Sales and Service Analyst

University of California - Los Angeles (UCLA); Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

UCLA School of Dentistry seeks a Sales and Service Analyst to provide administrative and financial support for Sales and Service activities, including CE and Extension programs. The role involves maintaining rate worksheets, approvals, and collaboration with campus accounting on overhead requirements.

The position requires strong organizational, analytical, and numerical skills to monitor revenue and expenses, perform reconciliations, and analyze financial activity while ensuring accurate course

Qualifications

• Demonstrated ability to manage administrative and financial responsibilities simultaneously, prioritize competing assignments, and meet established deadlines.
• Strong organizational, analytical, and problem-solving skills, with attention to detail, accuracy, and sound judgment.
• Demonstrated mathematical, accounting, and budgeting skills sufficient to review revenue and expenses, perform reconciliations, identify discrepancies, and analyze financial activity.
• Proficiency with Microsoft Office applications, particularly Excel, for financial analysis, reconciliation, reporting, tracking, and data management.
• Demonstrated ability to learn, interpret, and apply policies, procedures, guidelines, and financial requirements.
• Strong written, verbal, and interpersonal communication skills, with the ability to communicate effectively and professionally with faculty, staff, participants, vendors, and University administrative offices.
• Demonstrated customer service skills and the ability to respond tactfully to inquiries, resolve registration and payment issues, and support course-related activities.
• Ability to work independently, maintain accurate records, perform detailed data entry and financial transactions, and handle confidential or sensitive information with discretion.
• Ability to manage multiple projects and assignments concurrently and work occasional evenings and/or weekends to support Continuing Education courses.
• Knowledge of UCLA or University of California financial policies, accounting practices, administrative procedures, and Continuing Education program operations.
• Experience with UCLA financial systems and reporting tools, including University ledger reconciliation and financial report preparation.
• Experience administering Sales and Service activities, rate calculations, and the UCLA Sales and Service Rate Worksheet, including rate development, markup, overhead, and approval requirements; experience in an academic, higher education, healthcare, or similarly complex environment.

Responsibilities

• Provide administrative and financial support for UCLA School of Dentistry's Sales and Service activities, including Continuing Education (CE) and Extension programs.
• Coordinate course registration and participant services, course preparation and logistics, course records, materials and supplies, and communications with enrollees, faculty, instructors, vendors, and staff.
• Prepare and maintain UCLA Sales and Service Rate Worksheets, coordinate approvals, and collaborate with campus accounting on markup/overhead.
• Monitor revenue and expenses; perform reconciliations, reporting, and financial analysis.
• Communicate with enrollees, faculty, instructors, vendors, and University offices regarding courses and administration.
• Ensure accuracy of records and compliance with university policies and procedures.
• Manage multiple projects and deadlines; occasional evenings and/or weekends to support Continuing Education courses.

Skills

Organization

Analytical

Problem-solving

Excel

Budgeting

Communication

Customer service

Data entry

Multi-tasking

Education

Bachelor's degree in business/finance

Tools

Excel

Job description

Department Summary

The caliber of our faculty, staff, and student dentists helps foster a dynamic environment, focused towards the future. Along with our passion and dedication to be among the best in the world, UCLA Dentistry is truly unique. As part of a world-renowned research university, combined with excellent educational programs and clinic training, we believe this is where leaders are made.

Position Summary

The Sales and Service Analyst provides administrative and financial support for the UCLA School of Dentistry's Sales and Service activities, including Continuing Education (CE) and Extension programs.

The finance portion manages the financial activities associated with Sales and Service programs, including preparation and maintenance of UCLA Sales and Service Rate Worksheets, coordination of required approvals, collaboration with campus accounting on markup and overhead requirements, monitoring revenue and expenses, reconciliation, reporting, and financial analysis. The CE portion of the position coordinates course registration and participant services, course preparation and logistics, course records, materials and supplies, and communications with enrollees, faculty, instructors, vendors, and staff.

The position requires strong organization, accuracy, customer service, financial aptitude, and the ability to manage multiple activities and deadlines independently while working within University policies and procedures.

Salary & Compensation

*UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.

Qualifications

• *Demonstrated ability to manage administrative and financial responsibilities simultaneously, prioritize competing assignments, and meet established deadlines. (Required)
• *Strong organizational, analytical, and problem-solving skills, with demonstrated attention to detail, accuracy, and sound judgment. (Required)
• *Demonstrated mathematical, accounting, and budgeting skills sufficient to review revenue and expenses, perform reconciliations, identify discrepancies, and analyze financial activity. (Required)
• *Proficiency with Microsoft Office applications, particularly Excel, for financial analysis, reconciliation, reporting, tracking, and data management. (Required)
• *Demonstrated ability to learn, interpret, and apply policies, procedures, guidelines, and financial requirements. (Required)
• *Strong written, verbal, and interpersonal communication skills, with the ability to communicate effectively and professionally with faculty, staff, participants, vendors, and University administrative offices. (Required)
• *Demonstrated customer service skills and the ability to respond tactfully to inquiries, resolve registration and payment issues, and support course-related activities. (Required)
• *Ability to work independently, maintain accurate records, perform detailed data entry and financial transactions, and handle confidential or sensitive information with discretion. (Required)
• *Ability to manage multiple projects and assignments concurrently and work occasional evenings and/or weekends to support Continuing Education courses. (Required)
• *Knowledge of UCLA or University of California financial policies, accounting practices, administrative procedures, and Continuing Education program operations. (Preferred)
• *Experience with UCLA financial systems and reporting tools, including University ledger reconciliation and financial report preparation. (Preferred)
• *Experience administering Sales and Service activities, rate calculations, and the UCLA Sales and Service Rate Worksheet, including rate development, markup, overhead, and approval requirements; experience in an academic, higher education, healthcare, or similarly complex environment. (Preferred)

Education, Licenses, Certifications & Personal Affiliations

• *Bachelor's Degree Bachelor's degree in business administration, accounting, finance, public administration, or a related field and/or equivalent combination of education and experience. (Preferred)

Special Conditions for Employment

• Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
• Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.
• COVID and Flu Vaccinations: The position is subject to providing evidence of inoculation.
• CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the "Statement Acknowledging Requirement to Report Child Abuse".

Schedule

8:00 a.m. to 5:00 p.m.

Union/Policy Covered

CX-Clerical & Allied Services