Financial Services Analyst 3 Davis, CA, Job ID 80501

Financial Services Analyst 3 Davis, CA, Job ID 80501

University of California Agriculture and Natural Resources

Job Description

Serve as Lead Business Partner managing a large volume of accounts. Overseeing the budgets, reporting and transactions. Provide direction to financial services staff, clients, and senior leadership on policies and proper procedures as well as budgetary data. Provide excellent customer service utilizing knowledge base and determine appropriate actions. Prepare training tools and materials for Business Operations Center Staff and clients. Coordinate training for new policies and procedures for our staff and clients. Use acquired job skills to apply policies and procedures in completing complex assignments/projects/tasks.

This position is a career appointment that is 100% fixed.

The home department for this position is the Business Operations Center. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.

Pay Scale: $66,500.00/year to $92,400.00/year

Job Posting Close Date: This job is open until filled. The first application review date will be 8/29/2025.

Key Responsibilities:

35%

Lead and engage with BOC Business Partners and Financial Services Assistants to assess training needs, develop training tools, schedules, materials, and initiatives. Consult with supervisors to coordinate and communicate training needed. Create and maintain Standard Operating Practices for BOC Business Partner teams. Build relationships with ANR departments to enhance the services the staff can provide to our clients. Ensure BOC Business Partner team's client forms are current. Act as a resource to BOC staff and clients for relevant UC and ANR policies.

15%

Manage ANR Gift and General Deposit Account - Direct contact with UC Davis on aging report. Act as a liaison with Development Services and BOC. Help coordinate resources needed for BOC to support annual fundraising efforts to plan and ensure timely deposits. Create and route gift posting forms. Inform and advise ANR Development Staff when issues or questions arise. Provide advice and information regarding policy and procedures pertaining to gifts to BOC staff and other units. Work with staff on checks coming in via US Mail on proper handling processes. Management of vault compliance and guidelines. Oversee log of all checks deposited by BOC staff and management of ANR holding account.

25%

Prepare, allocate, analyze and reconcile assigned client operation and recharge budgets which include review of current and prior year commitments, historical data and processing budget entries. Monitor accounts for over drafts, unused funds, expiration dates, make recommendations, clear encumbrances, transfer funds, and make adjustments. Provide analytical support for budgets, and resource analysis and make recommendations to Directors/Managers. Prepare Reports for senior staff, monthly general ledger review, provide secondary review and approvals. Process budget/funding allocations. Assist in managing medium/large purchasing. Assist in managing purchasing card holders, and transactions, Resources for travel and entertainment policy and procedures. Facilitate efforts to help ensure cash collection and, gift processes adhere to UC ANR policies and procedures. Review assigned Aggie Expense travel reports. Responsible for fiscal close duties. Provide Excellent customer service.

20%

Working with UC ANR Contracts and Grants, as well as UC Davis Accounting, assist with data for proposal submission and oversee award financial administration for assigned accounts. Create new extramural accounts and ensure appropriate recording of expenditures and cost transfers Coordinate closing of accounts at projects' end, communicating with PIs and Contracts & Grants units of unexpended fuds or accounts in overdraft to determine appropriate course of action Initiate and track allocations and expenditures on awards/grants and federal appropriations, including "pull back" and reallocation of unexpended balances Assist PIs with annual effort reporting and cost sharing requirements, using UC reporting systems.

5%

Assist with projects, often at the request of the BOC Director and Associate Director involving problem-solving, administrative efficiency reviews, policies/procedures, and participation in various working groups and committees.

Requirements:

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

• Thorough knowledge of financial processes, policies and procedures.

• Thorough knowledge of financial data management and reporting systems.

• Knowledge and practical applications of MS Windows, Outlook, Word, Excel, and Access, with demonstrated ability to use tools to gain daily efficiencies.

• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.

• Ability to function effectively as a member of a team.

• Ability to adapt to changing priorities.

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Experience assessing, designing and facilitating group meetings and training programs and conducting experiential learning programs.

Special Conditions of Employment:

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.

• Travel including travel outside normal business hours may be requested.

• Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested.

• Restricted leave during the UC and federal fiscal year periods, early-June/mid-July and mid-September/mid-October.

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

• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.

• 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.

a. "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:

•

This position is a career appointment that is 100% fixed.

The home department for this position is the Business Operations Center. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.

Pay Scale: $66,500.00/year to $92,400.00/year

Job Posting Close Date: This job is open until filled. The first application review date will be 8/29/2025.

Key Responsibilities:

35%

Lead and engage with BOC Business Partners and Financial Services Assistants to assess training needs, develop training tools, schedules, materials, and initiatives. Consult with supervisors to coordinate and communicate training needed. Create and maintain Standard Operating Practices for BOC Business Partner teams. Build relationships with ANR departments to enhance the services the staff can provide to our clients. Ensure BOC Business Partner team's client forms are current. Act as a resource to BOC staff and clients for relevant UC and ANR policies.

15%

Manage ANR Gift and General Deposit Account - Direct contact with UC Davis on aging report. Act as a liaison with Development Services and BOC. Help coordinate resources needed for BOC to support annual fundraising efforts to plan and ensure timely deposits. Create and route gift posting forms. Inform and advise ANR Development Staff when issues or questions arise. Provide advice and information regarding policy and procedures pertaining to gifts to BOC staff and other units. Work with staff on checks coming in via US Mail on proper handling processes. Management of vault compliance and guidelines. Oversee log of all checks deposited by BOC staff and management of ANR holding account.

25%

Prepare, allocate, analyze and reconcile assigned client operation and recharge budgets which include review of current and prior year commitments, historical data and processing budget entries. Monitor accounts for over drafts, unused funds, expiration dates, make recommendations, clear encumbrances, transfer funds, and make adjustments. Provide analytical support for budgets, and resource analysis and make recommendations to Directors/Managers. Prepare Reports for senior staff, monthly general ledger review, provide secondary review and approvals. Process budget/funding allocations. Assist in managing medium/large purchasing. Assist in managing purchasing card holders, and transactions, Resources for travel and entertainment policy and procedures. Facilitate efforts to help ensure cash collection and, gift processes adhere to UC ANR policies and procedures. Review assigned Aggie Expense travel reports. Responsible for fiscal close duties. Provide Excellent customer service.

20%

Working with UC ANR Contracts and Grants, as well as UC Davis Accounting, assist with data for proposal submission and oversee award financial administration for assigned accounts. Create new extramural accounts and ensure appropriate recording of expenditures and cost transfers Coordinate closing of accounts at projects' end, communicating with PIs and Contracts & Grants units of unexpended fuds or accounts in overdraft to determine appropriate course of action Initiate and track allocations and expenditures on awards/grants and federal appropriations, including "pull back" and reallocation of unexpended balances Assist PIs with annual effort reporting and cost sharing requirements, using UC reporting systems.

5%

Assist with projects, often at the request of the BOC Director and Associate Director involving problem-solving, administrative efficiency reviews, policies/procedures, and participation in various working groups and committees.

Requirements:

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

• Thorough knowledge of financial processes, policies and procedures.

• Thorough knowledge of financial data management and reporting systems.

• Knowledge and practical applications of MS Windows, Outlook, Word, Excel, and Access, with demonstrated ability to use tools to gain daily efficiencies.

• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.

• Ability to function effectively as a member of a team.

• Ability to adapt to changing priorities.

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Experience assessing, designing and facilitating group meetings and training programs and conducting experiential learning programs.

Special Conditions of Employment:

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.

• Travel including travel outside normal business hours may be requested.

• Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested.

• Restricted leave during the UC and federal fiscal year periods, early-June/mid-July and mid-September/mid-October.

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

• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.

• 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.

a. "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:

•

This position is a career appointment that is 100% fixed.

The home department for this position is the Business Operations Center. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.

Pay Scale: $66,500.00/year to $92,400.00/year

Job Posting Close Date: This job is open until filled. The first application review date will be 8/29/2025.

Key Responsibilities:

35%

Lead and engage with BOC Business Partners and Financial Services Assistants to assess training needs, develop training tools, schedules, materials, and initiatives. Consult with supervisors to coordinate and communicate training needed. Create and maintain Standard Operating Practices for BOC Business Partner teams. Build relationships with ANR departments to enhance the services the staff can provide to our clients. Ensure BOC Business Partner team's client forms are current. Act as a resource to BOC staff and clients for relevant UC and ANR policies.

15%

Manage ANR Gift and General Deposit Account - Direct contact with UC Davis on aging report. Act as a liaison with Development Services and BOC. Help coordinate resources needed for BOC to support annual fundraising efforts to plan and ensure timely deposits. Create and route gift posting forms. Inform and advise ANR Development Staff when issues or questions arise. Provide advice and information regarding policy and procedures pertaining to gifts to BOC staff and other units. Work with staff on checks coming in via US Mail on proper handling processes. Management of vault compliance and guidelines. Oversee log of all checks deposited by BOC staff and management of ANR holding account.

25%

Prepare, allocate, analyze and reconcile assigned client operation and recharge budgets which include review of current and prior year commitments, historical data and processing budget entries. Monitor accounts for over drafts, unused funds, expiration dates, make recommendations, clear encumbrances, transfer funds, and make adjustments. Provide analytical support for budgets, and resource analysis and make recommendations to Directors/Managers. Prepare Reports for senior staff, monthly general ledger review, provide secondary review and approvals. Process budget/funding allocations. Assist in managing medium/large purchasing. Assist in managing purchasing card holders, and transactions, Resources for travel and entertainment policy and procedures. Facilitate efforts to help ensure cash collection and, gift processes adhere to UC ANR policies and procedures. Review assigned Aggie Expense travel reports. Responsible for fiscal close duties. Provide Excellent customer service.

20%

Working with UC ANR Contracts and Grants, as well as UC Davis Accounting, assist with data for proposal submission and oversee award financial administration for assigned accounts. Create new extramural accounts and ensure appropriate recording of expenditures and cost transfers Coordinate closing of accounts at projects' end, communicating with PIs and Contracts & Grants units of unexpended fuds or accounts in overdraft to determine appropriate course of action Initiate and track allocations and expenditures on awards/grants and federal appropriations, including "pull back" and reallocation of unexpended balances Assist PIs with annual effort reporting and cost sharing requirements, using UC reporting systems.

5%

Assist with projects, often at the request of the BOC Director and Associate Director involving problem-solving, administrative efficiency reviews, policies/procedures, and participation in various working groups and committees.

Requirements:

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

• Thorough knowledge of financial processes, policies and procedures.

• Thorough knowledge of financial data management and reporting systems.

• Knowledge and practical applications of MS Windows, Outlook, Word, Excel, and Access, with demonstrated ability to use tools to gain daily efficiencies.

• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.

• Ability to function effectively as a member of a team.

• Ability to adapt to changing priorities.

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Experience assessing, designing and facilitating group meetings and training programs and conducting experiential learning programs.

Special Conditions of Employment:

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.

• Travel including travel outside normal business hours may be requested.

• Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested.

• Restricted leave during the UC and federal fiscal year periods, early-June/mid-July and mid-September/mid-October.

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

• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.

• 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.

a. "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:

•

This position is a career appointment that is 100% fixed.

The home department for this position is the Business Operations Center. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.

Pay Scale: $66,500.00/year to $92,400.00/year

Job Posting Close Date: This job is open until filled. The first application review date will be 8/29/2025.

Key Responsibilities:

35%

Lead and engage with BOC Business Partners and Financial Services Assistants to assess training needs, develop training tools, schedules, materials, and initiatives. Consult with supervisors to coordinate and communicate training needed. Create and maintain Standard Operating Practices for BOC Business Partner teams. Build relationships with ANR departments to enhance the services the staff can provide to our clients. Ensure BOC Business Partner team's client forms are current. Act as a resource to BOC staff and clients for relevant UC and ANR policies.

15%

Manage ANR Gift and General Deposit Account - Direct contact with UC Davis on aging report. Act as a liaison with Development Services and BOC. Help coordinate resources needed for BOC to support annual fundraising efforts to plan and ensure timely deposits. Create and route gift posting forms. Inform and advise ANR Development Staff when issues or questions arise. Provide advice and information regarding policy and procedures pertaining to gifts to BOC staff and other units. Work with staff on checks coming in via US Mail on proper handling processes. Management of vault compliance and guidelines. Oversee log of all checks deposited by BOC staff and management of ANR holding account.

25%

Prepare, allocate, analyze and reconcile assigned client operation and recharge budgets which include review of current and prior year commitments, historical data and processing budget entries. Monitor accounts for over drafts, unused funds, expiration dates, make recommendations, clear encumbrances, transfer funds, and make adjustments. Provide analytical support for budgets, and resource analysis and make recommendations to Directors/Managers. Prepare Reports for senior staff, monthly general ledger review, provide secondary review and approvals. Process budget/funding allocations. Assist in managing medium/large purchasing. Assist in managing purchasing card holders, and transactions, Resources for travel and entertainment policy and procedures. Facilitate efforts to help ensure cash collection and, gift processes adhere to UC ANR policies and procedures. Review assigned Aggie Expense travel reports. Responsible for fiscal close duties. Provide Excellent customer service.

20%

Working with UC ANR Contracts and Grants, as well as UC Davis Accounting, assist with data for proposal submission and oversee award financial administration for assigned accounts. Create new extramural accounts and ensure appropriate recording of expenditures and cost transfers Coordinate closing of accounts at projects' end, communicating with PIs and Contracts & Grants units of unexpended fuds or accounts in overdraft to determine appropriate course of action Initiate and track allocations and expenditures on awards/grants and federal appropriations, including "pull back" and reallocation of unexpended balances Assist PIs with annual effort reporting and cost sharing requirements, using UC reporting systems.

5%

Assist with projects, often at the request of the BOC Director and Associate Director involving problem-solving, administrative efficiency reviews, policies/procedures, and participation in various working groups and committees.

Requirements:

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

• Thorough knowledge of financial processes, policies and procedures.

• Thorough knowledge of financial data management and reporting systems.

• Knowledge and practical applications of MS Windows, Outlook, Word, Excel, and Access, with demonstrated ability to use tools to gain daily efficiencies.

• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.

• Ability to function effectively as a member of a team.

• Ability to adapt to changing priorities.

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

• Leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Experience assessing, designing and facilitating group meetings and training programs and conducting experiential learning programs.

Special Conditions of Employment:

• Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.

• Travel including travel outside normal business hours may be requested.

• Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested.

• Restricted leave during the UC and federal fiscal year periods, early-June/mid-July and mid-September/mid-October.

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

• As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.

• 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.

a. "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:

• https://policy.ucop.edu/doc/4000385/SVSH.

• https://policy.ucop.edu/doc/1001004/Anti-Discrimination

• https://policy.ucop.edu/doc/4000701/AbusiveConduct

To apply, please visit: https://apptrkr.com/6475499

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