Financial Services Analyst 3 (4628U), Billing & Payment Services - #74755

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 make it a special place for students, faculty and staff.

As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value.

We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley.

Departmental Overview

The Controller's Office provides oversight of various University financial services including financial accounting and controls, accounts receivable, accounts payable, contracts and grants accounting, and payroll.

It is our mission to deliver efficient and effective financial services; support decision-making based on timely and accurate financial information; provide best practice financial guidance and consultation; promote accountability and the management of risks; and be an advocate for sensible policies and practices.

Reporting to the central campus Accounts Receivable Manager, this position provides campus-wide coordination and management for the central nonstudent receivables (BFS:AR) module in the Berkeley Financials System (BFS). Functional support includes invoice creation / billing and collection functionality for nonstudent charges for both business and individuals conducting business with UC Berkeley. This position is responsible for invoice creation, applying adjustments, account reconciliations, and customer outreach in support of timely payment remittance. The incumbent is also independently responsible for data quality, process execution, and control activities involving the processing and servicing of a variety of operational and financial transactions and services. Finance areas include accounts receivable, accounts payable, collections, data collection and data entry, analysis, review and control, customer service, and reporting.

This position performs a variety of responsibilities related to billing system administration and internal/external user support. Recognized as the primary UC Berkeley nonstudent billing and receivable systems subject matter expert within the functional unit, the analyst performs analysis, system configuration and testing, administers and monitors recurring system processes, and provides guidance to ensure accurate, timely and efficient billing and receivables management. This position interacts with partners across the campus to facilitate solutions to known issues, define new system / process requirements, and drive solutions.

Application Review Date

The First Review Date for this job is: December 17, 2024.

Responsibilities

Billing, Recurring Processes, Collections, Customer Service

• Ensures that financial processing functions such as Accounts Payable, Accounts Receivable, Cashiering, and Collections are performed accurately and that daily operations run smoothly.
• Performs billing and receivables management, including initiating recurring system processes, communication, and collections in support of other departments as needed.
• Tracks contracts and billing dates to ensure timely and accurate billing for memberships.
• Coordinates with relevant departments and membership customers to ensure timely payment remittance.
• Tracks, bills, and follows up on past-due accounts receivable (AR) on behalf of Financial Accounting & Controls and other campus departments on a recurring or ad hoc basis, as determined by AR department leadership.
• Reviews, processes, and approves financial data and transactions.
• Recommends and implements quality customer service standards and procedures for internal departments and external customers.
• Oversees or participates in cross-functional teams to solve complex business or system issues with the goal of meeting customer needs.

Policy & Compliance

• Applies a variety of internal and external policies and regulations to address issues such as regulatory compliance, tax implications, recovery of cash, risk management, and financial service implementation for departments and external customers.
• Evaluates the risk, impacts, and efficiency of current and proposed business rules and processes.
• Assesses, recommends, and implements changes to ensure compliance with federal and state requirements and internal financial/audit policies.
• Participates in moderately complex audits of processes and recommends process changes.
• Ensures appropriate internal controls are addressed, maintained, and strengthened to protect University resources.

Analyses & Reporting

• Applies financial services concepts and process analysis (e.g., accounting, accounts receivable, accounts payable, collections, and billing) to identify operational needs, resolve issues, and prepare business process procedures and policy recommendations.
• Provides analyses for complex summaries and proposals on topics such as new financial procedures, changes in legal regulations, and tax implications.
• Creates private queries to perform root cause analysis for issue resolution and operational reporting needs.
• Provides reporting and analysis based on query results.

System Configuration, Support, & Testing

• Coordinates and works closely with system Business Systems Analysts (BSA's) to troubleshoot identified issues and manage issue resolution.
• Participates in recurring system configuration, upgrades, and testing.
• Performs timely customer and product code configuration and supports business unit setup.
• Ensures test cases and Business Process Guides (BPGs) are documented, maintained in an accessible central repository, and updated with new system releases.

Training and Onboarding

• Provides guidance and support to lower-level professional staff.
• Trains staff across the University and contributes to a professional and effective teamwork environment.
• Assists other team members in achieving the team's goals.

Required Qualifications

• Thorough understanding of financial processes, policies and procedures with a strong ability to identify related impacts and make recommendations for improvement.
• Strong ability to identify, develop, and implement new and/or improved business processes including process documentation and training.
• Proven experience with financial data management, reporting systems, and analyzing data to draw meaningful insights.
• Demonstrated proficiency in use of Microsoft Office, including Excel V-Lookup & Pivot functions, and common desktop/web applications.
• Strong analytical and organizational skills with the ability to be self-directed, prioritize deliverables, and perform consistently in an environment of competing demands and high volume.
• Strong ability to exercise critical thinking and sound judgement in developing original ideas to solve problems.
• Excellent service orientation that reflects active listening, strong verbal and written skills, and the ability to interact effectively with partners across campus.
• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
• 1-2 years of experience working with accounts receivable / accounting.

Education/Training:

• Bachelor's degree in related area and / or equivalent experience / training.

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

• The budgeted salary or hourly range that the University reasonably expects to pay for this position is $72,600.00 - $86,700.00.
• This is an exempt, monthly-paid position.
• This is a full-time, Career position that is eligible for full UC benefits.
• This position is eligible for up to 100% remote work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

How to Apply

To apply, please submit your resume and cover letter.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Misconduct

SB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy

Other Information

This is not a visa opportunity.

Equal Employment Opportunity
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, national origin, disability, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster.

The University of California's Affirmative action policy.

The University of California's Anti-Discrimination policy.