Financial Services Analyst II, Part-time Physics

Financial Services Analyst

At the University of California, Berkeley, the Physics Department is a leading institution in research, teaching, and service. The Financial Services Analyst is responsible for processing and servicing a variety of operational, personnel, and financial transactions and services, including cashiering, payroll, accounts receivable, accounts payable, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting. Reporting to the Director of Finance and Operations, this position operates with a high degree of independence and provides in-depth guidance and interpretation of the Department, College, and University policies and procedures.

The role oversees day‑to‑day financial operations such as purchasing, accounts payable, recharges, travel and entertainment, supply chain transactions, and specific high level academic events. This is a 60% FTE career position eligible for full benefits.

• 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,…