Financial Analyst 4 - Oakland, CA - Job ID 79641

Financial Analyst 4 - Oakland, CA - Job ID 79641

University of California Agriculture and Natural Resources

Job Description

The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations located in 58 county offices, on three campuses, with ten research and extension centers throughout the State of California. This position requires knowledge of the policies, procedures, and technicalities of the various accounting and budget systems used by UC Berkeley, UC Riverside, UC Davis, and the Office of the President.

Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.

This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.

Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.

This position is a career appointment that is 100% fixed.

The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.

Budgeted Hiring Pay Scale:

Financial Analyst 4 - $98,600.00/year to $120,000.00/year

Standard Pay Scale:

Financial Analyst 4 - $98,600.00/year to $141,500.00/year

Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.

Key Responsibilities:

45%

Personnel Budget Administration:

Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.

30%

Budget and Data Reporting:

Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.

Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.

Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.

Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.

20%

Formula Funds Management:

Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.

5%

Projects and Committees:

Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.

Requirements:

• Advanced degree in related area and / or equivalent experience / training.
• Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
• 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. Ability to function as a member of a team.
• Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
• Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
• Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
• Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
• Ability to adapt and be flexible to shifting priorities, demands, and timelines.

Special Conditions of Employment:

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
• The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
• As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&targetURL=
  
  Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.
  
  This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.
  
  Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.
  
  This position is a career appointment that is 100% fixed.
  
  The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
  
  Budgeted Hiring Pay Scale:
  
  Financial Analyst 4 - $98,600.00/year to $120,000.00/year
  
  Standard Pay Scale:
  
  Financial Analyst 4 - $98,600.00/year to $141,500.00/year
  
  Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.
  
  Key Responsibilities:
  
  45%
  
  Personnel Budget Administration:
  
  Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
  
  30%
  
  Budget and Data Reporting:
  
  Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
  
  Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
  
  Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
  
  Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
  
  20%
  
  Formula Funds Management:
  
  Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
  
  5%
  
  Projects and Committees:
  
  Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
  
  Requirements:
  
  • Advanced degree in related area and / or equivalent experience / training.
  • Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
  • 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. Ability to function as a member of a team.
  • Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
  • Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
  • Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
  • Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
  • Ability to adapt and be flexible to shifting priorities, demands, and timelines.
  Special Conditions of Employment:
  
  • Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
  • The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
  • As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
  • As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&targetURL=This job is open until filled. The first application review date will be 7/25/2025.
    
    Key Responsibilities:
    
    45%
    
    Personnel Budget Administration:
    
    Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
    
    30%
    
    Budget and Data Reporting:
    
    Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
    
    Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
    
    Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
    
    Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
    
    20%
    
    Formula Funds Management:
    
    Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
    
    5%
    
    Projects and Committees:
    
    Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
    
    Requirements:
    
    • Advanced degree in related area and / or equivalent experience / training.
    • Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
    • 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. Ability to function as a member of a team.
    • Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
    • Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
    • Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
    • Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
    • Ability to adapt and be flexible to shifting priorities, demands, and timelines.
    Special Conditions of Employment:
    
    • Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
    • The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
    • As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
    • As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&targetURL=. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
      
      30%
      
      Budget and Data Reporting:
      
      Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
      
      Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
      
      Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
      
      Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
      
      20%
      
      Formula Funds Management:
      
      Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
      
      5%
      
      Projects and Committees:
      
      Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
      
      Requirements:
      
      • Advanced degree in related area and / or equivalent experience / training.
      • Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
      • 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. Ability to function as a member of a team.
      • Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
      • Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
      • Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
      • Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
      • Ability to adapt and be flexible to shifting priorities, demands, and timelines.
      Special Conditions of Employment:
      
      • Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
      • The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
      • As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
      • As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&targetURL=.
        
        Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
        
        20%
        
        Formula Funds Management:
        
        Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
        
        5%
        
        Projects and Committees:
        
        Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
        
        Requirements:
        
        • Advanced degree in related area and / or equivalent experience / training.
        • Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
        • 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. Ability to function as a member of a team.
        • Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
        • Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
        • Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
        • Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
        • Ability to adapt and be flexible to shifting priorities, demands, and timelines.
        Special Conditions of Employment:
        
        • Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
        • The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
        • As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
        • 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.
        • Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
        • 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 allegations 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.
        a. "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:
        
        
        • https://apptrkr.com/get_redirect.php?id=6652733&targetURL=
        • Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
        • 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 allegations 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.
        a. "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:
        
        
        • UC Sexual Violence and Sexual Harassment Policy
        • UC Anti-Discrimination Policy
        • Abusive Conduct in the Workplace
        
        
        To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=79641&PostingSeq=1&SiteId=17&languageCd=ENG&FOCUS=Applicant
        
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