The University of California, Berkeley is a world-leading institution dedicated to academic and research excellence. They are seeking a Finance Generalist to develop, interpret, and implement financial concepts for planning and budgeting within the Haas School of Business.
Responsibilities
- Involves developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. May analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts
- Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations
- Implements department budget allocations and maintain department charts of accounts, and related business processes
- Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations
- Under general supervision, provides analytical support for simple to moderate budget, financial, or resource analysis projects
- Prepares basic financial and resource reports and/or analysis for internal department constituents. Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc
- Regularly, provides support to the Financial Aid team on an ad hoc basis (ex: seasonal projects, student advising and consultations)
- Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources
- Actively contributes to a team environment that fosters and promotes a culture of belonging for all, within the unit and at Haas. Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself
- Completes required training on time and engages in opportunities for learning pertinent to the position or at the suggestion of the supervisor
- Other duties as assigned
Skills
- Working knowledge of finance policies, practices, and systems
- Ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments
- Demonstrated ability to effectively present information verbally and in writing clearly and concisely
- Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports
- Demonstrated interpersonal skills at all levels within the unit, excellent service orientation and critical thinking skills
- Demonstrated ability using organizational skills to multi-task in a high-volume environment
- Ability to adapt to changing priorities
- Ability to function as a member of a team
- Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources
- Must be flexible and able to juggle multiple and shifting priorities while maintaining focus on overall group goals
- Must have diverse approaches to learning (i.e hands-on, classroom and conceptual)
- Must have strong attention to detail
- Excellent interpersonal skills, demonstrating a desire to establish and maintain positive & professional working relationships with colleagues, students and team members
- Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself
- Bachelor's degree in related area and/or equivalent experience/training
Benefits
- Eligible for UC Benefits
- 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.
Company Overview
A wellspring of innovation, the school occupies a 1,232-acre campus near downtown Berkeley. It was founded in 1868, and is headquartered in Berkeley, CA, US, with a workforce of 10001+ employees. Its website is http://berkeley.edu.
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