Financial Services Analyst 1–4 CX

Job Summary: Involves the processing and servicing of a variety of operational, personnel, and financial transactions and services. Includes cashiering, payroll, accounts receivable, accounts payable, purchasing, recharge billing, travel/entertainment, gift accounting, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting.

Job Title	Financial Services Analyst 1 CX	Financial Services Analyst 2 CX	Financial Services Analyst 3 CX	Financial Services Analyst 4 CX
Job Code	4753	4754	5184	5185
Bargaining Unit	CX	CX	CX	CX
FLSA	Non-Exempt	Non-Exempt	Exempt	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.	Professional who applies acquired job skills, policies, and procedures to complete substantive assignments / projects / tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action.	Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions.	Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy.
Custom Scope	Applies professional financial services concepts. Applies organizational policies and procedures to resolve routine issues and customer inquiries. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Receives predetermined work assignments that are subject to a moderate level of control and review. Contacts are mostly internal with some external. This title is bargaining unit only. There should never be an uncovered position.	Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “CX” ending.	Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “CX” ending.	Uses advanced financial services and accounting concepts and organizational objectives to resolve highly complex issues. Regularly works on highly complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “CX” ending.
Key Resp 01	Performs basic preparation and summarization of information and reports relative to new services, regulatory compliance issues and / or vendor selection and support activities.	Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies.	Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations.	Applies advanced financial services and accounting concepts to perform highly complex technical analyses.
Key Resp 02	Reconciles, researches and resolves discrepancies in financial data.	Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.	Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects.	Initiates and designs summary reports and background materials regarding a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of new services, procedures and / or policies.
Key Resp 03	Monitors workflow and productivity in areas such as accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, gift accounting, collections and / or cashiering.	Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports for new services, regulatory compliance issues and / or vendor selection and support activities.	Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and / or services, changes in legal regulations, tax implications, etc.	Responsible for providing analyses for highly complex budgetary, financial and resource projects, often dealing directly with major department managers.
Key Resp 04	Coordinates and monitors operations of assigned functional area(s) which may include accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, gift accounting, collections and / or cashiering.	Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly.	Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, gift accounting, cashiering and collections.	Participates in the analysis and design for new services or financial operational systems or processes that have critical organization-wide impact.
Key Resp 05	Assists with monitoring productivity with the goal of meeting or exceeding standard expectations for timeliness and quality. Identifies systematic problems and proposes solutions.	Conducts or assists with researching, developing and implementing new and changing business processes.	Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors.	Recommends changes to policies and establishes procedures that affect functional area.
Key Resp 06	Assesses compliance with regulatory agencies and internal policies.	Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial / audit policies.	Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial / audit policies.	Ensures compliance with federal and state requirements; stays current with changes in the law.
Key Resp 07	Effectively addresses customer inquiries.	Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries.	Applies a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of a diverse range of financial services for students and departments.	Applies advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
Key Resp 08	Processes basic / routine financial transactions for review or approval by others.	Documents processes and procedures for financial activities.	Documents procedures for financial activities.	Develops and implements financial transaction processes and procedures; may train staff on financial activities.
Key Resp 09	Follows procedures to ensure internal controls are maintained to protect University resources.	Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.	Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.	Conducts audits of internal records and processes. Makes recommendations on maintaining and strengthening internal controls to protect University resources.
Key Resp 10		Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors.	Interprets policies and advises customers accordingly.	Interprets related policies and advises departments accordingly.
Key Resp 11		Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns.	May act as team leader for support staff.	May lead a team of financial services mid-level professional and / or clerical staff.
Key Resp 12			Reviews and approves financial data and transactions.	May back up those who perform specialized tasks or activities.
Key Resp 13			Helps train staff and creates effective teamwork environment.	Trains staff and creates effective teamwork environment. May serve as a project manager or subject matter expert.
Key Resp 14				May coordinate financial system implementations and upgrades.
Education 1	Bachelor’s degree in related area and / or equivalent experience / training	Bachelor’s degree in related area and / or equivalent experience / training	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.	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.
Spec Cond 2	Must pass a background check.	Must pass a background check.	Must pass a background check.	Must pass a background check.
KSA 01	Basic knowledge of financial or accounting concepts, processes and procedures.	Working knowledge of financial processes, policies and procedures.	Thorough knowledge of financial processes, policies and procedures.	Advanced knowledge of financial or accounting concepts, policies and procedures, as well as related accounting and regulatory compliance requirements.
KSA 02	Basic knowledge of financial data management and reporting systems.	Strong knowledge of financial data management and reporting systems.	Thorough knowledge of financial data management and reporting systems.	Advanced knowledge of organization and systemwide financial processes and procedures.
KSA 03	Proficiency in the use of spreadsheet and database software.	Proficiency in the use of spreadsheet and database software.	Strong proficiency in the use of spreadsheet and database software.	Advanced skills in the use of spreadsheet and database software.
KSA 04	Interpersonal skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, effective verbal and written communication skills and organizational skills.	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.	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.	May require analytical skills to develop and implement financial data management and reporting systems.
KSA 05	Ability to function effectively as a member of a team.	Ability to function effectively as a member of a team.	Ability to function effectively as a member of a team.	Strong interpersonal skills and ability to work effectively across the organization at all levels.
KSA 06	Ability to adapt to changing priorities.	Ability to adapt to changing priorities.	Ability to adapt to changing priorities.	May require skills in project management, leadership, and process re-design.
KSA 07	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.	Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.	Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
KSA 08		Skills to provide coaching and mentoring to support staff.	Leadership skills to provide guidance, coaching and mentoring to professional and support staff.	Advanced leadership skills to provide guidance, coaching and mentoring to professional and support staff.
KSA 09				Skills include service orientation, ability to multi-task effectively in a varied, high-volume environment; uses sound judgment and decision making, critical thinking, creative problem solving, and effective verbal and written communication skills.
Environment	Campus, medical center or other university setting and various external venues.	Campus, medical center or other university setting and various external venues.	Campus, medical center or other university setting and various external venues.	Campus, medical center or other university setting and various external venues.