Financial Analyst (5183C) #86728

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging make it a special place for students, faculty, and staff. As a world-leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic, and social value. We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity-focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles, Principles of Community, and Strategic Plan.

At UC Berkeley, we believe that learning is a fundamental part of working, and provide space for supportive colleague communities via numerous employee resource groups. Our goal is for everyone on the Berkeley campus to feel supported and equipped to realize their full potential. We actively support this by providing all of our full-time staff employees with at least 80 hours (10 days) of paid time per year to engage in professional development activities. Find out more about how you can grow your career at UC Berkeley.

Departmental Overview

Summer Sessions, Study Abroad, Lifelong Learning & University Extension (SSALLEX) is the extended education division of the University of California, Berkeley, and an essential part of the University's mission to extend the research and scholarship of UC Berkeley to a global community.

SSALLEX is a vibrant and dynamic organization that enables more than 60,000 visiting, UC, and potential Cal students; parents, faculty, academic units, international business partners, and central campus service providers to participate in providing more than 2,000 summer courses, fall freshman programs, study abroad experiences, global internships, and year-round programs or courses, lectures, special events and interest circles for older adults.

Position Summary

The Financial Analyst 3 CX performs financial planning and analysis for UC Berkeley Extension to support excellent, data-driven decision-making. This position participates in budget and forecast development and contributes to monthly and annual close activities and processes. The Financial Analyst provides expert analytical and financial reporting support to leadership and to academic and administrative directors, and develops complex financial models for proposed academic programs, including those conducted in partnership with campus academic departments.

Application Review Date

The First Review Date for this job is June 19, 2026. For full consideration, please apply by the first review date.

Responsibilities

• Manages and implements department budget allocations.
• Conceives of and maintains department chart of accounts, other data management tools, and related business processes.
• Responsible for providing analytical support for budget, financial, and resource projects in collaboration with Finance colleagues and department managers.
• Reviews annual budget submissions for all departments, providing input and expert analysis.
• Regularly reviews YTD data, flagging inconsistencies or unexpected results to supervisor or higher-level management attention.
• Develops revenue and expense forecast models for academic programs that inform budgeting and strategic planning.
• Produces analytical studies, summary reports, including monthly, quarterly, and by-term Revenue and Expense Summary Reports.
• Provides analytical support for complex budget, financial, or resource analysis projects.
• Develops financial models for proposed academic programs with campus partners.
• Performs financial analysis, including breakeven, scenario, and sensitivity analysis.
• Researches and consolidates data from a variety of sources, including existing program metrics and market feasibility studies, to derive financial assumptions.
• Examples include generating, modifying, and developing new financial or other resource reports; analyzing and forecasting staff/faculty salary budgets; preparing pro forma reports reflecting major gift fund usage; multi-year projections for potential partnerships with internal or external constituents; analyzing in support of fee and pricing decisions, etc.
• Makes recommendations regarding the financial value and viability of proposals.
• Performs complex financial or resource research and studies for various internal department constituents.
• Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, and gifts.
• Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts and projections, student enrollment analysis, contracts and grants analysis, etc.
• Utilizes Modern Campus (Extension SIS) data and reports to access and analyze course, program, and certificate-level financial performance.
• Prepares, reviews, and/or approves financial transactions such as monthly financial journal entries and/or entries in support of annual fiscal close.
• Leads and participates in accounting projects and processes, including annual/historical course-level CF1 clean-up projects.
• Ensures that the appropriate internal controls are addressed, maintained, and strengthened to protect University resources.
• Performs Quarterly Key Controls variance analysis and reporting at the Division Level.
• Participates and contributes to internal or external audits by providing data and analysis as needed.

Required Qualifications

• Thorough knowledge of finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability in using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail.
• Proven ability to use organizational skills to multitask in a high-volume environment.
• Ability to adapt to changing priorities.
• Ability to function as a member of a team.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

Education / Training

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

Salary & Benefits

For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.

Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The budgeted annual salary range that the University reasonably expects to pay for this position is $82,800 - $105,000.

• This is an exempt, monthly-paid position.
• This is a full-time (40 hours/week) career position eligible for UC benefits.

How to Apply

To apply, please submit your resume and cover letter.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Other Information

• This position is eligible for hybrid/remote work within the United States. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change.
• This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
• This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. The current bargaining agreement manual can be found at: http://ucnet.universityofcalifornia.edu/labor/bargaining-units/cx/index.html

Misconduct

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy

UC Anti-Discrimination Policy

Abusive Conduct in the Workplace

Referral Source Info

This job is part of the Employee Referral Program. If a UC Berkeley employee is referring you, please ensure you select the Referral Source of "UCB Employee". Then enter the Employee's Name and Berkeley E-mail address in the Specific Referral Source field. Please enter only one name and email.

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 status under state or federal law.