Sr. Financial Analyst

FINANCIAL ANL 3 CX (005183)

UCPath Position ID: 40100463

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

1120857

Approved Date:

8/26/2026 11:25:20 AM

Date Last Edited:

8/26/2026 11:25:14 AM

Last Action Effective Date:

1/29/2018

Organization Details

Business Unit (Location):

LACMP

Organization Code:

5000O

Organization:

ADMINISTRATIVE VICE CHANCELLOR         

Division Code:

5901D

Division:

ADMINISTRATION                         

Department:

340700 - FACILITIES FINANCIAL OPERATIONS

Position Details

UCPath Position Number:

40100463

Position Description ID

171125

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:

40042973

Reports to Payroll Title:

ACCOUNTING SUPV 2

UCPath Department Head Position Number:

40065620

Department Head Payroll Title:

FINANCIAL ANL MGR 2

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

POSITION SUMMARY

Under the general direction of the Manager of Fund Accounting, involves the processing and servicing of a variety of operational, human capital, and financial transactions and services for the Facilities Management (FM) division. Involves the administration of capitalization, account reconciliation, budgetary program administration, financial reporting and analysis, and account/fund management, including day-to-day funds transfers, May analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. Responsibilities include compiling project data for capitalization, maintaining the capitalization workbook, reconciling capitalization costs, and gathering data to prepare financial reports and budget documents. Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions. Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department.  Position offers the opportunity to work remotely on a hybrid schedule with three days per week onsite and two days per week working remotely.

The Finance department supports Facilities Management and works in consultation with the Associate Vice Chancellor and Directors heading up each operating unit to monitor finances, control deviations, anticipate financial trends and initiate proactive responses. The department’s input is integral in strategic planning, financial planning and analysis, risk management and budgeting for the Facilities Management division. Finance has responsibility for overseeing over $200 million of expenditures. The annual fiscal responsibility breaking down to: facilities management, energy services, AVC office (Facilities Administration), space and other funds with a division FTE of approximately 1,000. The department has responsibility for providing accounting and finance services to the employees of Facilities Management to include payroll services. In addition to departmental functions, the Finance department is the primary financial liaison with the Administrative Vice Chancellor’s office and the Academic Planning and Budget office.

A. ADMINISTRATION OF CAPITALIZATION

1, Gather and research financial data from multiple systems to assess whether an asset is capitalizable based on UC policy.

2. Manage expense coding for Facilities Management accounts for costs to be capitalized and assign object code 9700 "Facility Expense to be Capitalized" to correct projects.

3. Lead FM team's partnership with Corporate Accounting for guideline alignment to follow rules for tracking and reporting.

4. Lead data auditing protocols. Review project data to ensure teams code expenses the right way. Determine which projects should be capitalized and code expenses directly to capitalization object code 9700.

5. Maintain capitalization workbook using the full gamut of processes: core tracking tasks, schedule and calculation management, and reconciliation and reporting. Update the tracking workbook with schedules, calculations, and reconciliations. 

6. Reconcile General Ledger (GL) with Facilities Management transactions. Check capital costs against object code 9700 during month-end or period closing. Reconcile capitalization costs against amount posted to object code 9700 during GL closing.

7. Lead transaction management protocols. Prepare, review, and approve all capitalization transactions.

30%

B. BUDGETARY PROGRAM ADMINISTRATION

1. Serve as Jr. Fund Manager for the facilities management department supporting the annual budget, operational accounts, and special projects. Track project expenditures, reconcile accounts, and prepare routine fiscal reports. Provide analytical support for complex budget, financial, or resource analysis projects.

2. Assist Fund Manager with Budget Preparation. Perform financial analysis, actuals to budget variance analysis. Perform analysis of revenues and expenses. During budget preparation, reconcile actual costs of expenditures to budgeted funding.

3. Assist Fund Manager as required with expenditure management for big projects and equipment. Coordinate and implement department budget allocations. Conceive of and maintain department chart of accounts, other data management tools, and related business processes.

4. Track daily business costs and accounts. Check and fix errors in financial accounts. Perform budget-related reconciliations and headcount to prepare for annual budget submission.

5. Lead special projects as assigned. Handle funds for unique or temporary tasks.

6. Ensure labor headcount is maintained to reflect growth/decrease matches revenue targets, cash flow limits, and overall business strategy. Manage headcount by using: Headcount monthly and fiscal reports, headcount control, position management, UCPath General Ledger tasks (processing position data in the UCPath system), salary transfers, and error correction by working with departments to locate and fix mistakes. Routinely process UCPath General Ledger position management and salary cost transfers in support of headcount maintenance.

7. Monitor and update strict limits on open positions, collaborating with HR management of the recruiting pipeline to fill only pre-approved, budgeted roles to prevent overspending.

8. Apply professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations.

9. Gather information, analyze, prepare, and summarize recommendations for financial and / or other resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or resource reports, or analyzing and forecasting staff salary budgets, and possibly grants.

10. Ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.

25%

C. FINANCIAL REPORTING AND ANALYSIS

1. Provide analytical support for complex budget, financial, or resource analysis projects. During budget preparation, perform financial analysis. Perform actuals to budget variance analysis. Perform analysis of revenues and expenses.

2. Gather information, analyze, prepare and summarize recommendations for financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, including generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff / student worker salary budgets, contracts, grants, or user fees.

3. Prepare regular status reports on projects with significant unspent balances and with overdraft expenditures.

4. Prepare financial reports for monthly and annual fiscal budgets, fund job status, and for analytical reports related to ad hoc reports as required.

5. Design, refine, financial reports to assist unit heads and fund managers with the regular monitoring of their financial activities, enabling them to ensure that they have timely and meaningful data and can track the unit's financial status against budget.

6. Develop automated reports to automated reports to help track financial performance. Document procedures for financial activities.

7. Perform  complex financial or resource research and studies for various internal department constituents. Examples include periodic financial reports, staff salary budgets. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff salary or FTE analysis, student worker analysis.

8. Ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.

9. Provide department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. May include various levels of clients/units within the Facilities areas (maintenance, custodial, administration, customer relations, logistics, space, project management, etc.).

10. Apply professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations.

11. May train staff, and as appropriate, create  an effective team environment.

20%

D. ACCOUNT RECONCILIATIONS

1. Reconcile actual costs of expenditures to budgeted funding.

2. Reconcile accounts monthly for financial analysis and departmental unit financial meetings.

3. Prepare regular status reports on projects with significant unspent balances and with overdraft expenditures.

4. Prepare financial reports for monthly and annual fiscal budgets, fund job status, and for analytical reports related to ad hoc reports as required.

5. Process complex reconciliations to include the following: a. Reconciliation of UCPATH FTE, b. Reconciliation of Data for Cap Programs, and c. Reconciliation for different job series. 

6. Develop automated reports to automated reports to help track financial performance. Create supporting documents and document procedures for reconciliation activities.

7. Design, refine, financial reports to assist unit heads and fund managers with the regular monitoring of their financial activities, enabling them to ensure that they have timely and meaningful data and can track the unit's financial status against budget.

15%

E. ACCOUNT/FUND MANAGEMENT

1. Prepares, review, and / or approve financial transactions.

2. Pull data from automated sources, i.e. General Ledger, Maximo, Excel spreadsheets, and Access programs created to facilitate financial analysis.

3. Input data into automated recordkeeping systems. Manage complex data entry with advanced accuracy, fast proofreading, and error prevention.

4. Document procedures for financial activities.

5. Record appropriate journal entries (TOF, NPEAR, ROR) to correct errors, resolve out-of-balance conditions, and ensure accurate budgetary and financial transactions.

6. Assist with month-end and fiscal year-end closing processes.

7. Create new workorder series on an annual basis for job tracking in Maximo system for all of Facilities Management's campus-wide activities.

8. May train staff, and as appropriate, creating an effective team environment.

10%

ASCEND

1. Serve as Lead Facilities Management Subject Matter Expert (SME) in UCLA-wide implementation of new Financial System Oracle Financials. This taskforce requires 5% of core function when implementation process is reinstated by University.

2. Provide department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, manage security of data, map workflow and use stakeholder feedback to fix errors and improve financial accuracy.

0%

•

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

1. Thorough knowledge of finance policies, practices, and systems. Thorough knowledge of accounting principles, practices, and systems.

Required

3. In-depth knowledge of the University accounting system. Working knowledge of UC-System financial policies and procedures and ability to apply to departmental fund accounting

Preferred

4. Ability to independently gather required information to organize, and perform financial analysis assignments.

Required

5. Proven ability to effectively present information verbally and in writing in a clear and concise manner.

Required

6. Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports (Excel, Access, COGNOS) and other systems. Ability to use automated financial systems (General Ledger, MAXIMO, BRUINBUY PLUS, UCPath, SmartView, Tableau). 

Required

7. In-depth knowledge of MAXIMO (Facilities Management's asset management software system) and Oracle financials.  Ability to use spreadsheet and database management software (Excel, Access, COGNOS) and other systems.

Required

8. Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment.

Required

9. Ability to adapt to changing priorities.

Required

10. Ability to function as a member of a team. Ability to serve as lead or subject matter expert on teams.

Required

11. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

Required

12. Demonstrated ability to manage select tasks on a recurring basis (annually, quarterly, monthly, weekly, daily) with strategic oversight; Willingness and ability to work flexible hours when required.

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.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Clinical Setting

Location Setting:

Campus

Location:

Facilities Management Building

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

Other Mental Requirements

If "Mental demands other" was selected above, please explain:

Normal field-related stress.

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.