Financial Analyst 1–2 CX
Job Family: Finance
Job Function: Financial Analysis
Job Category: Professional
Job Summary: 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.
| Job Level | Entry | Intermediate |
|---|---|---|
| Job Title | Financial Analyst 1 CX | Financial Analyst 2 CX |
| Job Code | 4758 | 4767 |
| Tracking Code | A0186 | A0180 |
| Per. Program | PSS | PSS |
| FLSA | Non-Exempt | Non-Exempt |
| Generic Scope | Entry-level professional with limited prior experience; learns to use professional concepts to resolve problems of limited scope and complexity; works on assignments that are initially routine in nature, requiring limited judgment and decision making. Employees at this level are expected to acquire the skills and knowledge to perform more advanced work following an agreed upon time in position, through defined training and development planning. | Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. |
| Custom Scope | Uses professional concepts. Applies organizational policies and procedures to resolve routine issues. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Contacts are primarily internal to the department or unit. This title is bargaining unit only. There should never be an uncovered position. | Uses professional concepts. Applies organizational policies and procedures to resolve various issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external. Normally, you would use the bargaining unit job code for work covered by the title. If this is a position that is not covered by the Higher Education Employer-Employee Relations Act (HEERA), because they are: 1) Confidential – meaning employee’s duties normally require access to confidential information which contributes significantly to the development of management’s positions in bargaining or grievances; or 2) the employee is employed outside of California at a location with 100 or fewer employees or 3) Supervisory – supervises employee as regular part of the job duties, then you would be the generic title without the CX ending. |
| Key Resp 01 | Analyzes financial and/or resource data; prepares and summarizes information and reports. NOTE: Financial and / or resource analysis may 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. | Performs basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. |
| Key Resp 02 | Under direct supervision, responsible for providing analytical support for simple to moderate budget, financial, or resource analysis projects. | Under general supervision, provides analytical support for simple to moderate budget, financial, or resource analysis projects. |
| Key Resp 03 | Maintains department chart of accounts, and related business processes. | Implements department budget allocations and maintains department chart of accounts, and related business processes. |
| Key Resp 04 | 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. | Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. |
| Key Resp 05 | Follows procedures to ensure internal controls are maintained to protect University resources. | Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. |
| Key Resp 06 | Bachelor’s degree in related area and/or equivalent experience / training | |
| Key Resp 07 | Applies financial concepts to process, review, and approve financial transactions. | |
| Key Resp 08 | Receives more detailed instructions for new assignments. | |
| Education 1 | Bachelor’s degree in related area and/or equivalent experience / training | Bachelor’s degree in related area and/or equivalent experience/training |
| Spec Cond 1 | 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. | 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. |
| KSA 01 | Basic knowledge of finance policies, practices, and systems. | Working knowledge of finance policies, practices, and systems. |
| KSA 02 | Acquiring ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments. | Ability to gather reasonably retrievable information to organize, and perform basic financial analysis assignments. |
| KSA 03 | Ability to effectively communicate verbally and in writing. | Demonstrated ability to effectively present information verbally and in writing clearly and concisely. |
| KSA 04 | Basic proficiency using spreadsheet and database software in financial analysis, fiscal management, and financial reports. | Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports. |
| KSA 05 | Basic interpersonal skills; broad service orientation and critical thinking skills; and attention to detail. Under management guidance, uses organizational skills to multi-task in a high volume environment. | Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail. Demonstrated ability using organizational skills to multi-task in a high volume environment. |
| KSA 06 | Ability to adapt to changing priorities. | Ability to adapt to changing priorities. |
| KSA 07 | Ability to function as a member of a team. | Ability to function as a member of a team. |
| KSA 08 | Basic knowledge and understanding of internal control practices and their impact on protecting University resources. | Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. |
| Environment | Campus, medical center or other university setting and various external venues. | Campus, medical center or other university setting and various external venues. |
| Career Path 1 | Financial Anl 2 | Financial Anl 3 |