Financial Analyst (FINANCIAL ANL 3 CX)

Under direction of the Financial Manager, this position will be responsible for strategic budgeting, forecasting and analysis, financial reporting, and business operational back-up to the UC Davis Institute of the Environment and its centers, programs, large initiatives, and ad hoc financial projects. Independently perform high-level budgetary and financial functions for assigned programs, units, and initiatives, including formulating strategies and administering policies, processes, and resources. Prepare and establish budgets, organize resources according to budgetary plans, prepare both routine and ad hoc financial reports using data from the general ledger and budgets, and forecast revenue and expenses. Assist in the development and/or analysis of rates for recharge services and other revenue/funding sources as needed. Assist the Institute leadership in the annual budget process, including the development of financial analyses and presentations. Develop and maintain computerized databases and spreadsheets for complex analysis and graphical displays including dashboard reporting. Independently prepare detailed reconciliations, complete expense and fund transfers, and make recommendations to leadership for continuous improvements in both the quality and presentation of financial information. Assist in the development of multi-year operational and capital budgets and financial plans. Ensure appropriate accounting and internal controls are maintained. Act as primary financial and administrative resource to faculty, staff, researchers, and students affiliated with the Institute. Work on the development and management of Service Level Agreements (SLAs) and Memorandum of Understandings (MOUs). Represent the Institute in meetings and discussions as needed. Provide research administration support for both pre/post award administration, which includes assisting in the development and management of budgets and financial close-out assuring regulatory compliance. Provide analysis, reporting, and accounting management, including monitoring and analyzing spending trends for operating budget and self-supporting funds. Manage the reconciliation and preparation of monthly financial statements and reports for multiple fund sources. Provide strategic guidance to Center Directors, PI’s, and other key leadership on budgetary and financial issues. Develop reports to assist Center Directors, PI’s, and other key leadership in strategic, operational and long-range planning.

Apply By Date: April 29, 2026

Qualifications

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Bachelor’s degree in related field or equivalent work related experience
• Experience analyzing budget proposals and policies, or performing high-level financial Management tasks in a multi-fund source environment; Experience developing budgets for annual operational and extramural purposes, reconciling ledgers and developing and/or adapting spreadsheets and databases.
• Demonstrated Experience using Microsoft Excel and other common programs to distill relevant financial and statistical information from large data sets and present the information for financial reporting; Experience with other similar spreadsheet and presentation programs may be considered equivalent.
• Experience in financial analysis and business Management, including forecasting and strategic planning, to analyze quantitative aspects of fiscal and budgetary issues, Compile financial data and prepare financial reports, and present information in an appropriate format; Experience working with complex spreadsheets, databases, and web-based Accounting and information systems.
• Experience developing recharge rates and operational budgets including a clear understanding of federal guidelines for recharge rate methodology development; Experience performing high-level Analytical work, analyzing complex information, performing independent research, presenting complex data to facilitate Decision-making and strategic planning.
• Experience with the application of cost Accounting Principles to handle budgeting, rate development, and financial reporting in a business environment.
• Demonstrated oral and written communication skills appropriate for individual, group and formal presentations, to interact effectively with diverse communities and Senior leaders to present complex data, prepare Analytical reports, proposals, and correspondence to facilitate Decision making.

Preferred Qualifications

• Experience with university budgets and budgetary structures.-Knowledge and Experience of federal, state, university, and private grantor policies, procedures, and guidelines. Experience with UCD policies and web-based systems for Accounting grants and contracts, purchasing, etc.
• Ability to employ Mathematical, statistical, Analytical and problem solving skills to identify problems, analyze and Compile data, present financial data and recommend solutions and contingency plans in a meaningful and useful format.-Writing, editing and proofreading skills to prepare clear, accurate reports appropriate for the intended audience. organizational skills to work with changing priorities and demanding workload and to use judgment to make logical decisions.

Key Responsibilities

• 75% - Strategic Budgeting/Forecasting/Analysis/Reporting
• 25% - Operational Management

Department Overview

The UC Davis Institute of the Environment is a designated Organized Research Unit (ORU) reporting to the Office of Research. The Office of Research (OR) serves as the catalyst for advancing the research mission at UC Davis. Currently, OR oversees 7 ORUs, 13 Special Research Programs 4 IMPACT Centers, and central facilities with over 1,100 employees and annual expenditure and recharge income in excess of $210 Million. There are several research centers under the Institute umbrella including the Center for Watershed Sciences, Center for the Health & the Environment, the Natural Reserve System, Coastal and Marine Sciences Institute/Bodega Bay Marine Lab and several other research programs and initiatives.

The Institute Administrative Services team provides support to the research centers and programs under the Institute umbrella with total expenditures exceeding $45M+ annually. The Institute is a large and complex ORU with 240+ affiliated faculty, professional researchers, adjunct professors, academic and staff support personnel. The ORU occupies 82,680 square feet of regular academic and administrative offices, laboratories, field buildings, and other special facilities in 24 buildings and off-site facilities.

POSITION INFORMATION

• Salary or Pay Range: $77,100.00 - $139,900.00/year
• Salary Frequency: Annual
• Salary Grade: STEPS
• UC Job Title: FINANCIAL ANL 3 CX
• UC Job Code: 005183
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100%
• Shift (Work Schedule): Monday - Friday 8:00 am to 5:00 pm
• Location: Davis, CA
• Union Representation: Yes - CX-Clerical/Admin
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Lifting/Carrying 26-50 lbs - Never 0 Hours
• Lifting/Carrying over 50 lbs - Never 0 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 26-50 lbs - Never 0 Hours
• Pushing/Pulling over 50 lbs - Never 0 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Climbing (e.g., stairs or ladders) - Never 0 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Environmental Demands

• Chemicals, dust, gases, or fumes - Never 0 Hours
• Loud noise levels - Never 0 Hours
• Marked changes in humidity or temperature - Never 0 Hours
• Microwave/Radiation - Never 0 Hours
• Operating motor vehicles and/or equipment - Never 0 Hours
• Extreme Temperatures - Never 0 Hours
• Uneven Surfaces or Elevations - Never 0 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Work hours M-F 8-5; with occasional night and weekend and limited vacation use during peak times such as fiscal close.

Special Requirements – Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we’re committed to solving life’s most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks