Financial Analyst

Position Summary

The Financial Services Analyst supports the Division of Student Affairs by performing financial and administrative operations. The role focuses on the Student Enrollment & Success cluster, provides backup to other clusters, and conducts ongoing financial analysis, reporting, and tracking. Responsibilities include maintaining financial databases, general ledger auditing, procurement approval, processing transactions, developing and reviewing business procedures, and providing training and support to staff.

Advanced analytical and organizational skills are required to ensure efficient operations, confidentiality, and compliance with university policies.

Position Number:

Payroll

Title:

FINANCIAL SVC ANL 2 CX (004754)

Job Code: 004754

Open Date: 06/26/26

Application Review Begins: 07/14/26

Department Code: AAVC (ASST TO VCE CHANCLLR OF STDNTS)

Percentage of Time: 100%

Union Code: CX
- Clerical/Admin

Employee Class: Staff:
Career

FLSA Status: Non-Exempt

Classified Indicator

Description:

PSS

Salary Grade: STEPS

Pay Rate/Range: $31.99 to $34.63/hour (budgeted)

Full Salary Range: $30.75 to $50.45/year

Work Location: 1101 SAASB

Working Days and

Hours:

Monday‑Friday 8:00 – 17:00

Benefits Eligibility: Full Benefits

Hybrid Work: Hybrid work schedule may be considered after the probationary period and upon approval by the Division of Student Affairs. Employees must be available for office attendance as needed.

The analyst performs financial analysis, reporting, and tracking; maintains databases; conducts general ledger auditing and reconciliation; approves procurement; processes a range of financial transactions; and applies UC policies to ensure compliance. The role collaborates across campus to improve procedures, provides training, manages complex confidential projects, and operates under competing deadlines.

60% Financial Analysis/Reporting: Strategic planning, budget comparison, fiscal projections, general ledger reconciliation, expense transfers, and monitoring of financial activity. Works with campus systems (e.g., Fin Hub) to ensure data accuracy and compliance.
30% Financial Processing & Operational Analysis: Procurement functions, policy compliance, invoice approval, Flex Card management, travel and entertainment oversight, and collaboration with the Student Affairs Business & Administration team.
10% Other Duties: Participation in meetings, administrative and financial support, telephone reception, correspondence preparation, system familiarity, and special projects as assigned.

• Bachelor’s Degree in a related field or equivalent experience and training.
• 1–3 years of experience with financial processes, policies, and procedures.
• 1–3 years of experience with financial data management and reporting systems.
• 1–3 years of advanced proficiency in spreadsheets and database software.
• 1–3 years of comprehensive knowledge of financial analysis, reporting, and accounting.

• Experience at the University of California or another university in Student Affairs.
• Experience in budgeting and financial forecasting.
• Experience with campus financial reporting tools (e.g., Cognos, PowerBI, Fin Hub, Pay Connex, Fusion, Freedom Pay).
• Knowledge of UC systems (Gateway, Flexcard, Concur).
• Experience with cash handling and banking.

• Occasional weekend and evening work required.
• Must hold a valid driver’s license and maintain a satisfactory driving record.
• Background check required; satisfactory criminal history required.
• UCSB is a tobacco‑free environment.

Final candidates must disclose any final administrative or judicial decisions related to misconduct within the last seven years or any appeal of a substantiated misconduct finding with a prior employer. Misconduct refers to violations of employee conduct policies, including sexual harassment, sexual assault, discrimination, and other prohibited behaviors as defined by UC.

Employment requires compliance with the University of California Vaccination Program. Covered individuals must be up‑to‑date with…