Financial Analyst

Join a mission-driven team at the University of California, Santa Barbara, supporting the Department of Technology Management (TECH) with comprehensive financial, payroll, personnel, and administrative services. This hybrid role offers full benefits and the opportunity to work at the intersection of budgeting, fund stewardship, and enterprise payroll operations using campus systems such as UCPath, Timekeeping, Jaggaer, Concur, OFC, and FinHub. Hybrid work eligibility is available after six months’ probation completion.

Responsibilities

Under the general direction of the Financial Manager and in close consultation with the Business Officer, the Financial Analyst provides operational oversight and analysis across departmental funding and administrative workflows.

• Deliver financial analysis, monitoring, and oversight of general funds, revenue funds, gifts, endowments, FFEs, sponsorship funds, and administrative accounts for TECH.
• Apply accounting principles, fund accounting, and University financial policies to evaluate, track, and report financial activity across all departmental fund sources.
• Use FinHub and other reporting tools to review General Ledger activity, track commitments, monitor spending patterns, verify transaction accuracy, and identify variances or emerging issues.
• Ensure transactions are accurately classified under the updated Common Chart of Accounts (CCOA) and campus chartfield structure, and confirm expenditures comply with UC, State, donor, student fee, and revenue restrictions.
• Prepare monthly and annual financial reports for the Business Officer, Financial Manager, Department Chair, Program Directors, endowed chairs, and faculty to support budget development, long-term planning, fiscal close, carryforward analysis, and year-end reporting.
• Monitor program-related commitments, budgets, allocations, expenditures, spending patterns, and obligations, and provide monthly updates to program directors.
• Research and resolve financial issues independently, including initiating corrective actions such as TOEs, financial journals, and payroll cost transfers, and escalate complex or policy-sensitive matters to the Business Officer.
• Maintain audit readiness through consistent documentation practices and adherence to internal control expectations.
• Support workflow and procedure updates by collaborating with the Financial Manager to implement financial procedures and monitor effectiveness.
• Stay current with evolving UCSB systems and communicate changes to staff and faculty.

The role also centers on payroll, timekeeping, forecasting, gift and endowment administration, and procurement and travel compliance.

• Coordinate and process UCPath actions for GSRs, student assistants, and staff appointments, and serve as the UCPath approver for TA hires; back up UCPath actions as needed.
• Serve as the Payroll Manager within Kronos timekeeping by monitoring biweekly and monthly timecards, ensuring deadlines, reconciling leave accruals, correcting reporting errors, and assisting employees with leave or timekeeping questions.
• Use FinHub and reporting tools to generate payroll and funding reports, verify salary and benefits accuracy, and research discrepancies.
• Support Enterprise Performance Management (EPM) Project Forecasting by reviewing UCPath payroll projections, validating funding end dates, updating UCPath end dates for forecasting accuracy, and assisting with communication of updated projections for budget planning.
• Oversee employee onboarding and separation processes, including hiring and termination paperwork, I-9 coordination, and UCPath entries.
• Manage departmental gift, endowment, FFE, and sponsorship funds by ensuring compliance with donor intent, UC Santa Barbara Foundation policies, and University guidelines.
• Track fund balances and payouts, monitor expenditures, and provide detailed activity reports and stewardship materials.
• Adjudicate gift acceptance and related documentation, including UDEVs and fund establishment forms, in partnership with UCSB Foundation and campus Development staff.
• Serve as the Jaggaer Department Analyst, reviewing and approving purchasing transactions in Gateway to ensure accurate CCOA chartfield use and compliance with fund restrictions and UC/campus policies; act as backup Requestor and Allocator for FlexCard.
• Review travel and entertainment reimbursements in Concur as a Delegated Expense Approver (DEA).
• Maintain and update the department’s internal financial and administrative procedures manual and provide training support for Jaggaer, Timekeeping, UCPath, Concur, and financial reporting tools.

Requirements

• Bachelor’s degree in a related area and/or equivalent experience and training.
• 1 to 3 years experience performing financial analysis, reconciliation, accounting, payroll, or related administrative work in a complex organization.
• 1 to 3 years experience reviewing financial transactions for accuracy, compliance, and proper coding (including payroll/personnel work experience).
• 1 to 3 years experience processing payroll, timekeeping, or personnel actions using enterprise systems; and general financial work experience in one or more of accounts payable, accounts receivable, recharging, procurement, or contracts.
• 1 to 3 years experience preparing financial spreadsheets, tracking expenditures, or supporting budgetary monitoring.
• Working knowledge of accounting principles, fund accounting, and financial analysis.
• Ability to interpret and apply University financial policies, fund restrictions, and compliance requirements.
• Experience reviewing or processing payroll, timekeeping, or personnel transactions.
• Strong analytical and problem-solving skills with high attention to accuracy and detail.
• Ability to manage multiple priorities, meet deadlines, and work independently with sound judgment.
• Strong written and verbal communication skills, including explaining financial or policy information clearly.
• Ability to maintain strict confidentiality of personnel, payroll, and financial information.

Technologies

• UCPath, Timekeeping, Jaggaer, Concur, OFC, FinHub
• Kronos, Enterprise Performance Management (EPM) Project Forecasting tool
• Gateway, FlexCard, Common Chart of Accounts (CCOA), UCPath payroll projections, EPM payroll projection data

Job Details

• Location: Santa Barbara, CA (hybrid); Work location: Phelps Hall, Room 2332
• Schedule: Monday-Friday; 8 am - 5 pm
• FLSA Status: Non-Exempt
• Employee Class: Staff: Career; Union Code: CX-Clerical/Admin; Classified Indicator Description: PSS
• Percentage of Time: 100
• Position Number: 40904233; Payroll Title: FINANCIAL SVC ANL 2 CX (004754); Job Code: 004754
• Open Date: 8/18/26; Application Review Begins: 9/2/26
• Pay: $30.75 to $34.63/hour (budgeted range for offers); full salary range $30.75 to $50.45/hour based on qualifications, experience, and pay practices
• Benefits Eligibility: Full Benefits

Job Functions and Percentages of Time

• 45% Financial Analysis
• 30% Payroll and Personnel
• 15% Gift & Endowment Fund Administration
• 10% Administrative Support

Special Instructions and Special Conditions of Employment

• For full consideration, include a resume and a cover letter with your application.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment
• Misconduct disclosure requirement: if subject to final administrative or judicial decisions within the last seven years determining misconduct, or filed an appeal of substantiated misconduct with a previous employer, disclose as required
• UC Vaccination Programs Policy: comply with University of California Vaccinations Programs, including providing proof of required vaccinations up-to-date, requesting an exception, or properly declining per program options

Preferred Qualifications

• Experience working in higher education, the public sector, or another complex or regulated environment.
• Experience with UC or comparable enterprise financial and payroll systems.
• Experience with fund management, including gifts, endowments, revenue funds, or restricted accounts.
• Experience preparing financial reports or analysis for managers, faculty, or leadership.
• Experience interpreting financial policies, fund restrictions, and compliance requirements.