At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.
The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.
We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.
The Division of Student Affairs at UC Berkeley is the gateway to all aspects of the student experience and includes undergraduate admissions, financial aid, healthcare, housing, dining, recreational sports, and student services e put Berkeley's students first and pride ourselves on our culture of care and the services we provide to students throughout their university journey. Our commitment to access, service, and engagement is helping to shape the lives of tomorrow's leaders. To learn more about the culture of UC Berkeley Student Affairs, please visit http://sa.berkeley.edu/gobig/staff
The Budgeting & Financial Operations Director (Financial Analysis Manager 1) reports directly to the Student Affairs Chief Financial Officer and the is responsible for the Budgeting & Financial Operations teams, including:
(a)management and administration of the Division of Student Affairs' annual $0.5B operating budget and headcount; including direct supervision of the budget analysts,
(b) oversight and management of the Division of Student Affairs' Procurement team, which oversees approximately 12,000 purchase orders and approximately $140M spending per year
(c) oversight and management of the Division of Student Affairs' Financial Services team, including Accounts Receivable/Payable and the Cash Office, which annually processes approximately 10,000 transactions worth approximately $45M; plus 15,000 service cases.
The Finance Manager may additionally take a lead role in the Division's strategic plan, capital plan, long-range financial plan, and other special projects as assigned. This position involves leading development and administration of the operating budget, including position management, resource management/ forecasting/ reporting's. Plans, directs, reviews, and schedules work and deliverables for the team of Financial Analysts.
Direction of development and implementation of the Division's annual budget, position management, monthly/quarterly/annual reporting, year-end close, ad-hoc reporting, identifying and tracking inventory of unfunded needs, etc
Direction of the Division's financial services including accounts receivable, accounts payable, credit card and event card approvals and reconciliation, Procurement Card Industry Data Security Standards administration and coordination, cashier services for 20 locations campus wide, departmental check deposits, bank reconciliation, invoice/statement research and payment requests.
Direction of the Division's procurement services including public bids, contract and amendment negotiations, purchase order creation, compliance with State and Regental requirements, including policies and audits related to contracting out, Fair Wage/Fair Work, Prevailing Wage, project registration with the CA Department of Industrial Relations, Union Requests for Information and Public Records Act responses.
Identifies areas needing process improvement and proposes/executes process improvements across fields including reporting, budgeting, position management, resource allocation, funding modeling, procurement, financial services, etc.
Manages assigned scheduled and ad-hoc projects including but not limited to planning, resource allocation, scheduling, ensuring accuracy of data and analysis, presentation and summarization.
Directs work of and effectively manages Budgeting & Financial Operations teams to achieve all Divisional Finance objectives. Includes full managerial responsibility for Budgeting & Finance Operations staff with accountability for results in terms of costs, methods, and ability to meet performance objectives and performance management.
Provides direction and expertise for budgeting, financial planning, procurement, financial services, and various financial and other analysis.
Interprets campus and federal policies and guidelines and develops and implements methods, processes, and guidelines to ensure compliance and management of risk.
Establishes and recommends improvements and changes to policies which affect units or campus.
Works closely with Campus DFLs/CFOs and Campus Budget to knowledge share and stay abreast of emerging issues, practices, and areas for improvement/collaboration; partners with counterparts across UC system to knowledge share and strategize; researches emerging and best practices for relevant university and public education funding/organizational models and proposes improvements for UC Berkeley Student Affairs.
Strong knowledge of and experience in finance policies, practices and systems; budgeting and reporting; human resource planning; accounting and bookkeeping; and procurement practices
Client services oriented; superior analytic and communication skills.
Excellent interpersonal skills and ability to work effectively across the organization at all levels.
Ability to effectively manage projects, teams, and multi-task.
Excellent professional judgment, demonstrated by the ability to balance numerous demands, evaluate competing priorities, and adjusts planning as needed.
Excellent critical thinking skills demonstrated by the ability to analyze information, evaluate results, propose improvements, and facilitate resolution of difficult challenges.
Strong leadership skills demonstrated by the ability to teach, influence, persuade, secure buy-in, and inspire others to act based on a vision and strategic objectives. Leadership experience demonstrated by creating cross-organizational partnerships and collaborations with other colleagues
Excellent organizational skills including the ability to oversee a wide variety of activities, define problems, propose and implement effective solutions, and prioritize competing deliverables and priorities.
Strong strategic planning, budgeting and financial skills demonstrated by successful experience in directing resources toward accomplishment of strategic objectives as well as a successful track record of analysis, program evaluation, budget review, and risk management.
Bachelor's degree and/or equivalent years of experience/training.
Advanced degree in related area and/or equivalent years experience/training
Salary & Benefits
For information on the comprehensive benefits package offered by the University visit:
Please submit your cover letter and resume as a single attachment when applying.
This is a full-time, career position
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.
Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
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.