Job Details

University of California Santa Cruz
  • Position Number: 2447863
  • Location: Santa Cruz, CA
  • Position Type: Business and Financial Management

Financial Analyst

Location: Santa Cruz
Job ID: 22511


UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for all faculty, staff, academic appointees, and students accessing facilities at any UC campus this fall. Employees and students can submit proof of vaccination online or request an exemption.

UCSC Statement
UC Santa Cruz is a public university like no other in California, combining the intimacy of a small, liberal arts college with the depth and rigor of a major research university.

Initial Review Date (IRD)
UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit. 

Initial Review Date (IRD): 09-02-2021

Dept Marketing Statement
Budget & Finance is part of the Planning & Resource Management (PRM) department at the University Library. PRM is the administrative arm of the University Library and exists to advance the Library's mission by providing an effective resource management infrastructure.

The UCSC Library, founded in 1965, is the largest research library between Stanford and Santa Barbara despite being one of the smallest general libraries in the University of California system. We share with other academic libraries a commitment to intellectual freedom and the widest possible access to information. We have mutually beneficial partnerships with libraries at other University of California campuses, local California State Universities, community colleges, and public libraries. Our active participation in the California Digital Library promises to enhance this collaboration to a new level. The University Library strengthens the UCSC academic enterprise by providing, presenting, and preserving a wide range of information resources. We utilize innovative approaches in working with faculty and students to help them discover, use, manage, and share the array of information that supports their research, teaching, and learning.  For more information, please visit:

Position Summary

Under the direction of the Library Budget & Finance Manager, the incumbent uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures to support the Library's operating budget. The incumbent supports reconciliation of the Library's operating ledger, the accounting module of the Library Management System, and a variety of collections-related financial processes. The incumbent resolves a wide range of issues in imaginative as well as practical ways; works on problems of diverse scope where analysis of data requires evaluation of identifiable factors; and demonstrates good judgment in selecting methods and techniques for obtaining solutions. This position interacts with contacts that are both internal and external to the department. In addition, Library Budget & Finance works to implement and revise policies and practices with an emphasis on Diversity, Equity, and Inclusion.

Pay, Benefits, & Work Schedule
Salary Information:  $66,300 - $93,200/Annually.  Salary commensurate with skills, qualifications and experience.

No. of Positions:  

Benefits Level Eligibility:  Full

Schedule Information: 
100% weekly
40 hours weekly
Day Shift

Employee Classification:  Career Appointment 

Job End Date:  None

Work Location:  UC Santa Cruz Main Campus

Union Representation:  None

Job Code:  FINANCIAL ANL 3 [7709]

Job Duties

Applies professional concepts to perform moderate-complex financial and resource analysis to understand past performance and determine present and future performance and resource allocations. The incumbent:
  • provides financial reports and analysis on the Collections Budget using the Library Management System (LMS).
  • reconciles Library reports with campus operating ledgers and ensures the resolution of discrepancies as needed.  
  • provides off-cycle reporting as needed.
  • performs Monthly Close, Fiscal Close/Year-End and Beginning of the year activities.

Coordinates and implements department budget allocations. Conceives of and maintains department chart of accounts, other data management tools, and related business processes. The incumbent:
  • determines and maintains the process for the Startup/divisional funds and other unique collections funds.  
  • determines and executes the process for fund transfers and expense transfers as needed.
  • gathers, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses. Using data analytics tools within l the local LMS and other campus level systems, generates, modifies, and conceives of new financial or other resource reports as needed.

Applies advanced financial concepts to prepare, process, review, and approve financial transactions. The incumbent: 
  • manages the accounting functions in the Library Management System and campus financial system (FIS), which includes invoicing, auditing and reporting.  
  • performs as a point of contact with vendors and the campus accounting to ensure California State Board of Equalization tax compliance.
  • monitors appropriations, encumbrances, and expenditures for 150+ current fund codes.  
  • prepares and processes prepaid accounts and recharges including California Digital Library(CDL) recharges.


Provides analytical support for complex budget, financial, and resource analysis projects. The incumbent:
  • reconciles monthly expenses including payroll (DOPEs) and produces various reports.
  • works with the Library Budget & Finance Manager on monthly operating budget reconciliation.
  • provides support with Library dashboard maintenance.
  • supports Fiscal Close/Year-End activities and beginning of the year activities.


Performs complex financial or resource research and studies for various internal department constituents. The incumbent:
  • maintains and modifies the InfoView custom reports as necessary. 
  • supports the Library Budget & Finance Manager with ad-hoc projects.
  • independently gathers information as needed to perform analysis.

As needed, provides department support in the areas of financial process analysis and design, financial system or procedure testing and implementation, financial documentation and workflow, and financial security. 
  • May train departmental staff on financial systems and processes--and as appropriate, creates and contributes to an effective team environment.

Ensures the appropriate internal controls are addressed, maintained and strengthened to protect University resources. The incumbent:
  • manages the Designated Office of Record (DOOR) Standards procedures, and internal procedure documents.
  • develops and documents procedures for financial activities and maintains the documentation on the Library's dedicated secure server to preserve institutional knowledge regarding the operations of the unit.

Provides backup and support for any necessary task within the team/unit.

Participates in appropriate professional development opportunities relevant to the incumbent's position, the Library's business needs, and in support of the incumbent's career goals. 

Required Qualifications
  • Thorough knowledge of finance policies, practices, and systems.
  • Ability to independently gather required information to organize and perform financial analysis assignments.
  • Proven ability to effectively present information verbally and in writing in a clear and concise manner to a variety of stakeholders.
  • Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
  • Strong interpersonal skills and ability to communicate clearly with employees throughout the organization.  
  • Strong commitment to excellent customer service.
  • Strong critical thinking skills.
  • Strong attention to detail.
  • Strong organizational skills sufficient to multitask in a high volume environment.
  • Ability to adapt to changing priorities.
  • Ability to function as a member of a team.
  • Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
  • System analysis experience in a financial environment.

Preferred Qualifications
  • Bachelor's degree in related area and/or equivalent experience/training.
  • Bookkeeping Certificate.
  • Certified Public Accountant.
  • Working knowledge of UC policies and procedures related to budget management and finance.
  • Experience with Data Warehouse and/or Ellucian Banner.
  • General knowledge of, and experience with library acquisitions practices and Library Management systems such as Alma or similar.

Special Conditions
  • 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.
  •  Ability to move materials weighing up to 50 lbs. with or without accommodation. 
  •  Ability to perform essential physical job functions requiring bending, lifting, stretching, and pushing/pulling, with or without accommodation. 
  •  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.

Safety Statement
All UCSC employees must know 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.  

How to Apply
Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.

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. 

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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