Financial Analyst/Portfolio Manager
Company: Rma & Risk Management Association
Location: Irvine
Posted on: November 25, 2022
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Job Description:
Details Posted: 18-Nov-22Location: Irvine, CaliforniaType:
Full-timeSalary: Open Internal Number: 3648864
University of California Irvine
Financial Analyst/Portfolio Manager
Updated: Nov 16, 2022
Location: Irvine-Campus
Job Type:
Department: Budget Office
Job Opening ID: 44990 Reports To: Assistant Director of Academic
Resources Planning Working Title: Financial Analyst/Portfolio
Manager Department: Budget Office Bargaining Unit: 99 FLSA:
Non-Exempt Payroll Job Code: 007708 Job Location: UCI Campus-
Irvine Percent of Time: 100% Work Schedule: 8-5, M-F Employee
Class: Career Position Summary: The Division of Finance and
Administration (DFA) provides services and support to over 50,000
students, faculty, and staff with the mission of advancing UCI's
brilliant future and the vision of becoming world-class campus
partners. DFA serves the university as planning partners, problem
solvers, and solution providers-striving to make it as easy as
possible for people to get the services they need, when they need
them. The Budget Office serves as a planning resource for campus
leadership and all UCI units. The Budget Office provides analysis,
reporting, financial modeling, and advice on fiscal policies,
procedures, and resource deployment. Functions include base budget,
staffing, fund management, student fee oversight, campus budget
allocations, tracking of actuals to budget, and fiscal
sustainability. Uses professional concepts. Applies organizational
policies and procedures to resolve various issues. Works on
problems of limited to moderate scope where analysis of situations
or data requires a review of multiple factors. Exercises judgment
within defined procedures and practices to determine appropriate
action. Contacts are primarily internal to the department but may
also be external. Under the general direction of the Assistant
Director of Budget Operations, the incumbent manages report
development, data downloads, financial analysis and projections,
and provides support as the primary contact to a set of campus
units including monitoring units' adherence to approved budget. The
incumbent utilizes strong problem-solving skills, knowledge,
experience, and understanding of the overall picture to clearly
identify the best methods to accomplish specific tasks.
Additionally, the incumbent is involved with transactions in the
Kuali Financial System impacting both base and current budgets. The
incumbent frequently interacts with staff in departments across the
campus. e department, but may also be external. Compensation Range:
$58,500 - $69,800 Department Website:
https://www.budgetoffice.uci.edu/
Required: 2 or more years of relevant work experience Bachelor's
degree in related area and / or equivalent experience / training.
Ability to function as a member of a team. Ability to adapt to
changing priorities. Working knowledge of finance policies,
practices, and systems. Demonstrated interpersonal skills at all
levels within the unit; excellent service orientation and critical
thinking skills; and attention to detail. Demonstrated ability
using organizational skills to multi-task in a high volume
environment. Demonstrated ability using spreadsheet and database
software for moderately complex financial analysis, fiscal
management, and financial reports. Demonstrated ability to
effectively present information verbally and in writing clearly and
concisely. Ability to gather reasonably retrievable information to
organize, and perform basic financial analysis assignments.
Preferred: Intermediate knowledge and understanding of internal
control practices and their impact on protecting University
resources. Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe
and healthy environment for the entire UCI community. As part of
this commitment, all applicants who accept an offer of employment
must comply with the following conditions of employment:
Closing Statement;
The University of California, Irvine is an Equal
Opportunity/Affirmative Action Employer advancing inclusive
excellence. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, age,
protected veteran status, or other protected categories covered by
the UC nondiscrimination policy .
We are committed to attracting and retaining a diverse workforce
along with honoring unique experiences, perspectives, and
identities. Together, our community strives to create and maintain
working and learning environments that are inclusive, equitable,
and welcoming.
UCI provides reasonable accommodations for applicants with
disabilities upon request. For more information, please contact
Human Resources at (949) 824-0500 or eec@uci.edu Job Opening ID:
44990Reports To: Assistant Director of Academic Resources
PlanningWorking Title: Financial Analyst/Portfolio
ManagerDepartment: Budget OfficeBargaining Unit: 99FLSA:
Non-ExemptPayroll Job Code: 007708Job Location: UCI Campus-
IrvinePercent of Time: 100%Work Schedule: 8-5, M-FEmployee Class:
Career Position Summary: The Division of Finance and Administration
(DFA) provides services and support to over 50,000 students,
faculty, and staff with the mission of advancing UCI's brilliant
future and the vision of becoming world-class campus partners. DFA
serves the university as planning partners, problem solvers, and
solution providers-striving to make it as easy as possible for
people to get the services they need, when they need them. The
Budget Office serves as a planning resource for campus leadership
and all UCI units. The Budget Office provides analysis, reporting,
financial modeling, and advice on fiscal policies, procedures, and
resource deployment. Functions include base budget, staffing, fund
management, student fee oversight, campus budget allocations,
tracking of actuals to budget, and fiscal sustainability. Uses
professional concepts. Applies organizational policies and
procedures to resolve various issues. Works on problems of limited
to moderate scope where analysis of situations or data requires a
review of multiple factors. Exercises judgment within defined
procedures and practices to determine appropriate action. Contacts
are primarily internal to the department but may also be external.
Under the general direction of the Assistant Director of Budget
Operations, the incumbent manages report development, data
downloads, financial analysis and projections, and provides support
as the primary contact to a set of campus units including
monitoring units' adherence to approved budget. The incumbent
utilizes strong problem-solving skills, knowledge, experience, and
understanding of the overall picture to clearly identify the best
methods to accomplish specific tasks. Additionally, the incumbent
is involved with transactions in the Kuali Financial System
impacting both base and current budgets. The incumbent frequently
interacts with staff in departments across the campus. e
department, but may also be external. Compensation Range: $58,500 -
$69,800 Department Website: https://www.budgetoffice.uci.edu/
Required: 2 or more years of relevant work experienceBachelor's
degree in related area and / or equivalent experience /
training.Ability to function as a member of a team. Ability to
adapt to changing priorities. Working knowledge of finance
policies, practices, and systems. Demonstrated interpersonal skills
at all levels within the unit; excellent service orientation and
critical thinking skills; and attention to detail. Demonstrated
ability using organizational skills to multi-task in a high volume
environment. Demonstrated ability using spreadsheet and database
software for moderately complex financial analysis, fiscal
management, and financial reports. Demonstrated ability to
effectively present information verbally and in writing clearly and
concisely. Ability to gather reasonably retrievable information to
organize, and perform basic financial analysis assignments.
Preferred: Intermediate knowledge and understanding of internal
control practices and their impact on protecting University
resources. Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe
and healthy environment for the entire UCI community. As part of
this commitment, all applicants who accept an offer of employment
must comply with the following conditions of employment:Background
Check and Live ScanLegal Right to work in the United
StatesVaccination PoliciesSmoking and Tobacco PolicyDrug Free
EnvironmentThe following additional conditions may apply, some of
which are dependent upon business unit or job specific
requirements.California Child Abuse and Neglect Reporting
ActE-VerifyPre-Placement Health EvaluationDetails of each policy
may be reviewed by visiting the following page -
https://hr.uci.edu/new-hire/conditions-of-employment.php
Closing Statement;
The University of California, Irvine is an Equal
Opportunity/Affirmative Action Employer advancing inclusive
excellence. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, age,
protected veteran status, or other protected categories covered by
the UC nondiscrimination policy .
We are committed to attracting and retaining a diverse workforce
along with honoring unique experiences, perspectives, and
identities. Together, our community strives to create and maintain
working and learning environments that are inclusive, equitable,
and welcoming.
UCI provides reasonable accommodations for applicants with
disabilities upon request. For more information, please contact
Human Resources at (949) 824-0500 or eec@uci.edu
To apply, visit
https://careersucirvine.ttcportals.com/jobs/10985899-financial-analyst-slash-portfolio-manager
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