Staff Jobs

Job Title: Financial Analyst 4 (7710U) #18246
Job ID: 18246
Location: Main Campus-Berkeley
Full/Part Time: Full-Time
Department: Haas Core Programs
Regular/Temporary: Regular

About Berkeley

The University of California, Berkeley, is one of the world’s most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley’s culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff. 

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

Application Review Date

The First Review Date for this job is: July 29, 2014

Departmental Overview

The Haas School of Business develops innovative leaders - individuals who redefine how we do business.  Berkeley-Haas, the second oldest business school in the United States, educates 2,200 students each year in six degree-granting programs, and hundreds more through executive education programs.  A team of 300 staff members support these students, faculty and alumni through work in areas that include Admissions, Student Services, Career Management, Administration, and Development.  

Berkeley-Haas offers opportunities to champion new ideas, collaborate across boundaries, and learn continually.  Our culture is captured by Four Defining Principles (Question the Status Quo, Confidence Without Attitude, Students Always and Beyond Yourself) that distinguish Berkeley-Haas as a place to learn—and a place to work. 

To learn more about the Haas School visit:  

We are recruiting a Financial Analyst for the Haas Budget and Operations unit. 
The school’s annual budget is in excess of $100 million and boasts an endowment of more than $250 million. The complexities of the school’s finances include non-state funded faculty FTE, self-funded degree programs (and corresponding independent fee approval and registration processes), over 300 funds of all types (central, student fees, recharge, gifts, endowments (held at both the Regents and Berkeley Foundation) contracts and grants), and multiple loan programs some of which are self-funded and insured.  Further, the Berkeley-Haas senior staff, Dean, faculty and advisory board demand robust year-end financial statements that include income statement, balance sheet, statement of changes in fund balances and associated notes.  In short, the school has the highest standards for financial management AND it has an incredibly complex professional school financial system given the unique activities of the school.


Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations. 
• building a financial model that allows us to measure the stand-alone, fully loaded profitability of each of our degree programs; 
• determining allocation drivers to distribute shared costs to our degree programs; 
• leading process to  gain a consensus from sr. mgmt. (and other stakeholders) on the both the allocation methodology and the drivers 

Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers. 
• Developing financial models for new degree programs (e.g., Hybrid MBA or Masters in Management).  
• Work with the CFO to assess / model new revenue opportunities (e.g., licensing intellectual content), which will require assessing competitive landscape, determining appropriate pricing strategy, negotiating with 3rd party vendors/partners, etc. 

Performs highly complex financial or resource research and studies for both internal department and external campus constituents. 
Building a long-range (3-5 year) financial/business plan for the Dean and Haas Board of Directors. 
Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

Required Qualifications

•  Bachelor’s Degree required (preference for Accounting/Finance concentration). 
•  5-7 years of experience performing financial planning & analysis required 
•  Solid proficiency in all Microsoft Office applications; advanced / expert skills in Excel; experience with Access, VBA skills a plus 
•  Expert user and/or ability to achieve proficient skill quickly in major campus financial and data systems:  BAIRS, CalPlanning, Cal Answers, CARS, CADS, DSAS, HCM, etc. 
•  Track record of strong performance 
•  Strong cross-functional experience in finance, accounting, and technology 
•  Demonstrable problem-solving, quantitative, and analytical skills; strategic and creative thinking 
•  History of effective multi-tasking, expectation setting, escalation of issues, where appropriate 
•  Strong organizational, planning, and coordination skills 
•  Ability to clearly articulate and present ideas both in written presentations and orally; to senior management as well as outside audiences 
•  Exceptional project management skills with attention to detail 
•  Experience in working on long-term projects 
•  Collegial orientation; relationship-builder who is solutions-oriented 
•  Comfortable interacting with all levels of management 
•  Focused attention to detail and high standards for quality and accuracy in his/her work product 
•  Collaborative, team-oriented, service-oriented 
•  Strong interest / curiosity about higher/business education

Preferred Qualifications

•  MBA preferred (but not required) --- equivalent experience (5-7 years of experience performing financial planning & analysis required

Salary & Benefits

The salary for this exempt fulltime position will be commensurate with experience, 

For information on the comprehensive benefits package offered by the University visit:

Criminal Background Check

This position has been designated as sensitive and may require a Criminal Background Check. We reserve the right to make employment contingent upon successful completion of a Criminal Background Check. 

Equal Employment Opportunity

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, national origin, disability, or protected veteran status. For the complete University of California nondiscrimination and affirmative action policy see:  

If you’d like more information about your EEO rights as an applicant under the law, please see:

Work Environment

As of January 1, 2014 the University of California, Berkeley is a smoke and tobacco free workplace. Information about our Smoke and Tobacco Free policy is available at:


UC Berkeley has an online applicant website and no longer accepts applications via mail.

We require applicants to submit a cover letter and resume when applying for this position.

Please submit the cover letter and resume as a single attachment when applying.

To apply, please visit

Haas School Staff Positions Currently Open