Financial Services Analyst II, Part-time (4754C) - Physics About Berkeley
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Departmental Overview
Physics is the largest department in the L&S Division of Mathematical and Physical Sciences. It is ranked as one of the top physics departments in the world, with excellence in research, teaching, and service to the community all highly valued. The department has 80 ladder and active emeriti faculty, 60 career and casual staff, and 300 lecturers, teaching assistants, readers, research personnel, postdocs, fellowship recipients, and visiting scholars. It enrolls 250 graduate students, 250 undergraduate majors, and over 7,000 students in its courses, many with laboratory sections. Its faculty fully participates in teaching and administration and conducts world-class research in campus, local, national, and international laboratories and sites; research activities require active financial arrangements with organizations such as Lawrence Berkeley National Lab. Physics manages 3 distinct campus buildings in its facilities complex with 240,000 assignable square feet, and it also houses and provides services to several research centers, the Physics Library, and multiple research Laboratories with varying physical environments.
The Financial Services Analyst is responsible for processing and servicing a variety of operational, personnel, and financial transactions and services. Includes cashiering, payroll, accounts receivable, accounts payable, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting. Reporting to the Director of Finance and Operations, this position operates with a high degree of independence and provides in-depth guidance and interpretation of the Department, College, and University policies and procedures.
The Financial Services Analyst oversees the day-to-day financial operations of the department, including purchasing, accounts payable, recharges, travel and entertainment, and supply chain transactions. In addition, manages specific high level academic events.
This is a 60% FTE career position eligible for full benefits.
Application Review Date
The First Review Date for this job is: July 10, 2026 - Open Until Filled
Responsibilities
Applies professional financial and accounting principles to perform moderately complex financial analyses, including researching discrepancies, reviewing tax implications, and ensuring compliance with external regulations and internal policies.
Performs day-to-day general accounting activities and ensures financial operations are processed accurately and efficiently in compliance with campus policies and procedures. Supports financial processing functions, including: Accounts Payable, Accounts Receivable, Travel and Entertainment reimbursements, Gift Accounting, Deposit and Collections, and Recharge and Chargeback transactions. Advises and assists faculty, lecturers, staff, and students with all reimbursement types and processing through campus systems.
Researches and resolves vendor and disbursement-related issues while coordinating with campus partners, staff, and external vendors. Serves as a resource to faculty and staff on financial processes, reimbursements, and campus financial systems.
Oversees and supports Purchasing Card activity and manages the invoice process for Faculty Club accounts.
Monitors telephone and IST charges and ensures departmental equipment is properly entered into BETS inventory records. Manages and tracks departmental software licenses.
Assists with the development, maintenance, and reporting of operational budgets and budget request processes.
Researches, gathers, analyzes, and summarizes financial and operational information from multiple sources for reporting and planning purposes.
Equipment Custodianship and Inventory Management: Serves as Departmental Equipment Custodian with responsibility for maintaining accurate equipment inventory records, tracking acquisitions and disposals, and ensuring compliance with audit requirements. Responds to routine audit requests and maintains ongoing inventory documentation. Escalates complex audit or compliance issues as needed.
Prepares financial reports, analyses, and summaries of transactions for management review and decision-making. Assists with evaluations of current and proposed services, budgets, and operational needs.
Serves as liaison for the department with Berkeley Regional Services (BRS). Duties include facilitating interaction with faculty and BRS representatives/systems, tracking and investigating payments and transactions. Tracks, researches, and resolves payment and transaction issues with BRS.
Utilizes the CalAnswers reporting system to generate financial and operational reports. Prepares financial statements and responds to follow-up questions from faculty, staff, and management. Interprets financial procedures, reports, and records for department managers, faculty, and staff.
Assists in the coordination of academic events and high-level departmental visits by managing logistical details, including scheduling, itineraries, and coordination of travel and entertainment arrangements. Supports the execution of established processes for departmental events and visitor programs.
Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
In coordination with BPIE Coordinator, makes venue and field trip reservations, researches vendors, processes payments in BearBuy, orders supplies, and processes reimbursements and general all administrative support for the program as needed in support of our BPIE/BETA Physics program.
Other duties as assigned. Required Qualifications
Bachelor's degree in related area and / or equivalent experience / training.
Working knowledge of financial processes, policies and procedures.
Strong knowledge of financial data management and reporting systems.
Must be proficient in the use of spreadsheet and database software.
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.
Broad knowledge of campus processes, protocols and procedures with a focus on budget, procurement, travel, receiving and fund management.
Broad knowledge of common campus-specific and other computer application programs (BFS, BearBuy, CalAnswers, T&E).
Requires ability to present information in a clear and concise manner both in writing and verbally.
Ability to function effectively as a member of a team.
Ability to adapt to changing priorities.
Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
Skills to provide coaching and mentoring to support faculty support staff. Salary & Benefits
For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.
Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. 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, analysis of internal equity, 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 budgeted salary or hourly range that the University reasonably expects to pay for this position is $34.01 to $39.07 hourly; the full salary range for this title (FINANCIAL SVC ANL 2 CX) is $34.01 to $49.56 hourly. This is a 60% FTE career position eligible for full benefits. This position is FLSA Non-exempt and paid biweekly.
This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
Work Arrangement: This position requires in-person work, with the possibility of a hybrid work arrangement after onboarding and training. Other Information
This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010.
