Financial Services Manager

FINANCIAL SVC SUPV 1 (004630)

UCPath Position ID: TBD_940858

Position Description History/Status

Approved Date:

2/4/2026 3:10:58 PM

Date Last Edited:

2/4/2026 3:10:54 PM

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_940858

Position Description ID

251027

UC Payroll Title:

FINANCIAL SVC SUPV 1 (004630)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 21

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

C: Supervisor - 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

GENERAL DIRECTION - Indicates that the incumbent receives guidance in terms of broad goals and overall objectives and is responsible for establishing the methods to attain them. Generally the incumbent is in charge of an area of work, and typically formulates policy for this area but does not necessarily have final authority for approving policy.

004754

FINANCIAL SVC ANL 2 CX

2

005184

FINANCIAL SVC ANL 3 CX

1

POSITION SUMMARY

Under the general direction of the Director Of Finance, the Financial Services Manager has responsibility for the operations of the Anderson School's Business Office. Manage a team of Fund Managers and work in concert with the Financial Reporting team to execute financial activity and contribute to the financial reports of the Anderson School of Management. The Financial Services Manager will perform the full complement of Fund Management functions, ensure the sound and timely execution of fund management activities, ensure excellent customer service, and implement best practices while seeking and implementing the best techniques. Fund Management duties include and are not limited to timely and appropriate fund usage, manage a variety of income and revenue streams, appropriate expense recognition, and transfers of activity. Incumbent will evaluate and streamline processes to optimize efficiency, create procedures and best practices, and manage the office's needs. The Financial Services Manager will also act as the resolution point for issues. Additional responsibilities include having a lead role in the annual fiscal closing of the school, manage gift fund activity of the school, assist in complex strategic planning and financial reporting, and other ad hoc reporting. Active participant during audits. 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, will assist the CFO in conducting annual reviews of systems access and controls, and participate in audits. Manage student workers and their duties. Other duties as assigned.

The Anderson School is a complex business unit with an annual $180 million operating budget that includes funding from self-supporting degree programs, contracts and grants, endowments and gifts income, sales and service, business contracts, and other sources.

Supervisory Responsibilities

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

2. Promote a team atmosphere by encouraging collaboration and cross training.

3. In collaboration with the Finance Director, staff the Anderson Business Office with qualified team members: interview, hire, train, on-board, assign, and review work.

4. Manage, train, and mentor the Fund Management team with the goal of increasing performance and productivity.

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

6.     Conduct the performance appraisal process for direct reports.

7.     Conduct the performance improvement or disciplinary process for direct reports and raise awareness of issues or concerns to the Finance Director.

8. Delegate work and responsibilities to the Fund Management Team.

9. Provide expert advice and assistance on financial matters.

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

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

12. 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.

13. Other duties and special projects as assigned.

40%

Fund Management

1. Delegate fund management duties to direct reports and assist the Fund Management team with managing their respective units. Position will manage and approve the work and responsibilities of the fund management team and oversee transactions that are submitted into the system.

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

3. Act as the 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.

4. Manage and oversee gift funds including and not limited to revenue recognition, usage, income projections, and gift fund usage.

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

6. 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.

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

8. Contribute to financial reporting as needed.

9. Other duties and special projects as assigned.

40%

Department Security Administrator (DSA)

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

2. Assist the CFO in the annual audit certification by evaluating systems access with the CFO.

3. Manage financial systems and provide options, alternatives, and desired system updates to implement.

4. Establish security protocols as needed.

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

6. Actively participate in audits.

7. Other duties and special projects as assigned.

20%

•

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 management and/or an equivalent combination of education and experience.

Required

Experience working with budgets, forecasts, actuals, 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

Skilled in supervising personnel, including hiring, training, motivating, delegating responsibility, evaluative performance, and following University policy and represented employee contracts.

Required

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

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

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

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 - Business Office

Standing/Walking

X

X

Sitting

X

X

Bending/Stooping

X

X

Squatting/Kneeling

X

X

Climbing

X

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.