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UC OFFICE OF THE PRESIDENT

At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.

The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President

Department Overview

UC Controller provides strategic leadership and support of systemwide financial functions including corporate accounting, federal and extramural costing policy, benefits accounting, endowment and investment accounting, payroll policy and compliance and taxation. We deliver efficient and effective financial services, provide best practices and guidance to our campus and medical center communities, develop and administer systemwide policies and procedures, and ensure the University’s financial systems are compliant with all University, State, and Federal laws, rules, and regulations. Financial Reporting with the Controller's Office is responsible for external and internal reporting for interim and year-end for the University of California, University of California Retirement System, and University of California Retiree Health Benefits Trust, performing technical accounting research and providing accounting guidance, coordinating various external audits and attestation services, ensuring the integrity of financial systems and reporting, working on major system innovations and coordinating programming efforts to create, improve and streamline accounting and reporting applications. 

Position Summary

Reporting to the Associate Controller, the Financial Reporting Manager manages a team of accountants and directs the issuance of the University's external financial reports, interim reporting, the facilitation of the University's external audit, financial internal control initiatives, analytical reviews, financial and accounting policy and investigation of technical accounting matters for the University. 

Key Responsibilities

  • 55% Financial Reporting and Audit Coordination • Ensures the issuance of a complete and accurate internal and external financial reports for the University of California (including its medical centers), University of California Retirement System (UCRS) and University of California Retiree Health Benefits Trust (UCRHBT) through coordination with University financial managers and technical accounting expertise. • Coordinates interim financial reporting with the University community and synthesizes financial information for University leadership. • Effectively communicate with all levels of the University, third-party service providers, including external auditors, in the completion of the financial statement audit and other attestation services needed for the University, UCRS, UCRHBT and its respective entities. • Ensure financial compliance with University policies and procedures, audit and accounting disclosure requirements, and applicable legal rules and regulation 
  • 20% Accounting Research and Policy Development • Serves as a lead technical accounting resource by performing technical accounting research and consultations to the University community, issuing accounting guidance and policies to campuses, medical centers and Foundations based on GASB guidance, updating internal documentation on technical accounting issues and new accounting guidance and their application to internal and external reporting. • Provide technical accounting training, guidance and support to the University community as needed. Work closely with campus accounting groups to ensure consistent application of policies and procedures. • Drive reporting and technical excellence while supporting the development of practical business processes and solution. Perform and assist with complex analysis. 
  • 15% Supervision - Plan, organize and manage the staff resources and work performed in the Financial Reporting unit to achieve goals and objectives of the Systemwide Controller group under the UC Finance division. 
  • 10% Other - Represent the Systemwide Controller's Office in various programmatic initiatives. Participates in financial transformation initiatives, implement changes and establish best practices. Support operational needs including period closes of the Benefits Accounting, Investments and General Accounting and Capital Assets and Debt Accounting groups within the Controller's Office. 

Experience

Required Qualifications

  • Min 8 years Relevant work experience

Skills and Abilities

Required Qualifications

  • Solid knowledge of financial transactions and financial systems, as well as related policy, accounting, and regulatory compliance requirements.
  • Strong interpersonal skills, service orientation, ability to multi-task effectively in a varied, high volume environment, judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills.
  • Knowledge of processes involved with the accounting cycle and fiscal close.
  • Experience in complex, higher education and/or large research university environments and an understanding of related priorities, issues, motivations and constraints. 
  • Ability to prepare and update financial worksheets and analyses for auditors, management, boards, and others as necessary.
  • Ability to plan, organize and manage work and priorities for accounting staff.
  • Knowledge of industry best practices.
  • Excellent skills using Microsoft Office and common desktop/web applications.
  • Excellent inter-personal skills and ability to work effectively across the organization at all levels.

Preferred Qualifications

  • Knowledge of actuarial standards and reporting applicable to employee benefit plans.

Education

Required Qualifications

  • Bachelor's degree in business administration, economics, accounting, or an allied field or an equivalent combination of education and experience and 8 years of experience of a professional nature with emphasis on analytical work.

Preferred Qualifications

  • Professional certification - CPA or MBA preferred.

Licenses and Certifications

Preferred Qualifications

  • Certified Public Accountant
  • MBA

Travel Requirements

10% Travel to campuses or other training facilities

SPECIAL CONDITIONS

This position is eligible for a hybrid or remote work arrangement within the state of California. The person hired will be required to reside within California and may be required to report to work on-site at UC’s Office of the President (UCOP) located in Oakland, CA on Tuesdays and Wednesdays, subject to change.

SALARY AND BENEFITS

Job Title

Financial Analysis Manager 1

Job Code

000212

Salary Grade

Grade 25

Payscale:

$140,000 - $163,000

Full Salary Range:

$105,500 - $200,700

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. 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, 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 full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

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

ADDITIONAL INFORMATION

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is April 11, 2024. The position will be open until filled.

CONDITIONS OF EMPLOYMENT

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

EEO STATEMENT

The University of California, Office of the President, 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. For the University of California’s Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20. For the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.

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