating service requests as needed.

• 10% AVC/Dean Administrative Support - Using independent judgment, provides administrative, analytical, and organizational support to the Associate Vice Chancellor/Dean on various special and ongoing projects. Accesses multiple, complex databases and programs. Arranges complex travel and entertainment for the AVC/Dean, including system-wide and international travel. Works with senior staff to determine information and preparation needed for AVC/Dean's meetings and appointments. Maintains and prioritizes complex calendars, arranging meetings, conferences, and appointments that require coordination of multiple schedules and facilities. Routinely handles highly confidential material with discretion. Oversees timely receipt and distributi