Financial Analyst/Portfolio Manager

Updated: Oct 29, 2022
Location: Irvine-Campus
Job Type:
Department: Budget Office

Job Opening ID: 44990
Reports To: Assistant Director of Budget Operations
Working Title: Financial Analyst/Portfolio Manager
Department: Budget Office
Bargaining Unit: 99
FLSA: Non-Exempt
Payroll Job Code: 007708
Job Location: UCI Campus- Irvine
Percent of Time: 100%
Work Schedule: 8-5, M-F
Employee Class: Career
 
Position Summary:
 
The Division of Finance and Administration (DFA) provides services and support to over 50,000 students, faculty, and staff with the mission of advancing UCI’s brilliant future and the vision of becoming world-class campus partners. DFA serves the university as planning partners, problem solvers, and solution providers—striving to make it as easy as possible for people to get the services they need, when they need them. The Budget Office serves as a planning resource for campus leadership and all UCI units. The Budget Office provides analysis, reporting, financial modeling, and advice on fiscal policies, procedures, and resource deployment. Functions include base budget, staffing, fund management, student fee oversight, campus budget allocations, tracking of actuals to budget, and fiscal sustainability.
 
Uses professional concepts. Applies organizational policies and procedures to resolve various issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department but may also be external. Under the general direction of the Assistant Director of Budget Operations, the incumbent manages report development, data downloads, financial analysis and projections, and provides support as the primary contact to a set of campus units including monitoring units’ adherence to approved budget. The incumbent utilizes strong problem-solving skills, knowledge, experience, and understanding of the overall picture to clearly identify the best methods to accomplish specific tasks. Additionally, the incumbent is involved with transactions in the Kuali Financial System impacting both base and current budgets. The incumbent frequently interacts with staff in departments across the campus. e department, but may also be external.
 
Compensation Range:
 
$58,500 – $69,800
 
Department Website:
 
https://www.budgetoffice.uci.edu/
 
Required:
 
2 or more years of relevant work experience
Bachelor’s degree in related area and / or equivalent experience / training.
Ability to function as a member of a team. Ability to adapt to changing priorities. Working knowledge of finance policies, practices, and systems. Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail. Demonstrated ability using organizational skills to multi-task in a high volume environment. Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports. Demonstrated ability to effectively present information verbally and in writing clearly and concisely. Ability to gather reasonably retrievable information to organize, and perform basic financial analysis assignments.
 
Preferred:
 
Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
 
 
Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:

• Background Check and Live Scan
• Legal Right to work in the United States
• Vaccination Policies
• Smoking and Tobacco Policy
• Drug Free Environment

The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.

• California Child Abuse and Neglect Reporting Act
• E-Verify
• Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page – https://hr.uci.edu/new-hire/conditions-of-employment.php
Closing Statement;

The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. 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 categories covered by the UC nondiscrimination policy .
We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.
UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or eec@uci.edu
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