Director of Financial Analysis and Decision Support (FADS)

FINANCIAL ANL MGR 2 (000213)

UCPath Position ID: 40049425

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

1108226

Approved Date:

6/12/2025 11:51:19 AM

Date Last Edited:

6/12/2025 11:51:07 AM

Last Action Effective Date:

10/1/2023

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:

40049425

Position Description ID

165802

UC Payroll Title:

FINANCIAL ANL MGR 2 (000213)

Business Title:

Director of Financial Analysis and Decision Support (FADS)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 27

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

A: Manager - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40055739

Reports to Payroll Title:

ADMIN MGR 4 (000550)

UCPath Department Head Position Number:

40055739

Department Head Payroll Title:

ADMIN MGR 4 (000550)

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.

7710

Financial Analyst 4

1

7709

Financial Analyst 3

2

POSITION SUMMARY

Under the general direction of the Associate Vice Chancellor, Academic Planning and Budget, the Director of Financial Analysis and Decision Support (FADS) works closely with financial officers across academic and administrative units to build, review, and refine financial estimates to assist campus executives in making the best strategic funding decisions. The Director manages the production of organizational and fiscal analyses in support of the annual budget process, advises campus units on how to structure funding requests, and leads managerial reviews undertaken by the VC/CFO and AVC-APB. The Director leads a small team of program analysts that provide analytic reviews that support decision-making for uses of Chancellorial resources as well as the fiscal analyses of all proposals to initiate new and modify current degree programs that are utilized by the EVC/Provost, and Academic Senate leadership. The incumbent is also responsible for the development of budgetary proposals for the establishment of, and annual review of, campus-based fees such as: self-supporting degree fees, professional degree supplemental tuition fees, course materials fees and referenda fees. The Director advises campus units on financial management techniques and helps to develop relevant tools and systems to help campus staff in the financial and strategic planning processes and in navigating certain administrative processes.

In concert with the Associate Vice Chancellor, the Director will assist the Chancellor, Executive Vice Chancellor and Provost, Vice Chancellors, Vice Provosts, Deans and other UCLA managers through the provision of information, analysis and, where appropriate, recommendations which facilitate the decision-making process and planning efforts. The Director acts as staff support to selected senior-level committees considering campus wide issues.

Reporting to the Vice Chancellor and Chief Financial Officer, the Office of Academic Planning and Budget (APB) supports UCLA executive management and campus-level strategic planning by providing objective and timely data and analysis to inform central and unit decision making processes. It acts in an advisory role to the Chancellor and Executive Vice Chancellor/Provost in the allocation and administration of all campus funds. In addition, the office interacts with the Office of the President (OP) to ensure that the campus resource base and its flexibility are maximized and that the campus academic performance and programs are accurately characterized in systemwide reports.

Working with academic units, APB also plays a key role in providing guidance and support at the programmatic level. APB compiles data from official campus sources and generates institutional information and analyses used by the college, schools, and departments in program planning and resource management. Institutional data are also provided to accrediting organizations, federal departments, the state legislatures, and ranking agencies as part of the accountability reporting schedule. APB supports campus planning by providing standard and customized analyses to individuals and groups charged with making policy decisions and reviewing academic programs.

Financial and Strategic Administration

1. Develop strong, positive relationships with other campus central units to ensure

optimal service to the campus organizations.

2. Working with the Associate Vice Chancellor and peers in the office of Academic

Planning and Budget, provide guidance and support to the campus resulting in an

annual campus-wide financial plans and operating budgets that are strongly linked to

the Chancellor's priorities.

3. Lead a team of analyst staff to assess the budget submissions from each

organization on the campus and coordinate the reviews of performance against

targets.

4.  Make recommendations to senior campus leadership for corrective action

when financial performance is not meeting planned expectations.

5. Build financial models and conduct in-depth analysis and analytical problem solving. Synthesize complex data. Distill information into clear insights so that findings, options and recommendations can be presented to AVC.

6. Provide analytics and tracking to support decisions made by campus leadership

regarding use of discretionary Chancellorial resources.

7. Provide counsel to Deans, Associate/Assistant Deans, departmental chairs and

faculty members regarding the establishment of new self- supporting degree

programs, including working with campus staff to develop the financial plan required

by the Office of the President.

8. Perform financial reviews to support the Academic Senate in their reviews of new

degree programs, departmental establishment, new self-supporting degree proposals

and transfers of State budgeted degree programs to self-supporting programs.

9. Perform financial reviews and process oversight for the establishment of and

updates to student fees; profession degree supplemental tuition and self-supporting

degree programs.

10. Collaborate with staff at the Office of the President to represent UCLA's needs in

such a way that generates the best policy and actual outcomes for the campus

(particularly as it relates to new sources of revenue and related fees).

11. Work closely with the Associate Vice Chancellor and other leaders in the APB

group to continuously rollout new best practices and changes that best position the group to have the greatest impact in supporting UCLA's mission of teaching, research and service.

12. Manages and develops a team of professional analysts. Duties include supporting their work through direction, feedback and collaboration to drive successful project outcomes.  Also includes training analysts on UC and UCLA policy as well as budgeting and financial tasks. 

100%

•

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

Demonstrated ability to lead a team of highly skilled individuals in a group that undertakes complex tasks under the pressure of time constraints and technical difficulties.

Required

Demonstrated ability in providing leadership in formal committees and in ad hoc work groups where problems have to be solved  both effectively and efficiently within an environment of policy constraints and diminishing staff resources.

Required

Demonstrated political and negotiating skills to work effectively with units across campus in order to resolve issues effectively.

Required

Demonstrated ability to establish and maintain cooperative working relationships with a diverse group of colleagues either  as a leader or as a member of a group.

Required

Demonstrated ability to work independently or as a member of a group to complete tasks effectively within a constrained time frame.

Required

Demonstrated ability to work collaboratively with campus employees at all levels of the management structure.

Required

Demonstrated ability in translating strategic and tactical operating plans into multiyear operating budgets, and prioritizing budget requests within the context of a campus plan.

Required

Demonstrated expertise in budget and accounting theory and practice with a specialization in applying proven expertise in a fund accounting organization.

Required

Demonstrated strength in cross-functional analysis incorporating financial, faculty, enrollment and other data to synthesize recommendations to campus leadership in support of complex strategic and financial initiatives.

Required

Significant experience in working in Higher Education and a highly developed appreciation of the tripartite mission of teaching, research, and public service.

Required

Working knowledge in the areas of: academic personnel, research, health sciences, student support (scholarships, fee remissions and other student aid), gift and endowment management, intercollegiate athletics and other functions specific to a university environment.

Required

Demonstrated skill in interpreting executive questions, undertaking the necessary financial analysis, the utilization of analytic tools, to create effective well written reports or PowerPoint presentations to provide executive level problem statements and solution choices.

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.

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:

2115 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

Other Mental Requirements

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

multi tasking from various campus and UC executives combined with competing time sensitive deadlines

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.