Financial Analyst 2

Applies professional concepts to perform moderate financial and resource analysis to understand past performance and determine present and future performance and/or resource allocations. Under general supervision, provides analytical support for moderate budgets, financial or resource analysis projects. Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations for financial resource plans including annual resource allocation approaches, trended future requirements, operating forecasts and sources and uses. Prepares basic to moderate financial and resource reports and/or analysis for internal department constituents, other campus partners and external agencies; periodic financial reports, staff/faculty salary budgets, contracts, grants, business contracts, royalties, gifts, and workshop or professional development fees. Prepare moderate to complex budgets for Contract and Grant proposal submissions.


  • Works with program directors to develop, coordinate and implements budget allocations. Conceives and maintains chart of accounts, and related business processes. Manages accounting functions including proper account fund set, compliance with federal and UC policies and procedures, monthly reconciliation of expenses, transfer of funds and expenses, annual operating budget and fiscal close process for department served.
  • Prepares SAS 115 documents for each area at the organization level as required by campus audit standards. Monitors activities for compliance with OMB Circular A21 and A-110. Complies and summits proposal documents to agencies via on-line submission.
  • Communicates regularly with principal investigators and department/program heads regarding budget-to-actual reviews.
  • As a members of the Lawrence Hall of Science financial team, ensures consistent and efficient budget/financial reporting, processes and monitoring. Assists or serves a backup to other financial team members. Serves as work lead for financial Assistant III.
  • Perform other tasks as assigned.

Required Qualifications

  • Basic analytical skills.
  • Ability to gather, organize and perform limited analysis in the completion of work assignments.
  • Must have strong written and verbal communication skills.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • Proficient with MS Excel and Word.
  • Basic knowledge of or the ability to learn quickly University’s financial and budgetary processes, policies and practices.
  • Able to understand, articulate and adapt university accounting, payroll, and purchasing policies and practices.
  • Ability to prepare reports accurately, attention to detail with basic problem solving skills.
  • Strong customer service orientation.
  • Ability to create visual presentation.


  • Bachelor’s degree in related area and/or equivalent experience/training

Preferred Qualifications

  • Experience in BFS, BearBuy, Cal Answer, and Cal Planning.Strong knowledge of applicable laws, rules, regulations, policies, etc. governing nonprofit fundraising.