Financial Analyst (7709U), Graduate Division Ops - #82695

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 (staff organizations). 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

The Graduate Division works to guide and assist students from the moment of application for admission, through the various milestones of their progress, to the completion of their degree requirements. We provide academic, personal, and professional support services that are vital to the everyday well-being and life-long successes of Berkeley master's, professional, and doctoral students.

As the authoritative resource and chief advocate for graduate education, the Graduate Division ensures the equitable administration of policies governing graduate studies across Berkeley's 14 schools and colleges. As the administrative arm of the Academic Senate's Graduate Council, we partner with the faculty and staff of each program and the deans of each school and college to maintain the world-renowned quality of Berkeley's graduate education.

The Graduate Division is committed to expanding the diversity of Berkeley's student body, and supporting students from all backgrounds, especially those from underrepresented groups, in their academic, personal and professional journeys. We're here to help you build community and make our campus your new home. Read about our Anti-Racism Initiatives here.

Our overarching vision in the Graduate Division is to not only expand the diversity of the graduate student body at Berkeley but also to ensure that our Black and other underrepresented graduate students have the tools, resources, and community of support they need to thrive in their graduate studies.

Learn more at grad.berkeley.edu.

Position Summary

The Financial Analyst provides financial, analytical, and operational support to the Graduate Division's Business Operations and Student Funding units. The position manages and reconciles multiple fund sources, including contracts, grants, endowments, and MOUs, ensuring timely and compliant allocation and reporting funding. The analyst administers programs such as the National Science Foundation Graduate Research Fellowship (NSF GRFP), manages and troubleshoots fee remissions, and supports operations and implementation for the Multi-Year Funding (MYF) platform.

Application Review Date

The First Review Date for this job is: 12/15/2025.

Responsibilities

Fund Management/Contract, Grant & MOU Administration

• Manages and reconciles Graduate Division-administered contract, grant, and endowment funds from local, state, federal, and non-profit sponsors.
• Sets up and maintains smaller contract and grant funds in Phoebe, performs CF1 mapping, budget reallocation, expense accounting, and closeout in BFS.
• Ensures that appropriate internal controls are established, maintained, and strengthened to protect University resources.
• Consults with external agencies on procedural and reporting issues.
• Reviews funding usage by programs to ensure compliance with fund terms, including review and approval of carry-forward requests.
• Supports campus partners by providing training, resources, and guidance on the awarding, administration and financial compliance of departmental, Block Grant, and restricted endowed funding.
• Interprets regulations and develops or recommends procedures to ensure compliance and accurate aid delivery for the National Science Foundation Graduate Research Fellowship Program (NSF GRFP).
• Plans and monitors the use of funds provided by NSF for distribution to fellows.
• Analyzes and forecasts program costs, makes recommendations to minimize expenses, and reconciles large volumes of student data from multiple systems.
• Assists the Coordinating Official and Financial Officer; reviews GSR Fellow appointments in UCPath for accuracy between fellowship year, academic year, and payroll dates.
• Collaborates with Academic Personnel, Berkeley Regional Services, the Director of Graduate Appointments, and the Fellowship Program Coordinator to ensure correct placement and payment of fellows in the GSR-Fellow job title, resolves inaccuracies, and ensures compliance with contract and policy requirements.
• Provides guidance to other Student Funding Unit staff and GSAOs related to NSF GRFP administration.
• Maintains and tracks Graduate Division MOUs to ensure timely review, evaluation, and proper funding allocation.
• Collaborates closely with the Senior Financial Analyst on fund allocation strategy and provides operational execution, reconciliation, and reporting to support Division-wide budget planning.

Financial Services Operations

• Facilitates, coordinates, and reconciles procurement and travel transactions using campus systems including BearBuy, bluCard, Travel & Entertainment and Connexxus.
• Ensures that purchases are properly allocated within budgeted limits and charged to appropriate fund sources.
• Oversees BearBuy requisitions, bluCard reconciliations, and travel and entertainment reimbursements.
• Reviews and approves financial journals and standard transactions to ensure accuracy and compliance with campus financial policies.
• Documents financial procedures, maintains internal control checklists, and provides guidance to staff on fiscal processing standards.

Multi-Year Funding (MYF)

• Supports MYF testing and training as a functional user expert.
• Provides system troubleshooting, day-to-day support to end users, and maintains procedural documentation.
• Assists in identifying improvements to MYF functionality, ensuring accurate reflection of Graduate Division funding sources and commitments within the system.

Fee Remissions & Award Entry Load Transactions

• Processes intercampus and campus fee remissions, including data entry, reconciliation, troubleshooting, and daily load processing.
• Responds to student and department inquiries regarding fee remission activity.
• Coordinates with SIS and UCPath to correct payment or fund source errors.
• Monitors internal controls related to fee remission processes to ensure proper authorization, fund source accuracy, and compliance with UC and collective bargaining agreement provisions.
• Enters, reconciles, and invoices LBNL fee remissions as liabilities to ensure compliance with campus policy and MOU requirements.
• Reviews daily financial aid fee remission award load in Berkeley Campus Solutions (SIS) for process errors, overriding as necessary.
• Loads new fee remission award data daily as well as Legacy Award Entry graduate award loads.

Financial Analysis & Reporting

• Runs and analyzes data from Cal Answers, BFS, Campus Solutions (CS), SIS, UCPath, and related systems to prepare analyses and summaries of student financial data.
• Reviews accuracy of expenses charged to specific chartstrings, initiates corrections, and refers budget allocation adjustments to the Senior Financial Analyst.
• Participates in department committees to provide advice on financial and procedural issues.

Participates in Graduate Division staff meetings, retreats and professional development. Other duties as determined by the supervisor.

Required Qualifications

• Ability to and/or quickly learn to identify, collect, and analyze information from multiple sources, including numerous UC campus systems: (Berkeley Financial System (BFS), CalAnswers, UC Path, Student Information System (SIS), and Berkeley Regional Services (BRS)) or similar systems from a comparable organization.
• Thorough knowledge of finance policies, practices, and systems.
• Proven interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner.
• Ability to use multiple spreadsheet and database software tools to gather information for specialized, 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 using organizational skills to multi-task 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.
• Ability to function as a member of a team.
• Can quickly learn new systems including a multi-year funding tool, and other campus systems.
• Knowledge of Graduate Student funding practices, including fulfillment of funding packages, funding sources, and programmatic resources.
• Bachelor's degree in 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 $82,800.00 - $115,000.00.

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

How to Apply

• To apply, please submit your resume and cover letter.

Other Information

• This is not a visa opportunity.
• This position is eligible for up to 40% hybrid work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.

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.

Misconduct

SB 791 and AB 810 Misconduct Disclosure Requirement: 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

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.