About Berkeley The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptanceacademic and artistic, political and culturalmake it a very special place for students, faculty and staff.
Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html.
Application Review Date The First Review Date for this job is: December 11, 2018
Departmental Overview The Haas School of Business develops path bending leaders - individuals who redefine how we do business. Berkeley-Haas, the second oldest business school in the United States, educates 2,200 students each year in six degree-granting programs, and hundreds more through executive education programs. A team of 300 staff members support these students, faculty and alumni through work in areas that include Admissions, Student Services, Career Management, Administration, Development and Alumni Relations.
Berkeley-Haas offers opportunities to champion new ideas, collaborate across boundaries, and learn continually. Our culture is captured by Four Defining Principles (Question the Status Quo, Confidence Without Attitude, Students Always and Beyond Yourself) that distinguish Berkeley-Haas as a place to learnand a place to work.
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
FP&A support for certain department budgets Budgeting/Planning/Forecasting for degree programs, academic instruction,financial aid, and other core Haas operational department (as assigned)
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers.
Annual Budget: Develop, coordinate, and implement Haas annual budget - includes coordinating CalPlanning activities with internal budget processes.
Forecast and Quarterly Review Process: Work with CFO, team members and unit leaders to develop a full year forecast (first half actuals, second half forecast) which will give insight to executive management on how we are doing vs. budget and if we need to course correct.
Fiscal and Monthly Close: Lead/Coordinate fiscal and monthly close activities with input and support from rest of finance team.
Provides support on financial analyses to help support Haas' strategic plan.
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. (Cal Planning Implementation/Campus Shared Services.
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes. Examples include: Coordinate deficit clearing ; Allocations and post-allocation cleanup (related to budget); Hierarchy updates; Payroll transfers and review.
Gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, et cetera.
Work with CFO and Finance team to develop reports for: a.Haas Board of Directors b.Dean and Dean's Direct Reports (i.e., Management Team) c.Town Halls d.Other executive meetings (as applicable)
Thorough knowledge of finance policies, practices and systems or a demonstrated ability to develop knowledge quickly.
Excellent verbal and writing skills.
Demonstrated ability to independently gather, organize, and perform financial analysis assignments including budget preparation and program fees.
Strong inter-personal skills, political acumen and demonstrated capability to gain the respect of others, influence people of varying levels of authority in multiple organizations, and elicit cooperation without direct authority.
Ability to work collaboratively as part of a diverse, high-performing team, leveraging the insights of others to optimize solutions.
Proven track record of success and a strong customer focus (makes customer needs a priority, practices active listening, engages collaboratively with a broad, multi-audience constituency).
Excellent project management: ability to break down objectives into tasks and schedule tasks and resources to meet objectives.
Prior work experience exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.
Demonstrated experience working effectively with diverse communities.
Ad hoc querying -ability to utilize common data mining tools to develop custom queries to extract required data from data warehouse.
Advanced MS Excel skills; creative and expert use of other MS Office tools (Visio, Powerpoint, Project) to meet deliverable requirements.
Experience with contributing to and guiding change management and communications plans related to financial business process and financial systems changes.
Ability to guide the development of business process-focused documentation and training content that will illustrate concepts for a variety of audiences.
BA/BS in Finance, Accounting, Business or related field and/or equivalent experience/training.
3-5 years of direct, progressive growth in financial planning and analysis experience.
Expertise in logical business rules associated with Berkeley's financial systems and associated data structures.
Advanced degree (MBA), and formal education or experience in fund accounting.
Salary & Benefits Salary up to $93,000
For information on the comprehensive benefits package offered by the University visit:
How to Apply Please submit your cover letter and resume as a single attachment when applying.
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.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.