Financial Services Analyst , BEARS Region

Job

Location:

Main Campus-Berkeley

Full/Part Time

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff, who are among the most talented and accomplished anywhere, including Nobel laureates, Pulitzer Prize winners, and Mac Arthur Fellows. Since our founding in 1868, we have been an engine for innovation - driving intellectual, economic, and social progress that benefits California, the U.S., and beyond.

Together, we change the world.

At Berkeley, the best careers are built on a foundation of continuous learning and growth. We actively support professional development by providing all full-time staff employees with at least 80 hours of paid time per year and provide space for supportive colleague communities via numerous employee resource groups.

We invite applicants who are inspired by our Principles of Community and who are eager to be part of our exciting Strategic Plan, which charts Berkeley's next era of excellence.

Learn more about some of our accomplishments at Points of Pride.

BEARS (Berkeley Educators and Administrators Regional Services) is not only the largest region, supporting over 11,700 headcount while also supporting the largest variety of personnel positions that make Berkeley such a fascinating place to work. For more information on all the departments we serve, please reference this BEARS Service Region Mapping Smart Sheet.

At a university as large and diverse as Berkeley, we understand that no one solution fits all needs. At BEARS, we have assembled a team that is dedicated to learning about and understanding the unique needs, opportunities, and challenges you are facing in your unit. As we strengthen our collaboration with your unit, we are confident that this will lead to continually improving support services.

The Financial Services Analyst processes and services a variety of operational and financial transactions and services, including purchasing, accounts payable, collections, data collections, and data entry. This position is responsible for identifying, researching, resolving, and documenting invoice, purchase order (PO), and receipt discrepancies within the Accounts Payable process. The Financial Services Analyst ensures timely resolution of match exceptions, maintains compliance with company policies, and works closely with vendors, procurement teams, receiving departments, and finance personnel to facilitate accurate and timely payments.

Additionally, this position identifies various issues with billing by various vendors and obtains credit memos to clear overcharges.

The First Review Date for this job is September 14, 2026.

Match Exception Management - 40%

• Applies professional financial concepts to conduct analyses of complex financial services such as researching discrepancies and compliance with external regulations and internal policies.
• Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
• Review and analyze invoices that fail automated 2-way, 3-way, matching processes.
• Investigate discrepancies between purchase orders, goods receipts, and supplier invoices.
• Identify root causes of matching exceptions, including pricing differences, quantity variances, missing receipts, tax discrepancies, and data entry errors.
• Resolve exceptions through system corrections, documentation review, and stakeholder collaboration.
• Escalate unresolved issues according to established procedures.

Financial Data and Transactions - 25%

• Reviews, processes, and approves standardized financial data and transactions.
• Ensures that financial processing functions which includes Bearbuy review and approval of entertainments requests procure to pay.
• Participate in responsibility of card program purchases (Blu Card) that are processed and/or verified in a timely manner and according to program rules, and monitor cardholders…