Financial Analyst

GEN ACCOUNTANT 3 (007735)

UCPath Position ID: TBD_4496

Position Description History/Status

Approved Date:

6/11/2025 3:28:45 PM

Date Last Edited:

6/11/2025 3:25:48 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_4496

Position Description ID

240613

UC Payroll Title:

GEN ACCOUNTANT 3 (007735)

Business Title:

Financial Analyst

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:

40053386

Reports to Payroll Title:

FINANCIAL ANL SUPV 2

UCPath Department Head Position Number:

40039281

Department Head Payroll Title:

FINANCIAL ANL MGR 2

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

POSITION SUMMARY

The Anderson School is a complex Academic and Business 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.

Under general supervision of the Director of FP&A:

Provide overall financial management for the assigned Anderson units by overseeing, analyzing, and reviewing the budget/forecast processes and preparing monthly financial P&L statements and ad-hoc variance analysis reports.

Perform reconciliations of revenue and expense of various programmatic and operational activities. Prepare journal entries to record adjustments on resolved items.

Work with appropriate units to resolve outstanding reconciling factors. Assist with month-end and fiscal year-end closing processes.

Manage the Loeb Foundation accounting and tax filing.

Process map Anderson core business operations to understand and streamline workflow. Modify existing processes that adapt to technological advances.

Complete special projects assigned by Directors and CFO.

This position will report directly to the Director of FP&A and will work closely with Senior Management in developing financial modeling and processes, plans, and timelines.

Incumbent is required to work under general direct supervision. The Director will provide managerial oversight, guidance and direction through frequent personal discussions with the incumbent.

The Anderson School is a complex Academic and Business 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.

Under general supervision of the Director of FP&A:

Provide overall financial management for the assigned Anderson units by overseeing, analyzing, and reviewing the budget/forecast processes and preparing monthly financial P&L statements and ad-hoc variance analysis reports.

Perform reconciliations of revenue and expense of various programmatic and operational activities. Prepare journal entries to record adjustments on resolved items.

Work with appropriate units to resolve outstanding reconciling factors. Assist with month-end and fiscal year-end closing processes.

Manage the Loeb Foundation accounting and tax filing.

Process map Anderson core business operations to understand and streamline workflow. Modify existing processes that adapt to technological advances.

Complete special projects assigned by Directors and CFO.

This position will report directly to the Director of FP&A and will work closely with Senior Management in developing financial modeling and processes, plans, and timelines.

Incumbent is required to work under general direct supervision. The Director will provide managerial oversight, guidance and direction through frequent personal discussions with the incumbent.

Financial Reporting and Analysis

1. Perform complex financial analyses, sensitivity analyses, actuals to budget variance analysis, and feasibility studies to help inform major school decisions.

2. Perform analyses of school revenues, expenses and projected enrollments build analytical models to evaluate the impact of fluctuations in the school's business environment.

3. Perform analyses of purchasing trends within the school addressing commodity and vendor usage patterns.

4. Design, refine, and present financial reports to assist unit heads and fund managers with the regular monitoring of their financial activities, enabling them to ensure that they have timely and meaningful data and can track the unit's financial status against budget.

5. Develop automated reports to help the school track the financial performance of its research centers and self-supporting programs, including revenue forecasting and overhead calculations.

40%

Account Reconciliations

1. Prepare and maintain complex monthly reconciliations of various activities (Entertainment, Major Initiatives, BOA, Dean/School support, etc.), processes, and revenue and expense accounts to the General Ledger.

2. Record appropriate journal entries (TOF, MTF, NPEAR) to correct errors, resolve out-of-balance conditions, and ensure accurate disposition of budgetary and financial transactions.

3. Research discrepancies, identify reconciling items and take action to resolve outstanding items by working with campus departments and

Anderson units and offer the appropriate accounting treatment to avoid future reconciling items .

4. Assist with month-end and fiscal year-end closing processes.

5. Manage Loeb Foundation accounting and tax filing.

30%

Account/Fund Management

1. Monitor fund activities and balances. Communicate concerns and issues to the appropriate Anderson Units and Management and facilitate resolution of outstanding issues.

2. Process order requests for assigned group of accounts in a timely manner utilizing the campus approved systems.

3. Assist, train, and guide the Admin Assistants on fund usage in accordance with fund restrictions, UC Policies and generally accepted accounting principles.

4. Review monthly financial actuals for proper posting of fund activities.

5. Analyze monthly forecasts and prepare variance and trend analysis between actuals to forecast/budget.

6. Act as liaison between the Anderson School and central campus departments.

7. Act as back-up to the Fund Management team, as needed.

20%

Process Mapping  & Special Projects

1. Process map core business operations in order to automate and streamline departmental workflow and reconciliations.

2. Analyze, interpret and recommend procedures to ensure accurate accounting of funds, eliminate non-value added processes and adapt to technological advances.

3. Complete special projects, ad hoc reporting and analysis as assigned by the Finance Manager, Director of Finance and/or CFO.

4. Other relevant duties as assigned.

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

Degree in Accounting, Finance, or equivalent.

Required

Three to five years of professional accounting experience or equivalent.

Required

General knowledge of mainframe-based financial computer systems sufficient to understand flows of transaction data and recommend enhancements.

Preferred

General knowledge of contract and grant administration.

Preferred

Demonstrated working knowledge of COGNOS and other campus reporting tools.

Preferred

Demonstrated working knowledge of Microsoft Office Suite.

Required

Demonstrated organizational skills to work independently and to prioritize multiple assignments to complete work in a timely manner amidst frequent interruptions, competing deadlines, and a heavy workload.

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 ability 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

Ability to keep abreast of changing external regulations and University policies and procedures regarding accounting treatment and financial and operational policies.

Required

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

Required

Skill in analyzing accounting systems (departmental or central) and recommending necessary changes to improve processes while maintaining sound accounting practice.

Required

Demonstrated competence in accounting and business practices to advise department professionals engaged in self-supporting activities regarding cost-effective management of their financial affairs.

Required

Excellent communications skills to correspond with various levels of university personnel and external groups to convey complex financial information to non-financial types and to deliver oral presentations to groups of various sizes.

Required

Establish and maintain good relations with Anderson senior management and staff. Maintain an air of approachability and commitment to service.

Required

Ability to work independently in setting priorities to ensure that reports are accurate and deadlines are met.

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.