DESCRIPTION

The Facilities Management (FM) Financial Analyst 3 will conduct analysis of direct and indirect cost to establish labor rates and material markup to assure cost recovery in accordance with UC policy. Revise existing recharge rates for the various self-supporting business units within FM. Develop rate proposals including required schedules and documentation, and submit proposals and recommendations for department management review. Analyze the new rate impact on businesses and provide additional recommendations to management if needed. Supply financial training to non-financial managers, formulating or assisting in the creation of cost recovery rates and by providing expertise on fund sources and their appropriate use.

As assigned, serve as financial/operational analyst in various units with FM with a total annual budget of ~$180M. Coordinate and prepare annual operating budget for assigned FM units. Establish or document accounting methods, reporting procedures or operational controls. Prepare computer-based accounting/financial reporting and forecast models. Prepare, review and monitor monthly financial statements to provide sound financial information for management decision making. Conduct monthly meetings with various unit directors, managers and supervisors; research and analyze problems and recommend solutions.

Review and establish procedures and policies to ensure that financial operational controls are in place for assigned FM organizations. Ensure financial reporting and to meet Campus General Accounting closing deadlines, responsible for successful and timely completion of fiscal year-end closing. Responsible for maintenance and update of FM's asset database, annual assets reconciliation and depreciation reports as required for fiscal closing. Perform special or ad hoc projects, cost accounting, and reporting assignments.

The FM Financial Analyst 3 will use skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures to resolve a wide range of issues in imaginative as well as practical ways. Work on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Perform complex planning and analytical functions. Demonstrate good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department.

QUALIFICATIONS

• Graduation from college with a major in economics, business administration, political science, or an allied field, with progressive professional experience in fiscal analysis or administration; or an equivalent combination of education and experience. Thorough knowledge of finance policies, practices, and systems.

• In-depth knowledge and applications of principles and practices of fiscal planning and analysis, budgetary systems, cost accounting and organizational management. Demonstrated understanding of fixed asset management and depreciation.

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Proven ability to exercise internal control to ensure compliance with sound business practice, including the development of policies and procedures, the review and approval of transactions, and account reconciliation.

• Thorough knowledge and applications of principle and practices of fund accounting.

• Demonstrated experience conducting complex analytical studies in a large scale, multi-facility, or complex facilities environment.

• Demonstrated experience in leading and participating in cross functional teams. Ability to develop and conduct effective financial system training.

• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. Solid skills in applying computer technology as a problem-solving tool in financial modeling, analysis, budgetary management, and other administrative functions and situations.

• Proficiency using computer software, such as Microsoft Excel, Word, Access and PowerPoint. Demonstrated knowledge of various computer software programs, such as Oracle Enterprise and Maximo Work Management System. Ability to understand and utilize strengths of these computer s