Financial Services Analyst II, Part-time Physics

Job

Location:

Main Campus – Berkeley

Employment Status:
Part Time

• Applies professional financial and accounting principles to perform moderately complex financial analyses, including researching discrepancies, reviewing tax implications, and ensuring compliance with external regulations and internal policies.
• Performs day-to-day general accounting activities and ensures financial operations are processed accurately and efficiently in compliance with campus policies and procedures. Supports financial processing functions, including:
  Accounts Payable, Accounts Receivable, Travel and Entertainment reimbursements, Gift Accounting, Deposit and Collections, and Recharge and Chargeback transactions. Advises and assists faculty, lecturers, staff, and students with all reimbursement types and processing through campus systems.
• Researches and resolves vendor and disbursement-related issues while coordinating with campus partners, staff, and external vendors. Serves as a resource to faculty and staff on financial processes, reimbursements, and campus financial systems.
• Oversees and supports Purchasing Card activity and manages the invoice process for Faculty Club accounts.
• Monitors telephone and IST charges and ensures departmental equipment is properly entered into BETS inventory records. Manages and tracks departmental software licenses.
• Assists with the development, maintenance, and reporting of operational budgets and budget request processes.
• Researches, gathers, analyzes, and summarizes financial and operational information from multiple sources for reporting and planning purposes.
• Equipment Custodianship and Inventory Management:
  Serves as Departmental Equipment Custodian with responsibility for maintaining accurate equipment inventory records, tracking acquisitions and disposals, and ensuring compliance with audit requirements. Responds to routine audit requests and maintains ongoing inventory documentation. Escalates complex audit or compliance issues as needed.
• Prepares financial reports, analyses, and summaries of transactions for management review and decision-making. Assists with evaluations of current and proposed services, budgets, and operational needs.
• Serves as liaison for the department with Berkeley Regional Services (BRS). Duties include facilitating interaction with faculty and BRS representatives/systems, tracking and investigating payments and transactions. Tracks, researches, and resolves payment and transaction issues with BRS.
• Utilizes the Cal Answers reporting system to generate financial and operational reports. Prepares financial statements and responds to follow-up questions from faculty, staff, and management. Interprets financial procedures, reports, and records for department managers, faculty, and staff.
• Assists in the coordination of academic events and high-level departmental visits by managing logistical details, including scheduling, itineraries, and coordination of travel and entertainment arrangements. Supports the execution of established processes for departmental events and visitor programs.
• Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
• In coordination with BPIE Coordinator, makes venue and field trip reservations, researches vendors, processes payments in Bear Buy, orders supplies, and processes reimbursements and general all administrative support for the program as needed in support of our BPIE/BETA Physics program.
• Other duties as assigned.

• Bachelor's degree in related area and / or equivalent experience / training.
• Working knowledge of financial processes, policies and procedures.
• Strong knowledge of financial data management and reporting systems.
• Must be proficient 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…