Financial Analyst

FINANCIAL ANL 3 (007709)

UCPath Position ID: TBD_803

Position Description History/Status

Approved Date:

3/5/2025 7:42:44 PM

Date Last Edited:

3/5/2025 7:42:32 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

#N/A

Organization:

#N/A

Division Code:

#N/A

Division:

#N/A

Department:

117800 - CA TITLE IV-E STIPEND PROGRAM

Position Details

UCPath Position Number:

TBD_803

Position Description ID

189259

UC Payroll Title:

FINANCIAL ANL 3 (007709)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

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):

1 - Staff: Contract

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

TBD_153

Reports to Payroll Title:

ADMIN MGR 1

UCPath Department Head Position Number:

40065123

Department Head Payroll Title:

PROF-AY

SUPERVISION - Indicates that the incumbent performs a variety of routine duties within established policies and procedures or by referral to the supervisor’s guidelines.

POSITION SUMMARY

The California Workforce Initiative for Support & Education-South (CalWISE-S) Financial Analyst will report to the Southern Site Director and Program Supervisor to support the financial administration of projects and tasks consistent with the execution of CalWISE-S's mission and goals. The CalWISE-S is currently comprised of 10 graduate social work schools, and associated BSW programs, located in Southern California. In collaboration with the California Department of Social Services (CDSS) and CalWISE-N, CalWISE-S provides pre-service and in-service support, training, and preparation for social work students and workers at social welfare agencies.

The Financial Analyst will coordinate, implement, and support various financial and administrative tasks and projects, working under the auspices of the university deans and directors, who set policy direction in concert with public agency leaders. The CalWISE-S Financial Analyst will coordinate and implement all financial tasks and projects supporting students and social workers.

The Financial Analyst will use skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department.

Financial Analysis and Planning

Collect, analyze, prepare, and summarize recommendations for financial and/or resource plans, including strategies for annual resource allocation, future requirement trends, operational forecasts, sources and uses.

15%

Budget Management and Control

Coordinate and implement department budget allocations, establish and maintain the department’s chart of accounts, data management tools, and associated business processes.

15%

Research and Reporting

Conduct research and reporting such as budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, recharge or general rate analysis, contracts and grants analysis, depreciation, etc.

15%

Transaction Management

Prepare and review financial transactions.

15%

Manager financial controls

Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.

15%

Process Documentation and Training

Independently gather information as needed to perform analysis. Document procedures for financial activities. Train staff as needed, creating an effective team environment when appropriate.

15%

Department Support

Independently gathers information as needed to perform analysis for CalWISE.

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

 in related area and / or equivalent experience / training

Required

Comprehensive understanding of financial principles and concepts.

Required

Familiarity with budgeting, financial planning, and resource allocation processes.

Required

Knowledge of internal control procedures and their importance in safeguarding resources.

Required

Skill in operating various software and web-based applications (e.g., Microsoft Office Suite, Box, Asana,Slack, Calendly)

Required

Understanding of financial research methods and reporting techniques.

Required

Proficiency in performing moderate to complex financial or resource analysis.

Required

Ability to provide analytical support for complex budget, financial, or resource analysis projects.

Required

Skill in coordinating and implementing department budget allocations.

Required

Capability to gather information, analyze, prepare, and summarize recommendations for financial and/or resource plans.

Required

Ability to document procedures for financial activities.

Required

Ability to apply professional concepts to understand past performance and determine present and future performance and/or resource allocations.

Required

Ability to perform complex financial or resource research and studies for various internal department constituents.

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.

COVID and Flu Vaccinations: The position is subject to providing evidence of inoculation.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

Luskin School of Public Affairs

Standing/Walking

X

X

Sitting

X

X

Bending/Stooping

X

X

Squatting/Kneeling

X

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

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.