Financial Services Analyst 3 (4628U), Disbursements Office - #77475

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value.

We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley.

Departmental Overview

The Accounts Payable department has campus-wide responsibility for Accounts Payable support, reconciliation, analysis, and problem solving. Accounts Payable is responsible for providing systems, policies, procedures, and training to facilitate the processing of payables transactions including vendor invoices, T&E reimbursements, leases, wire transfers, student awards and refunds. Total annual disbursements are in excess of $1 billion.

Under the direction of the Accounts Payable Manager, the Financial Services Analyst 3 assists in the processing and servicing of a variety of operational, personnel, and financial transactions and services. Includes cashiering, payroll, accounts receivable, accounts payable, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting. This position requires an experienced financial service professional, with a thorough understanding of financial processes and procedures, who must exercise good judgment in resolving issues regarding payment transactions via wire transfer, electronic funds transfer, and paper check.

Application Review Date

The First Review Date for this job is: April 21, 2025

Responsibilities

• Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies
• Under general supervision, research and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.
• Audits supplier records and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc., for management review and decision-making.
• Delivers quality customer service to various constituencies to include internal department clients and external vendors.
• Functions as a resource to support staff on issues such as researching complex financial discrepancies, escalated customer service problems and vendor concerns.

Required Qualifications

• Accounting/Analytical - General accounting and/or accounts payable knowledge; ability to analyze fiscal data, summarize information and present it in a logical format.
• Problem Solving - Strong problem-solving skills, attention to detail, critical thinking, and ability to work with a high degree of accuracy.
• Interpersonal - Good interpersonal skills to work with diverse groups; coaching and mentoring skills to train support staff; ability to work under pressure of deadlines and multitask in an environment of changing priorities.
• Communication and Customer Service - Effective oral and written communication skills; ability to clearly explain disbursements issues to a diverse campus community in a manner that is easily understood; strong customer service focus.

Education/Training

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

Preferred Qualifications

• University Procedures - Working knowledge of and/or ability to quickly learn campus financial processes, policies and procedures.
• Information Systems - Proficiency working with computer and information management systems, including PeopleSoft financial applications, ability to learn BearBuy procurement system, the Microsoft Office suite of software, and familiarity with corporate online banking systems.

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

• The budgeted salary or hourly range that the University reasonably expects to pay for this position is $80,000.00 - $95,000.00.00. This is an exempt, monthly-paid position.
• This is a full-time, Career position that is eligible for full UC benefits.
• This position is eligible for up to 100% remote work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

How to Apply

To apply, please submit your resume and cover letter.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

SB 791 and AB 810 Misconduct Disclosure

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Other Information

This is not a visa opportunity.

Equal Employment Opportunity
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, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster.

The University of California's Affirmative action policy.
The University of California's Anti-Discrimination policy.