Accounting Analyst

FINANCIAL SVC ANL 2 CX (004754)

UCPath Position ID: MI-DPT558200-JC004754-PD164972

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

704197

Approved Date:

6/8/2026 12:48:31 PM

Date Last Edited:

6/8/2026 12:48:27 PM

Last Action Effective Date:

10/14/2022

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:

MI-DPT558200-JC004754-PD164972

Position Description ID

164972

UC Payroll Title:

FINANCIAL SVC ANL 2 CX (004754)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

STEPS

Job Code FLSA:

Non-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:

40063212

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 supervision of the Controller (BFS), the Financial Analyst 2 is responsible for assisting with all billing, accounts receivable, and collections activity and providing ongoing purchasing, accounts payable, general ledger, and administrative support to the department. Additional duties include financial journal preparation, transaction processing, interpretation, analysis, and research of GL transactions, preparation of financial and ad hoc reports, department inventory and records management, and customer service to both internal and external customers. The incumbent is responsible for monthly or periodic reconciliations and reporting, as well as fiscal year-end activities. Incumbent is also responsible for performing other functions within the Budget & Financial Services department as considered necessary due to vacation, leave, sickness, fiscal close or other circumstances, and other duties and special projects, as assigned. The incumbent must have a working knowledge of Microsoft applications (Excel, Word, Access, Outlook) and knowledge of generally accepted accounting principles (GAAP).This position is eligible for FlexWork.

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.

Access, Equity, Diversity, and Inclusion (AEDI) is one of UCLA Extension's guiding principles. We strive to extend access to UCLA, our programs, and services to underrepresented communities and populations, while serving as a model organization for AEDI in the field of continuing higher education. Committed to attracting and retaining diverse staff & instructors, UCLA Extension welcomes your experiences, perspectives, and unique identity.

Accounts Receivable Support

1. Perform UCLA Extension billing functions including review and verification of billing requests and purchase orders; generation and distribution of invoices; and maintenance of logs, files, and other supporting documentation.

2. Provide superior customer support to students, third-party groups, internal customers, and campus partners with respect to billing, payments, and enrollment inquiries.

3. Perform collections activities on outstanding Accounts Receivable balances to include telephone calls, written correspondence, and log maintenance.

4. Submit incoming wire transfer claim requests and ensure payments are correctly applied to customer accounts and balances due.

5. Reconcile accounts receivable sub-ledger to general ledger, analyze accounts, and recommend write-off of uncollectible accounts.

40%

Financial Analysis & General Ledger Support

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

2. Prepare journal entries, recharges, and transfers in accordance with Extension and Campus deadlines.

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

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

5. 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 UCLA Extension and campus systems to ensure accuracy; and prepare reports per Extension, Campus, and University policies and procedures.

30%

Administrative Support

1. Serve as department BruinBuy preparer and general UCLA Extension Procurement Cardholder.

2. Maintain adequate supplies inventory for department and coordinate with ITS, Facilities, and other units to ensure a productive and safe working environment for all department staff.

3. Oversee department management and organization of physical and electronic records. Maintain records and periodically audit access according to Campus and regulatory requirements.

4. Compile and update BFS departmental procedures.

5. Maintain files on UCLA Extension employee systems access such as Procurement Card, Travel Card, and other UCLA financial applications.

6. Support 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.

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

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

9. Maintain a polite, tactful, and business-like relationship with all Extension and UCLA personnel, and keep strict confidentiality regarding staff salaries, personnel expenses, and other sensitive information. Respond to requests or inquiries from management in a timely manner with accurate and complete information.

30%

•

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 experience/training

Required

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

Required

Skill in planning, preparation, and analysis of GL information, including account reconciliations, financial statements, and aging reports.

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

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

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

Required

Proven success in working as part of a collaborative team.

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 oral and written communication skills.

Required

Experience with preparation and analysis of fiscal budgets.

Preferred

Knowledge of and experience with financial analysis techniques.

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.

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

Position is hybrid, and incumbent is required to work a minimum of 2-days per week on site.

Required

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 Avenue

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.