Financial Services Analyst (4628U), English - #83072

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic and social value.

We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups (staff organizations). Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by 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. Find out more about how you can grow your career at UC Berkeley.

Departmental Overview

The Department of English is the largest department in the Division of Arts & Humanities within the College of Letters & Science at UC Berkeley. Nationally ranked among the top departments in both graduate and undergraduate education, English is home to around 50 permanent faculty, 4-6 lecturers/visitors, 9 staff FTE, 100 graduate students, and 500 undergraduate majors. Annually, the department enrolls roughly 5,000 students in its courses.

Position Summary

The Financial Services Analyst will support an intellectually vibrant community of faculty, students, and staff in the Department of English, and collaborate with Department's Shared Services Region, as well as the Divisional Finance office. The primary focus of this position is to oversee day-to-day financial operations of the Department across multiple functional areas, including: operations, temporary academic support, the graduate program, gifts and endowment, faculty research funds, and public programming. Working closely with and under the direction of the Department Manager, but with a level of independence, the Financial Services Analyst will conduct financial reporting, maintain departmental budgets, audit payroll and payroll expenses, process reimbursements and other payments, oversee expenditures. They will assist various department members with finance-related needs including maintenance of research funds, programmatic budgets, purchases and reimbursements, and other finance support. In partnership with the Departmental Manager, they will also maintain compliance with all Division and Campus requirements.

Application Review Date

The First Review Date for this job is: 12/29/2025. For full consideration, please apply by 01/05/2026.

Responsibilities

Financial Services:

• Processes and/or approves financial transactions including: BearBuy requisitions and vouchers; expense reimbursements; Position, Funding Entry, and Salary Cost Transfer requests in UCPath; bluCard purchases; SIS department award entries; Accounts Receivable invoices.
• Serves as liaison with SHARE Region and coordinate with: HR/Payroll Team and relevant department staff on Faculty, Staff, ASE, GSR, and Student Assistant appointments, for faculty summer salary requests, and payroll-related inquiries and issues; Purchasing Team on purchase order requests and invoice payments; RA Team for contracts and grants-funded faculty research projects.
• Effectively addresses difficult and complex customer inquiries.
• Develops and recommends improvements and modifications to streamline financial services operations.
• Implements quality customer service standards and procedures to affect various constituencies, including faculty, staff, and students, as well as external vendors and outside parties or individuals.
• Documents procedures for financial activities.
• Functions as a resource to faculty and staff on issues such as researching complex financial discrepancies, escalated customer service problems, and vendor concerns.
• Trains faculty, staff, and students when changes in business practice warrant new department procedures, and create an effective teamwork environment.

General Ledger and Financial Reporting:

• Maintains the department's general ledger, ensuring that all departmental chartstrings are in good standing.
• Responsible for fiscal oversight of department's annual revenue including summer sessions, concurrent enrollment, and current-use gifts; and expenses including faculty and staff salaries, TAS, faculty start-up and retention commitments, and faculty and student research. Regularly runs financial reports, analyzes data, and identifies and resolves any discrepancies that may arise during the fiscal year.
• Initiates financial journals to allocate funds for programs and projects within the department or for other campus departments using the Commitments Database; transfer expenses and/or funds to clear deficits; and recharge payments for use of English Department space.
• Reconciles financial entries for monthly and fiscal close.
• Works with the Department Manager to conduct monthly and quarterly Key Financial Controls.

Budget:

• Administers and maintains faculty research funds, the Department Chair's discretionary budget, as well as the budgets for departmental programs/events (e.g. Lectures & Events, Holloway Poetry Series, Bedri Lecture, etc.) and student colloquia and working groups.
• Coordinates and implements programmatic budget allocations upon consultation with respective committee chairs and coordinators.
• Serves as a financial resource to faculty and students for their research funds, start- up and retention, conference and event budgets, graduate colloquia and working group accounts, and all endowed chair funds.
• Tracks expenses and provides regular and ad hoc financial reports for these activities.
• Analyzes reports and identifies discrepancies to maintain the budgets.
• Advises faculty, staff, and students on current funding and spending.

Research and Analysis:

• Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects, including new financial procedures and/or services.
• Utilizing university-specific systems and practices, prepares recommendations for the reconciliation of English spending plan to actuals.
• Reviews trends to determine where expenses are controllable so that program and project budgets are within scope.
• Interprets finance and business policies so that department can maintain compliance with all requirements.

Compliance:

• Applies a wide variety of internal and external policies and regulations to ensure financial processes comply with federal and state requirements, as well as University, campus, and departmental policies and to mitigate risk.
• Makes recommendations on maintaining and strengthening internal controls to protect University resources.
• Develops and makes recommendations on internal policy and improvements and modifications to internal procedures in order to streamline financial operations.
• Employs a comprehensive knowledge of financial policies, procedures, and related systems to serve as subject matter expert for departmental faculty, staff, and students.
• Attends trainings and participates in working groups related to financial services to remain up-to-date on all current policies and to provide mentorship and information to finance colleagues.
• Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel and entertainment, gift accounting, cashiering, and collections.

Required Qualifications

• Thorough knowledge of financial processes, policies and procedures.
• Strong proficiency in the use of Microsoft Office suite and common desktop/web applications, spreadsheet, and database software.
• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, 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 multi-task in a high-volume environment, adapt to changing priorities, stay organized, manage competing deadlines, and prioritize work independently.
• Ability to present information in a clear and concise manner both in writing and verbally, to respond quickly to inquiries from faculty, staff, and other departmental constituents and/or partners, and to convey complex information to various audiences with tact and sensitivity.
• Ability to independently gather, organize, and perform financial analysis assignments.
• Ability to maintain confidentiality.
• 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.
• Bachelor's degree in related area and/or equivalent experience/training.

Preferred Qualifications

• Thorough knowledge of financial data management and reporting systems, having experience with and/or can quickly learn UC Berkeley business and financial systems (i.e. BearBuy, BFS, CalAnswers, SIS, UCPath).

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted annual salary range that the University reasonably expects to pay for this position is $80,000.00 - $103,800.00.

• This is a full-time (40 hours/week), career position that is eligible for UC Benefits.
• This is an exempt monthly-paid position.

How to Apply

• To apply, please submit your resume and cover letter.

Other Information

• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
• This position is eligible for up to 40% hybrid work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

Conviction History Background

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

Misconduct

SB 791 and AB 810 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.

"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:

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.