Associate Director, Financial Planning and Reporting

UCLA; Los Angeles (CA); Hybrid; USD 150,000 - 190,000; Full time

Job summary

UCLA is seeking an Associate Director, Financial Planning and Reporting within Advancement Services to drive budget planning, forecasting and financial controls for a $115M+ portfolio. You will lead models, reconciliation, and reporting across UC systems, partnering with the Senior Director of Finance and division managers.

You’ll mentor budget liaisons, ensure data integrity, and translate complex financial information into actionable guidance, supporting strategic decisions and resource

Qualifications

• Minimum of four years of prior accounting, budget or related financial experience to include advanced knowledge of accounting, budgetary and finance principles, policies, practices and systems.
• Demonstrated skill in budgetary analysis and to assess financial information, practices and procedures, anticipate problems, formulate logical conclusions, develop alternative solutions, make recommendations to implement change.
• Demonstrated skill in budgetary analysis and control including reconciliation of ledgers, monitoring and projection of expenditures.
• Advanced knowledge and understanding of internal control practices and their impact on protecting university/organizational resources.
• Strong analytical and critical thinking skills and attention to detail; ability to identify, collect and analyze data from multiple sources and independently perform complex data analysis using advanced quantitative reasoning.
• Equal ability to work collaboratively within a team or independently under minimal supervision; skill in organizing time and resources systematically to optimize efficiency and complete assignments.
• Advanced ability to effectively present complex financial information both verbally and in writing in a clear and concise manner.
• Advanced interpersonal skills with the ability to establish and maintain cooperative working relationships. Proven track record of excellent customer service.
• Ability to maintain high level of confidentiality and properly handle sensitive information/situations.
• Skill in evaluating and setting priorities and adapting to changing needs and objectives within departmental and university/organizational time constraints in a high-volume environment.
• In-depth ability to use multiple spreadsheets, database and software tools to gather data for specialized, complex financial analysis, fiscal management and financial reports.
• Thorough knowledge of UCLA's financial systems and UCLA purchasing and general accounting policies and procedures.
• Demonstrated knowledge of university personnel policies and procedures is preferred as is basic knowledge of salary funding practices.

Responsibilities

• Serve as the division’s key budget and finance liaison and technical lead for financial planning and forecasting.
• Develop, interpret and implement models for financial planning, resource planning and control of the division’s budget.
• Track agreements, commitments and revenue/expense data across UC campus systems.
• Prepare multi-year forecasts and reports for leadership and campus partners.
• Mentor and train departmental budget liaisons and evaluate policies to improve efficiency.
• Assist in the annual allocation planning for a multi-year budget of $115M+.
• Maintain confidentiality and ensure accurate reporting across complex datasets.

Skills

Budget analysis

Financial reporting

Internal controls

Data analysis

Communication

Forecasting

Team collaboration

Confidentiality

Spreadsheets

Financial systems

Tools

Excel

Database software

UCLA financial systems

Job description

Please note, this is a HYBRID role.

Position Summary

Advance your career while expanding your financial and budgetary acumen as the Associate Director, Financial Planning and Reporting within UCLA’s Advancement Services team. Under the guidance of the Senior Director of Finance, you will support External Affairs’ financial strategic plan by serving as the division’s key budget and finance liaison. As a technical lead, you will develop, interpret and implement models for financial planning, resource planning and control of EA’s budget and will analyze and prepare recommendations for financial plans, including resource allocations, future financial/budget requirements and forecasts. As our Associate Director, you will maintain the division's multi-year budget model and will assist the Senior Director in the development of the annual allocation plan for EA’s $115M+ budget; managing the Division’s approximately $95M compensation budget and $20M in programmatic expenses. Working with a high degree of autonomy, you will track detailed revenue data, reported expense information codes, and will record compensation information regularly using internal catalogs used to capture on-demand accurate reporting, as well as a variety of UC campus systems.

This is a unique opportunity to serve as a trusted organizational budget expert, collaborating extensively with the Senior Director and division business managers to track agreements and commitments. Drawing on your experience in data analysis and financial control, you will extract, reconcile, and present complex ledger data, develop multi-year forecasts, and deliver key reports for leadership and campus partners. As our Associate Director, you will act as a vital mentor and advisor—training departmental budget liaisons, evaluating business policies to eliminate inefficiencies, and navigating complex budgetary challenges with thoughtful and creative problem-solving approaches. UCLA is a great place to work helping you achieve financial well being with a pension and other retirement savings plans.

Explore more and embark on a rewarding career with us today!

Salary & Compensation

• UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.

Qualifications

• Minimum of four years of prior accounting, budget or related financial experience to include advanced knowledge of accounting, budgetary and finance principles, policies, practices and systems. (Required)
• Demonstrated skill in budgetary analysis and to assess financial information, practices and procedures, anticipate problems, formulate logical conclusions, develop alternative solutions, make recommendations to implement change. (Required)
• Demonstrated skill in budgetary analysis and control including reconciliation of ledgers, monitoring and projection of expenditures. (Required)
• Advanced knowledge and understanding of internal control practices and their impact on protecting university/organizational resources. (Required)
• Strong analytical and critical thinking skills and attention to detail; ability to identify, collect and analyze data from multiple sources and independently perform complex data analysis using advanced quantitative reasoning. (Required)
• Equal ability to work collaboratively within a team or independently under minimal supervision; skill in organizing time and resources systematically to optimize efficiency and complete assignments. (Required)
• Advanced ability to effectively present complex financial information both verbally and in writing in a clear and concise manner. (Required)
• Advanced interpersonal skills with the ability to establish and maintain cooperative working relationships. Proven track record of excellent customer service. (Required)
• Ability to maintain high level of confidentiality and properly handle sensitive information/situations. (Required)
• Skill in evaluating and setting priorities and adapting to changing needs and objectives within departmental and university/organizational time constraints in a high-volume environment. (Required)
• In-depth ability to use multiple spreadsheets, database and software tools to gather data for specialized, complex financial analysis, fiscal management and financial reports. (Required)
• Thorough knowledge of UCLA's financial systems and UCLA purchasing and general accounting policies and procedures. (Preferred)
• Demonstrated knowledge of university personnel policies and procedures is preferred as is basic knowledge of salary funding practices. (Preferred)

Special Conditions for Employment

• Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
• Ability to work evenings and/or weekends as needed. (Required)

Schedule

8:00 a.m. to 5:00 p.m.

Union/Policy Covered

CX-Clerical & Allied Services

Complete Position Description

https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial%20Analyst%204%20CX%20(40060855)