Financial Analyst

University of California - Santa Barbara; Santa Barbara (CA); On-site; USD 66,000 - 72,000; Full time

Benefits offered by this job

Full Benefits

Hybrid work schedule

Job summary

The University of California - Santa Barbara is seeking a Financial Services Analyst to support the Division of Student Affairs. You will perform financial analysis, maintain databases, and ensure compliance with university policies.

This role requires a Bachelor's degree and 1-3 years of relevant experience, and offers a hybrid work schedule after the probation period. Join us to help improve financial operations and student success!

Qualifications

• Bachelor’s Degree or equivalent experience required.
• 1–3 years experience in financial processes and reporting.
• Advanced proficiency in spreadsheets and databases.

Responsibilities

• Perform financial analysis, reporting, and database management.
• Conduct general ledger auditing and reconciliation.
• Approve procurement and process financial transactions.

Skills

Financial analysis

Advanced proficiency in spreadsheets

Data management

Education

Bachelor’s Degree in related field

Tools

Financial reporting tools (Cognos, PowerBI)

Job description

Position Summary

The Financial Services Analyst supports the Division of Student Affairs by performing financial and administrative operations. The role focuses on the Student Enrollment & Success cluster, provides backup to other clusters, and conducts ongoing financial analysis, reporting, and tracking. Responsibilities include maintaining financial databases, general ledger auditing, procurement approval, processing transactions, developing and reviewing business procedures, and providing training and support to staff. Advanced analytical and organizational skills are required to ensure efficient operations, confidentiality, and compliance with university policies.

Job Details

Position Number: 40075751

Payroll Title: FINANCIAL SVC ANL 2 CX (004754)

Job Code: 004754

Open Date: 06/26/26

Application Review Begins: 07/14/26

Department Code: AAVC (ASST TO VCE CHANCLLR OF STDNTS)

Percentage of Time: 100%

Union Code: CX- Clerical/Admin

Employee Class: Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description: PSS

Salary Grade: STEPS

Pay Rate/Range: $31.99 to $34.63/hour (budgeted)

Full Salary Range: $30.75 to $50.45/year

Work Location: 1101 SAASB

Working Days and Hours: Monday‑Friday 8:00 – 17:00

Benefits Eligibility: Full Benefits

Hybrid Work: Hybrid work schedule may be considered after the probationary period and upon approval by the Division of Student Affairs. Employees must be available for office attendance as needed.

Responsibilities

The analyst performs financial analysis, reporting, and tracking; maintains databases; conducts general ledger auditing and reconciliation; approves procurement; processes a range of financial transactions; and applies UC policies to ensure compliance. The role collaborates across campus to improve procedures, provides training, manages complex confidential projects, and operates under competing deadlines.

Job Functions & Percentages of Time

60% Financial Analysis/Reporting: Strategic planning, budget comparison, fiscal projections, general ledger reconciliation, expense transfers, and monitoring of financial activity. Works with campus systems (e.g., FinHub) to ensure data accuracy and compliance. 30% Financial Processing & Operational Analysis: Procurement functions, policy compliance, invoice approval, FlexCard management, travel and entertainment oversight, and collaboration with the Student Affairs Business & Administration team. 10% Other Duties: Participation in meetings, administrative and financial support, telephone reception, correspondence preparation, system familiarity, and special projects as assigned.

Required Qualifications

• Bachelor’s Degree in a related field or equivalent experience and training.
• 1–3 years of experience with financial processes, policies, and procedures.
• 1–3 years of experience with financial data management and reporting systems.
• 1–3 years of advanced proficiency in spreadsheets and database software.
• 1–3 years of comprehensive knowledge of financial analysis, reporting, and accounting.

Preferred Qualifications

• Experience at the University of California or another university in Student Affairs.
• Experience in budgeting and financial forecasting.
• Experience with campus financial reporting tools (e.g., Cognos, PowerBI, FinHub, PayConnex, Fusion, FreedomPay).
• Knowledge of UC systems (Gateway, Flexcard, Concur).
• Experience with cash handling and banking.

Special Conditions of Employment

• Occasional weekend and evening work required.
• Must hold a valid driver’s license and maintain a satisfactory driving record.
• Background check required; satisfactory criminal history required.
• UCSB is a tobacco‑free environment.

Misconduct Disclosure Requirement

Final candidates must disclose any final administrative or judicial decisions related to misconduct within the last seven years or any appeal of a substantiated misconduct finding with a prior employer. Misconduct refers to violations of employee conduct policies, including sexual harassment, sexual assault, discrimination, and other prohibited behaviors as defined by UC.

Vaccination Policy

Employment requires compliance with the University of California Vaccination Program. Covered individuals must be up‑to‑date with required vaccines or submit an exemption request. Additional public health directives may apply.

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Reasonable Accommodations

The University of California endeavors to make our website and application process accessible. Applicants requiring accommodations may contact Katherine Abad in Human Resources at 805-893-4664 or email [e-mail]. This contact information is for accommodation requests only and cannot be used to inquire about application status.

Privacy Notification Statement

Information is available regarding privacy notifications and the UCSB Annual Security and Fire Safety Report Disclosures.