Financial Analysis and Reporting Manager - Oakland, CA (UC ANR Resource Planning Management Unit), Job ID 5682
The Division of UCANR is a highly complex organization with operations in 59 county offices, on multiple campuses, and at nine Research and Extension Centers throughout California. This position requires knowledge of the policies, procedures and technicalities of the various accounting and budget systems used by UC Berkeley, UC Riverside, UC Davis, UC Merced, UC Irvine, and the Office of the President.
The incumbent will serve in several critical areas, with specialties in resource management, internal and external reporting, and cost recovery and recharge functions. Strong presentation and communication skills are a requirement.
The incumbent will explore and work on complex issues with little or no established precedent where analysis of situations and information requires an in-depth evaluation of variable factors. Working with subordinate staff, responsible for selecting methods, techniques, and evaluation criteria for obtaining and conveying results. Manages the activities of 2 Financial Analyst staff. Is considered a UC systemwide subject matter expert. Internal and external contacts of all levels often pertain to organizational plans and objectives.
This position is a career appointment that is 100% fixed.
Salary - Min $95,100/year to Mid $140,200/year
Job Posting Close Date- This job posting will close on 02/27/2020.
Key Responsibilities: 30% Organizational and Resource Analysis
Perform highly complex and advanced analyses, understand past performance and determine present and future fiscal performance and resource allocations. Independently initiate, and through subordinate staff, direct, design and provide analytical studies, summary reports and background materials for the UCANR RPM Director, UCANR executive leadership, and organization directors on proposed organization/university policies that pose significant impact to Division resource management and administration. Make recommendations on implementation of new budgetary initiatives, including pros and cons, and impact-analyses of various scenarios. Directs staff to gather, analyze, prepare and summarize recommendations for financial and/or resource plans, including annual resource allocation approaches (throughout the annual budget process), trended future requirements, and operating forecasts. Apply advanced professional concepts to perform complex technical analyses to understand past performance and determine present and future performance and/or resource allocations. Independently initiate, direct, design, and provide analytical studies, summary reports, and background materials for the UCANR RPM Director, UCANR executive leadership, and other affiliated directors. Examples include operation expenditure benchmarking, recharge model assessment and realignment, and program feasibility studies. The analyses provide the basis for recommending new operational models to the Associate VP Business Operations, etc.
30% Financial and Management Reporting
Through subordinate staff, strengthen financial and programs reporting, especially in the employment of databases and technology tools to proactively communicate and collaborate with external and internal customers to gather information needs and functional requirements, and provide deliverables as needed. Work with customers and management of varying levels in order to prepare budgetary reports and analyses that are relevant and useful to UCANR leadership. Train and guide staff to perform analyses using queries and manage database scripts to obtain relevant information from various business systems. Oversee development, production and improvement of standard reports such as 5- and 10-year projections, budget-to-actual and sources-and-uses. Includes working with subordinate staff to verify improvement and accuracy of reporting. Use financial expertise and political acumen to create and respond to requests for ad hoc reports and data analyses for leadership. In addition, respond to information requests for UCANR budgetary data. These ad hoc requests are not planned and initiate from the Office of the President, Systemwide and/or UCOP Budget, Controllers, Presidential initiatives, and external agencies. Most will require analysis and information from subordinate staff but occasionally may need to be compiled by incumbent due to sensitivity or timeliness of the issue. Gather and compile valid, relevant information and present it in a concise and compelling manner appropriate to the audience. Provide leadership to staff in the design and implementation of large and complex projects, such as Chart of Accounts and the Planning and Budget System.
15% Project Collaboration and Management
Mentor a team of analysts. Independently perform highly complex financial or resource research and studies for both internal departments and external constituents, such as the USDA National Institute of Food and Agriculture. Examples include generating, modifying, and conceiving of new reports, strategic planning and modeling, analyzing and forecasting divisionwide budgets, including state funds, federal formula, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing resource outcomes. Project management ability in leading and participating in work groups crossing multiple disciplines and/or organizations, divisionwide and systemwide, to deliver project objectives, such as financial reporting initiatives across the Division rolling up to systemwide.
15% Rate and Recharge
As a key member of the UCANR Recharge Rate Policy and Review Committee, provide initial review of rate proposals from UCANR units. Recognized as the Committee's policy expert and, as such, is relied upon to provide interpretation and make recommendations for policy revisions. Work with UCANR Administrative Policy group and Rate and Recharge Committee to implement policy changes. Responsible for providing recharge rate training to UCANR community, utilizing relevant technology to address the geographical challenges of a statewide organization. Coordinate the rate proposal review process with committee members, comprised of directors and academics. Maintain, update, and develop policies, procedures, and rate schedules for UCANR income-producing activities. Examples include operation expenditure benchmarking, recharge model assessment and realignment, and program feasibility studies.
10% Information and Funds Management
Collaborate with UCOP Institutional Research and campus budget offices on information integrity and interpretation, and ensure information accurately reflects UCANR activities in systemwide and local campus information systems. Analyze impact of information roll-ups from local systems to corporate systems, including information structure impacts on reporting. Provide analytical support for highly complex budget, financial and resource deployment strategies dealing directly with county directors, program directors, campus deans, administrative leaders and executive leadership. Includes conducting relevant presentations of analyzed and summarized information to a wide variety of audiences. Funds management including independent confirmation, verification and coordination of UCANR allocations from various fund sources including state funds, federal formula funds, endowment income, endowment cost recovery, indirect cost recovery and STIP. Develop, implement and maintain budgetary control systems, utilizing information management technology, to track UCANR commitments and various transfers of funds.
Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability and property damage insurance on vehicle used is required.
Employment is contingent upon successfully clearing the FBI/DOJ background check both from the Department of Justice and the FBI, prior to the first day of UC Employment.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. Travel may be required for this position. Occasionally may need to work outside of normal business hours.
Advanced degree in related area and/or an equivalent combination of education and experience.
Strong communication and presentation skills.
Advanced knowledge of finance policies, practices and systems. UC-specific strongly preferred.
Ability to identify, analyze, and report on information that is complex in nature. Ability to communicate complex information and recommendations in a clear, concise and compelling manner, both verbally and in writing, including data visualization, to various organization levels, including various management levels.
Demonstrated experience developing written and oral decision-focused presentations and leading groups to consensus within a designated timeframe.
Information management reporting experience using relational databases and data query tools to evaluate information from multiple sources. Experience with databases such as SQL, Hyperion, and Cognos.
Demonstrated ability to manipulate and analyze data using query tools such as SQL or analytical tools such as SAS/SPSS.
Demonstrated qualitative and quantitative analytical skills to independently research, develop, and recommend solutions to complex problems along with the ability to present complex data, visually, orally and in writing, to facilitate decision-making.
Microsoft Office and common desktop/web application skills. Expert level knowledge of Excel and PowerPoint.
Strong sense of customer service, in general and as it applies to practical application of analytical work.
Demonstrated organizational skills with the ability to assess, develop, balance, and prioritize competing priorities while maintaining a high level of professionalism and close attention to detail and accuracy of information.
Demonstrated supervisory skills.
Seven years of progressive financial analysis experience.
Understanding of the general ledger as applied to fund accounting.
Understanding of costing policies as related to contracts and grants and recharge proposals, and federal costing policies experience.
Analytical skills to conceptualize a research project addressing a policy issue, and execute the project, starting from gathering the right data, through presenting final results to decision makers.
Ability to interpret and convey complex information in a way that is understandable to a layperson.
Prior experience or knowledge of UC accounting practices.
Licensed CPA and/or other professional certification.
Affirmative Actions This position will promote, in all ways consistent with the other responsibilities of the position, accomplishment of the Affirmative Action goals established by the Division.
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, disability, age or protected veteran status. If you have questions, please email the Human Resources Department.
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