Under the direction of the Assistant Director, serve as the Financial Analyst for the Center for 17th- & 18th-Century Studies and the William Andrews Clark Memorial Library. The Financial Analyst provides ongoing fund management for the Center, the Clark Library and the Royce Reading Room. Manage accounting processes for state funds, UCLA Foundation and Regental funds, as well as extramural and intramural funds. Prepare and assess budgets and develop fiscal projections for the Assistant Director, Director and Head Librarian. Responsible for the review and reconciliation of monthly ledgers; identifying ledger discrepancies and monitoring expenditure and income transactions. Provide fiscal closing duties. Responsible for administering all Center, Clark Library and Royce Reading Room financial transactions, including processing and tracking accounts payable payments to vendors, managing the purchase order process, wire transfers, PCard and T&E Card transactions and travel and entertainment expense reports. Provide advice on guidelines and fund restrictions. Monitor fund balances and prepare transfer of funds, monetary transfer of funds and expense adjustments (NPEARs) as needed. Manage personnel transactions in UCPath for Graduate Student Researchers. Assist and provide back-up in processing personnel and payroll entries and grant administration as needed. Provide staff assistance at Center and Clark Library conferences, workshops, lectures, concerts, theatrical programs, as well as donor and fundraising events as needed. Some evening and weekend work required.

Percentage of Time:
100

Shift Start:
8:00 am

Shift End:
5:00 pm

Qualifications for Position

23
Records

Qualifications

Required/Preferred

Detailed working knowledge of University financial and budgetary policies, processes and procedures, including fund accounting and fund management principals.

Required

Skill in planning, preparation and administration of budgets with multiple fund sources according to University policies and procedures.

Required

Ability to research complex financial and administrative issues as they relate to fund management, purchasing and reimbursements.

Required

Demonstrated working knowledge of University\'s financial/accounting structure and the ability to perform standard accounting transactions, including skill in reconciling ledgers (disbursements and payroll), reviewing invoices for appropriateness, identifying and resolving discrepancies and addressing corrections with appropriate follow through.

Required

Demonstrated math skills sufficient to perform basic calculations, ratios, rates, percentages, and other financial information with speed and accuracy. Expert skill in gathering and displaying data using Excel spreadsheet functions.

Required

Demonstrated knowledge of University financial systems such as QDB and Cognos. Ability to process MTFs, TOFs and NPEARs as needed.

Preferred

Working knowledge of university purchasing procedures and use of the BruinBuy, CashNet and PCard Systems.

Preferred

Working knowledge of University travel and entertainment policies, including the T&E card and the use of the Express system.

Preferred

Working knowledge of University policies and procedures regarding personnel, payroll and contract and grant administration and the use of the UCPath system.

Preferred

Demonstrated excellent analytical, decision-making and problem-solving skills.

Required

Skill in interpreting complex administrative policies and procedures.

Required

Demonstrated skill in conducting research, developing reports and presenting findings, including gathering and analyzing data, constructing tables and charts from data compiled.

Required

Demonstrated ability to perform effectively under conditions of fluctuating workloads, frequent interruptions and changing priorities covering a variety of assigned duties. Ability to complete assignments independently or with minimal supervision. Ability to take direction and follow through on details.

Required

Demonstrated skill in setting priorities which accurately reflect varying levels of importance of multiple work assignments. Ability to deliver assigned work according to schedule and deadlines.

Required

Excellent interpersonal skills to establish and maintain cooperative, professional and collegial working relationships with all levels of campus administration, staff, faculty, fellows, students, donors, visitors and guests.

Required

Demonstrated ability to handle a high level of confidential and sensitive information according to university policy and procedures with discretion and tact.

Required

Skill in working as part of a team; collaborating with colleagues. Ability and willingness to assist others with high priority and time sensitive tasks to meet shared mission and goals.

Required

Demonstrated written communication skills to prepare concise, logical, grammatically correct analytical reports and correspondence.

Required

Excellent demonstrated record keeping and file management skills to organize, accurately document and rapidly retrieve and organize data in a variety of formats.

Required

Ability to work with keen attention to detail, maintaining accurate ledgers and reports.

Required

Strong working knowledge of Microsoft Office including Excel, Word, Outlook and PowerPoint.

Required

Bachelor\'s degree in related area and/or equivalent experience and training.

Required

Ability to work occasional evenings and weekends.

Required

Additional Posting Information

Bargaining Unit:
99-Policy Covered

Application Deadline:
04-11-2023

External Posting Date: