Finance Analyst

Position Number: 41103310

Payroll Title: FINANCIAL SVC ANL 2 CX (004754)

Job Code: 004754

Application Review Begins: 12/5/25

Department Code (Name): EXOF (Office of the Executive Vice Chancellor and Provost)

Percentage of Time: 50-75%

Union Code (Name): CX - Clerical/Admin

Employee Class (Appointment Type): Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $31.37 to $33.29/hr. 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 $28.07 to $48.28/hr.

Work Location: Cheadle 4105

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

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement: Hybrid schedule considered after completion of onboarding period.

Special Instructions:

For full consideration, a resume and cover letter must be included as part of your application.

Department Marketing Statement:

The Executive Vice Chancellor and Provost, in consultation with the Santa Barbara Division of the Academic Senate, has oversight for academic planning and programming, the development and implementation of academic policy, and the academic personnel process. The office has responsibility for all academic units, on and off-campus instructional activities, and instructional support programs. It maintains formal liaison with the Office of the President. The Executive Vice Chancellor and Provost is the chief academic officer of the University of California, Santa Barbara.

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:

Under the general supervision of the Associate Director for Data & Decision Support, the Finance Analyst provides critical financial, analytical and administrative support to the Office of the Executive Vice Chancellor and Provost. Responsibilities include financial and budget administration such as processing fund requests, reconciling accounts, and interpreting policy for fiscal compliance. Ensures the accuracy and integrity of all source data through careful entry, review, and cleanup for all financial and resource reporting projects. Manages the comprehensive Document Management System and provides high-level analytical support on a variety of projects for senior management. Able to effectively move between multiple projects while working cohesively with an agile team and shifting priorities. As a representative of the Office of the Executive Vice Chancellor and Provost, exhibits professionalism, maintains confidentiality, and acts with discretion.

Qualifications:

Required Qualifications:

• Bachelor's degree and/or equivalent training/experience.
• 2+ years experience in a financial and/or administrative position.
• 2+ years experience working with sensitive documents or confidential materials.
• Demonstrated organizational skills and agility, with the ability to move between work on multiple projects with conflicting deadlines and to work efficiently with frequent interruptions.
• Demonstrated ability to think critically and effectively apply analytical, organizational, and problem-solving skills to administrative and financial issues.
• Evidence of solid communication and interpersonal skills to communicate effectively verbally and in writing.

Preferred Qualifications:

• Experience working in higher education.
• Experience in budget and/or financial analysis.
• Experience with data quality assurance (financial data entry, cleansing, and validation).
• Experience with Microsoft (Excel, Word), Google Suite applications (Gmail, Sheets, Docs, Slides, Gemini), and Zoom
• Experience in campus systems and related processes: FinHub, Oracle Financials Cloud (PFC) Projects and Grants Module (PGM), ServiceNow, Smartsheet.

Special Conditions of Employment:

• 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:

• Financial and Budget Administration (55%): Provides support for the Office of the Executive Vice Chancellor and Provost with requests for updates to the Common Chart of Accounts and the creation and updates to Faculty Funds awards and projects in the Oracle Projects and Grants Management module. Assists with triaging and fulfilling tickets in Smartsheet, ServiceNow and other portals. Reviews requests for compliance with policy and other guidelines and fulfills them based on established procedures. Escalates requests that require exception or higher level approval to others on the team, as appropriate. Provides financial and budget support back-up. Assists with tracking and reconciling internal and external expense accounts from diverse sources. Researches, analyzes, and recommends appropriate actions to resolve issues concerning financial transactions, exceptions to policy, and interpretations of policy. Demonstrates a high degree of flexibility and initiative in learning and adopting University policies, procedures, and systems.
• Document Management (20%): Under the guidelines established by senior staff, assumes responsibility for the comprehensive function of document processing, both digital and print, in the EVC and Provost's Office including uploading and coding documents into the office Document Management System (DMS). Exercises judgment and logic in order to adhere to strict standards and consistency for managing documents. Retrieves relevant historical documents as needed and reviews past actions in order to suggest appropriate distribution and/or response. Demonstrates familiarity with a broad range of university procedures, people and programs in order to identify connections and provide concise summaries when routing documents. Assists with complex distribution of communications from senior management. Exercises judgment and logic in order to adhere to strict standards and consistency for managing documents. Recommends changes to document management systems or processes for better reporting and/or to accommodate and implement campus or procedural changes. Participates in the design, testing, and implementation of new systems and processes that are developed.
• Reporting and Data Management (10%): Responsible for providing reports and analyses for varied budgetary, financial and resource projects. This includes the critical function of data ownership, requiring meticulous data entry, review, cleanup, and maintenance to ensure the accuracy and integrity of all source information. Applies rigorous verification during data manipulation and analysis processes. Analyzes and summarizes financial activity and prepares both periodic and ad hoc reports. Communicates financial information to non-financial stakeholders in a clear and understandable manner.
• Analytical & Organizational Support (15%): Maintains confidentiality, understands and is able to apply current policies and procedures and exercise judgment, logic, tact, and diplomacy while performing the critical duties of the position. Provides analytical and administrative support to senior management and other staff on special projects. Serves as a backup to the Budget & Finance Analysts. Works on multiple projects simultaneously, meeting deadlines while maintaining a high level of accuracy. Sets priorities, coordinating deadlines for projects and information responses. Researches background material including policies, procedures, and historical data, analyzes content, and uses judgment to recommend appropriate course of action. Gathers, analyzes and prepares background content material and designs reports. Reviews correspondence, reports, and responses. Responsible for updating approved workflow documentation and ensuring that any revisions have been reviewed and approved. Projects may include review of policies, procedures, and historical information; researching and analyzing data; organization of files and documents; preparation of spreadsheets, graphs, tables, reports and presentations; establishing agendas and timelines, and drafting documents and confidential reports.

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 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.

Reasonable Accommodations:

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