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Job Location: San Francisco, CA
JOB DESCRIPTION
The Financial Analyst III will manage the assigned project financials, department budget and program reporting, and ad hoc projects under the general supervision of the Sr. Finance Manager. The Financial Analyst will support the financials of a portfolio of capital/construction projects, working closely with Project Managers and support team. The Financial Analyst will assist with annual budget preparation, monthly and year-end close and various ad hoc and routine projects and reporting. The individual assures that department financial statements are prepared by established deadlines and in accordance with federal as well as campus policies and procedures. This position uses and requires application of in-depth knowledge of basic accounting and financial concepts.
The Financial Analyst III performs complex analysis techniques and knows how to gather and research data with minimal direction. Understanding of past performance and determining present and future performance and/or resource allocations are required in order to make recommendations to departments that will have budget and resource impacts.
MINIMUM REQUIREMENTS
- 3+ years of Financial Analysis experience (Preferably from UC, University, or nonprofit)
- Proficient understanding of Profit and Loss (P&L) financial statements and how to research variances
o P&L Transaction research and verification
o Monthly forecasting using P&L actuals
- Experience with Invoice Reconciliations
- Experience with general ledger management and verification
- Proficient in Excel and Peoplesoft (or large account software)
DESIRED SKILLS
- Tableau experience
- Experience with Fund accounting or basic fund accounting principals
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