Job Requisition Number: 26683. The mission of the UC Berkeley Financial Aid and Scholarships Office is to provide students access to an excellent education. Through strategic partnerships and rigorous planning, our dedicated staff: •Offers innovative aid programs to make higher education affordable •Helps students and parents navigate financial aid processes •Counsels students so they understand their options and feel empowered to make the best choices to manage their financial lives •Advocates on behalf of students •Teaches students about financial literacy •Creates a comprehensive, holistic culture of care that transforms the student experience and helps us recruit, retain, and graduate students and prepare them for success in life •Fosters a sense of community by encouraging alumni and donors to connect with the university and give the gift of access to the next generation of students
The Financial Services Analyst will perform work-study payroll and financial operations. The position supports the expected increase in inquiries created as a result of moving from multi-headcount to single-headcount positions in UCPath. This has created a new business process that will impact the review and audit of work-study job registrations and reviews of job descriptions for adherence to regulatory compliance requirements, etc. This will generate inquiries and issues that will need to be documented and resolved quickly.
•Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, collections and billing), to resolve UC Path and Work-Study Program issues, and prepares business process procedures and policy recommendations. Initiate PETS and Direct Retros. •Provides support and analyses for mitigating limited functionality in UC Path and implementing contingencies. Participates in the analysis, design and implementation of new services or financial operational systems or processes. •Develops and implements financial transaction processes and procedures. Reviews and approves financial data and transactions that support the Work-Study payroll function. Reviews and identifies payroll transactions (variance analysis & resolution) to ensure compliance with federal, state and institutional requirements. •Ensures that financial processing functions are performed with accuracy and that daily operations run smoothly. Perform variance analysis and resolution of other financial aid programs. •Assesses, recommends, and implements changes to processes that affect the Work-Study Program as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies. Interprets related policies and advises campus staff accordingly. •Recommends and implements quality customer service standards and procedures to affect various constituencies, including campus departments, students and external vendors. Assist with payroll & financial inquiries originating from our employers. Provides customer service on escalated cases for campus staff and students related to work-study processes and student employment records. •Document and maintain procedures for financial activities. Other duties as assigned. •Develops a professional development plan and participates in development activities, such as attending classes, joining organizations, working on special projects, and serving on departmental or campus-wide committees, in order to enhance expertise in job areas.•Thorough knowledge of financial processes, policies and procedures. •Knowledge of financial data management and reporting systems. •Must be proficient in use of Microsoft Office and common desktop/web applications. •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.
Education/Training: •Bachelors degree in related area and/or equivalent experience/training This is 10-month contract position
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.