CCRC Finance Analyst

The selected candidate has the option to work a hybrid work schedule, with 2 - 3 days on campus required. If a hybrid work schedule is confirmed, 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.

HOW TO APPLY

For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our Talent Acquisition website. 

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INITIAL REVIEW DATE (IRD)

Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD.  Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process, view this link .

The IRD for this job is: 01-02-2024

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

The Central Coast K-16 Regional Collaborative is a collective impact initiative of K-12, Community College, California State University, University of California, and industry partners who united to make transformative, equity-centered change to address long-standing educational and economic inequities along the education-to-employment pathways leading to high-skill, high-wage, high-demand employment across the region.

The UC Santa Cruz Educational Partnership Center, serving as the fiscal agent and operational backbone for the collaborative, increases access and opportunity to postsecondary education for underrepresented students across the Monterey Bay, Pajaro Valley and Silicon Valley regions. The operational backbone functions will be in partnership between the EPC and the Student Success and Equity unit under the Division of Student Affairs and Success which includes the Hispanic Serving Institution Initiatives.

The Collaborative is grant funded with annual funding through October 2026. The CCRC will serve the Central Coast CERF region comprised of six counties: Monterey, San Benito, San Luis Obispo, Santa Barbara, Santa Cruz, and Ventura. The Collaborative works towards transformative, equity-centered systemic change to address long-standing structural barriers along education-to-employment pathways targeting historically marginalized students. This CCRC envisions a Central Coast CERF region in which current and future students learn in robust K-16 pathways that lead to high-skill, high-wage, and high-demand regional employment.

More information can be found at: https://epc.ucsc.edu

JOB SUMMARY

The Financial Analyst serves as the principal advisor, in consultation with the CCRC Director, on fiscal and business operations for a large and dynamic grant, independently performing complex budgetary analysis using campus financial systems to formulate recommendations. This responsibility includes advising/director and managers on issues of budget, policy, and compliance; maintaining accurate record keeping systems; training staff and institutional backbone partners on appropriate funding policy and procedures; providing Collaborative director and managers with budget and financial reports and reviewing those reports with the Collaborative director and managers; establishing appropriate internal controls; maintaining documentation for transactions performed on behalf of the Collaborative; developing and monitoring financial, budget, and human resource projects and operations and communicating issues to appropriate staff as they arise. The Financial Analyst will also support EPC initiatives as time allows and as necessary.  
 

APPOINTMENT INFORMATION

Budgeted Salary: $86,340 - $95,370/annually. 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: Contract appointment 

Job End Date: 06-30-2026, with a possibility of extension

Work Location: UC Santa Cruz Main Campus/Hybrid

Union Representation: Non-Represented

Job Code Classification: 007709 (FINANCIAL ANL 3)

Travel: Never or Rarely

JOB DUTIES

60% - Manage and Track Subrecipients for Grant Implementation

• Work closely with the Office of Sponsored programs to ensure subrecipients are set up correctly.
• Review monthly subrecipient invoices for accuracy and proper backup documentation.
• Maintain subrecipient budgets to ensure expenses are allowable and within budget guidelines. investigate and communicate limiting or restrictive terms and conditions in spending to subaward institutions.
• Track invoice payments and communicate with subrecipient regarding budget questions.
• Independently coordinate, develop, and implement an ongoing detailed review and analysis of the monthly budgets

20% - Monitor projects’ expenditures and process external partners invoices for payment

• Provide support to the CCRC Director to review and resolve discrepancies between internal/external records, general ledgers, business intelligence systems, and other reporting tools.
• Perform reconciliation of charges on a monthly, quarterly, and annual basis.
• Manage and monitor systematic payroll review, reconciliations and reporting. Assist with the preparation and modification of budgets.
• Gather information, analyze, prepare and summarize recommendations for financial and / or resource plans, including annual resource allocation approaches, trends, future requirements, and operating forecast

15% - Assist with grant implementation and management

• Ensure that the appropriate internal controls are addressed, maintained, and strengthened to protect University and Collaborative resources.
• Review compliance conditions of the grant by monitoring and analyzing agreements, contracts, expenses, and activities against sponsor, state, and university policy.
• Analyze and provide reports for varied and complex budgetary, financial, and resource projects along with associated tasks such as documentation completion.
• Provide financial reports to the funding agency as requested.
• Prepare, review, and / or approve financial transactions.

5% - Collaborative and Educational Partnership Center Support

• Support the implementation of the Collaborative and EPC with fiscal knowledge and tasks.
• Work collaboratively with other fiscal team members to ensure the goals of both the Collaborative and other EPC programs are met, and fiscal knowledge is shared and advanced for the center.

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience and / or training.
• Thorough knowledge of finance policies, fund accounting, general accounting principles, policies, practices, and enterprise financial systems.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University and/or project/program resources.
• Proven interpersonal skills with a strong service orientation.
• Effective organization processes, critical evaluation, and critical thinking skills with attention to detail.
• Proven ability to develop processes or systems to track, maintain and analyze diverse and complex data and records.
• Ability to independently gather required information to organize and perform financial analysis assignments.
• Proven ability to effectively present complex financial information and other data through applicable methods in a clear and concise manner.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. Ability to quickly gain proficiency using new systems and software.
• Ability to function as a member of a team.
• Proven ability to work with a high degree of accuracy including management of large data sets.

PREFERRED QUALIFICATIONS

• Master's Degree in related area.
• Experience and knowledge of fund accounting in higher education.
• Experience in K12 and higher education.
   

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Must possess a valid license to drive in the state of California.
• Ability to work long periods of time at a computer with or without accommodation.
• Selected candidate has the option to work a hybrid work schedule. If a hybrid work schedule is confirmed, 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.
• This position requires the ability to report to campus to work in-person as operationally required, with reasonable notice as determined by your manager; travel expenses not covered.
• Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
• Ability to travel within a defined regional or service area.
• Ability to travel nationally.
• Ability to maintain appearance and conduct suitable for working in a professional setting.
• 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 .

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.

EEO/AA

The University of California is an Equal Employment 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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.