Financial Analyst 3

This position is a member of the Lawrence Hall of Science (The Lawrence) Financial Team whose responsibilities including but not limited to developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. May analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. The Lawrence has an annual operating budget of approximately 25 million dollars that is derived from a combination of University funds, restricted / non-restricted gifts funds, and revenues funds generated from multiple funding sources: public and private grants, business contracts, endowment incomes, and fees charged for programs and services. The Lawrence conducts a wide range of programs including: instructional material development, professional development of pre K-12 grade educators, research evaluation and assessment of educational programs, educational programs for students, discovery labs, exhibits and museum store.

Responsibilities

  • Provides analytical support for complex annual budget, monthly forecast, variance explanations, ad hoc financial analysis, or resource analysis projects.
  • Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
  • Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related businessprocesses.
  • 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.
  • Prepares pre-award proposal budgets for Contracts and Grants, monitors post award spending, provides consultation and works closely with Principal Investigator. Prepares budgets and invoicing for Business Contracts, works closely with LHS Business Contracts Analyst. Responsible for SAS-115 reporting requirements, monitors activities for compliance with the campus policies and government regulatory costing principles: OMB A-21, A-110 and cost Accounting Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
  • Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.

Required Qualifications

  • Has thorough knowledge of finance policies, practices and systems.
  • Has ability to independently gather, organize, and perform financial analysis assignments. Inter-personal skills and ability to work effectively across the organization at all levels.
  • Client services oriented, has good listening, follow directions, critical thinking and analytical skills.
  • Requires ability to present information in a clear and concise manner both in report form, writing and verbally. Advance Excel skills
  • Ability to prioritize work and meet deadlines.
  • Ability to complete detailed and accurate financial reports in a tight schedule Knowledge of Contract and Grant administration.
  • Ability to multi-tasking
  • Competency or ability to quickly learn existing campus systems: BFS, BAIRS, CalPlanning or comparable business systems Knowledge of State and Federal Contract and Grant policies and procedures.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • Requires ability to present information in a clear and concise manner both in writing and verbally. Must be proficient in use of Microsoft Office and common desktop/web applications.

Application review will not begin prior to January 10th, 2022