Financial Analyst (4767C) Undergraduate Education, #89395

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Departmental Overview

The Division of Undergraduate Education (UE) provides leadership and support for UC Berkeley's undergraduate academic mission. The division encompasses a diverse portfolio of programs and administrative units that support undergraduate students, academic success, teaching and learning, enrollment, and the overall student experience.

The UE Finance team provides financial planning, budgeting, forecasting, reporting, analysis, and financial stewardship in support of the division and its units. The team partners with divisional and unit leadership to support sound financial decision-making, effective use of resources, compliance with University policies, and achievement of strategic and operational priorities. This position resides within the Immediate Office of the Division and is responsible for managing financial and related administrative matters for various units within the Division.

Position Summary

The Financial Analyst 2 plays an integral role within the Division of Undergraduate Education Finance team, providing comprehensive financial support to an assigned portfolio of divisional units while also supporting senior financial analysts in managing broader divisional financial activities. Under the general direction of senior finance staff, this position applies established financial concepts, University policies, and analytical methods to assignments of moderate scope and complexity. The Financial Analyst 2 supports annual budgeting, financial forecasting, monthly and year-end reporting, variance analysis, position and compensation tracking, transaction review, financial reconciliations, and other financial management activities. This position works closely with finance colleagues, program managers, unit leaders, and other campus partners to maintain accurate financial information, identify and investigate variances, support financial planning, and provide timely and useful financial information to stakeholders.

Application Review Date

The First Review Date for this job is: 10/29/2026. For full consideration, please apply on or before the first review date.

Responsibilities

Financial Planning, Budgeting & Forecasting - 25%

• Supports the annual budget and periodic forecasting processes for assigned units, programs, funds, and activities.
• Assists in developing revenue and expenditure projections using historical results, current spending patterns, staffing information, known commitments, and established planning assumptions.
• Maintains budget and forecast schedules and ensures that supporting documentation is complete, accurate, and current.
• Updates financial models and planning tools as new information becomes available.
• Assists with the preparation of budget submissions, financial schedules, and supporting analyses.
• Works with unit and finance colleagues to collect, validate, and organize information needed for budget and forecast updates.
• Identifies significant changes from prior forecasts or budgets and assists in researching the underlying drivers.

Financial Analysis & Management Reporting - 25%

• Prepares recurring monthly, quarterly, and year-end financial reports and performs budget-to-actual, forecast-to-actual, and year-over-year variance analyses for assigned portfolios.
• Reviews financial results to identify significant variances, trends, unusual activity, and potential areas of concern; researches underlying causes and summarizes findings.
• Develops financial schedules and analyses that provide stakeholders with clear and useful information regarding financial performance and available resources.
• Supports ad hoc financial analysis and reporting needs for divisional and unit leadership.

Financial Operation and Reconciliations - 20%

• Reviews and reconciles financial activity to ensure transactions are accurate, appropriately coded, properly supported, and consistent with University and divisional requirements.
• Researches discrepancies and coordinates corrections, journal entries, budget adjustments, funding transfers, and other financial transactions as appropriate.
• Tracks commitments, transfers, recharge activity, and other financial obligations to support accurate financial reporting and forecasting.
• Supports fiscal year-end close activities, including reviewing outstanding activity, identifying necessary corrections, and ensuring financial records are complete and accurate.

Position & Compensation Financial Management - 15%

• Maintains financial tracking for positions, salaries, benefits, vacancies, and staffing changes within assigned units.
• Updates salary and benefit projections for new hires, vacancies, changes in appointment, salary adjustments, and other personnel actions.
• Reconciles position and compensation information with financial plans and actual expenditures and investigates discrepancies as needed.
• Assists in evaluating the financial impact of proposed staffing actions and incorporates approved changes into budgets and forecasts.

Financial Partnership & Customer Service - 5%

• Serves as a financial resource for assigned units and develops an understanding of their programs, funding sources, business cycles, and financial needs.
• Responds to financial questions, assists stakeholders in interpreting reports, and researches transactions and other financial issues.
• Communicates financial information clearly to stakeholders with varying levels of financial knowledge and works collaboratively with unit and campus partners to resolve issues. Identifies matters requiring additional review and appropriately escalates complex, sensitive, or unusual financial issues to senior finance staff.

Financial Compliance and Internal Controls - 5%

• Ensures that the appropriate internal controls and financial policies are addressed, maintained and strengthened to protect University resources.
• Communicates business and finance policies to unit leadership and staff as needed.

Process Improvement & Special Projects - 5%

• Identifies opportunities to improve financial reporting, tracking, reconciliations, documentation, and routine business processes.
• Assists with maintaining financial procedures, templates, calendars, and other tools that promote consistency and efficiency across the finance function.
• Participates in divisional finance initiatives, data clean-up efforts, system or process improvements, and other special projects as assigned.

Required Qualifications

• Working knowledge of financial analysis, budgeting, accounting, and financial reporting concepts.
• Ability to analyze financial information, identify discrepancies and trends, investigate underlying causes, and summarize findings clearly.
• Demonstrated ability to effectively present information verbally and in writing clearly and concisely.
• Proficiency with spreadsheet applications, including the ability to organize, analyze, reconcile, and present financial data using Microsoft Excel or comparable tools.
• Demonstrated interpersonal skills at all levels within an organization; excellent service orientation and critical thinking skills; and attention to detail.
• Ability to organize and manage multiple assignments, establish priorities, meet deadlines, and follow through on outstanding items.
• Ability to work effectively in a diverse environment and contribute to an inclusive and collaborative workplace.
• Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
• Demonstrated commitment to responsible stewardship of University resources and to maintaining high standards of integrity and accountability.
• Strong quantitative and analytical skills with demonstrated attention to accuracy and detail.

Preferred Qualifications

• Familiarity with current UC financial, reporting, budgeting and human resources systems and/or the ability to learn.
• Familiarity with UC business and accounting policies, procedures, chart of accounts, etc. and/or the ability to learn.

Education / Training

• Bachelor's degree in finance, accounting, economics, business administration, or a related field and/or equivalent experience or 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 hourly range that the University reasonably expects to pay for this position is $40.69 - $50.59 (steps 1.0 - 12.0).

• This is a non-exempt, bi-weekly paid position.
• This is a full-time (40 hours/week) Career position eligible for UC benefits.

How to Apply

To apply, please submit your resume and cover letter.

Other Information

• This position is eligible for up to 4 days/week remote work within the United States. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change.
• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
• This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. The current bargaining agreement manual can be found at: http://ucnet.universityofcalifornia.edu/labor/bargaining-units/cx/index.html

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

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

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.