University of California Merced
Lead Financial Services Analyst
University of California Merced, Merced, California, United States, 95343
Lead Financial Services Analyst (Hybrid)
Job Closing Date: October 15, 2025.
About the Job Under limited direction from the Director of Finance and Budget, the Lead Financial Services Analyst (LFSA) serves as the senior financial service analyst, providing financial management support to faculty and staff in the School of Engineering. The role involves high‑level budget and resource analysis, retrieval of data from campus financial systems, organization and validation of data, and preparation of comprehensive reports for faculty and school management.
Key Responsibilities
Responsible for providing analyses for complex budgetary, financial, and resource projects; generates and analyzes faculty reports monthly and identifies discrepancies.
Work with appropriate departments in the Central Office to resolve discrepancies; consult with faculty/PI regularly to discuss their accounts/funds and planned usage.
Independently prepares complex spreadsheets (using advanced formulas, functions, and techniques) to design and develop analytical summaries and maintain spreadsheets for tracking purposes.
Develop financial models; make recommendations on maintaining and strengthening internal controls to protect University resources.
Co‑lead in gift and endowment reconciliation and oversee new gifts received for the School of Engineering, including creating new COAs and ensuring compliance with the purpose of the gift.
In consultation with the Director of Finance and Budget, plans and executes monthly staffing reconciliation and provides as‑needed financial costs for annual budget call.
Analyze reconciliation of position distributions, payroll allocation summaries, prepare staffing reports, review internal recruitment requests, and track vacancy metrics.
Prepare detailed monthly and ad‑hoc customized budget and financial reports for the school’s various funds, including operational, temporary academic support, faculty research start‑up, gift and endowment, summer session, and indirect cost recovery funds.
Prepare year‑end carry‑forward reports, periodic fund balance reports, periodic variance analyses, funding commitment reports, and research expenditure reports related to all faculty in the School of Engineering.
Manage, process, and provide reports and analysis for Graduate group operational and USAP/Block Grant accounts, Department and Graduate Chair compensation, Gifts and Endowments, Post Docs, Senate Awards, and Provost Commitments.
Provide guidance to less experienced team members and staff on financial processing functions, including accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, and gift accounting.
Represents the school/departments on financial affairs and initiatives to the campus community.
Represent the school/departments on higher‑level financial initiatives within the campus.
*LI‑RM1
Education and Experience
Bachelor’s degree from an accredited university in Finance, Accounting, Business Administration, Business Management, Economics, or related area.
Required Experience
Five (5) years of directly related, progressively responsible experience working in finance, budgeting, accounting, payroll, financial projections, or equivalent.
A Master’s degree in the areas mentioned above is preferred and may substitute for one (1) year of experience.
Critical Knowledge and Skills
Preferred experience working with Oracle.
Thorough knowledge of financial processes, policies, and procedures.
Thorough knowledge of financial data management and reporting systems.
Strong proficiency in the use of spreadsheet and database software.
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi‑task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.
Ability to function effectively as a member of a team.
Ability to adapt to changing priorities.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
Background Check Background check required.
Policy Statement Applicants with disabilities who need assistance can contact ucmjobs@ucmerced.edu for accommodations.
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 categories covered by the UC Anti‑Discrimination Policy.
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About the Job Under limited direction from the Director of Finance and Budget, the Lead Financial Services Analyst (LFSA) serves as the senior financial service analyst, providing financial management support to faculty and staff in the School of Engineering. The role involves high‑level budget and resource analysis, retrieval of data from campus financial systems, organization and validation of data, and preparation of comprehensive reports for faculty and school management.
Key Responsibilities
Responsible for providing analyses for complex budgetary, financial, and resource projects; generates and analyzes faculty reports monthly and identifies discrepancies.
Work with appropriate departments in the Central Office to resolve discrepancies; consult with faculty/PI regularly to discuss their accounts/funds and planned usage.
Independently prepares complex spreadsheets (using advanced formulas, functions, and techniques) to design and develop analytical summaries and maintain spreadsheets for tracking purposes.
Develop financial models; make recommendations on maintaining and strengthening internal controls to protect University resources.
Co‑lead in gift and endowment reconciliation and oversee new gifts received for the School of Engineering, including creating new COAs and ensuring compliance with the purpose of the gift.
In consultation with the Director of Finance and Budget, plans and executes monthly staffing reconciliation and provides as‑needed financial costs for annual budget call.
Analyze reconciliation of position distributions, payroll allocation summaries, prepare staffing reports, review internal recruitment requests, and track vacancy metrics.
Prepare detailed monthly and ad‑hoc customized budget and financial reports for the school’s various funds, including operational, temporary academic support, faculty research start‑up, gift and endowment, summer session, and indirect cost recovery funds.
Prepare year‑end carry‑forward reports, periodic fund balance reports, periodic variance analyses, funding commitment reports, and research expenditure reports related to all faculty in the School of Engineering.
Manage, process, and provide reports and analysis for Graduate group operational and USAP/Block Grant accounts, Department and Graduate Chair compensation, Gifts and Endowments, Post Docs, Senate Awards, and Provost Commitments.
Provide guidance to less experienced team members and staff on financial processing functions, including accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, and gift accounting.
Represents the school/departments on financial affairs and initiatives to the campus community.
Represent the school/departments on higher‑level financial initiatives within the campus.
*LI‑RM1
Education and Experience
Bachelor’s degree from an accredited university in Finance, Accounting, Business Administration, Business Management, Economics, or related area.
Required Experience
Five (5) years of directly related, progressively responsible experience working in finance, budgeting, accounting, payroll, financial projections, or equivalent.
A Master’s degree in the areas mentioned above is preferred and may substitute for one (1) year of experience.
Critical Knowledge and Skills
Preferred experience working with Oracle.
Thorough knowledge of financial processes, policies, and procedures.
Thorough knowledge of financial data management and reporting systems.
Strong proficiency in the use of spreadsheet and database software.
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi‑task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.
Ability to function effectively as a member of a team.
Ability to adapt to changing priorities.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
Background Check Background check required.
Policy Statement Applicants with disabilities who need assistance can contact ucmjobs@ucmerced.edu for accommodations.
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 categories covered by the UC Anti‑Discrimination Policy.
#J-18808-Ljbffr