Financial Services Analyst

FINANCIAL SVC ANL 3 CX (005184)

UCPath Position ID: TBD_941206

Position Description History/Status

Approved Date:

4/1/2026 11:20:39 AM

Date Last Edited:

4/1/2026 11:20:37 AM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1160O

Organization:

ANDERSON SCHOOL OF MANAGEMENT

Division Code:

1161D

Division:

MANAGEMENT DIV

Department:

030000 - ANDERSON GRAD SCH OF MANAGEMENT

Position Details

UCPath Position Number:

TBD_941206

Position Description ID

253529

UC Payroll Title:

FINANCIAL SVC ANL 3 CX (005184)

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:

40038223

Reports to Payroll Title:

FINANCIAL ANL MGR 1

UCPath Department Head Position Number:

40039281

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

The Anderson School is a complex Academic unit with an annual operating budget of approximately $180 million that includes state funding, self-supporting degree programs, contracts and grants, endowment and gift income as well as multiple sales and service enterprises, and other sources. The incumbent will use their advanced understanding of business practices and organizational policies and procedures to provide analyses for varied and complex budgetary and financial activities of the school. Will oversee a variety of income and revenue streams and expense and transfer activities. Provide complex projections for multi-year gift income and oversee the usage of gift funds. Analyze current and historical data to produce ad-hoc financial reports.

 Will assess best practices and procedures for the school as it pertains to financial and business activities. Consult with management on trends and make recommendations for budgetary and strategic planning purposes. Exercising independent initiative, incumbent is responsible for troubleshooting difficult financial and transactional issues and creating a framework to minimize future problems. Incumbent will evaluate and streamline processes to optimize efficiency, develop procedures and best practices, and ensure systems users are properly trained and held accountable. As the team lead ensure excellent customer service and independently develop mechanisms to communicate policies, procedures, and current updates to various constituencies, and be the subject matter expert on policies, procedures, and systems use. Will also act as the resolution point for issues. Ensure prompt and timely execution of transactions using the UCLA systems such as BruinBuy Plus, Concur, OFSR, MTF, and Transact. Review the financial activities of the school and ensure transactions are addressed timely and appropriately.

Take a lead role in the annual fiscal closing of the school. Incumbent will develop and improve training materials and conduct ongoing training for new and continuing users of UCLA's financial systems. Act as Department Security Administrator and assist the CFO in conducting annual reviews of systems access and controls. Be an active participant in audits and create a strong framework for activity to withstand audit scrutiny. Manage student workers and their duties. Other duties as assigned. 

Financial Management and Reporting

1. Perform complex financial analysis to help inform major school decisions.

2. Perform analysis of school revenues, gift income projections, expenses, and projected enrollments. Build analytical models to evaluate the impact of fluctuations.

3. Develop analytical framework upon which to build standardized report reflecting the financial state of the school.

4. Conduct assessment of the business needs of each unit within the school under the direction of the Director of Finance and establish project plans and timelines for development of reporting and budgeting.

5. Analyze expenditure trends, adhere to UC policy and recommend departmental procedures.

6. Collaborate with the Financial Reporting team to ensure financial activity is recognized appropriately.

7. Prepare special and customized reports as needs arise.

8. Oversee all funds and funding streams and ensure that funds are used in a timely manner.

9. Ensure activities, Procurement, Concur, TOF, Recharge, NPEAR, are transacted timely.

10. Act as the team lead and knowledge source for the Fund Management team and serve as primary liaison for Anderson unit managers to resolve issues in reimbursements/vendor payment and create proactive measures to prevent recurring activity.

11. Manage and oversee gift funds and ensure that gifts are spent according to the donors’ wishes and in concert with the Development Office.

12. Meet with Anderson unit managers on a regular basis to review spending activities, budgeting issues and discuss upcoming events and activities that may require proactive planning.

13. Perform ad hoc analysis as required.

70%

Training, Governance, Systems Security

(Department Security Administrator (DSA)

1. Create a department with confidence in its operations by providing excellent, timely, and reliable customer service.

2. Standardize procedures, develop manuals, and cross-train employees.

3. Monitor activities of purchasing agents to ensure compliance with UC and UCLA policies and procedures.

4. Conduct initial and regular/ongoing training of purchasing agents.

5. Assess and identify resources necessary to maintain department performance standards. Analyze goals and objectives, short and long range plans, and operational needs.

6. Provide expert advice and assistance on financial matters.

7. Instill a facilitative attitude towards faculty, staff, campus partners, and others.

8. In collaboration with the Director of Finance and the CFO, actively participate in audits, investigate and resolve issues as needed, and implement controls required by internal and external auditors.

9. Serve as DSA working closely with CFO and Director of Finance to manage financial systems access.

10. Assist the CFO in the annual audit certification by evaluating systems access with the CFO and ensuring that appropriate access is granted.

11. Manage financial systems and provide options, alternatives, and desired system updates.

12. Establish security protocols as needed.

13. Establish and maintain effective working relationships with key campus units such as Audit and Advisory Services on DSA issues.

14. Other duties and special projects as assigned.

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

Bachelor's Degree in business administration, finance, accounting or related area and/or equivalent experience.

Required

Master's Degree

Master's Degree in business administration, finance, accounting or related area and/or equivalent experience.

Preferred

6 years of experience in administrative financial services and/or an equivalent combination of education and experience.

Required

Experience working with financial reports and possess strong understanding of financial reports

Required

Experience working independently and within a team setting, using sound judgment under pressure; working effectively with others in a large complex organization.

Required

Ability to research and resolve complex issues.

Required

Experience successfully training and influencing others.

Required

Ability to analyze, update and streamline existing procedures.

Required

Skill in speaking clearly and distinctly, using demonstrated ability to communicate effectively to obtain and convey information to individuals at various organizational levels, and to groups of different sizes.

Required

Skill in writing clear, concise, logical and grammatically correct business correspondence, procedures, performance evaluations, analytical reports and recommendations.

Required

Strong customer service orientation, establish and maintain good relations with others. Maintain an air of approachability and commitment to service.

Required

Demonstrated working knowledge of accounting principles theory sufficient to make the correct budget and financial journals to achieve desired results.

Required

Demonstrated working knowledge of Fund Accounting and to be able to review the General Ledger, input documents, and recognize errors.

Required

Demonstrated ability to prepare financial reports for a large complex organization in accordance with policies and accounting principles.

Required

Skill in analyzing information, problems, practices, or procedures to:

- Identify the problem or objectives.

- Identify patterns, tendencies, trends, and relationships.

- Formulate logical and objective conclusions.

- Recognize alternatives and their implications.

Required

Creativity and initiative to develop workable solutions to problems when answers are not readily apparent.

Required

Excellent interpersonal skills and critical thinking with strong abilities in negotiating and exchanging ideas, information, and opinions to formulate and implement decisions, solutions, policies and procedures.

Required

Working knowledge of purchasing and travel policy with a university setting.

Required

Proficiency in using UC financial systems/ledgers.

Required

Working knowledge of Distributed Administrative Computing Security System (DACSS).

Preferred

Possesses strong finance and business acumen.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

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

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:

Campus

Location:

UCLA Anderson - Finance

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.