Financial Analyst

Financial Analyst (5183C) 86728

Position Summary:

The Financial Analyst 3 CX performs financial planning and analysis for UC Berkeley Extension to support data‑driven decision‑making. This position participate in budget and forecast development, contribute to monthly and annual close activities and processes, provide expert analytical and financial reporting support to leadership and academic and administrative directors, and develop complex financial models for proposed academic programs, including those conducted in partnership with campus academic departments.

Application Review Date:
First review date is June 19, 2026. For full consideration, please apply by the first review date.

• Manages and implements department budget allocations.
• Conceives of and maintains department chart of accounts, other data management tools, and related business processes.
• Responsible for providing analytical support for budget, financial, and resource projects in collaboration with Finance colleagues and department managers.
• Reviews annual budget submissions for all departments, providing input and expert analysis.
• Regularly reviews YTD data, flagging inconsistencies or unexpected results to supervisor or higher‑level management attention.
• Develops revenue and expense forecast models for academic programs that inform budgeting and strategic planning.
• Produces analytical studies, summary reports, including monthly, quarterly, and by‑term Revenue and Expense Summary Reports.
• Provides analytical support for complex budget, financial, or resource analysis projects.
• Develops financial models for proposed academic programs with campus partners.
• Performs financial analysis, including breakeven, scenario, and sensitivity analysis.
• Researches and consolidates data from a variety of sources, including existing program metrics and market feasibility studies, to derive financial assumptions.
• Examples include generating, modifying, and developing new financial or other resource reports; analyzing and forecasting staff/faculty salary budgets; preparing pro forma reports reflecting major gift fund usage; multi‑year projections for potential partnerships with internal or external constituents; analyzing in support of fee and pricing decisions, etc.
• Makes recommendations regarding the financial value and viability of proposals.
• Performs complex financial or resource research and studies for various internal department constituents.
• Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, and gifts.
• Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts and projections, student enrollment analysis, contracts and grants analysis, etc.
• Utilizes Modern Campus (Extension SIS) data and reports to access and analyze course, program, and certificate‑level financial performance.
• Prepares, reviews, and/or approves financial transactions such as monthly financial journal entries and/or entries in support of annual fiscal close.
• Leads and participates in accounting projects and processes, including annual/historical course‑level CF1 clean‑up projects.
• Ensures that the appropriate internal controls are addressed, maintained, and strengthened to protect University resources.
• Performs Quarterly Key Controls variance analysis and reporting at the Division Level.
• Participates and contributes to internal or external audits by providing data and analysis as needed.

• Thorough knowledge of finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability in using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail.
• Proven ability to use organizational skills to multitask in a high‑volume environment.
• Ability to adapt to changing priorities.
• Ability to…