Financial Services Specialist (BLANK AST 4)

As a member of the Business Office Team, provide high-level account management and financial support to the Blue Cluster Administration. Research and communicate policy interpretation of financial and personnel regulations and of university policies and procedures. Perform all accounting transactions for assigned set of accounts related to the Cluster's academic departments, faculty, programs, and operating units including federal, state, cross campus, event, agency, CoR grants, and gift funds. Track all Cluster balances and expenditures; review and reconcile administration, personnel, and departmental operational ledgers; resolve discrepancies; and process adjustments incompliance with university accounting policies and procedures. Work with Cluster Administration and Principal Investigators (PI's) to understand new funding sources analyze programmatic needs and make recommendations to budgetary items. Review and reconcile all Cluster Purchasing Card transactions, process deposits, and assist with fiscal closing processes. Report and process all departmental Inter-location Transfers for Awards (ILT) and Intercampus Orders/Charges (IOC).

Lead and recommend changes and/or options to enhance or improve daily business processes and procedures. Recommend methods and procedures to meet multiple department goals. Lead and develop training for Business Student Assistants team. Select, hire, and train student assistants assigned to unit. Supervise in monitoring daily workload; make adjustments based on staffing and business needs. Communicate with Business Office Manager and CAO to resolve issues and coordinate operations.

Apply By Date: December 27, 2024

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Experience using a computer to create and modify spreadsheets and databases, word processing skills and knowledge of automated financial systems such as MS Word, Excel, Outlook, Access, PowerPoint.
• Experience with financial analysis, fiscal administration, forecasting and strategic planning to analyze and compile financial data and reports.
• Experience using automated financial and payroll/personnel systems, multi-user computer network systems and applicable financial management software. Experience with budget preparation based on narrative methodological research plans and designs, analysis, and forecasting to control complex budgets.
• Experience of generally accepted accounting principles and related accounting policies and procedures to manage and monitor multiple accounts.
• Experience using Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Outlook as communication, calendar, and reporting tools.
• Skills to recognize problems with cost recovery, invoices, accounts, and payroll and initiate timely and appropriate action to resolve them.
• Written, verbal and interpersonal skills, including the skill to interpret, understand and follow verbal and written instructions, and to respond appropriately. Attention to detail, using appropriate grammar, punctuation, and spelling in written work.

Preferred Qualifications

• Experience with KFS, purchasing (including AggieBuy and PCARD), accounts payable and receivables, and bookkeeping.
• Experience with Aggie Travel.
• Demonstrated experience in training and supervising employees who have minimal work experience.
• Demonstrated knowledge of UC business fiscal principles and policies; knowledge of using various UC financial systems for the purpose of budget control and implementing accounting principles; use of budgeting process, management reports, accounting, personnel, payroll, and purchasing systems.
• Demonstrated skills to identify problems, to gather related information from diverse sources, to analyze the quantitative aspects of fiscal and budgetary issues, and to develop meaningful solutions to specific problems.
• Demonstrated time management and organizational skills to plan, prioritize, organize, coordinate, and direct numerous and varied projects and activities simultaneously and efficiently, and to meet set deadlines.

Key Responsibilities

• 70% - Departmental Financial & Budgetary Analysis
• 20% - Personnel Administration
• 10% - Payroll Administration

Department Overview

The Blue Administrative Cluster and the College of Letters and Science embrace and value, diversity, equity, and inclusion (DEI). We are committed to employing and retaining a diverse workforce and have programs and policies in place to ensure all employees can succeed regardless of race, color, national origin, religion, sex, gender expression, gender identity, gender transition status, pregnancy, physical or mental disability, medical condition, genetic information, ancestry, marital status, age, sexual orientation, citizenship or service in the uniformed services, including protected veterans. In acknowledgement of history and current injustices faced by marginalized members of our global UC Davis community, we are firmly committed to supporting our Principles of Community and applying tenets of diversity, equity, and inclusion into every aspect of our everyday work and organizational culture. The Blue Cluster is a large complex academic unit within the Social Sciences. It is comprised of the Departments of Economics, History and Military Science, as well as the following programs: Jewish Studies, Hemispheric Institute on the Americas, East Asian Studies, Poverty Research Center, History Project, and the California History Social Science Project. All are teaching and research units within the College of Letters & Science. The Blue Cluster has 76 senate faculty, 10 Unit-18 & Continuing Lecturers, over 100 non-senate academic employees of varying titles per quarter, 20+ career staff, 160+ graduate students, & 2200+ undergraduate majors.

POSITION INFORMATION

• Salary or Pay Range: $33.19 - $43.16/hour
• Salary Frequency: Bi-Weekly
• Salary Grade: 111
• UC Job Title: BLANK AST 4
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100%
• Shift Hours: Manager will advise
• Location: Davis, CA
• Union Representation: Yes - CX
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

* High quality and low-cost medical plans to choose from to fit your family's needs
* UC pays for Dental and Vision insurance premiums for you and your family
* Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
* Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Access to free professional development courses and learning opportunities for personal and professional growth
* WorkLife and Wellness programs and resources
* On-site Employee Assistance Program including access to free mental health services
* Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
* Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
* Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here
* UC Davis cares about building a community, which is why we provide resources to enhance diversity, equity and inclusion as well as Employee Resource Groups (ERGs) to support our staff

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

• UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.
• Work in an area with a lot of foot traffic and frequent interruptions.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance, and functional capacity assessment. To learn more about our background check program, visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks

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.

Diversity, Equity, Inclusion and Belonging

At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds and you belong here. As you consider joining UC Davis, please explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected. The University of California, Davis 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, age or protected veteran status.

For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20

For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to be seen, our recruiting process at UC Davis fosters authenticity, diversity, and inclusion. Studies have shown that some people may not apply to jobs unless they meet every single qualification. Each unique role at UC Davis has a set of requirements and you could be perfect for this role, or you could be perfect for the next role! Don't meet all the requirements? We still encourage you to apply! #YouBelongHere