Cal Poly, San Luis Obispo
Financial Analyst
Department: Fac Svcs-Fac Svcs Support Svcs (127902)
College/Division: Administration and Finance
Salary Range: $3,897 - $6,326 per month.
Position Description:
***THIS POSITION IS OPEN UNTIL FILLED***
Under the general direction of the Facilities Financial Manager, this position is responsible for the independent financial oversight, policy research, analysis, development, evaluation, and/or operational and fiscal analysis of project-related budgets and expenses. In addition, the incumbent will maintain department financials and related systems, and support other financial and information systems personnel.
The following examples illustrate typical work activities and are not meant to be all inclusive or restrictive:
Financial Oversight of Project Related Budgets and Expenses:
Validate billing information and funding sources with campus-wide impact.
Independently determine the need for reimbursement/funding guarantees.
Develop fiscal year budget requirements and report necessary adjustments to the Facilities Financial Manager.
Train Facilities personnel in procurement methods, budget tracking, funding allocations, and accounting procedures.
Collaborate with Budget and Finance office to develop project-related trust funds.
Create projects and post approved estimates and schedules in the Integrated Work Management System (IWMS), allowing assignments to be distributed to trades shops and contractors.
Oversee contract encumbrances, expenses, and budgets; and review, approve, and post to IWMS.
Develop and manage statement of finance reports for campus maintenance and repairs, special repairs, special projects, and Facilities Planning minor capital project budgets.
Create and define project related chartfield string segments as required for project billing and cost accounting.
Facilitate regular meetings with management to review project status, budget, scheduling, and encumbrance and expense details.
Provide detailed information to campus customers regarding encumbrances and expenditures.
Reconcile IWMS project expenses with campus financial records. Investigate discrepancies, determine remedies, and implement corrections.
Maintain Department Financials:
Manage multiple operations budgets and distribute monthly reports to management.
Produce and analyze facilities metrics, benchmarking, and other special reports.
Provide documentation for requests for information from Facilities Management, the Chancellor's Office, and other various groups with diverse demands.
Approve, classify, and reconcile department expenses.
Maintain Facilities cash receipt program.
Manage the invoice rejection process.
Administer campus trailer program.
Support Financial and Information Systems Personnel:
Analyze and report on labor cost distribution, staffing budgets, and position tracking.
Reconcile major capital project budgets.
Verify accuracy of recharge reimbursements.
Train Facilities staff regarding financial procedures, purchasing methods, and use of associated software.
Audit Facilities Management database and rectify inconsistencies.
Analyze monthly billing transactions and submit charges.
Contribute to software testing and process mapping.
Process, track, scan, and file invoices.
Enter data for Monthly Energy Report.
Under the general direction of the Facilities Financial Manager, this position is responsible for the independent financial oversight, policy research, analysis, development, evaluation, and/or operational and fiscal analysis of project-related budgets and expenses. In addition, the incumbent will maintain department financials and related systems, and support other financial and information systems personnel.
The following examples illustrate typical work activities and are not meant to be all inclusive or restrictive:
Financial Oversight of Project Related Budgets and Expenses:
Maintain Department Financials:
Support Financial and Information Systems Personnel:
Minimum Qualifications (Staff Only):
Equivalent to graduation from a four-year college or university. Three years of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Required Qualifications:
Preferred Qualifications:
Special Conditions:
***THIS POSITION IS OPEN UNTIL FILLED***
Must be willing to travel and attend training programs off-site for occasional professional development.
Must be able to work overtime, occasional holidays, and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
This position classification has been defined as "Exempt" and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
Review Begin Date: 05-04-2017
Requisition Number: 104464
To Apply: All applicants must apply online at: https://www.calpolyjobs.org.
About Us
Cal Poly is a nationally ranked, four-year, comprehensive public university. Founded in 1901, the 6,000-acre campus is nestled in the foothills of San Luis Obispo, along California's scenic central coast and midway between Los Angeles and San Francisco. With a budget of $168.5 million, the university has a student enrollment exceeding 17,000 students and employs more than 2,000 faculty and staff members. Cal Poly is part of the 23-campus California State University system.
At California Polytechnic State University, San Luis Obispo, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. California Polytechnic State University is an affirmative action/equal opportunity employer.
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