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Financial Analyst/Portfolio Manager

Company: Rma & Risk Management Association
Location: Irvine
Posted on: November 25, 2022

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:

  • Background Check and Live Scan
  • Legal Right to work in the United States
  • Vaccination Policies
  • Smoking and Tobacco Policy
  • Drug Free Environment The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.
    • California Child Abuse and Neglect Reporting Act
    • E-Verify
    • Pre-Placement Health Evaluation Details 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 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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      Posted by the FREE value-added recruitment advertising agency jeid-5c60ed2a2d820d42ba3a8635ffe6123d Create a Job Alert for Similar Jobs About University of California Irvine (UCI) Since 1965, the University of California, Irvine has combined the strengths of a major research university with the bounty of an incomparable Southern California location. UCI's unyielding commitment to rigorous academics, cutting-edge research, and leadership and character development makes the campus a driving force for innovation and discovery that serves our local, national and global communities. Connections working at University of California Irvine (UCI) More Jobs from This Employer

Keywords: Rma & Risk Management Association, Irvine , Financial Analyst/Portfolio Manager, Accounting, Auditing , Irvine, California

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