Job Details

Budget and Financial Analyst (7709U) - 64058

University of California, Berkeley is committed to creating an inclusive community that fosters equity of experience and opportunity, ensuring students, faculty, and staff of all backgrounds feel safe, welcome, and included.

Departmental Overview

The Department of History is one of the leading academic programs nationally and globally. As one of the largest teaching departments in the College of Letters and Science, it enrolls over 8,000 students each year across 150 courses. The department supports a diverse population of graduates, with 50 tenure‑track faculty, 30 emeritus faculty, 12 career staff, and numerous visiting scholars and students.

Position Summary

This role involves developing, interpreting, and implementing financial concepts for planning, resource allocation, and control of the department's organizational budget. Responsibilities include preparing financial plans, forecasts, and recommendations for annual resource allocations and future requirements.

Application Review Date

The first review date for this job is: 02/06/2024.

Responsibilities

• Construct and assemble data for budgeting and decision making; develop conclusions, and present high‑level summary of recommendations.
• Create and analyze monthly and ad hoc budget and financial reports, coordinate with multiple financial systems and dashboards.
• Provide research and reporting for internal constituents, including regular faculty budget reports.
• Perform reconciliation functions for non‑contract and grant funds, analyzing payroll and other financial reports.
• Maintain all department funds, resolve deficits, and manage correction of chart‑string and allocation errors.
• Manage records and process financial transactions related to faculty hiring and retention.
• Oversee unit budgets, student awards, gift and endowment funds.
• Oversee Procurement Card program.
• Maintain department commitment tracking in the L&S commitments database.
• Maintain compliance with SAS 115 requirements, completing and documenting required reviews for assigned department IDs on a monthly basis.

Budget Forecasting

• Gather information, analyze, develop, prepare, forecast, and summarize future revenue, expenses, and financial trends independently.
• Generate analyses for complex summaries and proposals for new financial procedures and/or services, changes to department policies.
• Analyze and forecast staff/faculty salary budgets, current and future commitments, gifts, endowments, and other revenue sources.
• Participate in the annual CalPlanning budget and forecast process and quarterly forecast updates.
• Coordinate with the Dean's office and Campus Budget Office to enter data, run reports, and meet deadlines.

Financial Control

• Implement department budget allocations in coordination with the Director of Administration and Department Chair.
• Maintain department chart of accounts, data management tools, and related business processes.
• Ensure internal controls are addressed, maintained, and strengthened to protect University resources.
• Coordinate department‑wide monthly reconciliation and sign off on financial controls.
• Ensure fiscal close goals are met.
• Prepare, review, and/or approve various financial transactions, such as journals, requisitions, and transaction requests.

Fund Manager For Special Projects

• Manage oversight of graduate student funding budget in collaboration with relevant directors to maximize available resources.
• Manage temporary academic staffing (TAS) oversight, ensuring spending projections are on track and external funding is reconciled each academic year.

Collaboration And Communication

• Act as liaison with campus units on issues related to purchasing, travel, reimbursements, contractors, and service agreements.
• Advise, train, review, and coach the finance and budget related work of faculty, staff, and students.
• Communicate with faculty and external clients to resolve matters needing escalated resolution.

Business Process Management

• Provide department support in business process analysis, documentation, and workflow design.
• Recommend and implement procedures to improve processes for various constituencies.
• Streamline workflows for efficiencies and high‑quality service.
• Document procedures for financial activities.
• Review and update web‑based tools and self‑help resources; provide training and maintain training resources for faculty and students.

Professional Development

• Participate in employee development and training programs or other workshops to maintain or improve necessary skills.

Required Qualifications

• Thorough knowledge of finance policies and procedures supporting research and educational activities.
• Familiarity with business and financial data management and reporting systems.
• Proven efficiency and accuracy in preparing budgets of all types.
• Strong organization and prioritization skills to manage a high‑volume workload.
• Ability to independently gather required information for complex financial analysis and customized reporting.
• Ability to analyze expenditures, recognize trends, and support budget justifications.
• Strong verbal and written communication skills to collaborate with team members and stakeholders.
• Ability to communicate and interact across cultures and diversity.
• Excellent interpersonal skills; develop and maintain cooperative professional relationships.
• Customer service focus across diverse subject areas.
• Maintain independent and sound judgment with high integrity.
• Develop original ideas to solve problems.
• Leadership skills to provide guidance, coaching, and mentoring to staff.
• Knowledge of internal control practices and their impact on protecting University resources.
• Competence in common software suites such as MS Office, Adobe, Google, and financial analysis tools.
• Strong Excel skills including pivots, filtering, and advanced formulas.
• Bachelor's degree in a related area and/or equivalent experience/training.
• Five or more years of relevant work experience, or a combination of education and experience.

Preferred Qualifications

• Experience with UC Berkeley's online and web‑based accounting systems (e.g., Bearbuy, BFS, UCPath, CDS, Smartview, CalPlanning, CalAnswers).
• Master's degree in finance or accounting, CPA, or other related advanced education in fiscal management or accounting.

Salary & Benefits

This is a 100% full‑time (40 hrs a week) exempt career position, paid monthly and eligible for UC Benefits.

Salary range: $82,000.00 – $109,000.00.

How To Apply

• To apply, please submit your resume and cover letter.

Other Information

• This is not a visa opportunity.
• This position is eligible for up to 40% remote work.

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 in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

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, please see the U.S. Equal Employment Opportunity Commission poster. For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and affirmative action in the Workplace policy.