Financial Specialist

University of California Santa Cruz
Santa Cruz, CA Full Time
POSTED ON 4/6/2024

Financial Specialist


Location:
Santa Cruz
Job ID: 41434

JOB POSTING


NOTIFICATIONS

UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to policy.

INITIAL REVIEW DATE (IRD)

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

The IRD for this job is: 09-12-2022

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

Physical Planning, Development & Operations (PPDO) manages and oversees all University activities and services related to physical and environmental planning, design and construction, engineering, physical plant maintenance and operations, capital planning and space management, and the associated business services necessary to support these functions. The University's main campus is spread across more than 2,000 acres and includes over 500 buildings comprising more than 8 million square feet. The department includes operating budgets of over $27 million, manages a capital project portfolio of approximately $800 million, and employs over 350 full time staff to carry forth the duties necessary for the campus' development and operation.

More information can be found here: ppc.ucsc.edu/ppdo/index.html

JOB SUMMARY

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.

APPOINTMENT INFORMATION

Salary Information: Salary Range: $29.45 - $31.13 / Hourly. Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

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: This is a Career appointment

Job End Date: None

Work Location: UC Santa Cruz Main Campus

Union Representation: Non-Represented

Job Code Classification: 004627 (FINANCIAL SVC ANL 2)

Travel: Never or Rarely

JOB DUTIES

75% -
  • Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, insurance claim processing, and cashiering are performed with accuracy and that daily operations run smoothly.
  • Assists with intake management of purchasing and payable requests for the department.
  • Prepares journal entries, and maintains and / or reconciles ledger accounts. Balances books periodically, specifically the facilities clearing accounts, and helps prepare financial statements. Assists the Business Services Assistant Director and the Business Services Director with miscellaneous financial and other reporting.

15% -
  • 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.
  • Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and / or vendor selection and support activities. This could include monthly review of various financials.
  • Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns.
  • Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries.
  • Conducts or assists with researching, developing and implementing new and changing business processes.
  • Documents processes and procedures for financial activities.
  • 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.
  • Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial / audit policies.

10% -
  • Provide backup assistance to project accounting, creating projects and work orders within CruzFix as necessary.
  • Provide backup assistance in the review, entry and/or approval of timesheets.
  • Other duties as assigned.


REQUIRED QUALIFICATIONS
  • Bachelor's degree in related area and / or equivalent experience / training.
  • Working knowledge of financial processes, policies and procedures.
  • Strong knowledge of financial data management and reporting systems.
  • Proficiency in the use of spreadsheet and database software.
  • Ability to communicate effectively verbally and work harmoniously with a diverse group of individuals at all levels of the organization directly or indirectly involved with task and work assignments.
  • Ability to communicate effectively in writing, and work harmoniously with a diverse group of individuals at all levels of the organization directly or indirectly involved with task and work assignments.
  • Ability to function effectively as a member of a team.
  • Ability to adapt to changing priorities.
  • Intermediate knowledge and understanding of general internal control practices and their impact on protecting University resources.
  • Significant knowledge and experience with accounting functions and concepts to complete work assignments.
  • Excellent organizational skills, with the ability to effectively prioritize work. Ability to work effectively under numerous deadline pressures. Ability to take initiative, organize, and perform work in various situations where numerous and diverse demands are involved.
  • Strong problem-solving, decision-making, and research skills. Experience interpreting complex policies (University, State, and/or contractual).


SPECIAL CONDITIONS OF EMPLOYMENT
  • Selected candidate will be required to pass a pre-employment criminal history background check.
  • Ability to work long periods of time at a computer with or without accommodation.
  • The ability to move materials weighing up to 20 lbs. with or without accommodation.
  • The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.
  • 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.

HOW TO APPLY

Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.

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.


APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application:
https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=41434&PostingSeq=1

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal 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.

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