The University of California, Merced is the newest and tenth campus of the University of California system and the first American research university built in the 21st century. With approximately 7,300 students, UC Merced has planned for additional student growth until we reach an enrollment of approximately 25,000 students. With undergraduate, graduate, and PhD programs, plans for a future medical school program, partnerships and community involvement, the UC Merced campus is continually evolving, requiring talented, knowledgeable and dynamic educators, researchers, management and staff.
The Financial Analyst 5 reports to the Director of Capital and Long Range Planning. This position creates models using professional concepts and organizational objectives to resolve complex issues with campus-wide impact in creative and effective ways. Works on complex issues with little or no supervision where analysis of situations or data requires an in-depth evaluation of variable factors. Exercise judgment in selecting methods, techniques and evaluation criteria or obtaining results. Is considered the expert regarding the campus debt model, the capital finance plan, and the campus long range financial plan.
- FINANCIAL MODELING OF CAPITAL AND LONG RANGE PLANNING. Work cross-functionally across campus levels to understand business requirements, and gather data to develop financial models in support of strategic programs and initiatives such as System-wide IT projects, etc. - Create complex models for use in budgeting and planning, which incorporate investment (funding) requirements, resource allocations, headcount (staffing), scenario analysis, timing issues, and risks. Develop standard set of summary metrics such as total cost of ownership, estimated savings, payback period, IRR, NPV, ROI, etc. to evaluate project viability.
BUSINESS CASE ANALYSIS - Provide analysis and financial modeling to assess (a) Campus wide programs and initiatives, (b) investments, financing (debt), and/or funding allocation models, (c) revenue-generation, or cost-reduction programs, and (d) organizational restructuring. Assess risks, tradeoffs, timing issues, and alternative strategies to thoroughly analyze the business case to maximize the opportunities for success. Develop presentations to clearly communicate findings and recommendations to both senior executive leadership and operational staff to gain organizational support and alignment towards objectives. Clearly articulate assumptions, sensitivities, and any limitations of the data or analysis to maximize credibility of the work product.
- Directs, initiates, designs and provides analytical studies, summary reports and background materials for campus-wide long range planning needs.
- Coordinates the budgetary and cost analysis information with the Campus Capital Planning Office in order to determine if assumptions are correct in the long range campus financial model.
- Coordinates the gathering of budgetary and resource requirements information in connection with the capital and long range planning. ANALYSIS - Perform analysis of capital projects. Analyzes, prepares, and summarizes presentations of historic performance, trend by sector, forecast to actuals, and comparisons by campus to highlight early indications about revenue and expense, asset utilization, and debt capacity trends intended for internal and external audiences throughout the UC Merced campus.
- Independently performs highly complex financial or resource research and studies for a campus-wide needs including the 2020 project and other major campus initiatives.
- Creates models that encompass campus strategic planning and modeling, analyzing and forecasting capital and long range pans budgets. Makes recommendations for maximizing financial or other resource outcomes.
- Bachelor's degree in Finance or a related field of study.
- 8+ years of experience in high-level financial analysis.
- Demonstrated ability to identify, analyze, and report on data that is complex in nature.
- Ability to communicate complex information to management in a clear and concise manner both written and verbal.
- Ability to successfully persuade, negotiate, justify, propose, and document a variety of management issues. Active listening skills and ability to communicate in a direct and persuasive manner within the highest levels of University administration. Ability to handle sensitive organizational issues with tact, diplomacy, and confidentiality.
- Professional demeanor, responsive, flexible, and able to work with a high degree of autonomy to contribute effectively to brainstorm, solve problems, develop processes, and help build a world-class FP&A role.
- Able to work collaboratively in a matrix environment while developing effective relationships and achieving results.
- Highly skilled in Microsoft Office and common desktop/web applications (Cognos or similar).
- Graduate degree in a related field (plus at least 6 years of related experience). Additional consideration may be made for experience with UC System or UC Merced-specific systems, policies, and processes.
- Experience in high-level Financial Analysis in a Higher Education environment.
Additional Salary Information: Commensurate with Experience and Education
UC Merced is the first new American research university built in the 21st century, with a mission of research, teaching and service. The campus opened Sept. 5, 2005, in the San Joaquin Valley. The university is about an hour north of Fresno, two hours south of Sacramento, two hours southeast of San Francisco and the Silicon Valley, and 90 minutes west of Yosemite National Park.