Financial and Contracts Analyst 3

University of California- Davis Health; Sacramento (CA); Hybrid; USD 77,000 - 139,000; Full time

Benefits offered by this job

Hybrid work model

Excellent benefits

Job summary

University of California–Davis Health is seeking a Financial Analyst 3 to independently conduct complex financial analysis and reconcile contracts and grants exceeding $5 million, ensuring sponsor requirements and campus policies are met.

The role involves monthly collaboration with PIs, the CAO, and the Research Manager, plus preparing accurate reports and developing forecasts to guide budgetary decisions. Hybrid work arrangement is available.

Qualifications

• Finance/budget analysis experience including cost allocation and forecasting.
• Experience with extramural funds budgeting and forecast.
• Advanced knowledge of OMB Uniform Guidance for Federal awards.
• Strong organizational skills under deadlines and demanding workload.
• Excellent interpersonal, verbal and written communication skills.
• Proficient in Windows and Microsoft Excel with pivot tables.

Responsibilities

• Conduct complex financial analysis and reconcile contracts and grants expenditures.
• Develop budgetary forecasts and implement budget adjustments.
• Provide pre-award grant administration support.
• Oversee purchasing, invoice processing and expense reimbursements for contracts and grants.
• Prepare monthly reports to PIs, CAO, and Research Manager.
• Meet with Principal Investigators monthly.

Skills

Financial analysis

Budget forecasting

Cost allocation

Strategic planning

Interpersonal communication

Multitasking

Analytical thinking

Advanced Excel

Education

Bachelor's degree in related area or equivalent experience

Tools

Aggie Enterprise/Oracle

UC Path

Outlook

Effort Reporting System

Job description

Job Summary

The incumbent independently conducts complex financial analysis and reconciliation of contracts and grants expenditures in excess of $5 million, ensuring adherence to sponsored award requirements, funding restrictions, and University policies. Research issues, analyze data, prepare reports, make recommendations and meet with Principal Investigators on a monthly basis. Provide accurate monthly financial reports to Principal Investigators, Chief Administrative Officer (CAO), and Research Manager. Develop budgetary forecasts for review and implement budgetary adjustments to ensure effective stewardship of funds and compliance with institutional and sponsor requirements. Provide pre-award grant administration support. Responsible for primary authorization and oversight of purchasing, invoice processing and expense reimbursements for contracts and grants per budgets. Requires a broad knowledge of OMB Uniform Guidance, University and UCDHS policies, procedures, practices and organization.

Apply By Date

Apply By Date: September 24, 2026 at 11:59pm. Selection activities may start at any time.

Minimum Qualifications

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Bachelor's degree in related area or equivalent experience or training
• Financial analysis experience including cost allocation, forecasting, and strategic planning to analyze, compile and interpret financial data and reports to present complex data for decision making purposes.
• Experience working on extramural funds, including detailed budget preparation, assistance with scopes of work, financial analysis and forecasting.
• Extensive knowledge in federal financial guidelines as stated in OMB Uniform Guidance for Federal awards
• Proven organizational skills to work with changing priorities, pressure of deadlines, and demanding workload. To use independent judgment to make logical decisions.
• Ability to plan, anticipate operational needs, forecast deadlines, set objectives/goals, multitask, and coordinate assignments including follow-ups.
• Proven interpersonal, verbal and written communication skills to clearly and effectively interact with a diverse group of individuals to secure and/or provide information to clarify situations, resolve problems, and negotiate services and/or agreements.
• Computer skills to utilize various programs and software for word processing, spreadsheets, and website applications
• Ability to manage multiple funds involving different accounting procedures including analysis, reconciliation, projection, fiscal closing and grant preparation.
• Knowledge and experience using standard accounting principles and practices.
• Experience using Windows-based programs.
• Advanced knowledge and expertise in the use of Excel, especially pivot tables.
• Ability to represent the Department in a professional manner.
• Ability to effectively and efficiently work in an independent fashion in an organized and self-directed manner.
• Ability to readily adapt to change.
• Ability to analyze problems, suggest solutions, make decisions, and initiate resolutions actions for the effective management of the purchasing, accounts payable, and accounts receivable activities in the Department.
• Ability to enhance performance through training and evaluation.
• Ability to establish and maintain filing systems, databases and spreadsheets. Must be able to coordinate and organize a high volume of record files efficiently.
• Ability to deal with conflict in a constructive manner and ability to work in a fast-paced environment.
• Proven critical thinking skills in problem solving complex issues, analyzing and interpreting data and policy and placement of issues into context.

Preferred Qualifications

• Extensive knowledge of University accounting/financial/grant policies and procedures.
• Extensive knowledge of University policies and procedures on purchasing, travel, entertainment, transfers of expenses, invoicing and collections.
• Expertise with university policy and procedures relating to personnel and payroll
• Proven ability to use and understand computer software and web-based applications to include Aggie Enterprise/Oracle, UC Path, Outlook, Effort Reporting System

Key Responsibilities

• 60% - Financial Management
• 20% - Contract and Grant Administration
• 10% - Personnel/Payroll
• 10% - Pre-Award Administration

Department Overview

Welcome to the Department of Psychiatry and Behavioral Services at UC Davis! We are committed to promoting world-class mental health services that help patients and families live their lives more fully. Our four key mission areas - patient care, training and education, research, and community engagement - actively support this commitment.

Position Information

• Salary or Pay Range: $2,954.02-$5,360.15
• Salary Frequency: Biweekly
• Salary Grade: 163
• UC Job Title: FINANCIAL ANL 3 CX
• UC Job Code: 005183
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100
• Shift (Work Schedule): 8-5; M-F
• Location: Behavioral Health Center (HSP048)
• Union Representation: CX-Clerical/Admin
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility by visiting UCnet Benefits Page or Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees.

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for dental and vision coverage for you and your family
• Retirement plans for eligible employees including Pension and other Retirement Saving Plans
• Supplemental insurance offered including additional life, short/long term disability, pet insurance, legal coverage, accident, critical illness and hospital indemnity
• Pregnancy and Parental Leave, Family & Medical Leave, Adoption Assistance and Pay for Family Care and Bonding for eligible employees
• Lactation Support Program and Family Care discounts and resources
• Employee Well-being resources and programming to support thriving in all aspects of employee's lives
• On-site Employee Assistance Program including access to free mental health services
• Generous amount of paid Holidays annually as outlined in the UC Policies or Collective Bargaining Agreements
• Paid Time Off/Vacation/Sick Time as outlined in the UC Policies or Collective Bargaining Agreements
• Continuing Education (CE) allowance and Staff Education Reimbursement Program for eligible employees
• Access to free professional development courses and learning opportunities for personal and professional growth
• Public Service Loan Forgiveness (PSLF) Qualified Employer and Student Loan Debt Counseling Program for eligible employees

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Ability to work under pressure, adapt to changing priorities and produce quality and quantity of work. Must be able to adjust hours to accommodate office and grant deadlines.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

A Culture of Opportunity and Belonging

At UC Davis, we're committed to solving life's most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks