Financial Associate (Public) jobs in Berkeley, CA

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

Recently Added Financial Associate (Public) jobs

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Financial Analyst (7709U), School of Public Health - 30104
  • University of California Berkeley
  • Berkeley, CA FULL_TIME
  • Financial Analyst (7709U), School of Public Health - 30104 About Berkeley

    At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

    The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

    We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles , our Principles of Community , and our Strategic Plan .

    Departmental Overview

    The School of Public Health (BPH) at UC Berkeley (UCB) is recognized for its educational and research excellence, consistently ranking among the top public health schools in the country. The mission of the School is to develop, adapt, and apply diverse disciplines for the promotion and protection of the health of the human population. The academic structure of BPH consists of a single department and six divisions (Community Health Sciences, Environmental Health Sciences, Epidemiology/ Biostatistics, Health Policy Management, Infectious Diseases and Vaccinology, and Interdisciplinary). In addition to the Divisions, the School supports 30 research centers, many of which cut across the entire campus.

    This vacancy provides the opportunity for a mid-level financial analyst to join the School of Public Health at a pivotal time for the School. With the still-ongoing COVID-19 global pandemic, there has been a new light shone on the importance of public health research and education. The Finance team at BPH plays a critical role in support of the School's mission by ensuring financial excellence and supporting strategic resource allocations and business planning. This position reports to the Assistant Dean & Chief Financial Officer for the School.

    There are three financial analysts at Berkeley Public Health, and each analyst has financial oversight over one one of our three units - Administration, Academic and Research. Half of the incumbent's time will be spent overseeing the finances of the School's administrative areas. Administrative areas include Development, Student Services, Human Resources/Academic Personnel, Finance, and Facilities. Of particular note, this position will be responsible for partnering with the financial aid coordinator to track financial aid funds and will partner with Development to create a clear cross-walk between gifts fundraised versus gifts noted on the financial ledger. Financial oversight of the administrative units of the School involves budget creation and monitoring, monthly reporting to Division heads, variance reporting, ledger maintenance (e.g. payroll corrections, journals), customer support, financial operations (e.g. reconciling pcard expenditures, tracking new gifts received), business planning and ad hoc special projects.

    The other half of this position will be dedicated to financial operations for the Finance team. This portion of the position involves:

    1) Serving as the "team expert" on procurement and purchasing policy, including supervising an administrative analyst who is responsible for reimbursements and purchase order creation for the Dean's Office and a few academic Divisions, overseeing the School's purchase card programs, and helping the other analysts troubleshoot any challenging purchasing issues. Incumbent would also take the lead on procurement trainings for School-wide community.

    2) Ensuring smooth operations of gifts received into the School, including monitoring the campus' wire transfer sheet and helping other analysts with any issues tracking down gifts.
    3) Creating, monitoring and updating team tracking documents, including budget and fiscal close trackers, salaries in suspense tracker, and supporting CFO in campus compliance documentation.

    Application Review Date

    The First Review Date for this job is: February 9, 2022

    Responsibilities

    Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
    Provides analytical support for complex budget, financial, resource analysis or accreditation organization reporting projects.
    Partners with Budget Owner(s) to review financial performance and advises Budget Owner(s) of financial tradeoffs associated with various operational decisions; understands the financial risks and opportunities associated with each budget.
    Provides department support in the areas of business operations and trackers, including the budget and fiscal close trackers.
    Leads presentation to train school-wide community on purchasing and financial policies.
    Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
    Gathers, analyzes, prepares and summarizes recommendations for financial and instructional resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera.
    Manages daily financial operations of portfolio and serves as unit expert on procurement, including managing one FTE responsible for purchasing.
    Responsibilities include procurement approvals, reconciliations, pcard reconciliations and program oversight, compliance activities, and payroll expense setup, verification and modification.
    Required Qualifications

    Experience in finance, accounting, financial transactions, purchasing, systems and policy.
    Thorough knowledge of general and fund accounting principles
    Demonstrated ability to independently gather, organize, and synthesize data and perform financial analysis assignments.
    Budgeting and variance analysis experience.
    Strong communication skills.
    Presents information in a clear and concise manner both in writing and verbally.
    Proficient in use of Microsoft Office, especially Microsoft Excel, as well as other common desktop/web applications.
    Demonstrated ability to approach work with a structured plan, meet deadlines and prioritize effectively.
    Strong problem-solving and analytical skills, attention to detail.
    Strong customer service skills.

    Education/Training:
    Bachelors degree in related area and/or equivalent experience/training.
    Bachelor's degree in finance or accounting or related field, and/or 5 years of working experience in accounting/financial analysis.
    Preferred Qualifications
    Higher education or non-for-profit experience. Supervisory experience. Familiarity with restricted fund types, including gifts, endowments, contracts and grants Proficiency in or ability to learn UC Systems, such as Oracle Hyperion, Essbase and People Soft. At UC, the systems known as: BFS, UCPath CalAnswers, CalPlanning.
    Salary & Benefits

    This is an exempt, monthly paid position. Annual salary is commensurate with experience within the range of $85,000.00 - $91,000.00.

    For information on the comprehensive benefits package offered by the University visit:

    https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
  • 16 Days Ago
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Real Estate Agent / Associate Agent
  • SunnyHill Financial Inc
  • Alameda, CA FULL_TIME
  • Your OpportunityWe are hiring for a Real Estate Agent who wants to achieve great things while achieving great things for our clients. On Day 1 you are entering into a brokerage with clients needing im...
  • 11 Days Ago
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Order Checker - Warehouse Associate
  • Warehouse Associate - Dreisbach Enterprises
  • Oakland, CA FULL_TIME
  • $20.25-20.75/hrOur cold storage warehouse is looking for energetic applicants to add to our team. Must be hard working and prepared to work in a fast-paced refrigerated warehouse setting. This is a ph...
  • 26 Days Ago
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Financial Services Analyst 2 (4627U), School of Public Health - 33628
  • University of California Berkeley
  • Berkeley, CA FULL_TIME
  • Financial Services Analyst 2 (4627U), School of Public Health - 33628 About Berkeley At the University of California, Berkeley, we are committed to creating a community that fosters equity of experien...
  • 1 Month Ago
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Associate Financial Analyst (FT)
  • The Surplus Line Association of California
  • San Ramon, CA FULL_TIME
  • Salary: $60,000 - $65,000Full time: RemoteNon-exemptMUST BE A CALIFORNIA RESIDENTWhat we are looking for:The Financial Analyst monitors the insurer’s statutory compliance and solvency, reports finding...
  • 23 Days Ago
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Associate Financial Analyst
  • The Surplus Line Association of California
  • San Ramon, CA FULL_TIME
  • Job Details: Salary: $65,000.Full time: Remote.Non-exempt.MUST BE A CALIFORNIA RESIDENT.What we are looking for:The Financial Analyst monitors the insurer’s statutory compliance and solvency, reports ...
  • 25 Days Ago
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0 Financial Associate (Public) jobs found in Berkeley, CA area

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Accounting/Finance Associate
  • Experis
  • Stanford, CA
  • Job Position: Project PO and Cloud Credit Associate Duration: 22-Apr-2024 - 31-Jul-2024 (Contract with Possibility of ex...
  • 4/18/2024 12:00:00 AM
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Corporate & Finance Associate (Senior Level)
  • Top Tier Reps LLC
  • San Francisco, CA
  • Yearly Salary: $370,000 to $415,000 The company is seeking senior associates to join our Corporate & Finance group in ou...
  • 4/18/2024 12:00:00 AM
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Personal Banker Roving - Bayside Terrace District
  • WELLS FARGO BANK
  • Berkeley, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/17/2024 12:00:00 AM
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Personal Banker Roving - Bayside Terrace District
  • WELLS FARGO BANK
  • El Cerrito, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/17/2024 12:00:00 AM
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Project Finance Associate @ Prominent Am Law Firm
  • Whistler Partners
  • San Francisco, CA
  • Elevate the Environment! Project Finance Associate (Junior to Mid-Level) @ Prominent Am Law Firm San Francisco [Hybrid] ...
  • 4/16/2024 12:00:00 AM
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Finance Associate
  • Tekberry
  • Palo Alto, CA
  • Job Description Job Description Title: Finance Associate Pay Rate: $30/hr Job Type: 8+ month contract Shift(s): Mon Fri,...
  • 4/16/2024 12:00:00 AM
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Associate, Finance & Strategy (Consumer & Retail)
  • Pilot
  • San Francisco, CA
  • **Associate, Finance & Strategy (Consumer & Retail)** at Pilot.com San Francisco, CA **The Role** Every day, we do excit...
  • 4/16/2024 12:00:00 AM
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Portfolio Manager (HOA)
  • CitiScape Property Management Group, LLC
  • San Francisco, CA
  • Job Description Job Description We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will ...
  • 4/15/2024 12:00:00 AM
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About Berkeley, California

Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580. Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$102,818 to $134,487
Berkeley, California area prices
were up 4.5% from a year ago
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What does a Financial Associate (Public) do?

Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020