Financial Analyst; Financial ANL CX

Overview

Under direction of the Financial Manager, this position will be responsible for strategic budgeting, forecasting and analysis, financial reporting, and business operational back-up to the UC Davis Institute of the Environment and its centers, programs, large initiatives, and ad hoc financial projects. Independently perform high-level budgetary and financial functions for assigned programs, units, and initiatives, including formulating strategies and administering policies, processes, and resources.

Prepare and establish budgets, organize resources according to budgetary plans, prepare both routine and ad hoc financial reports using data from the general ledger and budgets, and forecast revenue and expenses. Assist in the development and/or analysis of rates for recharge services and other revenue/funding sources as needed. Assist the Institute leadership in the annual budget process, including the development of financial analyses and presentations.

Develop and maintain computerized databases and spreadsheets for complex analysis and graphical displays including dashboard reporting. Independently prepare detailed reconciliations, complete expense and fund transfers, and make recommendations to leadership for continuous improvements in both the quality and presentation of financial information. Assist in the development of multi-year operational and capital budgets and financial plans. Ensure appropriate accounting and internal controls are maintained.

Act as primary financial and administrative resource to faculty, staff, researchers, and students affiliated with the Institute. Work on the development and management of Service Level Agreements (SLAs) and Memorandum of Understandings (MOUs). Represent the Institute in meetings and discussions as needed. Provide research administration support for both pre/post award administration, which includes assisting in the development and management of budgets and financial close-out assuring regulatory compliance.

Provide analysis, reporting, and accounting management, including monitoring and analyzing spending trends for operating budget and self-supporting funds. Manage the reconciliation and preparation of monthly financial statements and reports for multiple fund sources. Provide strategic guidance to Center Directors, PI’s, and other key leadership on budgetary and financial issues. Develop reports to assist Center Directors, PI’s, and other key leadership in strategic, operational and long-range planning.

• 75% - Strategic Budgeting/Forecasting/Analysis/Reporting
• 25% - Operational Management

• Bachelor’s degree in related field or equivalent work related experience
• Experience analyzing budget proposals and policies, or performing high-level financial management tasks in a multi-fund source environment; experience developing budgets for annual operational and extramural purposes, reconciling ledgers and developing and/or adapting spreadsheets and databases
• Demonstrated experience using Microsoft Excel and other common programs to distill relevant financial and statistical information from large data sets and present the information for financial reporting; experience with other similar spreadsheet and presentation programs may be considered equivalent
• Experience in financial analysis and business management, including forecasting and strategic planning, to analyze quantitative aspects of fiscal and budgetary issues; compile financial data and prepare financial reports; experience working with complex spreadsheets, databases, and web-based accounting and information systems
• Experience developing recharge rates and operational budgets including a clear understanding of federal guidelines for recharge rate methodology development; experience performing high-level analytical work, analyzing complex information, performing independent research, presenting complex data to facilitate decision-making and strategic planning
• Experience with the application of cost accounting principles to handle budgeting, rate development, and financial reporting in a business environment
• Demonstrated oral and written…