Financial Analyst College of Engineering

Financial Analyst 3 (5183C) – College of Engineering

Develops, interprets, and implements financial concepts for financial planning, resource planning (dollars), and control of the organizational budget. The incumbent analyzes and prepares recommendations for financial plans, including annual resource allocations, future requirements and operating forecasts. The role manages the collection, organization and dissemination of student, faculty, curriculum and expenditure data.

This service‑oriented unit provides broad support for CoE cost center staff and serves as a liaison between the CoE budget and finance team and CSS‑ERSO. The work is performed with minimal supervision and requires independent judgment, application of appropriate UC and campus policies, and advanced problem‑solving skills.

The First Review Date for this job is:
June 15, 2026 – Open Until Filled.

• Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
• Utilizing various campus systems and tools, including BFS, Bearbuy, UC Path, Cal Answers, and Cal Planning, develop, prepare, and design annual, quarterly, or ad‑hoc reports, determining data needs, appropriate information sources, and data elements, applying campus policies and guidelines, and recognizing changes in legal regulations, tax implications, etc.
• Provides analytical support for complex budget, financial, or resource analysis projects.
• Generates and distributes budget to actual financial reports, reconciles and forecasts staff salary and non‑salary budgets, prepares operating and expense transfers as needed, and meets monthly and fiscal closing procedures and deadlines. Manages accounts receivable activities and serves as the Dean's Office expert resource on financial and business operations, on‑campus policies and procedures. Serves as liaison between CoE budget/finance team and BRS‑ERSO.
• In partnership with the other financial analysts, develop, review, and implement operational budgets, and respond to inquiries from cost centers and administrative staff regarding budgets and expenses.
• Manages the accounting functions in the Dean's Office, including proper chart of accounts set‑up, compliance with UC, federal, and state regulations, monthly reconciliation of revenue and expenses, review of exceptional approvals, and the fiscal close process.
• Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
• Review of the general ledger, ensuring accuracy and compliance of each transaction. Prepare financial journals. Manages and responds to audit requests associated with the blucard and Event Planner card (EPC) program for the Dean's office, ensuring timely and proper procedures are followed, and documentation is complete. Reviews the general ledger regularly and identifies discrepancies or areas of concern. Gathers, analyzes, prepares, and summarizes financial reports.
  
  Functions as a resource on issues such as researching complex financial discrepancies and escalates concerns.
• Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
• Review and document existing processes as needed to achieve efficiencies or as new campus systems and tools are implemented, make recommendations, develops pre‑and‑post processes mapping flow charts. Recommends and implements quality customer service standards and procedures to affect various stakeholders, including CoE staff, students, and outside vendors. Develop and update user guides for purchasing and reimbursements, and provide training as needed.
• Ensures financial processing functions, which include accounts payable, accounts receivable, blucard, purchasing, recharge billing, travel & entertainment, gift accounting, cashiering, and collections, are performed with accuracy and that daily operations runs smoothly. Uses appropriate online systems (ERSO Intranet or Bearbuy) to initiate purchase or payment…