Finance Analyst: Budgets, Projects & Reporting

Caltech; Pasadena (CA); On-site; USD 80,000 - 92,000; Full time

Job summary

Caltech is seeking a Financial Analyst within the Facilities Division to handle basic accounting tasks, analyze budgets and reports, and support auditors. The role involves processing invoices, approvals, and maintaining financial records with emphasis on accuracy and policy compliance.

Join a team that collaborates with campus departments and vendors, ensuring timely financial operations and clear communication of financial policies. Prior experience with Oracle/Power BI is valued.

Qualifications

• Bachelor's degree in accounting, finance, or business administration.
• 5+ years of related experience.
• Knowledge of accounting, accounts payable, purchasing, budgeting, and financial reporting principles and practices.
• Experience reviewing and processing invoices, purchase requisitions, applications for payment, vendor reconciliations, and financial transactions.
• Experience supporting capital projects through PTA setup, funding requests, expenditure monitoring, cost transfers, project closeout, and financial analysis.
• Ability to prepare, review, and analyze financial reports, budgets, project costs, and expenditure data.
• Knowledge of financial controls, compliance requirements, and audit support processes.
• Experience maintaining accurate financial records and ensuring compliance with Institute policies and procedures.
• Proficiency with ERP and financial systems, including Oracle or similar platforms.
• Experience working with Oracle, TechMart, AiM, and Power BI.

Responsibilities

• Evaluate, review, and approve purchase requisitions, invoices, and applications for payment.
• Approve financial transactions up to a specified dollar amount.
• Participate in internal controls and procedures development and implementation.
• Assist customers courteously, promptly, and professionally.
• Review monthly internal financial reports and report trends.
• Interpret and communicate accounting/purchasing policies to staff and customers.
• Ensure accounting schedules meet deadlines.
• Assist auditors regarding audits of financial transactions, policies, and practices.
• Provide assistance to budgets and resource utilization analyses.
• Maintain accurate and organized records of financial transactions, budgets, and reports.
• Record and categorize expenses related to facilities operations and ensure alignment with budget allocations.

Skills

Accounting

Accounts payable

Budgeting

Financial reporting

Auditing

ERP systems

Power BI

Education

Bachelor's degree in accounting, finance, or business administration

Tools

Oracle

TechMart

AiM

Power BI

Job description

Caltech is seeking a Financial Analyst within the Facilities Division to handle basic accounting tasks, analyze budgets and reports, and support auditors. The role involves processing invoices, approvals, and maintaining financial records with emphasis on accuracy and policy compliance.

Join a team that collaborates with campus departments and vendors, ensuring timely financial operations and clear communication of financial policies. Prior experience with Oracle/Power BI is valued.