Financial Services Analyst; Haas School of Business

Financial Services Analyst (5184C) – Haas School of Business (Position ) Departmental Overview

UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles:
Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.

First Review Date:
May 25, 2026.

As a seasoned, experienced financial service professional, the incumbent serves as a central subject matter expert and operational lead for the entire Haas School of Business. Applying a deep understanding of industry best practices and UC Berkeley's complex organizational policies, the role provides oversight and control for school‑wide financial transactions. The incumbent is responsible for resolving a wide range of diverse operational issues by evaluating multiple factors and exercising high‑level judgment to implement effective solutions.

A critical component of this role is educating and developing Haas staff to ensure full alignment with ongoing campus policy and procedure changes, acting as the primary resource for translating university‑wide updates into school‑wide operational excellence.

• Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections.
• Helps train staff and creates effective teamwork environment.
• Reviews and approves financial data and transactions.
• Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing) to resolve issues, and prepares business process procedures and policy recommendations.
• Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors. Interprets related policies and advises customers accordingly.
• Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects, including FP&A.
• Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial / audit policies.
• Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and / or services, changes in legal regulations, tax implications, etc.
• Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
• Documents procedures for financial activities.
• Professional Learning and Growth. Actively contributes to a team environment that fosters and promotes a culture of belonging for all, within the unit and mplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself. Completes required training on time and engages in opportunities for learning pertinent to the position or at the suggestion of the supervisor.
• Other duties as assigned.

• Thorough knowledge of financial processes, policies and procedures.
• Thorough knowledge of financial data management and reporting systems.
• Strong proficiency in the use of spreadsheet and database software.
• 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.
• Ability to function effectively as a member of a…