Senior Financial Analyst, Budget and Planning
Senior Financial Analyst, Budget and Planning
UCLA Continuing Education and University Extension
Under the direct supervision of the Associate Director of Budget & Financial Services (BFS), the Senior Financial Analyst, Budget & Planning serves as a business partner and strategic financial consultant to client departments. Incumbent is responsible for development and monitoring of departmental budgets in close collaboration with department and organization leadership, financial and data analysis, and strategic decision-making support. The incumbent is part of the financial management team in support of UCLA Extension departments. Incumbent has oversight of individual department budgets ranging from $5 to $15 million dollars.
Major responsibilities include providing managerial, data, budget, and other financial analysis and related activities in support of assigned academic and administrative departments. Job duties include: planning and preparation of annual revenue and expense budgets, performing regular and in-depth enrollment and financial forecasts and analysis. The incumbent also prepares cost/benefit analysis of current and future financial activity; reviews and makes recommendations regarding the financial impact of programmatic and personnel changes; reviews trends and how they affect forecasting and departmental planning; and prepares ad hoc analyses of programmatic and other proposals (e.g. Return on Investment).
During peak operational periods (e.g.: month-end and fiscal close), the incumbent provides support in the operational areas of Accounts Payable, Accounts Receivable, Travel & Entertainment, contracts and grants, and General Ledger (GL). This includes: preparation and transmission of GL entries; interpretation, analysis, and research of GL transactions; preparation of financial and ad hoc reports; and monthly close and fiscal year-end activities. Serve as a liaison between UNEX and various campus departments. Complete other duties and special projects, as assigned.
- Skill and direct prior experience in planning, preparation, and
analysis of fiscal budgets, including comparative trends for use in
budgetary review meetings.
- Mathematical skills sufficient to calculate ratios, rates, and
percentages applied to general categories (personnel costs,
programmatic data, and overhead costs), and other financial
information with speed and accuracy.
- Demonstrated ability to use critical thinking skills and a
proactive approach when reviewing financial information, e.g.,
identifying analyses that would be productive, attending to
discrepancies or problems, and recommending ways of evaluating and
- Knowledge of and experience with generally accepted accounting
principles, particularly as applicable to a non-profit
- Knowledge of and experience with financial analysis techniques.
Skills include financial evaluation of performance metrics as well
as expertise in financial modeling.
- Skill in planning, preparation, and analysis of GL information,
including financial statements.
- Knowledge of and experience with advanced financial software,
including spreadsheets and databases in order to input financial
information. Specific experience with Microsoft products: Windows,
Word, Excel, PowerPoint and Access.
- Ability to respond to customer needs and expectations in a
supportive and professional manner, with attention to promptness
and a focus on solutions.
- Excellent writing skills to be able to prepare written
documents, budget narratives, and other reports.
Full information concerning the job qualifications are listed on the official UCLA job posting.
The target salary range is between the posted minimum and $6,667 monthly.
Please visit the UCLA Career Opportunities website. Go to https://hr.mycareer.ucla.edu and search for Requisition 32690, or quicklink https://ucla.in/3ikf7RM
UCLA offers a comprehensive benefits package, including an average of three weeks of vacation per year; an average of 12 days sick leave per year; 13 paid holidays per year; health, dental and optical benefits; life insurance; disability insurance; the University of California Retirement Plan; various voluntary UC Savings Plans. There are also special programs and privileges available, such as accessibility to cultural and recreational programs, athletic events, the University Credit Union, and much more!
The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.