Job Details

Principal Financial Analyst

  2021-10-04     University of California Santa Cruz     Scotts Valley  
Description:

Principal Financial Analyst

Location: Scotts Valley

Job ID: 23794

Additional Information

At this time, Business and Financial Analysis is reviewing in office, full remote, and hybrid work options. Based upon the department and selected candidate's needs an appropriate option will be made available. For fully remote or hybrid work options a telecommuting contract will be required to ensure compliance with ongoing service level agreements to our Campus clients.

Notifications

UC Vaccination Policy: With limited exceptions, https://news.ucsc.edu/2021/07/systemwide-vaccination-policy.html for all faculty, staff, academic appointees, and students accessing facilities at any UC campus this fall. Employees and students can https://healthcenter.ucsc.edu/services/covid-19/covid-vaccine.html#requirement or https://healthcenter.ucsc.edu/services/covid-19/covid-vaccine.html#exception.

UCSC Statement

UC Santa Cruz is a public university like no other in California, combining the intimacy of a small, liberal arts college with the depth and rigor of a major research university.

Initial Review Date (IRD)

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

Initial Review Date (IRD): 09-23-2021

Dept Marketing Statement

Colleges, Housing, and Educational Services (CHES) is a multi-funded organization within the Business and Administrative Services (BAS) division at the University of California (UC) Santa Cruz. CHES provides leadership in the areas of college student life and residential services, housing services, facilities, employee housing and capital planning, dining services, conference services, early education services, the Bay Tree Bookstore, ID card services, and business and financial analysis for these areas.

Business and Financial Analysis (BaFA) provides general oversight of the Colleges, Housing and Educational Services' (CHES) budget, capital management and deployment and division debt and capital obligations. Specific responsibilities include budgeting and fiscal management, human resource management, management analysis, long-range planning and business-operations management. BaFA delivers timely and accurate business plans, financial reports and other financial, business services, and human resource documents and reports as requested. BaFA also provides oversight for development, review, and implementation of financial and human resource policies and procedures.

More information about BaFA can be found at: http://ches.ucsc.edu/bafa/index.html

Job Overview

Under the direction of the Director of Business and Financial Analyis, the Principal Financial Analyst is responsible for developing revenue budgets and forecasts based on student occupancy data, which is the driver for unit revenue projections.

The incumbent works with a great deal of independence and is responsible for providing financial support to the Associate Vice Chancellor, the Director of Employee Housing & Capital Planning, and Planning & Budget regarding CHES capital financial plans. The incumbent has primary responsibility for developing and maintaining the units' 10-Year Business Plan and long range capital planning model. The incumbent provides recommendations and advice to CHES financial managers with budgetary planning or financial decision-making exercises and requests.

The Principal Financial Analyst develops reports, financial models, and spreadsheets as required to support operational planning and financial management. The incumbent also develops training materials and instructs CHES financial managers and analysts on the effective usage of the financial tools and reports. The Principal Financial Analyst is the primary financial contact for capital planning and works in close collaboration with the BaFA Director and the Director for Employee Housing & Capital Planning.

Pay, Benefits, & Work Schedule

Salary Information: $85,000 -$100,000 / annually. Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: Full

Schedule Information:

Full time, Fixed

100% weekly

40 Hours weekly

Mon - Fri

DayShift

Employee Classification: Career

Job End Date: None

Work Location: Scotts Valley

Union Representation: None

Job Code Classification: 007710 - FINANCIAL ANL 4

Job Duties

50% - Budget and Financial Development/Planning/Analysis

• Develop multi-year capital,operating income and expense models, plans, and projections to support capital planning, major maintenance, operating budgets and rate proposals.

• Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations.

• Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major departmental managers and/or outside constituents.

• Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.

• 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 / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

• Develop and maintain occupancy forecasts, room and board projections based on enrollment and occupancy trends and estimates.

• Develop, update and revise the 10/15 Year Business Plan, which supports CHES' ability to meet financial obligations for major construction (including debt service), maintains bed space compliance, recognizes equipment and facility life cycles, and accommodates major maintenance and capital improvement commitments.

• Develop pro forma financial scenarios in response to growth in enrollment or other changes in University and Division goals and objectives.

30% - Budget Management, Reporting and Cost Analysis

• 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 / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

• Performs complex financial or resource research and studies for both internal department and external constituents. Examples include periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and / or resource analysis could include budgetary analysis, financial analysis, long range forecasts/business plans and projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc.

• Develop, prepare and maintain detailed capital and operating budget models, spreadsheets, tables and charts to support development of the Residence Operations Budget and Rates.

• Compile data and prepare reports required by CHES operating and financial managers for capital and operating budget management and planning.

• Develop, formulate and recommend solutions to address budget concerns and facilitate resolution.

10% - Research, Data Collection and Reporting

• Develops and makes recommendations on internal policy / procedural changes that may affect internal and external functional areas.

• Makes recommendations on maintaining and strengthening internal controls to protect University resources.

• Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.

• Identify CHES financial information needs and campus sources of data.

• Identify relevant and usable data sources, slect appropriate methods of data collection and analysis, and develop electronis reports to extract the information for use by CHES financial managers to support effective planning and decision making.

• Researches and implements new and or advanced financial modeling, reporting and power tools to provide advanced data reporting, modeling, automation and visualization to both internal and external management.

10% - Other Duties and Special Projects as Assigned

• Reviews and approves advanced financial transactions.

• Trains staff and maintains an effective team environment. May lead a team of less experienced analysts. Serves as liasison with internal and external constituents.

• Participate in divisional and/or campus committees, workgroups and planning groups.

• Conduct ad hoc research and analysis and complete special projects as assigned.

Required Qualifications

• Bachelors Degree in a related area and / or 5+ years equivalent experience or training

• Advanced knowledge of finance policies, practices, and systems.

• Ability to identify, collect, and analyze information from multiple sources.

• Advanced analytical skills that allow for budgetary, financial and related management information.

• In depth ability to use multiple spreadsheet and database software tools, Microsoft Visual Basic and Power Tools, and other data visualization tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports.

• Advanced spreadsheet skills including linking multiple spreadsheets and files, automating tasks with Visual Basic, charting, pivot tables, and data base and lookup functions.

• Advanced technical experience in the use of financial software and tools to develop and maintain financial models and automated financial reports.

• Experience with financial forecasting and business plans.

• Basic programming and/or data base skills.

• Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner.

• Strong organizational skills sufficient to work independently and to prioritize a heavy workload under the pressure of competing assignments and deadlines.

• Ability to function as a member of a team, as well as being self-motivated and ability to work independently. Able to learn effectively and meet critical deadlines.

• Advanced interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail. In depth ability to use organizational skills to multi-task in a high volume environment.

• Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.

Preferred Qualifications

• Experience or knowledge of campus financial systems reporting and querying tools.

Special Conditions

• Selected candidate will be required to pass a pre-employment criminal history background check.

• Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?lawCode=PEN&division=&title=1.&part=4.&chapter=2.&article=2.5

Safety Statement

All UCSC employees must know and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

How to Apply

Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our https://shr.ucsc.edu/talent-acquisition/applicant_resources/how-to-apply/index.html tutorial for detailed instructions on our applicant process.

EEO/AA

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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS

View full job description and access on-line application:

https://apptrkr.com/2493024

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

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