Financial Services Analyst 2 (4754C) Lawrence Hall of Science, #88970

University of California, Berkeley; Berkeley (CA); Hybrid; USD 107,453,000 - 112,963,000; Full time

Benefits offered by this job

Remote work up to 3 days/week

Job summary

University of California, Berkeley's Lawrence Hall of Science invites applications for a Financial Services Analyst 2 to manage accounts receivable, accounts payable, business operations, purchasing, travel, and data reporting. The role includes assisting the Resource Management Group and ensuring compliance with UC policies, with periodic remote work within the United States.

The position requires a Bachelor's degree and strong financial systems knowledge, offering full-time hours and UC

Qualifications

• Working knowledge of cashiering and financial processes, policies and procedures.
• Strong knowledge of financial data management and reporting systems.
• Proficiency in the use of spreadsheet and database software.
• Strong interpersonal skills, analytical abilities, service orientation, active listening, and attention to detail.
• Ability to multi-task in a high-volume environment and work in a team.
• Ability to adapt to changing priorities and learn internal controls.

Responsibilities

• Revenue processing and deposits for multiple revenue sources, with discrepancy handling.
• Cash handling, verification, and distribution across cash stations; bank signout.
• Purchasing forms, approvals, and data posting to ledgers; back-up for bluCard.
• Processing travel and entertainment reimbursements with required approvals.
• Inputting revenue invoices and monitoring outstanding receivables.
• Tracking and distributing centrally provided services and gifts; manage parking passes.
• Professional development and other duties as assigned.

Skills

Cashiering

Financial data management

Spreadsheet software

Analytical skills

Teamwork

Communication skills

Education

Bachelor's degree

Tools

BearBuy

BFS

General Ledger (GL)

bluCard

Travel/Entertainment Reimbursement System

Job description

About Berkeley

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff, who are among the most talented and accomplished anywhere, including Nobel laureates, Pulitzer Prize winners, and MacArthur Fellows. Since our founding in 1868, we have been an engine for innovation - driving intellectual, economic, and social progress that benefits California, the U.S., and beyond. Together, we change the world.

At Berkeley, the best careers are built on a foundation of continuous learning and growth. We actively support professional development by providing all full-time staff employees with at least 80 hours of paid time per year and provide space for supportive colleague communities via numerous employee resource groups.

We invite applicants who are inspired by our Principles of Community and who are eager to be part of our exciting Strategic Plan, which charts Berkeley's next era of excellence.

Learn more about some of our accomplishments at Points of Pride.

Departmental Overview

The Lawrence Hall of Science (The Lawrence) is UC Berkeley's public science center. The impact of The Lawrence extends far beyond the science center, prioritizing equity and excellence. Programs and products developed here inspire and engage over 12 million youth in scientific discovery and learning each year.

Professional learning and system capacity-building programs empower thousands of organizations, educators, and families—nationally and internationally to enhance how science, technology, engineering, and mathematics (STEM) are taught. And our research about learning guides our work and advances the field. The Lawrence has an annual operations budget of $20 million and revenue derived from various sources: Private Gifts, Endowments, Contracts and Grants, and Revenues from Sales and Services.

Position Summary

The Financial Services Analyst 2 provides operational and financial transactions and services to The Lawrence's Programs, Projects, Centers, and Directors Office. This position manages accounts receivables, accounts payable, business operations, purchasing, travel, entertainment, data collection, analysis, reporting, audit review and controls, contracts and grants maintenance, and customer servicing. Additionally, this position serves as Assistant to the Resource Management Group (RMG) Business Operations Manager, providing day-to-day oversight of business operations.

Responsibilities

Revenue Assistant - 25%

• Audits and processes deposits for Discovery Store, Visitor Services Desk, and online sales of products and services. Investigate and resolve discrepancies. Process BFS direct journals. Monthly reconciliation of general ledger. Filing and organization of hardcopy and digital files.

Cashiering - 20%

• Collect, verify, and distribute cash boxes for all cash stations. Performs cash box count out prior to opening. Replenish cash boxes with appropriate amount of change. Coordinate and process change orders as needed. Prepare Loomis bank bag for signout.

BearBuy & BFS - 20%

• Prepare appropriate purchasing forms, secure approvals for low value purchase requests and initiate creation of requisitions as needed. Assures compliance with applicable UC, State, and Federal policies and procedures and ensure integrity of data posting to the general ledgers. Back-up reconciler for department bluCard holders. Assist with the reconciliation of BB PO's and bluCard transactions posted to the GL.

Reimbursements - 15%

• Oversee the preparation of reimbursements utilizing the Travel/Entertainment Reimbursement System for business related expenses. Ensure Financial Analyst and PI/PD or Group Executive Director approvals have been obtained. Provide guidance, advice and respond to questions from The Lawrence projects concerning travel/entertainment policy and procedures and travel and entertainment reimbursements. Facilitate new vendor set up using BFS Supplier Onboarding and vendor updates, as needed.

Accounts Receivable - 10%

• Input BFS:AR invoices for all LHS departments. Assists monitoring departments with outstanding receivables invoices research, monitoring for escalation, and write-offs. Process interdepartmental and intercampus Orders and Journals for the revenue programs at LHS.

Department Services - 5%

• Track and distribute centrally provided services, such as gas card. Tracks unit's gift cards to be distributed to participants. Distributing and maintaining parking passes for workshops and conferences.

Professional Development and Other duties as assigned - 5%

• Professional Development and Other duties as assigned

Required Qualifications

• Working knowledge of cashiering and operation financial processes, policies and procedures and/or the ability to learn.


• Strong knowledge of financial data management and reporting systems.


• Proficiency in the use of spreadsheet and database software.


• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.


• Ability to function effectively as a member of a team.


• Ability to adapt to changing priorities.


• Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources and/or the ability to learn.


• Skills to provide coaching and mentoring to support staff.

Education / Training

• Bachelor's degree in related area and / or equivalent experience / training

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted hourly range that the University reasonably expects to pay for this position is $35.71–$37.91 (steps 1.0 - 4.0).

• This is a non-exempt, bi-weekly paid position.


• This is a full-time (40 hours/week) Career position eligible for UC benefits.

Other Information

• This position is eligible for up to 3 days/week remote work within the United States. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change.


• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.


• This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. The current bargaining agreement manual can be found at: http://ucnet.universityofcalifornia.edu/labor/bargaining-units/cx/index.html

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Mandated Reporter

This position has been identified as a Mandated Reporter required to report the observed or suspected abuse or neglect of children, dependent adults, or elders to designated law enforcement or social service agencies. We reserve the right to make employment contingent upon completion of signed statements acknowledging the responsibilities of a Mandated Reporter.

Misconduct

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

“Misconduct” Means Any Violation Of The Policies Or Laws Governing Conduct At The Applicant’s Previous Place Of Employment, Including, But Not Limited To, Violations Of Policies Or Laws Prohibiting Sexual Harassment, Sexual Assault, Or Other Forms Of Harassment, Discrimination, Dishonesty, Or Unethical Conduct, As Defined By The Employer. For Reference, Below Are UC’s Policies Addressing Some Forms Of Misconduct

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

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.