FINANCIAL SERVICES ANALYST - HYBRID

University of California Office of the President; San Francisco (CA); On-site; USD 95,000 - 107,000; Full time

Job summary

UC OFFICE OF THE PRESIDENT is seeking a Financial Analyst 3 CX to serve as a subject-matter expert in core financial services within the Business Resource Center. The role reviews and approves transactions, interprets UC policies, and supports prudent financial decision-making across BRC operations.

The position requires at least five years in financial policy analysis, with strong MS Office skills and experience in recharge billing, travel reimbursements, and auditing of procedures.

Qualifications

• Minimum 5 years of experience in analysis, interpretation and application of financial and accounting policies, practices and procedures.
• Bachelor's degree in related area or equivalent experience / training.
• Strong interpersonal, analytical, and communication skills; ability to multi-task.

Responsibilities

• Audit travel and entertainment reimbursements; support bank card administration.
• Handle recharge billing, expense transfers, and financial journals; review and manage accounts.
• Produce ad hoc reporting and analyses of complex financial transactions.

Skills

Interpersonal skills

Analytical skills

Communication skills

Policy interpretation

Education

Bachelor's degree

Tools

Oracle Cloud

Concur

Cognos

Job description

Job Posting

For UCOP internal applicants, please login to the internal candidate gateway at: Jobs at UCOP

UC OFFICE OF THE PRESIDENT

At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.

Learn more about the UC Office of the President

Department Overview

The Business Resource Center (BRC) is a shared services center that supports all of the UC Office of the President locations. The BRC provides financial and accounting services to all of UCOP. This financial services analyst position reports to the manager of the Compliance, Accounting, Audit and Policy Team (CAAP) within the BRC. The team is responsible for performing a full spectrum of financial services including accounting, analysis, reporting, audit, compliance, and training.

Position Summary

The Financial Services Analyst 3 serves as the Business Resource Center's (BRC) subject-matter expert in one or more core financial service areas, including but not limited to: bank card administration, recharge billing, payment card platform administration, UCOP fiscal close activities. This role reviews and approves financial transactions submitted by UCOP departments and resolves complex financial service issues. Additionally, this role skillfully interprets UC policies and applies UCOP procedures, translating complex requirements into practical, understandable guidance that supports sound decision-making, addresses regulatory compliance and manages risk across BRC operations.

Key Responsibilities

• Business travel and entertainment reimbursement audit
• Bank card administration support
• Recharge billing, expense/cost transfers, and financial journals
• Account review and management, including appropriations and expenditures analysis
• Signature delegation management - Web page and SharePoint support
• Illumia (formerly Transact/CashNet) administration, including building and maintaining storefronts, reconciliation, and PCI compliance
• UCOP fiscal close activities
• Audit of financial transactions and procedures within the BRC
• Financial and other ad hoc reporting and analyses for varied and complex financial transactions

Other Key Responsibilities:

• Analyzes, skillfully interprets, and applies UC policies to UCOP procedures. Translates complex policy requirements into practical, understandable guidance that supports sound decision-making, addresses regulatory compliance and manages risk.
• Reviews and approves financial data and transactions submitted by UCOP departments, ensuring accuracy
• Documents procedures for financial activities and creates training materials for client departments

15% - Supports BRC staff, other UCOP operations staff, and client departments by developing and delivering presentations, procedures, and trainings. Helps train staff and builds an effective teamwork environment. Recommends/implements excellent service standards for internal departments, students, and external suppliers/vendors.

5% - Analyzes complex issues and prepares proposals on topics such as new financial procedures or services, changes in legal regulations, and tax implications related to their impact on our work.

5% - Partners with UC policy owners to assess, recommend, and implement financial process changes at UCOP that maintain compliance with federal, state, and internal audit requirements.

Experience

Required Qualifications

A minimum of 5 years of experience in analysis, interpretation and application of financial and accounting policies, practices and procedures (preferably in higher education or public sector settings); or an equivalent combination of education and experience.

Skills And Abilities

Required Qualifications

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 develop original ideas to solve problems.

Excellent working knowledge in at least one of the following areas: general accounting, recharge billing, travel and entertainment reimbursement rules, or auditing of financial procedures/transactions.

Proficiency with MS Office and standard desktop/web-based applications and databases; willingness to learn new software and technologies.

Working knowledge of UC business systems, account structures, encumbrances, expenditures, and related policies and procedures or the ability to quickly acquire it.

Strong analytical skills: identifies key factors, patterns, and trends; interprets policy; synthesizes information from multiple sources (policy, financial reports, statistical data); meticulous attention to detail.

Strong written and verbal communication skills, including the ability to explain moderate-to-complex issues clearly and concisely, compose professional business correspondence, and actively listen to clarify key points.

Service Excellence as a Core Value: responsive to client requests, builds client relationships, and anticipates client needs.

Strong interpersonal skills: collaborates effectively across teams and levels, maintains composure in sensitive situations, and provides guidance, coaching, and mentoring to staff. Collaborative team member who supports colleagues, including assignments that aren't your own. Awareness of and respect for how your work and presence impacts the team.

Strong organizational skills: independently prioritizes workload, manages high volumes of work with frequent interruptions, and tracks competing deadlines.

Preferred Qualifications

Manages up effectively: Actively supports manager’s priorities and objectives; Communicates proactively to avoid surprises on status, risks, or deadlines; Builds and maintains trust through reliable follow-through; Anticipates leadership's information needs and exercises judgment on when to elevate

Works independently and stays accountable: Uses job and team resources effectively; Analyzes problems independently; Takes responsibility for problem resolution and seeks counsel appropriately.

Attentive to detail, with an eye for how tasks fit into the bigger picture.

Experience with Oracle Cloud, Concur, and Cognos or similar software

Education

Required Qualifications

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

Travel Requirements

0%

Job Title

Financial Analyst 3 CX

Job Code

005184

Salary Grade

STEPS

Payscale

$95,000 - $107,000

Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging

Application Review Date

The first review date for this job is October 20, 2026. If needed, add: The position will be open until filled.

Conditions of Employment

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal 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.

• UC Sexual Violence and Sexual Harassment Policy
• UC Anti-Discrimination Policy for Employees, Students and Third Parties
• APM - 035: Affirmsitive Action and Nondiscrimination in Employment

EEO STATEMENT

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.

The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: [e-mail].