Job ID: 189816

Sr. Financial Analyst (7709U), Haas School of Business - 38829

University of California, Berkeley

  • Jul. 22, 2022
  • Sr. Financial Analyst (7709U), Haas School of Business - 38829
  • University of California, Berkeley
    Berkeley, CA
  • Open until filled
  • Available immediately
  • Professional Staff
  • Finance/Investment Management

Sr. Financial Analyst (7709U), Haas School of Business - 38829

About Berkeley

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.

Departmental Overview

UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to increasing diversity and creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.

For more information about the Haas School of Business visit:

Application Review Date

The First Review Date for this job is: 07/22/2022.


Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and /or resource allocations.

  • FP&A support for certain department budgets. Budgeting/Planning/Forecasting for Centers & Institutes and other core Haas operational department (as assigned).

Provides analytical support for complex budget, financial, or resource analysis projects.

  • Annual Budget: Develop, coordinate, and implement Haas annual budget - includes coordinating CalPlanning activities with internal budget processes.
  • Forecast and Quarterly Review Process: Work with team members and unit leaders to develop a full year forecast (first half actuals, second half forecast) which will give insight to executive management on how we are doing vs. budget and if we need to course correct.
  • Fiscal and Monthly Close: Lead/Coordinate fiscal and monthly close activities with input and support from rest of the finance team.
  • Provide support on financial analyses to help support Haas' strategic plan.

Coordinates and implements department budget allocations. Conceives of and maintains department chart of accounts, other data management tools, and related business processes.

  • Coordinate deficit clearing (Centers & Institutes) with an emphasis on spending restricted funds.
  • Work with Research Administrators to manage Contract & Grant Funding.
  • Haas Roster maintenance (C&I portion)- (use for budget and forecast purposes).
  • Funding entries and direct retros.
  • Hierarchy updates.
  • Aid in monthly suspense account clean-up.

Gathers information, analyzes, prepares and summarizes recommendations for financial and /or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc.

Work with CFO and Finance manager to develop a report for:

  • Haas Center & Institutes financials for Haas Executive Committee meeting.
  • Financial report as per request from Associate Dean for Academic Affairs (ADAA).
  • Other executive meetings (as applicable).

Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.

Documents procedures for financial activities.

  • Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
  • Prepares, reviews, and / or approves financial transactions.

Professional Learning and Growth

  • Embraces the principle of being a "student always" by engaging in opportunities for training, workshops, seminars, continuing education pertinent to the position, or at the suggestion of the supervisor.
  • Actively contributes to a team environment that fosters and promotes a culture of diversity, equity, inclusion, and belonging (DEIB) within the unit and at Haas.
  • Engages in ongoing education to promote diversity, equity, inclusion & belonging by completing University sponsored certifications & training sessions (Ie: MEP Workshop, Implicit Bias Certification, LinkedIn Learning workshops, and other workshops & seminars offered by the University or Haas, as they are made available) or by engaging in external seminars & resources related to DEIB.
  • Exemplifies Haas Defining Principles: students always, confidence w/o attitude, question the status quo, and beyond yourself.

Required Qualifications

  • Has thorough knowledge of finance policies, practices and systems or a demonstrated ability to develop knowledge quickly.
  • Advanced working experience with Microsoft Excel functions and formulas, MS Office Suite & Google Suite, and other business related softwares.
  • In-depth experience using multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports, including budget preparation and program fees.
  • Strong inter-personal skills, political acumen and skills in gaining the respect of others, influencing people of varying levels of authority in multiple organizations, and eliciting cooperation without direct authority.
  • Strong cross-functional experience in finance, GAAP accounting, and technology.
  • Proven track record of multitasking success and a strong customer focus (makes customer needs a priority, practices active listening, engages collaboratively with a broad, multi-audience constituency).
  • Excellent project and time management skills to break down objectives into tasks, scheduling tasks, and resources to meet objectives.
  • Excellent interpersonal skills, demonstrating a desire to promote diversity, equity, inclusion and belonging to establish and maintain positive & professional working relationships with colleagues, students and team members.
  • Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude;(3) Students always; and (4) Beyond yourself.
  • Demonstrates an understanding of and commitment to diversity, equity, inclusion, and belonging in a business, organization or public university setting.
  • Works collaboratively as part of a diverse, high-performing team, leveraging the insights of others to optimize solutions.
  • Excellent verbal and written communication skills.


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

Preferred Qualifications


  • Post-graduate training in related area highly preferred.
  • Certified Microsoft Excel Professional highly preferred.

Salary & Benefits

This is a 1-yr, 100% full-time (40 hrs a week) exempt position, which is paid monthly and eligible for full UC Benefits with the possibility of extension. Annual salary is commensurate within the range of $85,350.00 - $101,500.00.

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume when applying.

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:
For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit

Please reference in your cover letter when
applying for or inquiring about this job announcement.

Contact Information

  • N/A
    University of California, Berkeley

New Search | Previous