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California Polytechnic State University

Location: San Luis ObispoCA 93407 Document ID: AC273-488H Posted on: 2018-10-1310/13/2018 Job Type: Regular

Job Schedule:Full-time
2018-11-12
 

Financial Analyst



Cal Poly, San Luis Obispo

Financial Analyst


Department: Fac Svcs-Fac Svcs Support Svcs (127902)

College/Division: Administration and Finance

Salary Range: CSU Salary Range: $3,288 - $5,983 per month (Anticipated Hiring Range: $3,288 - $5,000 per month)

Position Description:
Facilities Operations is a department within Facilities Management and Development, a unit of the Administration and Finance Division responsible for managing operations, maintenance, and repair of University facilities. The purpose of the Facilities Operations Department is to provide quality maintenance and minor repair and renovation services that meet or exceed our customers' expectations.


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 support other financial and information systems personnel.

  • NOTE: To view the full position description including all the Required Qualifications click here

    Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. Check our benefits website for additional information.


    The Benefits
    As part of the CSU system, Cal Poly offers a very generous benefits package, including the following:

  • Enrollment in CalPERS (Public Employee Retirement System)

  • Health, dental, and vision insurance at competitive rates or no cost to employee

  • Life insurance at no cost to employee


  • 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:
  • Working knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.
  • Thorough knowledge of a wide range of effective business practices, including but not limited to base budget and annual operating plan, budget and accounting, and financial systems.
  • Working knowledge of business system applications and software, including standalone systems and enterprise-scale technologies.
  • Ability to assess opportunities for and integrate technology into work environments to increase effectiveness, efficiency, and communication.
  • Working knowledge of computers and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, presentation software, on-line systems, Internet as well as online calendaring and email.
  • Excellent organizational, planning, and time management skills in coordinating, managing and overseeing complex activities and projects and in meeting deadlines, and prioritizing work in alignment with the service goals of Facilities and university.
  • Thorough knowledge of English grammar, spelling and punctuation.
  • Excellent oral, written, and group training skills with the ability to effectively communicate complex information to a diverse audience.
  • Strong analytical, reasoning, and problem solving skills including the ability to gather, interpret, and assess information/data from a variety of sources in support of recommendations.
  • Demonstrated ability to provide excellent customer service requiring a very high level of diplomacy and professionalism.
  • Demonstrated skill in identifying areas of improvement based on department needs, changes in policy, regulations, federal and state statutes, etc.; and providing recommendations for improvement to existing processes and procedures to provide continual improvement in university finance operations.
  • Demonstrated skill in fiscal analysis and budget administration.
  • Demonstrated skill in maintaining financial records and budgets.
  • Demonstrated skill in supervising and training personnel on new skills and procedures.
  • Demonstrated skill in analyzing process/procedures and improving or creating new procedures to meet operational needs and requirements, and ensure effective department operations.
  • Ability to exercise tact, sound judgment, and discretion in handling confidential information and data, interpreting and applying rules, regulations, policies and procedures and/or recommending new policies and procedures.
  • Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
  • Demonstrated ability to work independently, show initiative, anticipate problems, and solve issues in a timely manner.
  • Ability to independently interpret, explain, and apply a variety of complex statutes, regulations, codes, collective bargaining provisions, policies and procedures.
  • Ability to comprehend financial reports prepared in accordance with Generally Accepted Accounting Principles (GAAP).
  • Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time sensitive deadlines.
  • Demonstrated ability to maintain high quality/standards of work, leadership, ethics, commitment, and professional responsibility and judgment.
  • Ability to represent the university and its interests in a professional and conscientious manner.

  • Preferred Qualifications:
  • Bachelor's degree with a major in finance, accounting, business administration, economics, or a closely related field.
  • Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
  • Management and budgetary experience in higher education setting.
  • Knowledge of the State of California budget structure as it specifically relates to the CSU; understanding of the State Budget Act.
  • Knowledge of policies, regulations, and codes under which the CSU operates.
  • Experience working with relational databases, Oracle Business Intelligence reporting tools, and PeopleSoft.
  • Experience working with Facilities management software.

  • 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.
  • 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.
  • Must be able to successfully pass a pre-employment background/fingerprint check.
  • This position classification has been defined as "Exempt" and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
  • 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.

    Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly, San Luis Obispo. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Note: Cal Poly cannot deny an applicant a position solely or in part due to a criminal conviction history until it has performed an individualized assessment and linked the relevant conviction history with specific job duties in the position being sought.

    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.

    For health and well-being, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.

  • Review Begin Date:

    Requisition Number: 104942

    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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