Strategic Planning Analyst

FINANCIAL ANL 3 CX (005183)

UCPath Position ID: MI-DPT381500-JC005183-PD248274

Position Description History/Status

Approved Date:

12/16/2025 4:31:04 PM

Date Last Edited:

12/16/2025 4:31:00 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

6400O

Organization:

VICE CHANCELLOR/CHIEF FINANCIAL OFFICER

Division Code:

6410D

Division:

ACAD PLNG & BUDGET DIV

Department:

381500 - ACADEMIC PLANNING & BUDGET

Position Details

UCPath Position Number:

MI-DPT381500-JC005183-PD248274

Position Description ID

248274

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:

40049425

Reports to Payroll Title:

FINANCIAL ANL MGR 2

UCPath Department Head Position Number:

40055739

Department Head Payroll Title:

ADMIN MGR 4

GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines.

POSITION SUMMARY

Under the general direction of the Director for Financial Analysis & Decision Support, serve as a Strategic Planning Analyst within the Office of Academic Planning & Budget (APB). APB reports to the Vice Chancellor & CFO, and acts in an advisory role to the Chancellor and the Executive Vice Chancellor/Provost in providing financial analysis that informs campus decision-making and strategic planning.  APB provides financial decision support and analysis related to all organizations on campus, not just academic units.  UCLA has 40+ organizations that include the academic schools and also the non-academic organizations such as facilities, police, IT, and the Library among many others. The Strategic Planning Analyst will receive a portfolio of organizations that they will be responsible for in terms of providing financial and strategic business analysis. This includes providing financial assessment of ongoing budget and planning issues, development of financial models and forecasts, and also trend, variance and contingency analysis. It is expected that the Strategic Planning Analyst is comfortable in using large data sets in Excel in order to develop financial models and analysis. The Strategic Planning Analyst will also partner with the campus units to serve as an internal consultant, providing advice and training based on the outcomes of the analysis. For the campus annual budget process, the Strategic Planning Analyst will review budget submissions to gain a thorough understanding of the assumptions, issues and will attend all budget meetings along with the Organization Leadership, VC/CFO, AVC and Director. The Strategic Planning Analyst will also assist in preparation of budget materials for presentation to the Chancellor, Executive Vice Chancellor/Provost, the Office of the President along with others. Position offers the opportunity to work remotely on a fulltime or hybrid schedule. This may include the option of working remotely from outside of Los Angeles County or the State of California.

The Office of Academic Planning and Budget advises the VCCFO and Executive Vice Provost regarding campus budgetary planning issues and allocation of campus resources, including issues involving students, faculty, staff, space, and university finances. The office also manages the key campus planning processes and data sets that support these decisions, and performs a central role in UCLA's systems of internal control and accountability.

Strategic and Financial Analysis

 • Perform studies involving quantitative analysis and fiscal data, involving teamwork with campus senior staff (e.g.: project budget models, support rate analyses, fiscal analyses to facilitate operational overview).

 • Conduct appropriate issue- and data-oriented analyses including writing comprehensive critiques of academic and administrative operating areas on the campus.

 • Review proposals for new or changes in degree programs for financial viability and resource requirements.

 • Identify supportable conclusions from varied controversial, issue-related data.

 • Prepare problem statements, analysis and solutions for presentation to campus and executive staff.

30%

Budget and Programmatic Evaluation

 • Serve as an internal consultant for Deans and Vice Chancellors and their staffs, review long range strategic plans and objectives and correlate them with strategic goals and directions defined by the Chancellor and senior executive staff.

 • Help units obtain necessary materials or information required for analyses.

 • Identify developing budget problems. Make recommendations to and work with administrative staff to develop solutions and/or corrective measures.

 • Analyze strategic plans and budget requests of selected Vice Chancellors and/or Deans for effective use of resources to achieve University strategic goals and objectives.

 • Analyze requests for funds submitted mid-cycle to identify and describe relative urgency.

 • Prepare routine variance analyses, combining fiscal and non-fiscal data to show college/school/administrative unit conformance to budget and strategic plan.

30%

Recommendations for Executive Management

 • Research background information on issues, and identify and describe alternative positions and their supporting rationales.

 • Research current practices, identify possible alternative policies and procedures and conduct feasibility studies to explore effectiveness of proposed alternatives.

 • Specify how changes will impact University, campus, or college/school/administrative units, both quantitatively and qualitatively.

 • Draft recommendations through clear and concise analysis, and support, whenever senior executive staff has not already developed a position on an issue.

 • Draft appropriate documents for presentation to Vice Chancellors/Deans and coordinate final preparation of the documents.

 • Participate in meetings, and write correspondence and meeting summaries necessary to facilitate communication of unit budget issues.

 • Communicate (both orally and in writing) with budget, accounting and financial analysts on campus in order to communicate program needs, obtain input for feasibility studies and other budgetary analyses.

 • Identify consultation process required to coordinate policy change.

 • Coordinate change process.

25%

Administration

 • Work with APB Budget Administration group to document Chancellorial commitments.

 • Provide additional information as requested by analysts from other campuses and OP to support others' review and approval processes.

 • Review materials from other offices for compliance with campus budgetary policy.

15%

•

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

in related area and/or equivalent combination of education and experience/training.

Required

Demonstrated ability to function effectively as a member of a staff team.

Required

Ability to perform review of financial trends in order to identify key business drivers along with risks and opportunities.

Required

Strong analytical skills to develop creative, creditable solutions and recommendations.

Required

Strong writing skills to produce effective reports, correspondence, and other documents suitable for signature by senior administration.

Required

Demonstrated skills in using Excel to facilitate budgetary, programmatic and financial analysis.

Required

Working knowledge of financial analysis, planning and budgeting with an ability to integrate complex operational and financial considerations through the use of critical thinking.

Preferred

Ability to create concise and comprehensive financial summaries that also display analysis and proposed solutions for presentations to Executive Leadership.

Preferred

Strong platform skills to make presentation to diverse academic and administrative groups at every organizational level.

Preferred

Demonstrated ability to coordinate, facilitate and chair meetings for the purpose of resolving differences and working toward institutional goals.

Preferred

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:

Non-Clinical Setting

Location Setting:

Campus

Location:

Murphy Hall

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.