Senior Financial Services Analyst — Banking & Compliance

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

Job summary

The Financial Analyst 3 CX at the University of California Office of the President provides subject-matter expertise in core financial services areas, including banking, billing, and PCI compliance. You will review transactions, apply UC policies, and support fiscal close activities to ensure accuracy and regulatory compliance.

With a background in financial services and at least five years of experience, you will translate complex requirements into practical guidance, develop procedures, and

Qualifications

• Minimum 5 years of experience in analysis, interpretation and application of financial policies and procedures.
• Bachelor's degree in a related area or equivalent experience.
• Experience in higher education or public sector settings is preferred.

Responsibilities

• Applies financial concepts to resolve issues and prepares procedures and policy recommendations.
• Reviews and approves financial data and transactions for UCOP departments.
• Documents procedures and creates training materials for client departments.
• Develops and delivers presentations, procedures, and trainings.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Multi-tasking

Communication skills

Service orientation

Team collaboration

Problem solving

Education

Bachelor's degree

Tools

Oracle Cloud

Concur

Cognos

Job description

The Financial Analyst 3 CX at the University of California Office of the President provides subject-matter expertise in core financial services areas, including banking, billing, and PCI compliance. You will review transactions, apply UC policies, and support fiscal close activities to ensure accuracy and regulatory compliance.

With a background in financial services and at least five years of experience, you will translate complex requirements into practical guidance, develop procedures, and