Financial Analyst

Under the direction of the Director of Finance and Operations, serve as the Fund Manager for UCLA Lab School, an innovative school for children ages 4-12 and a laboratory for teachers and researchers in the School of Education & Information Studies (SE&IS) at UCLA and housed under the UCLA Consortium of Schools.
Major responsibilities include working collaboratively with the Director of Finance and Operations in overseeing the fund management of an annual budget of $11 million across fund sources from sales and services funds, gifts, endowment funds, Summer School funds, and private gifts to support the academic programs and activities of the School.
Manage curriculum and classroom budgets, project and monitor expenditures, and develop routine financial reports.
In consultation with the Director input all the financial data and track expenditures.
Independently analyze expenditure trends and provide proactive recommendations to supervisor to avoid overdrafts on a regular basis.
Manage and oversee the procurement services for the UCLA Lab School.
Directly manage and oversee the work of the Financial Assistant position (1.
0 FTE) at Lab School who is primary transactor for procurement related tasks.
Serve as point of contact with Campus Purchasing Department and oversee the Financial Assistant to process all high-value sole-source justifications, technical specifications, and equipment screening document, involving multiple funding requirements to purchase educational/instructional equipment and supplies.
Act as liaison between UCLA Lab School and the Campus Purchasing Department, UCLA Travel Center, and Accounts Payable Department, research and negotiate pricing.
Oversee and serve as resident expert in all procurement policies, procedures, and transactions to ensure compliance and accuracy and serve as resident expert.
In collaboration with Director of Finance, develop and disseminate standard operating procedures and guidelines to LS community.
Serve as back-up for all procurement transactions and activities including but not limited to Bruinbuy Plus, Concur, and UCPath that are primarily covered by the Financial Assistant position.
Establish and maintain a positive relationship with vendors and contractors.
Serve as the point person to provide guidance to the faculty and staff regarding the purchasing policies and procedures of the University to ensure all purchases are in compliance with University policies and procedures.
Percentage of Time: 100 Shift Start: 8:00 am Shift End: 5:00 pm Qualifications for Position 21 Records Qualifications Required/Preferred 1.
Demonstrated detailed working knowledge and experience of accounting principles and computerized purchasing and accounts payable systems.
Required 2.
Demonstrated detailed working knowledge and experience of a large public institution of higher education policies and practices related to purchases, accounts payable, cash handling, recharges, and travel.
Required 3.
Demonstrated skill and detailed working knowledge in financial management, planning, analysis, monitoring budgets, and control of funds amounting to millions of dollars.
Required 4.
Demonstrated analytical skill to interpret purchasing policies and procedures sufficient to make recommendations to faculty and staff to ensure purchases are in compliance with UCLA Business Policies and Material Management Procedures.
Required 5.
Mathematical skills sufficient to calculate budgetary figures using computations such as ratios, rates, and percentages applied to categories, e.
g.
purchases transactions, contractual agreements, and other financial information.
Required 6.
Advanced knowledge of MS Office (Excel) to produce reader friendly computerized financial data and budget reports to perform analysis, and evaluate proper referral for further action.
Required 7.
Demonstrated skill in utilizing the University's on-line Financial Reporting System, BruinBuy, Concur, Non-PEAR, and MTF.
Required 8.
Demonstrated attention to detail and strong organizational and time management skills.
Required 9.
Demonstrated communication skill in speaking clearly and distinctly using appropriate vocabulary and grammar to convey or obtain information.
Required 10.
Demonstrated excellent interpersonal skills to interact effectively with personnel within the UC campus, UCLA Lab School faculty and staff and the general public.
Ability to present persuasive arguments and use negotiation skills to achieve mutually agreeable solutions.
Required 11.
Skill in performing trend analyses, budget forecasts to produce reports for the administrators.
Required 12.
Ability to serve as liaison with Campus Purchasing Department, Accounts Payable Department, Travel Center, research and negotiate pricing from initiation to completion.
Required 13.
Working knowledge of University staff/academic personnel policies and procedures.
Preferred 14.
Writing skills to produce grammatically correct correspondence to communicate with management, faculty and staff on new and/or changing University policies and procedures.
Required 15.
Ability to work and speak to people of various social, cultural, economic, and educational background and establish good working relationships with staff, faculty, administrators, and vendors.
Required 16.
Working knowledge of the most current operating system with MAC computer and most recent software, such as Microsoft Word and Power Point.
Required 17.
Ability to problem solve obstacles or difficulties while maintaining a professional and calm demeanor.
Required 18.
Ability to work independently, set goals and priorities, meet deadlines, and carry out a variety of responsibilities, and follow through tasks to completion.
Required 19.
Skills in establishing and maintaining accurate files for all school account-funds and back-up documentation for purchasing and accounts payable system.
Required 20.
Demonstrated ability to work as part of a team and assist other administrative support staff with purchasing tasks as needed.
Required 21.
Ability to deal with confidential and sensitive information with discretion.
Required Additional Posting Information Bargaining Unit: 99-Policy Covered Application Deadline: 02-01-2024 External Posting Date: