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The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptanceacademic and artistic, political and culturalmake it a very special place for students, faculty and staff.
Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html.
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The Haas School Business (Berkeley-Haas) is one of the pre-eminent business schools in the world. The school employs ~ 75 FTE ladder faculty, 130 professional faculty and 230 FTE staff serving 2,200 students in six degree programs three of which are self-supporting. In addition, the school is home to a strong and growing Executive Education unit serving international executives locally and in country. Berkeley-Haas supports a multitude of research, teaching and public service institutes as well as two research laboratories, the Long Business Library, and an on-site caf. Staff are organized across many functions including admissions, career services, computing, financial aid, student affairs, payroll, business services and facilities. The school provides business and financial leadership/expertise to the campus and is served by an advisory board of business and industry leaders.
The school's annual budget is ~ $150 million its endowment is ~ $300 million. The complexities of the school's finances include non-state funded faculty FTE, self-funded degree programs (and corresponding independent fee approval and registration processes), over 400 funds of all types (central, student fees, recharge, gifts, endowments (held at both the Regents and Berkeley Foundation), contracts and grants), and multiple loan programs (some of which are self-funded and insured). Further, the Berkeley-Haas senior staff, Dean, faculty and advisory board demand robust year-end financial statements that include income statement, balance sheet, statement of changes in fund balances and associated notes. In short, the school has the highest standards for financial management AND it has an incredibly complex professional school financial system given the unique activities of the school.
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Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
Receives more detailed instructions for new assignments.
Implements department budget allocations and maintains department chart of accounts, and related business processes.
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
Prepares basic financial and resource reports and/or analysis for internal department constituents. Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees
Career development activities
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Has some knowledge of finance policies, practices and systems.
Has ability to gather, organize, and perform basic financial analysis assignments.
Requires ability to present information in a clear and concise manner both in writing and verbally.
Must be proficient in use of Microsoft Office and common desktop/web applications.
Must be able to perform consistently and with a high degree of accuracy.
Ability to work independently and as a member of a team
Ability to use good judgment
Must be flexible and able to juggle multiple and shifting priorities while maintaining focus on overall group goals.
Must have diverse approaches to learning (i.e hands-son, classroom and conceptual)
Must be able to pass a background check
Ability to quickly learn Berkeley's financial systems and associated data structures
Ad hoc querying utilize common data mining tools to develop custom queries to extract required data from data warehouse
Advanced MS Excel skills; creative and expert use of other MS Office tools (Visio, Powerpoint, Project) to meet deliverable requirements
Bachelors degree in related area and/or equivalent experience/training required
2-3 years of direct, progressive growth in financial planning and analysis experience preferred