Senior Financial Analyst, Hybrid – Budget & Reporting Lead

University of California, Davis; Sacramento (CA); Hybrid; USD 67,000 - 122,000; Full time

Benefits offered by this job

Medical plans

Dental and Vision insurance

Paid Holidays

Paid Time Off

Job summary

University of California, Davis is seeking a Financial Analyst 3 to help maintain the department's financial health and drive operational integrity. You will prepare and analyze financial reports, assist with budgeting, reconcile the General Ledger to Aggie Enterprise, and support cost transfers while ensuring compliance with University policies.

You will mentor staff and contribute to special projects to improve financial operations, including management of the 340B HTC program with $20M+ in

Qualifications

• Bachelor’s degree in Finance, Accounting, or closely related field or equivalent experience/training.
• 4+ years of previous experience in a substantially similar role required.
• Ability to conduct comprehensive budgetary and financial analyses by reviewing, reconciling, and interpreting financial data; identifying variances and trends; and producing clear, actionable reports to support business decision-making.
• Demonstrated knowledge and application of generally accepted accounting principles (GAAP), including fund accounting and management of restricted funds, by accurately recording, analyzing, and reporting financial transactions in compliance with institutional and regulatory requirements.
• Ability to systematically identify and evaluate financial and operational issues by gathering and analyzing relevant data, conducting research, and developing well-reasoned, practical solutions with documented rationale.
• Working knowledge of budget cycles, payroll/personnel processes, and business agreements, demonstrated through participation in planning, monitoring, and adjusting budgets in alignment with organizational policies and procedures.
• Ability to perform precise financial calculations and data manipulations, including validating data accuracy, reconciling discrepancies, and maintaining error-free financial records and reports.
• Ability to clearly present complex financial and administrative information both orally and in writing by producing structured reports, correspondence, and presentations that are accurate, well-organized, and tailored to the audience.
• Demonstrated ability to compose, edit, and format professional documents by ensuring clarity, consistency, grammatical accuracy, and adherence to organizational standards and style guidelines.
• Demonstrated proficiency in Microsoft Excel (e.g., creating pivot tables, using lookup functions, and generating charts/graphs) and other office and enterprise systems by producing detailed analyses, reports, and data visualizations using financial, payroll, and web-based platforms.

Responsibilities

• 65% - Financial Analysis/Agreement Reconciliation.
• 20% - Hemophilia Treatment Center Program Support (HTC).
• 10% - Dept. of Internal Medicine – Operating Budget.
• 5% - Other/Ledger Review.

Skills

Financial analysis

GAAP knowledge

Budgeting & forecasting

Data interpretation

Education

Bachelor’s degree in Finance or Accounting

Tools

Excel

Aggie Enterprise

UCPath

Cognos

Job description

University of California, Davis is seeking a Financial Analyst 3 to help maintain the department's financial health and drive operational integrity. You will prepare and analyze financial reports, assist with budgeting, reconcile the General Ledger to Aggie Enterprise, and support cost transfers while ensuring compliance with University policies.

You will mentor staff and contribute to special projects to improve financial operations, including management of the 340B HTC program with $20M+ in