Financial Analyst

This position is closed.

The School of Information is now seeking a financial analyst.

The Financial Analyst 4 is responsible for using their skills as a seasoned, experienced financial services professional with a full understanding of industry practices and campus policies and procedures. This individual will oversee accurate and timely accounting and financial processes including payroll, financial processing, T&E, purchasing, financial reporting, budgeting and planning,  and funds administration (non C&G). The individual in this role will solve a wide range of issues and demonstrate good judgment in selecting methods and techniques for obtaining solutions.

Specifically, the Financial Analyst will:

  • Apply financial services concepts (i.e., accounting, accounts receivable, accounts payable, collections and billing), to resolve issues, oversee business process procedures and make policy recommendations.

  • Act as the I School’s ongoing liaison with Campus Shared Services for financial functions.

  • Working with ERSO, our campus shared services provider, approve the departmental BearBuy purchase requests, submitting documentation to the CAO for review, signature, or online approval. Approve procurement card transactions for department. Manage the School’s Chart of Accounts, ensuring unit budgets are funded and spent appropriately.

  • Manage requests for goods & services from vendors and campus suppliers by responding to and taking action. Coordinate large department purchasing with campus procurement office.

  • Initiate fund cost transfers or re-distributions of costs between accounts or funds and submit them to the CAO for review and approval. Requires a thorough understanding of how various campus systems work and interface, (e.g., Campus Shared Services, Purchasing, Central Accounting, Berkeley Financial System, HCM, OPTRS, Cybersource, BAIRS, and CDS),as well as practical application of these systems. Responsible for fiscal close procedures including payroll transfers, and coordinating with ERSO for faculty research close.

  • Develop and prepare budgets and financial reports for funding for the School of Information, including mastering Cal Planning, the campus budget tool. Go “behind the dashboard” with Cal Planning and BAIRS. Create pivot tables with Excel to present information to the department managers in a concise and user-friendly manner.

  • Provide analyses for complex summaries and proposals relating to a diverse range of topics including new financial procedures and/or services, changes in legal regulations, tax implications, etc.

  • Manage financial processing functions which may include Accounts Payable and Cashiering, ensuring they are performed with accuracy and that daily operations run smoothly. Prepare cashiering deposits for the unit.

  • Assess, recommend, and implement changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies.

  • Apply a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of a diverse range of financial services for students and the School.

  • Recommend and implement quality customer service standards and procedures to affect various constituencies, including internal School staff, students, and external vendors.

  • Document procedures for financial activities, including SAS 115 responsibility. Ensure all appropriate financial controls are met and properly managed.


25% — Apply advanced financial services concepts (i.e., accounting, accounts receivable, accounts payable, collections and billing), to resolve issues, oversee business process procedures, and provide policy recommendations.

25% — Provide analysis for highly complex budget, financial, and resource projects dealing directly with department managers and CAO.

25% — Direct, initiate, design, and provides analytical studies, summary reports and background materials for  CAO including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc., that have a significant impact on individual or multiple departments.

15% — Perform highly complex financial or resource research and studies for both internal department and external campus constituents.

10% — Liaison with Campus Shared Services to ensure excellence in financial transactions.

Required Qualifications

  • Advanced knowledge of accounting, budgeting, and financial processes, policies, and procedures.

  • Extensive experience with campus financial data management and reporting systems.

  • Advanced knowledge of accounting, budgeting, and financial processes, policies, and procedures.

  • Extensive experience with campus financial data management and reporting systems, including HRMS, OPTRS, BFS, BAIRS, bluCard, BearBuy, and Cal Planning.

  • Extensive experience with Microsoft Office and common desktop/web applications; advanced knowledge of Excel.

  • Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision-making; ability to develop original ideas to solve problems.

  • Leadership skills to provide guidance, coaching, and mentoring to professional and support staff.

Preferred Qualifications

  • Bachelor’s Degree and/or equivalent experience/training required.

  • Advanced Degree and Certification preferred.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities.  Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.­

Salary & Benefits

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

The salary range designated for this position: $70,000 - $90,000. Starting salary will be commensurate with experience.

How to Apply

You may also go to and search for position #23587.

Please submit your cover letter and resume as a single attachment when applying.

First review date for this job is August 3, 2017.

About Berkeley

The University of California, Berkeley, is one of the world’s most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley’s culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

About the School of Information

UC Berkeley’s School of Information (I School) is a graduate research and education community committed to expanding access to information and improving its usability, reliability, and credibility while preserving security and privacy. Our multi-disciplinary faculty conduct research in the development of user-friendly interfaces, new approaches to security and privacy, and exploration of the role of technology in developing regions.

We currently offer two professional master's programs and a Ph.D. Our Master of Information Management and Systems (MIMS) program trains students for careers as information professionals and emphasizes project-based learning. Our Master of Information and Data Science (MIDS) program is an online degree designed for working professionals with career goals in the emerging field of data science. Our Ph.D. program equips scholars to develop solutions and shape policies that influence how people seek, use, and share information.

Equal Employment Opportunity

The University of California 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, or protected veteran status. For more information about your rights as an applicant see:

For the complete University of California nondiscrimination and affirmative action policy see

Last updated:

December 6, 2017