Financial Services Analyst (5184C) - #84296

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 Graduate School of Education is a complex academic unit whose mission is to provide leadership in advancing the theoretical base of education, analyze the complex social environments of education, and promote the improvement of educational practice. The School is home to approximately 500 employees located in 2121 Berkeley Way, University Hall, and at other off-campus locations.

The Business Services Office is one of the School's four administrative units. The BSO provides financial and budget administration, purchasing, payroll, graduate and undergraduate student hiring, time reporting, receiving and support services; establishes policies and procedures for business practices and operations; and serves as the intra departmental control; unit for research and outreach programs and projects performing similar services.

Position Summary

This position operates independently and provides a high level of analytical, financial and administrative guidance and consultation on accounting, budgeting, financial services policies and procedures to faculty, programs and the dean's office. The role develops , implements, and monitors processes to ensure unit accountability and the delivery of high-quality customer service. It involves identifying , researching, and resolving complex accounting questions and issues, as well as overseeing day-to day budgetary and accounting operations.

Application Review Date

The First Review Date for this job is: 02/24/2026.

Responsibilities

• Applies financial services concepts, including accounting, accounts receivable, accounts payable, purchasing, collections, and billing, to resolve issues and to develop business process procedures and policy recommendations that ensure compliance with federal and state regulations, as well as internal financial and audit policies.
• Ensures that all related financial activities meet applicable government reporting and auditing requirements.
• Reconciles accounts; prepares, analyzes, and distributes regular and ad hoc reports, including summaries of financial transactions, budget reports, financial projections, and other materials supporting management review and informed decision-making.
• Processes and/or approves financial transactions including: BearBuy requisitions and vouchers; expense reimbursements; Position Funding Entry, and Salary Cost Transfer requests in UCPath; bluCard purchases; SIS department award entries; Accounts Receivable invoices.
• Coordinates and implements budget allocations.
• Works with management to create a detailed budget and forecast.
• Researches, reconciles and resolves complex financial discrepancies.
• Trains faculty, staff, and students on new or revised departmental procedures resulting from changes in business practices, and fosters an effective, collaborative team environment.
• Ensure delivery of quality customer service to various constituencies; Recommends and implements quality customer service standards and procedures as needed
• Professional development.

Required Qualifications

• Thorough knowledge of financial processes, policies and procedures as well as financial data management and reporting systems.
• Strong proficiency in the use of Microsoft Office and common desktop and web applications.
• Excellent interpersonal, analytical, and critical thinking skills, with a service-oriented mindset and active listening abilities.
• Exceptional attention to detail, organizational skills, and the ability to prioritize and multi-task effectively in a high-volume environment.
• Effective verbal and written communication skills, sound judgment, and the ability to develop solutions to complex problems.
• Demonstrated initiative and ability to function effectively both independently and as part of a team, including gathering, organizing, and conducting financial analysis.
• Demonstrated political acumen and understanding of internal control practices to safeguard University resources.
• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
• Demonstrated ability to communicate information clearly and concisely, both verbally and in writing; respond promptly to inquiries from faculty, staff, and departmental constituents and partners; and convey complex information to a variety of audiences with tact, professionalism, and sensitivity.
• Bachelor's degree in related area and/or equivalent experience/training.

Preferred Qualifications

• Experience with and/or can quickly learn UC Berkeley systems (BearBuy, UCPath, BFS, SIS, etc.).

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 annual salary range that the University reasonably expects to pay for this position is $74,700.00 - $103,800.00.

• This is a full-time (40 hours/week), career position that is eligible for UC Benefits.
• This is an exempt monthly-paid position.

How to Apply

• To apply, please submit your resume and cover letter.

Other Information

• This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. The current bargaining agreement manual can be found at: http://ucnet.universityofcalifornia.edu/labor/bargaining-units/cx/index.html
• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
• This position is eligible for up to 40% hybrid work and 60% in the office. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

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.

Misconduct

SB 791 and AB 810 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

Equal Employment Opportunity

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 status under state or federal law.