Senior Financial Services & Procurement Analyst - Remote

FINANCIAL SVC ANL 3 (004628)

UCPath Position ID: TBD_2783

Position Description History/Status

Approved Date:

6/4/2025 8:23:38 PM

Date Last Edited:

6/4/2025 8:23:35 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

8400O

Organization:

CONTINUING EDUCATION

Division Code:

8410D

Division:

CONTINUING EDUCATION-MISC.

Department:

556000 - CONTINUING EDUCATION OF THE BAR

Position Details

UCPath Position Number:

TBD_2783

Position Description ID

233223

UC Payroll Title:

FINANCIAL SVC ANL 3 (004628)

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:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40783850

Reports to Payroll Title:

GEN ACCOUNTANT 4

UCPath Department Head Position Number:

40055769

Department Head Payroll Title:

ADMIN MGR 3

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

POSITION SUMMARY

Reporting to the Accounting Manager within CEB's Finance Team, the Senior Financial Services & Procurement Analyst serves as the primary point-person for purchase requests and is responsible for managing the end-to-end procurement and payables functions. This role ensures compliance with University of California (UC) policies, maintains accurate financial records, and provides exceptional customer service to internal and external stakeholders. Additionally, vendor management, UCLA Business & Finance Solutions liaison, and interdepartmental coordination are key aspects of this position.

CEB is a leading provider of California legal research and Continuing Legal Education (CLE) solutions. We are dedicated to delivering innovative, high-quality content and tools that support legal professionals. Our commitment to excellence and innovation drives us to continuously look for ways to improve and innovate how we deliver knowledge and insights to legal professionals. We leverage technology to transform our content holdings to deliver unique and actionable insights integrated into our attorney authored content.   

Our mission is to support The Rule of Law in California through our expert curation and analysis of legal data. CEB is a non-profit program of the University of California, founded in 1947. We are a fully remote organization headquartered in Oakland, California.

Requisitions & Contracts

 • Perform preliminary contract vetting to ensure vendor compliance with UCLA policies, proactively recommending changes to prevent delays, while identifying red flags and facilitating required staff communications before vendor engagement

 • Serve as a liaison between CEB staff, with the UCLA Strategic Sourcing team; supporting the RFP assessment and procurement process while guiding key decisions on vendor and service selections

 • Monitor and evaluate CEB’s purchasing needs to identify cost-saving opportunities and improve efficiency.

 • Partner with UCLA Purchasing on high-value and complex purchase orders, ensuring compliance with procurement policies

 • Proactively track purchase requests, resolving delays and exceptions.

 • Collaborate with IT to ensure UCLA compliance and renewals of data security for software vendors

35%

Invoices & Accounts Payable

 • Accurately code transactions using UCLA and CEB financial systems, applying appropriate accounting principles.

 • Review vendor invoices for accuracy, compliance, and approval prior to processing.

 • Process credit memos, refunds, and adjustments, ensuring accurate and up-to-date payment records.

 • Investigate and resolve payment discrepancies in collaboration with vendors and internal teams.

 • Manage financial reporting by submitting weekly Irregular Invoice reports to resolve payment issues and regularly reviewing Open Commitments to close unnecessary Purchase Orders and flag potential budget concerns.

 • Provide direct guidance and resolution support for complex procurement and finance issues, collaborating with CEB Accounting and UCLA Finance to troubleshoot and escalate as nece

30%

Vendor & Stakeholder Management

 • Onboard new vendors into UCLA systems, coordinating with the UCLA Vendor Management office as needed to address unique or complex requirements.

 • Act as the primary liaison for vendor inquiries, fostering strong relationships and ensuring timely resolution of issues.

 • Facilitate communication between CEB and UCLA central departments to streamline procurement and payment processes.

15%

Training & Process Improvements

 • Proactively identify and implement process improvements to streamline procure-to-pay workflows and enhance operational efficiency.

 • Lead the development and delivery of staff trainings, including task guides and training materials for travel, purchasing, and contract-related procedures.

 • Oversee the intake and processing of internal purchase requests, ensuring accuracy and compliance with CEB and UCLA protocols, while mentoring team members on effective request management.

 • Train and coach junior key finance staff and broader team members on key procurement and accounts payable functions to build departmental expertise and consistency.

 • Contribute to system implementation and process optimization initiatives, ensuring smooth transitions and user adoption.

10%

Travel Expenses

 • Serve as the primary contact and subject matter expert for staff travel expenses, providing systems training and ensuring compliance with UC travel policies.

 • Troubleshoot complex travel system (Concur) issues by coordinating directly with UC Travel Accounting.

 • Support team members with submissions, and resolving discrepancies for Travel & Entertainment expense reports. 

10%

•

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 related area and/or equivalent experience/training

Required

AP / Purchasing experience

Minimum of 7+ years of experience in Accounts Payable and/or Procurement.

Required

Vendor Management

Experience in vendor management, including onboarding, communication, and issue resolution.

Required

System Implementation

Experience with new system implementation projects preferred.

Required

UC/UCLA Systems

Experience with UC/UCLA purchasing and accounting systems and processes

Preferred

Strong understanding of procurement policies, accounting principles, and the accounts payable cycle.

Required

Intermediate Excel skills, including pivot tables and data analysis; skilled with various reporting systems/platforms.

Required

Excellent organizational skills, attention to detail, and the ability to prioritize tasks based on urgency and impact.

Required

Strong problem-solving skills, analytical skills, critical thinking, and ability to troubleshoot procurement and payment discrepancies.

Required

Ability to identify and implement process improvements to enhance operational efficiency and ensure compliance.

Required

Ability to successfully work independently while functioning as a collaborative effective team member

Required

Flexibility; ability to adapt to changing priorities and business needs

Required

Effective verbal and written communication skills

Required

Strong interpersonal skills, service orientation, active listening, sound judgment and decision making

Required

Proficiency in key accounting systems like Oracle, SAP, especially NetSuite, Concur, BruinBuy

Preferred

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:

Non-University Setting(s)

Location:

Remote

Standing/Walking

X

Sitting

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

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

Other Mental Requirements

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

Ability to maintain focus and productivity in a home-office / remote environment.

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.