Senior Financial Analyst

FINANCIAL ANL 3 CX (005183)

UCPath Position ID: 40060242

Position Description History/Status

Approved Date:

7/6/2026 4:52:21 PM

Date Last Edited:

7/6/2026 4:52:18 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

8400O

Organization:

CONTINUING EDUCATION                   

Division Code:

8420D

Division:

DEAN, UCLA EXTENSION                   

Department:

558200 - UNEX: BUDGET & FINANCIAL SERVICES

Position Details

UCPath Position Number:

40060242

Position Description ID

243786

UC Payroll Title:

FINANCIAL ANL 3 CX (005183)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

STEPS

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

CX: Clerical & Allied Services

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40064477

Reports to Payroll Title:

ACCOUNTING SUPV 2

UCPath Department Head Position Number:

40730348

Department Head Payroll Title:

ADMIN MGR 2

SUPERVISION - Indicates that the incumbent performs a variety of routine duties within established policies and procedures or by referral to the supervisor’s guidelines.

POSITION SUMMARY

Under the direct supervision of the Controller, the Senior Administrative Analyst is responsible for general development and monitoring of departmental budgets, financial analysis, decision-making support, and training. The incumbent is part of the financial management team in support of UCLA Extension departments. The incumbent has oversight of budgets ranging from 5 to 15 million dollars (for assigned departments) and is responsible for analysis of overall institutional budgets.

Major responsibilities include providing managerial and financial analysis and related activities in support of the financial and operations management of assigned departments. Job duties include: planning and preparation of annual budgets, performing regular variance analysis, and forecasting. The incumbent also prepares cost/benefit analysis of current and future financial activity; reviews and makes recommendations regarding the financial impact of personnel changes; reviews trends and how they affect forecasting and departmental planning; and prepares ad hoc analysis of programmatic and other proposals (e.g. Return on Investment).

The incumbent also serves as a departmental representative in the operational areas of Accounts Payable, Accounts Receivable, Travel & Entertainment, contracts and grants, and General Ledger (GL). This includes: preparation and transmission of GL entries; interpretation, analysis, and research of GL transactions; preparation of financial and ad hoc reports; and monthly close and fiscal year-end activities. Serve as a liaison between UNEX and various campus departments. Complete other duties and special projects, as assigned.

Excelling in quality, innovation, and impact, UCLA Extension (UNEX) is one of the top providers of continuing and professional education in the United States, offering programs and classes to more than 50,000 students per year through approximately 4,500 classes and certificate programs to meet the professional development, continuing education, and personal enrichment needs of the full spectrum of traditional, nontraditional, domestic, international, professional, and continuing education students throughout and beyond Los Angeles.

Financial Analysis, Budget & Institutional Support

1. Serve as financial researcher and analysis resource person responsible for department and institutional support. Provide high-level analysis of financial data to assist in long-range program planning and development. Review program budgets and perform analyses of the fiscal impact of changes in program, fees, enrollments, personnel requirements, and policies as required.

2. Use spreadsheets and other related software and systems to assemble data, prepare reports, charts, and analyses for presentation to external stakeholders, internal departments, and management personnel.

3. On a regular basis, calculate and track spending and revenue for individual operating units. Prepare budgets as required according to current and projected outcomes. Monitor expenses to ensure costs remain within budget.

4. Identify, research, and explain budget and actual variances.

5. Assist the department directors with break-even analysis and financial budgeting/planning for complex and/or special programs which reflect direct and Indirect costs.

6. Monitor available funds for personnel salary changes and update forecasts as necessary, tracking personnel costs for all accounts, including general assistance personnel (work-study students, limited appointments).

7. Act as a consultant for UNEX staff regarding regulations, policies, and standard practices in the budgeting area.

8. Assist in developing, monitoring, and maintaining an automated budget management system. Test and troubleshoot systems to ensure optimal output, including spreadsheets, schedules, user Interfaces, data sharing, and other systems, archives, and security/backup Issues.

9. Prepare UNEX annual financial reports. Compile data, prepare spreadsheets and schedules, verify information, and distribute final reports.

55%

Oversight of General Ledger

1. Ensure recharges and adjustments to the General Ledger are received, processed, audited, and delivered to meet campus deadlines.

2. Prepare institutional journal entries, recharges, and transfers.

3. In collaboration with management team, oversee implementation and monitoring of the automated financial management system.

4. Prepare, review, and process reports and account reconciliations monthly. Perform research and analysis as required.

5. Mentor/train UNEX staff regarding general ledger processes. Distribute information as necessary. Act as a consultant for UNEX staff regarding accounting regulations, policies, and standard practices In the General Ledger area.

6. Work on fiscal close activities: prepare and distribute calendar per campus instructions; prepare concurrent and system-wide reports; prepare, process, audit, and submit journal entries, recharges, accruals, and deferrals; monitor UNEX and campus systems to ensure accuracy; and prepare reports per UNEX, campus, and University policies and procedures.

20%

Accounts Payable, Receivable, Travel, Entertainment, Contracts, and Grants

1. Assist UNEX staff with Travel & Entertainment (T&E) processes. Distribute information as necessary. Act as a consultant for UNEX staff regarding regulations, policies, and standard practices.

2. Assist UNEX staff with the Accounts Payable processes. Distribute information as necessary. Act as a consultant for UNEX staff regarding regulations, policies, and standard practices.

3. Review and maintain files and provide accounting support for contract, grant, and gift funds. Prepare financial reports as required for the Office of Contracts and Grants and external agencies.

4. Maintain files on UNEX employee system access such as ProCard, Travel Card, and UCLA financial applications.

5. Act as a consultant for UNEX staff regarding regulations, policies, and standard practices in the contract, grant, and gift area.

15%

Administrative Duties

1. Assist and train staff regarding the financial operations of the department. Conduct departmental training sessions on key financial systems, as well as other areas of importance (such as relevant policies and procedures), both for existing staff and new staff as needed.

2. Interpret policies and administrative regulations for the department Director and staff. Explain University accounting policies and procedures as needed to staff.

3. Compile and update BFS departmental procedures.

4. Provide superior service to internal and external customers and stakeholders.

5. Maintain a polite, tactful, and business-like relationship with all Extension and UCLA personnel, and keep strict confidentiality In regard to staff salaries, personnel expenses, and other sensitive information. Respond to requests or Inquiries from the Director in a timely manner with accurate and complete information.

10%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

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

Required

Proven success in working as part of a collaborative team in support of the mission of UCLA Extension.

Required

Skill In planning, preparation, and analysis of fiscal budgets, including comparative trends for use in budgetary review meetings.

Required

Mathematical skills sufficient to calculate ratios, rates, and percentages applied to general categories (personnel costs, programmatic data, and overhead costs), and other financial information with speed and accuracy.

Required

Demonstrated ability to take a proactive approach when reviewing financial information, e.g., Identifying analyses that would be productive, attending to discrepancies or problems, and recommending ways of evaluating and comparing data.

Required

Knowledge of and experience with generally accepted accounting principles, particularly as applicable to a non-profit environment.

Required

Knowledge of and experience with financial analysis techniques. Skills include financial evaluation of performance metrics as well as expertise in financial modeling.

Required

Knowledge of accounting, including debit, credit, encumbrances, lien, and account reconciliation.

Required

Skill in planning, preparation, and analysis of General Ledger information, including financial statements.

Required

Ability to exercise Independent judgment to design and review spreadsheets and reports to ensure accuracy and appropriateness of presentation.

Required

Knowledge of and experience with advanced financial software, including spreadsheets and databases in order to input financial information. Specific experience with Microsoft products: Windows, Word, Excel, PowerPoint and Access.

Required

Ability to respond to customer needs and expectations in a supportive and professional manner, with attention to promptness and a focus on solutions.

Required

Excellent writing skills to be able to prepare written documents, budget narratives, and other reports.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

1145 Gayley Ave., Los Angeles, CA 90024

•

Commonly used office equipment.

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.