Job Requisition Number: 23599. The Controller's Office provides oversight of various University financial services including financial accounting and controls, accounts receivable, accounts payable, contracts and grants accounting, and payroll.
Our mission is to: ?Deliver efficient and effective financial services ?Support decision-making based on timely and accurate financial information ?Provide best practice financial guidance and consultation ?Promote accountability and the management of risks ?Be an advocate for sensible policies and practices
Under the direction of the Accounts Receivable and Cash-Handling Manager, the Financial Services Analyst 4 serves as a leader and subject matter expert in the central campus unit responsible for ensuring accurate and effective recording, billing, collection, resolution, and reporting for all debts owed to the campus. The FSA4 will act on behalf of the functional owner of two enterprise-wide, mission critical systems, 1) BFS:AR (PeopleSoft Billing and Accounts Receivable modules) for nonstudent receivables and 2) SIS PeopleSoft Campus Solutions Student Financials module for student receivables. The FSA4 is responsible for interpreting and applying strategies and policies and developing business processes related to receivables that have campus-wide impact and that directly affect the integrity of the data that is reflected on the campus?s financial statements. The FSA4 identifies and implements goals and objectives that increase efficiency and effectiveness with regards to receivables management by optimizing system processes in support of operational activities, providing guidance to campus departments in their efforts to expand revenue generating opportunities, and maintaining effective relationships with external partners (e.g., collection agencies, billing servicers, etc.). This position is responsible for ensuring the campus operates in compliance with various federal regulations (e.g., federal Perkins loan fund administration, tax credit reporting/1098-T, fair debt collection practices, etc.), accounting principles, and sound data management practices.
Receivables Management: Applies advanced financial services and accounting concepts to perform highly complex technical analyses. Advanced understanding of higher education practices and organizational policies and procedures to resolve highly complex or difficult assignments. Responsible for providing analyses for highly complex budgetary, financial and resource projects, often dealing directly with major department managers. Provides leadership, direction and expertise to decentralized campus departments, cross-functional project teams, and internal staff related to a wide variety of accounts receivable occurrences. Recognized as campus contact for billing student and non-student receivables and for providing systems and processes for efficient and effective methods for collecting and resolving debts owed to campus departments. Advises campus departments on policy and regulatory compliance of new and unusual activities. Addresses escalated, complex and exceptional receivables situations, especially those generated from system processes or data errors. Develops new and innovative solutions to meeting evolving business needs.
Financial Data Management: Initiates and designs detailed and summary reports using a wide variety of data resources to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of new services, procedures and/or policies. Ensures the accuracy, control and reporting of decentralized financial data. Participates in the analysis and design for new services or financial operational systems or processes that have critical campus-wide impact. Identifies need for system enhancements and recommends priority; establishes functional requirements and performs user acceptance testing. Provides training to customers and end-users. Advises senior management on processes and system functionality concerning multiple functional areas, departments, and/or customers. Acts as the primary contact with technical partners to coordinate financial system implementation and upgrades.
Team Leadership: May lead a team of financial services professional staff by monitoring performance of day-to-day tasks, determining priorities, and modeling performance standards. Coaches and trains staff and create effective teamwork environment. Provides back-up support for those who perform specialized tasks or activities. Serves as a project manager or subject matter expert on initiatives related to receivables management.
Compliance: Ensure the system and business processes for related financial activities meet all government reporting, policy/ regulatory compliance and internal control requirements. Ensures campus operations are performed within regulatory requirements, including IRS Form 1098-T issuance and financial aid disbursement. Interprets related policies and advises campus departments accordingly. Participates in audits of internal records and processes.?Extensive experience using an enterprise accounts receivable system in a large, complex organization. ?Advanced knowledge of financial or accounting concepts, policies and procedures, as well as related accounting and regulatory compliance requirements. ?Experience developing and implementing streamlined processes by leveraging technology. ?Experience with developing effective analytics, operational metrics and measurements for successful performance. ?Knowledge of campus and system-wide financial processes and procedures. ?Knowledge of industry best practices and new/emerging customer needs and technology solutions. ?Must have advanced skills using Microsoft Office and common desktop/web applications. ?Strong inter-personal skills and ability to work effectively across the organization at all levels. ?Sophisticated service orientation. ?Ability to multi-task effectively in a varied, high volume environment ?Sound judgment, reasoning, and decision-making ?Critical thinking, creative problem solving, and analytical skills. ?Effective verbal and written communication skills. ?Skills in project management, leadership, and team building. ?Bachelors degree in related area and/or equivalent experience/training
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.