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University of California Santa Cruz
  • Position Number: 4773078
  • Location: Santa Clara, CA
  • Position Type: Business - Finance

Director of Finance and Business Services

Location: Silicon Valley
Job ID: 61022


Our campus is located in Santa Clara, CA, the Heart of Silicon Valley. We like to say that it's here where the next generation of innovation is born.

Be a member of the executive team during a pivotal and exciting phase of growth.

Do you have...
* Experience as a finance manager?
* Excellent finance and accounting experience and strong communication skills?
* Collaboration skills across departments to improve financial literacy and help implement policies and strategic direction?
* A passion for managing complex budgets?
* Leadership and supervision experience?

If you answer "yes" to the above, check out our job posting and consider applying!

Benefits to working at UC Santa Cruz SILICON VALLEY include:
* Medical / Dental / Vision Insurance Plans
* UC Retirement Plans
* Life Insurance / Legal Insurance / Discounted Pet Insurance
* 14 Paid Holidays Plus Accrued Vacation & Sick Leave
* Employee Discount Programs and much more...




For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our Talent Acquisition website.


Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process, view this link.

The IRD for this job is: 11-16-2023


UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.


UCSC Extension provides professional training that reflects the academic rigor of the University of California and the hands-on, roll-up-your-shirtsleeves practicality of Silicon Valley culture. Developed with guidance from key industry leaders and academic experts, Extension's certificate programs match the economic demands of industry, from engineering to business, education to bioscience. The University of California reviews and approves UCSC Extension courses and programs for academic content, merit, and instructor qualifications. Many of Extension's courses can be applied toward degree programs or may be eligible for professional certificates and licenses.

More information can be found at


The Director of Finance and Business Services oversees the Finance Department and is responsible for the management of the chart of accounts, accounts receivable, accounts payable, budget, and financial controls for the University Extension division, which has an operating budget of $40-$45M, 350 faculty instructors, and 120 administrative employees. As an auxiliary unit of the University, UCSC Extension is responsible for managing its operations to a high degree of financial accountability.

The Director of Finance and Business Services routinely manages sensitive and confidential matters and serves as the resident expert for the business and fiscal operations of University Extension by providing timely and relevant financial information, maintaining financial integrity by processing financial transactions, and ensuring that divisional resources are used in compliance with university policy.

The Director also provides oversight and guidance for managing ProCards, Corporate Travel & Entertainment cards, purchasing, budget development, resource planning, and revenue sources and serves as a resource to all divisional staff on relevant business policies and operations.


Budgeted Salary: $105,000 - $120,000/year. Salary commensurate with skills, qualifications and experience.
Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.

Benefits Level Eligibility: Full benefits

Schedule Information:
  • Full-time, Fixed
  • Percentage of Time: 100%, 40 Hours per Week
  • Days of the Week: Mon-Fri, with occasional evenings and weekends as needed
  • Shift Includes: Day, Evenings, Weekend

Employee Classification: Career appointment

Job End Date: None

Work Location: Silicon Valley (Santa Clara, CA)

Union Representation: Non-Represented

Job Code Classification: 007710 (FINANCIAL ANL 4)

Travel: Up to 25% of the time


55% - Budget Development and Financial Analysis
  • Coordinates, maintains and implements divisional budgets.
  • Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing with divisional and outside constituents.
  • Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations.
  • Coordinates the gathering of budgetary and resource requirements information during the planning stages, such as the annual budget process.
  • Serves as liaison with internal and external constituents.
  • Uses the campus financial system, payroll system, and data management reports to monitor, analyze, project, and report on the divisional financial position.
  • Develops and maintains divisional analyses for calculating and monitoring payroll (salary and benefits) and other operating expenditures for divisional units.
  • Develops and maintains department analyses for calculating and monitoring return on investment (ROI) for initiatives, special programs, and other related issues.
  • Assists divisional leadership with monitoring expenditures, and submitting reports for the allocation and use of all fund types.
  • Performs complex financial or resource research for both internal department and external constituents.
  • Gathers, analyzes, prepares, and summarizes recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses.
  • Generates, modifies, and conceives of new financial or other resource reports, strategic planning, analyzing and forecasting staff salary budgets and user fees, and makes recommendations for maximizing financial or other resource outcomes.
  • Resource analysis includes budgetary analysis, financial analysis, forecasts, projections, and staff salary or FTE analysis.
  • Provides leadership and advisory services on financial topics and strategic plans to department managers and relevant stakeholders.
  • Liaises with the Academic Personnel Office (APO) and Payroll Office.

25% - Business Services and Financial Transaction Management
  • Makes recommendations on maintaining and strengthening internal controls to protect University resources.
  • Advises leadership in the development and implementation of short- and long-term strategic plans that impact and reflect upon the division and organization as a whole.
  • Provides divisional support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
  • Prepares forms for campus system access, Travel and ProCards, expenditure authority and approval, and other departmental and unit systems and processes as required.
  • Develops and makes recommendations on internal policy / procedural changes that affect division.
  • Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
  • Prepares, reviews and/ or approves advanced financial transactions on behalf of the division.
  • Oversees academic payroll and liaises with the Academic Payroll Office and Payroll Office.
  • Prepares, reviews and/ or approves various financial transactions to include but not limited to transfer of Funds (TOF), transfer of expense (TOE), transfer of payroll expense (TOPE), changes to the permanent budget and staffing list in the financial managers workbench (FMW), inter-location transfer of funds, travel advance and expense reimbursement forms, direct pay forms, entertainment reimbursement forms (ERF), changes to employee FTE and distribution percent, budget approval for employee action requests (EAR), and other transactions as necessary.
  • Ensures that financial transactions are in compliance with policies and are allowable on the funding source.

20% - Program Management and Policy Services
  • Conceives of and maintains divisional chart of accounts, other data management tools, and related business processes.
  • Documents procedures for financial activities.
  • May train staff, and as appropriate, creates an effective team environment.
  • Maintains and updates the divisional chart of accounts and list of activity codes.
  • Provides initial and refresher training to divisional staff on campus and local business, personnel, administration, and operations policies, to include personnel actions, fair hiring, travel, expense reimbursement, purchasing, expenditure authority and authorizations, business contracts, vendor relations, ethics and conduct, and other relevant areas as necessary.

  • Bachelor's degree in related area and / or equivalent experience / training.
  • Advanced knowledge of finance policies, practices, and systems.
  • Ability to identify, collect, and analyze information from multiple sources.
  • Advanced Ability to effectively communicate verbally, and writing, and via presentation to a wide variety of audiences, including senior leadership.
  • In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
  • Ability to conduct and direct complex long-term financial analysis and modeling.
  • Advanced interpersonal skills at all levels within the organization.
  • Excellent attention to detail and listening skills.
  • Advanced critical thinking and analytical skills.
  • Collaborative and Client services oriented
  • In depth ability to use organizational skills to multi-task in a high-volume environment.
  • Ability to adapt to changing priorities.
  • Ability to function as a member of a team.
  • Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
  • Experience with fund accounting concepts and related topics.
  • Supervisory Experience.
  • Ability to partner with department managers to develop transparent annual budgets and mid-year revisions.
  • Broad knowledge of business and financial management, risk management planning, accounting and payroll.

  • Experience as finance SME (subject matter expert) in acquisition and implementation of ERP (enterprise resource planning) and/or SIS system(s) (student information system).

  • Selected candidate will be required to pass a pre-employment criminal history background check.
  • Ability to work long periods of time at a computer with or without accommodation.
  • The selected candidate will be required to work a hybrid work schedule and must be able to work successfully from a home/remote office and fulfill the requirements of the UCSC telecommuting agreement.
  • Ability to work occasional evenings and weekends as directed.
  • Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
  • Ability to travel to multiple work locations on and off campus.
  • Ability to maintain appearance and conduct suitable for working in a professional setting.
  • The University of California has implemented a Vaccination Policy covering all employees. Employees, including new hires, are required to comply with any applicable policies relating to the University of California vaccine program.
  • Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.


All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.


The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

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