Fiscal Analyst

Position Number: 40032014

Payroll Title: FINANCIAL ANL 3

Job Code: 007709

Job Open Date: 4/22/25

Application Review Begins: 5/7/25; Open Until Filled

Department Code (Name): FINC (FINANCIAL AID OFFICE - Operation)

Percentage of Time: 100

Union Code (Name): 99

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: Grade 22

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $77,000 - $92,550/yr. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $77,000 - $139,200/yr.

Work Location: 2101Q SAASB- Student Affairs and Administration Bldg.

Working Days and Hours: Monday-Friday, 8am-5pm

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid (Both UC & Non-UC locations) | Hybrid eligibility after completing six months' probation period.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The Office of Financial Aid and Scholarships plays an integral role in assisting UCSB students achieve their higher educational goals. Our office oversees and disburses approximately $400 million in student to over 16,000 students annually at UCSB. We work closely together in a fast paced, detail-oriented environment, dedicated to supporting the mission of our Office and the University. OFAS mission statement: The University of California, Santa Barbara Office of Financial Aid and Scholarships provides students with the financial resources and related services necessary to achieve their educational goals. We are committed to providing accurate, user-friendly, responsive, and respectful service to students and their families We administer federal, state, and university aid and scholarship programs in accordance with applicable policies and regulations while striving to be an innovative and service-minded department.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

The Fiscal Analyst performs a variety of professional financial and administrative duties in support of the day to day operations and the financial planning and administration of the department. Responsibilities include the fiscal management of the Federal Work-Study program, budgetary and fiscal reporting, reconciliation of university, state and federal student financial aid agency funds of $400 million. Engages in strategic planning, identifies innovative approaches to problem solving, develops departmental goals, plans resource allocations, and optimizes resources and efficiencies. Has direct interaction with and serves as a liaison to UCSB's Business & Financial Services. Under general guidance, exercises a high degree of autonomy in addressing department issues while independently solving problems requiring interpretation of a wide variety of federal, state and UC policies. #LI-KA1

Required Qualifications:

• Bachelor's Degree in related area and/ or equivalent experience/training
• 1-3 years Accounting experience
• 1-3 years Work experience in Financial Aid or a related field
• Intermediate level skill with excel and experience processing and analyzing large data sets

Preferred Qualifications:

• 1-3 years UCPath experience
• Fund accounting experience or financial work at a University or large public institution
• Thorough knowledge of finance policies, practices and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability using spreadsheet and data base software for complex financial analysis, fiscal management, and financial reports.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment.
• Ability to adapt to changing priorities.
• Ability to function as a member of a team.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
• Thorough identification, critical thinking, and problem solving skills
• Thorough knowledge of University policies, processes and procedures, including those related to supervising employees

Special Conditions of Employment:

• Limited vacation June-September.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

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 allegation 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

Job Functions and Percentages of Time:

• 10% Financial Aid Case Resolution and Management - As a member of the senior management team, participates in weekly managers' meetings, and is responsible for the overall strategic planning, development, implementation, and evaluation of all activities and services associated with a complex, dynamic organization which assists over 16,000 students and their Job Standards with more than $400 M annually. -Works to resolve the department's most complex financial aid cases that require manager intervention and policy determination. Maintains a comprehensive working knowledge of all federal, state, system wide and institutional programs administered by the Office of Financial Aid and Scholarships.
• 40% Fiscal Management: Work-Study - Conducts program trend analysis and short & long range planning relating to the Federal Work-Study program. Forecasts program development implications of budgetary changes and recommends strategies for optimal funding utilization. -Monitors accounts receivable to maximize off-campus employer receivable recovery and minimize write-off liability. Monitors monthly reconciliation, billings, collections and statement of accounts, budget reports and projections to ensure fiscal solvency for the programs according to federal, state and campus policies and procedures, and audit and cost accounting standards. Identifies errors, defines problems behind them and devises innovative solutions. -Audits various work-study financial journals to ensure the accuracy of these financial transactions. Reviews and audits fund balances, expenditures, fund transfers, and advises the Fiscal Manager and Director on fund activity. -Works with Business & Financial Services and other agencies to ensure subsidiary work-study program balances, general ledgers and payroll distribution reports are reconciled by year-end.
• 5% Federal Reporting - Develops and maintains a system to track federal Title IV funds for required federal reporting. -Prepares necessary calculation of Title IV expenditures in order to report and claim the institution's Administrative cost Allowance. -Oversees the preparation of the institution's federal FISAP report and application for federal Title IV funds. Resolves any discrepancies between Financial Aid system, several federal funding systems and General ledger. Works with BFS, Chancellor's Office and other campus constituents to complete and submit the annual federal FISAP report and application for Title IV funds. Submits final FISAP to the Fiscal Manager for approval.
• 30% Fiscal Analysis & Business Processes - Oversees the reconciliation of various major Federal Title IV student aid program accounts of over $250 million in funds disbursed annually. -Monitors fund balances in order to identify the need for Transfer of Funds and Transfer of Expenses. Initiates these transfers via the online TOF & TOE system and via paper Journal preparation and submission to BFS. -Generates financial reports for student aid accounts for review by the Fiscal Manager and Director. -Reviews reconciliation of the departmental accounts. -Audits & reviews outside agency scholarship checks and accounts reflecting an annual amount of approximately $3.2 million. Ensures compliance with Federal, State and UC policy regarding disbursement and documentation of disbursed scholarships. Ensures adherence to cash management policy regarding deposit of funds into the university cash management system. -Oversees department business processes, including, but not limited to pre-and post-department travel and student hiring, ensures adherence to UC and campus policy. -Maintains in-depth knowledge of UC and campus policy regarding departmental business processes, including SAS 112/115.
• 10% Supervision - Recruits, hires, and supervises 2 full-time financial aid professionals. Provides training to other Fiscal Unit team members. - Establishes performance standards and expectations which are utilized in the on-going evaluation of employee performance. Conducts annual performance evaluations. -Identify and facilitate staff training needs. -Provide accurate and clear oral and written communication. -Maintains an environment which is conducive to promoting cooperation among all staff members.
• 5% System Management - Recommends and manages development of IT systems and interfaces with internal and external systems related to Work-Study programs. -Forecasts program development needs and makes recommendations to the Fiscal Manager and Director. -Evaluates systems and programs for efficiency, adequacy, and audibility. Tests delivery enhancements to identify and fix processing problems to improve internal controls and enhance quality assurance.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

* UC Santa Barbara COVID-19 Information - https://www.ucsb.edu/COVID-19-information
* University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

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.

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