Financial Services Analyst; Haas School of Business

Responsibilities

OVERVIEW:
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 prepare 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 team.
• Ability to adapt to changing priorities.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
• Bachelor's degree in related area and / or equivalent experience / training.

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role…