Financial Services & Operations Supervisor

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HOW TO APPLY

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INITIAL REVIEW DATE (IRD)

UC Santa Cruz jobs are posted until filled. All application materials submitted by 11:59 pm on the IRD will be routed to the hiring team for consideration. NOTE: Applicants who miss the IRD are still encouraged to apply; their materials will still be forwarded for consideration if requested by the hiring team. Application materials cannot be accepted outside of the jobs portal. Applications cannot be edited on an applicant's behalf. For more information about the IRD and the applicant review process, view this link.

The IRD for this job is: 05-26-2026

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

Originally founded in 1997, the Baskin School of Engineering is the first professional school at UC Santa Cruz. Over the past 20 years, Baskin Engineering has become a unique 21st-century school of engineering and technology, characterized by evolutionary growth fueled by ongoing research opportunities that open new areas of intellectual inquiry. Baskin Engineering has grown to include six academic departments, a variety of research centers and institutes, and has ambitious plans for further programmatic growth. The focus of Baskin Engineering educational programming is to instill strong basic knowledge for sound practice in science and ethical engineering for the well-being of society, and its diverse curricula facilitate creative thinking and prepare students for productive and rewarding careers. Baskin Engineering is focused on building collaborative connections and expanding instruction and research activities for faculty and students at UC Santa Cruz, both at its Santa Cruz campus and at its campus in Silicon Valley, the international center of technological innovation.

Baskin Engineering champions new ideas and upholds the UCSC Principles of Community.

JOB SUMMARY

Under the general supervision of the Assistant Dean of Finance, the Financial Services & Operations Supervisor oversees the Financial Services and Operations (FSO) team that provides administrative and financial management services to the Baskin School of Engineering (BE) Dean, Associate Deans, Assistant Deans, Department Chairs and Vice Chairs, business unit leaders, and their delegates. The incumbent has an assigned portfolio from the School's $69M academic and business operating funds to support assigned departments and business units (such as Instructional Labs, Facilities, IT), but largely supervises and advises the Financial Services and Operations group (FSO), which executes financial transactions involving human resources, sponsored research, and service agreements for all of BE.

The Financial Services & Operations Supervisor translates broad objectives from the Assistant Dean of Finance into clear priorities, actionable tasks, and timelines for the team, and provides guidance and oversight to ensure work is completed accurately and efficiently, applying sound judgment to analyze issues, interpret policies, and resolve complex problems. The incumbent reviews and approves financial transactions for the FSO group, such as salary cost transfers, financial journals, and funding entries, and provides approval support for other financial analysts when necessary. The Supervising Financial Analyst is also responsible for hiring, developing, and evaluating personnel to maintain a high-performing team and ensure the efficient operation of the FSO group.

In addition to supervising the FSO group, the Supervising Financial Analyst manages a portfolio of assigned academic departments for which they oversee, approve, review, and reconcile their transactions. The incumbent maintains records in compliance with institutional and internal policies and practices for these departments, and is responsible for preparing and updating financial reports and budget reports for these units. As needed, the incumbent assigns financial journal requests to the FSO group in support of their assigned academic departments.

The Financial Services & Operations Supervisor provides guidance and advice to business unit and department staff to meet short-term goals supporting the division/department mission and longer-term strategic financial and programmatic goals. The incumbent is expected to provide high-level customer service as part of a dynamic, responsive team. Financial management and reporting are critical functions of this role, and the Financial Services & Operations Supervisor minimizes risk and ensures compliance with applicable University and sponsor/donor policies and federal/state regulations.

APPOINTMENT INFORMATION

Budgeted Salary: $118,400 - $139,600/year. 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: Remote

Union Representation: Non-Represented

Job Code Classification: 007123 (FINANCIAL ANL SUPV 2) - Grade 24

Travel: Never or Rarely

JOB DUTIES

55% - Supervision of FSO group

• Supervises, mentors, and develops a team of financial service analysts responsible for executing financial journals, processing financial transactions in UCPath (a HRCM software), supporting external billing activities, and assisting faculty and staff with purchasing and reimbursement processes.
• Reviews and approves financial transactions submitted by the FSO group in UCSC financial systems.
• Develops, maintains, and periodically revises analyst work portfolios to ensure appropriate distribution of workload and alignment with divisional priorities.
• Reviews operational metrics and key performance indicators in collaboration with the Assistant Dean of Finance to monitor team productivity and service delivery.
• Assigns projects and operational responsibilities to individual analysts or analyst teams, establishing clear timelines, deliverables, and performance expectations.
• Leads regular team meetings and individual check-ins to communicate priorities, monitor progress, and address operational issues with the FSO team and individual members.
• Conducts annual performance evaluations and provides ongoing coaching, feedback, and professional development support to the FSO team members.
• Implements and assigns operational tasks and initiatives based on divisional objectives established by the Assistant Dean of Finance.

30% - Analysis & Reporting

• Prepares and shares financial and budget reports for assigned Baskin Engineering (BE) Departments, such as periodic financial reports, staff/faculty salary budgets, gifts, or recharge user fees.
• Conducts financial, resource, and budget analyses for assigned Baskin Engineering (BE) Departments and business units, including forecasts, projections, staff or faculty salary or staffing analysis, recharge or general rate analysis, and student fees (course material fees) to understand past performance and determine present and future performance and possibly resource allocations.
• Conducts salary analysis to support reclassifications, equity adjustments, and initial salary offers.
• Collaborates with the Assistant Dean of Finance and fellow analysts to prepare budget proposals and spending plans for the Dean of BE.
• Reviews and approves financial transactions in campus systems (e.g., CruzBuy, FIS) within delegated authority. Serves as backup for the Assistant Dean of Finance.
• Ensures that the appropriate internal controls are addressed, maintained, and strengthened to protect University resources.
• Reviews financial transactions involving department funds to ensure that they adhere to UCOP & UCSC policy, and donor intent.

10% - Strategic Planning

• Partners with divisional leaders to develop new processes and improve how financial services and operations are delivered across Baskin Engineering.
• Serves as BE's representative in meetings with campus leadership on matters related to financial services and operations.
• Exercises the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary
  information, and any other sensitive or non-public information learned during the course and scope of employment.

5% - Recharge System

• Functions as divisional contact for recharge services at BE.
• Serves as the lead user of the recharge system for the campus.

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience / training.
• Extensive knowledge of finance policies, practices, and systems, budgeting and reporting techniques, accounting, and bookkeeping.
• Solid understanding of financial and resource planning concepts as well as how to control organizational budgeting.
• Ability to prepare and present materials to internal and external constituents.
• Demonstrated ability to effectively communicate both verbally and in writing.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Demonstrated interpersonal skills.
• Demonstrated organizational skills with the ability to multitask in a high-volume environment and pay strict attention to detail.
• Demonstrated critical thinking and analytical skills.
• Client services orientation.
• Good listening and communication skills.
• Proven ability to deal with changing priorities and direct the work of others accordingly.
• Ability to work effectively across the organization at all levels.
• Advanced skills in the use of spreadsheet and database software.
• Advanced knowledge of finance policies, practices, and systems.

PREFERRED QUALIFICATIONS

• Demonstrated ability to screen applications, interview candidates, and make selection decisions or recommendations for hire.
• Extensive knowledge of human resource policies, practices, and planning.

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Selected candidate must pass the employment misconduct disclosure process.
• Ability to work long periods of time at a computer with or without accommodation.
• This is a fully remote position, and the selected candidate must be able to work successfully from a home/remote office and be able to fulfill the requirements of the UCSC telecommuting agreement.
• Ability to maintain appearance and conduct suitable for working in a professional setting.
• Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
• 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 vaccine program.
• Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.
• Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.

MISCONDUCT DISCLOSURE REQUIREMENT

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

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.

NOTICE OF AVAILABILITY

EEO/AA

The University of California is an Equal Opportunity Employer. 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 Anti-Discrimination Policy.

It is the policy of the University of California to undertake affirmative action and anti-discrimination efforts, consistent with its obligations as a Federal and State contractor.