Remote-Eligible Financial Analyst: Budgets & Forecasting

University of California, Berkeley; Berkeley (CA); Hybrid; USD 56,000 - 70,000; Full time

Job summary

University of California, Berkeley is seeking a Financial Analyst 2 within the Division of Undergraduate Education Finance to provide comprehensive financial support for an assigned portfolio of units. You will contribute to budgeting, forecasting, reporting, and analysis, partnering with campus stakeholders to ensure accurate financial information and effective decision-making.

The role supports annual budgeting, monthly and year-end reporting, and position and compensation tracking, with

Qualifications

• Working knowledge of financial analysis, budgeting, accounting, and financial reporting concepts.
• Ability to analyze financial information, identify discrepancies and trends, investigate underlying causes, and summarize findings clearly.
• Demonstrated ability to effectively present information verbally and in writing clearly and concisely.
• Proficiency with spreadsheet applications, including the ability to organize, analyze, reconcile, and present financial data using Microsoft Excel or comparable tools.
• Demonstrated interpersonal skills at all levels within an organization; excellent service orientation and critical thinking skills; and attention to detail.
• Ability to organize and manage multiple assignments, establish priorities, meet deadlines, and follow through on outstanding items.
• Ability to work effectively in a diverse environment and contribute to an inclusive and collaborative workplace.

Responsibilities

• Supports the annual budget and periodic forecasting processes for assigned units, programs, funds, and activities.
• Assists in developing revenue and expenditure projections using historical results, current spending patterns, staffing information, known commitments, and established planning assumptions.
• Maintains budget and forecast schedules and ensures that supporting documentation is complete, accurate, and current.
• Updates financial models and planning tools as new information becomes available.
• Assists with the preparation of budget submissions, financial schedules, and supporting analyses.
• Works with unit and finance colleagues to collect, validate, and organize information needed for budget and forecast updates.
• Identifies significant changes from prior forecasts or budgets and assists in researching the underlying drivers.

Skills

Financial analysis

Budgeting

Accounting

Financial reporting

Communication

Education

Bachelor's degree in finance, accounting, economics, business administration, or related field

Tools

Microsoft Excel

Job description

University of California, Berkeley is seeking a Financial Analyst 2 within the Division of Undergraduate Education Finance to provide comprehensive financial support for an assigned portfolio of units. You will contribute to budgeting, forecasting, reporting, and analysis, partnering with campus stakeholders to ensure accurate financial information and effective decision-making.

The role supports annual budgeting, monthly and year-end reporting, and position and compensation tracking, with