Data Management Financial Analyst

Company: College of Charleston
Location: Santa Cruz
Posted on: September 15, 2023

Job Description:

Data Management Financial Analyst Location: Santa Cruz Job ID: 58058 JOB POSTING The selected candidate may have the option to work a hybrid schedule. If a hybrid schedule is approved, the selected candidate must be able to successfully work from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement. NOTIFICATIONS The University of California has implemented a Vaccination Policy covering all employees. Employees, including new hires, are required to comply with any applicable policies relating to the University of California's COVID-19 vaccine program. HOW TO APPLY For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the on our Talent Acquisition website.

• INITIAL REVIEW DATE (IRD) Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process, . The IRD for this job is: 09-12-2023 ABOUT UC SANTA CRUZ UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world. DEPARTMENT OVERVIEW The University of California Santa Cruz enrolls roughly 19,000 students a year and 77% of undergraduates receive some form of financial aid. The Financial Aid and Scholarship Office (FASO) strives to deliver high quality service to students and their families. We are committed to minimizing financial barriers, dedicated to providing students and their family's access to a broad range of aid programs to support students in achieving their educational goals. The office is part of Enrollment Management, which includes Financial Aid and Scholarships, Orientation and Undergraduate Admissions. Enrollment Management is part of the multi-faceted academic Division of Undergraduate Education. Undergraduate Admissions, Enrollment Management and Undergraduate Education work closely with select Academic Senate committees. Since its founding in 1965, the University of California, Santa Cruz, has grown from 652 students to nearly 19,000 students (2022-23) and earned international distinction as a world university with high-impact research, ranking 3rd in the world for research influence by Times Higher Education, and among the top 50 universities in the world, according to the U.S. News and World Report 2017 Best Global Universities rankings. A campus with world-class facilities and one of the most visually spectacular settings in higher education, UC Santa Cruz offers rigorous academic programs and cutting-edge research opportunities. At the core of our progressive educational approach are our 10 distinctive residential colleges, which organize the campus into smaller living/learning communities. More information can be found at: JOB SUMMARY Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Analysts in the unit are responsible for managing the receipt and reconciliation of financial aid funds received from external agencies including state, federal and private agencies and for ensuring accurate and timely delivery of funds to eligible students. Funds and student award data must be reconciled in multiple databases including the campus financial and student systems as well as in federal and state databases. The incumbent has primary responsibility for reconciling financial services transactions related to state and federal aid, outside agency loans and scholarships, and processing return of funds to outside agencies. APPOINTMENT INFORMATION Budgeted Salary: $32.27 - $33.04/hourly. Salary commensurate with skills, qualifications and experience. Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount. Benefits Level Eligibility: Full benefits Schedule Information:
  • Full-time, Fixed
  • Percentage of Time: 100%, 40 Hours per Week
  • Days of the Week: Mon-Fri
  • Shift Includes: Day Employee Classification: Career appointment Job End Date: None Work Location: UC Santa Cruz Main Campus, with the possibility of a hybrid work schedule Union Representation: Non-Represented Job Code Classification: 004627 (FINANCIAL SVC ANL 2) Travel: Never or Rarely JOB DUTIES 15% - Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching fund discrepancies and the transfer of expenses, return of funds to outside agencies, and compliance with external regulations and internal policies. 20% - Under general supervision, researches and gathers information from a variety of sources; prepares and summarize information and reports relative to financial and student level transactions, current & new services for management review and regulatory/compliance issues and vendor selection and support activities. 20% - Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, recharge billing, and cashiering are performed with accuracy and that daily operations run smoothly. Reviews, processes, and approves standardized financial data and transactions. 15% - Functions as a resource to support staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns. May act as a team leader for support staff. Trains staff and creates effective teamwork environment. Monitors the delivery of quality customer service to various constituencies to include internal department clients and external partners. 15% - Conducts or assists with researching, developing and implementing new and changing business processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. 15% - Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies Participates in audits of internal records and processes and prepares recommendations for changes as needed. Documents processes and procedures for financial activities used in the administration of financial aid funds. REQUIRED QUALIFICATIONS
    • Working knowledge of financial processes and financial services transactions, policies and procedures.
    • Proficiency in the use of spreadsheet and database software.
    • Strong analytical and critical thinking skills.
    • Strong interpersonal skills and service orientation.
    • Effective verbal and active listening skills.
    • Effective written communication skills.
    • Strong attention to detail, ability to multi-task in a high volume environment, organizational skills, sound judgment and decision making.
    • Ability to adapt to changing priorities.
    • Ability to function effectively as a member of a team.
    • Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
    • Experience with reconciliation of student aid program funds.
    • Familiarity with federal and state aid programs such as Federal Work Study, Cal Grant, Middle Class scholarship, LAEP. PREFERRED QUALIFICATIONS
      • Bachelor's degree in related area and/or equivalent experience/training.
      • Skills to provide coaching and mentoring to support staff.
      • Strong knowledge of financial data management and reporting systems. SPECIAL CONDITIONS OF EMPLOYMENT
        • Selected candidate will be required to pass a pre-employment criminal history background check.
        • Ability to work long periods of time at a computer with or without accommodation.
        • The selected candidate may have the option to work a hybrid schedule. If a hybrid schedule is approved, the selected candidate must be able to successfully work from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement.
        • Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
        • Ability to maintain appearance and conduct suitable for working in a professional setting. SAFETY STATEMENT All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries. EEO/AA The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees. APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS View full job description and access on-line application: To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; . A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer. The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees. Copyright 2022 Jobelephant.com Inc. All rights reserved. jeid-41a2a2a91caa2a48ae499d32173ae081

Keywords: College of Charleston, Santa Cruz , Data Management Financial Analyst, Accounting, Auditing , Santa Cruz, California