Budgeting and Financial Analyst


Budgeting and Financial Analyst


Location: Silicon Valley
Job ID: 16001

Initial Review Date (IRD)
UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit. 

Initial Review Date (IRD):  03-18-2021

Dept Marketing Statement
This is a position within the Smarter Balanced division of the University of California Santa Cruz Extension.    
Smarter Balanced is a member led organization of states and territories that collaborate to provide formative, interim and summative assessment resources (e.g. tools, items, tests, etc.) that help educators better prepare their students to be college and career ready after they leave high school.    

The UCSC Extension is the leading workforce educator in Silicon Valley, the only institution in the area to offer University of California-quality accredited courses designed by experienced instructors who are actually working in their field. We serve: 



  • new college graduates needing practical skills
  • people in the workforce looking to update skills or change direction
  • lifelong learners interested in studying with industry experts in the heart of Silicon Valley
  • K-12 students and educators by providing access to high quality curriculum and assessments that are aligned to rigorous standards.

Position Summary

Uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Leads work on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Creates standards and practices for financial operations in the organization. With a high degree of independence, contacts are both internal and external to the department at all levels, including facilitating discussions with key stakeholders (e.g., the Executive Committee) towards strategic ends. Independently coordinates internal staff to create draft budgets and facilitates external review and approval of those budgets.

Pay, Benefits, & Work Schedule
Salary Information: $78,000 - $98,000 / Annually.  Salary commensurate with skills, qualifications and experience. 

No. of Positions: 1

Benefits Level Eligibility: Full

Schedule Information: 
100% weekly
40 hours weekly
Day Shift 
Employee Classification: Career Appointment 

Job End Date: None 

Work Location: Remote  

Union Representation: None 

Job Duties
40% - Budget Management    

Applies advanced professional concepts to perform complex technical analysis to understand past expenditures and determines present and future expenditures to determine long-term budget planning.

Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and / or outside constituents (e.g., the Executive Committee).

Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.

Gathers, analyzes, prepares, and summarizes and presents recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

Reviews and approves advanced financial transactions and creates systems that ensure compliance with financial policies and Smarter Balanced practices.

Creates, organizes, conducts, and maintains the budgeting process, including internal and external inputs/reviews/approvals.

40% - Financial Analysis and Planning

Makes recommendations on maintaining and strengthening internal controls to protect organizational resources, including University resources.

Performs complex financial or resource research and studies for both internal department and external constituents. Examples include periodic financial reports, staff / faculty salary budgets, contracts, expenditures, and expenditure authorization. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts (year-close and multi-year), projections, staff or faculty salary or FTE analysis, membership revenue, contracts analysis, return on investment analysis, cost/value analysis of conducting work with internal staff versus contracting the work.

Conducts Regular and Ad Hoc analysis and Reporting / Presentations that support short-term and long-term planning. 

Presents regular and ad hoc financial and budgetary information to constituencies such as Smarter Balanced leadership, UC leadership, and Smarter Balanced Executive Committee and Governing Board.

Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.

20% - Financial Policies and Procedure Management    

May lead a team of less experienced analysts.

Trains staff and maintains an effective team environment.

Serves as liaison with internal and external constituents.

Creates and Maintains Procedures that Promote Process Improvement

Develops and makes recommendations on internal policy / procedural changes that affect the functional area and the organization.

Required Qualifications



  • Bachelor's degree in related area and / or equivalent experience / training.
  • Advanced knowledge of finance policies, practices, and systems.
  • Ability to identify, collect, and analyze information from multiple sources.
  • Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner to a variety of audiences (internal and external).
  • In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
  • Advanced interpersonal skills at all levels within the organization.
  • Advanced service orientation.
  • Advanced critical thinking skills.
  • Strong attention to detail.
  • In depth ability to use organizational skills to multi-task in a high volume environment.
  • Ability to adapt to changing priorities and balance multiple initiatives.
  • Ability to function as a member of a team.



View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

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, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

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