OPEN POSITION
Budget Analyst, Donor Engagement (REMOTE/HYBRID)
Development - Donor Engagement
Development - Donor Engagement
Working Title : Budget Analyst, Donor Engagement (REMOTE/HYBRID)
Department : Development - Donor Engagement
Reports To : Budget Manager
Supervises :
Salary : Up to $75,000
Payroll Classification: Financial Services Analyst 2 CX ()
Req Nbr : 7112
Position Summary
If you want to advance your career in a role that directs a wide variety of financial and operational activities, we encourage you to join us as the Budget Analyst with UCLA’s Donor Engagement team within UCLA Development. This is a great opportunity to leverage your attention to detail, organizational and interpersonal skills and make an impact that supports the research, teaching, and public service mission of the UCLA Development. As one of the most respected institutions across the nation, UCLA conducts fundraising activities that span the entire campus and entail creativity, resourcefulness, diplomacy and impeccable credibility. The magnitude and impact of engagement is broad and deep and requires a highly collaborative and purposeful team of professionals to build and sustain an extremely effective development program. Your work will ensure our financial/budget operations and reporting are well managed with a high degree of accuracy and efficiency.
Primary Responsibilities
Under the guidance of the Budget Manager, UCLA Development, you will manage the purchase and payment of goods and services, as well as prepare travel requests and reimbursements. You will complete monthly reviews of the accounts for Donor Engagement, Professional Schools, Individual Giving, and the AVC to ensure proper payment of invoices and accurate reporting of transactions to the ledger. As you gain knowledge of business and finance operations, you will serve as an information resource for other staff in the department, keeping up-to-date on policies and procedures, especially travel, entertainment, and event policies, and will train administrative staff to ensure compliance. As our Budget Analyst, you will also be a strong liaison between Development and External Affairs Advancement Services’ Finance and Business Services team. The budget team within Development is committed to excellent customer service that creates positive relationships and experiences for our staff, faculty, alumni and donors. As a valued member of our team, you will receive the direction, inspiration and resources to excel in a collaborative, supportive environment.
Qualifications
Department : Development - Donor Engagement
Reports To : Budget Manager
Supervises :
Salary : Up to $75,000
Payroll Classification: Financial Services Analyst 2 CX ()
Req Nbr : 7112
Position Summary
If you want to advance your career in a role that directs a wide variety of financial and operational activities, we encourage you to join us as the Budget Analyst with UCLA’s Donor Engagement team within UCLA Development. This is a great opportunity to leverage your attention to detail, organizational and interpersonal skills and make an impact that supports the research, teaching, and public service mission of the UCLA Development. As one of the most respected institutions across the nation, UCLA conducts fundraising activities that span the entire campus and entail creativity, resourcefulness, diplomacy and impeccable credibility. The magnitude and impact of engagement is broad and deep and requires a highly collaborative and purposeful team of professionals to build and sustain an extremely effective development program. Your work will ensure our financial/budget operations and reporting are well managed with a high degree of accuracy and efficiency.
Primary Responsibilities
Under the guidance of the Budget Manager, UCLA Development, you will manage the purchase and payment of goods and services, as well as prepare travel requests and reimbursements. You will complete monthly reviews of the accounts for Donor Engagement, Professional Schools, Individual Giving, and the AVC to ensure proper payment of invoices and accurate reporting of transactions to the ledger. As you gain knowledge of business and finance operations, you will serve as an information resource for other staff in the department, keeping up-to-date on policies and procedures, especially travel, entertainment, and event policies, and will train administrative staff to ensure compliance. As our Budget Analyst, you will also be a strong liaison between Development and External Affairs Advancement Services’ Finance and Business Services team. The budget team within Development is committed to excellent customer service that creates positive relationships and experiences for our staff, faculty, alumni and donors. As a valued member of our team, you will receive the direction, inspiration and resources to excel in a collaborative, supportive environment.
Qualifications
1. Minimum of two years prior experience in a finance, budget and/or operations role in a fundraising or related environment such as sales, marketing and business development.
2. Experience with and working knowledge of financial data management and reporting systems is preferred.
3. Experience providing a high level of customer service and responding to inquiries in a prompt and efficient manner; ability to provide exceptional customer service to constituent inquiries and exercise sound judgment.
4. Experience in delivering consistently high standard, quality and accuracy of work with skill in reviewing, processing and maintaining detailed records for a high volume of financial and/or operational transactions.
5. Working knowledge and understanding of finance/accounting policies, procedures and concepts and their practical applications.
6. Knowledge and understanding of internal control practices and their impact on protecting university resources.
7. Highly detailed oriented with strong time and project management skills; ability to independently plan, organize and work on multiple projects simultaneously, readjust priorities as needed and follow established procedures to meet deadlines under minimal supervision.
8. Proficiency in using Microsoft Suite of applications including advanced formulas in Excel to maintain and create complex databases, tables and reports with demonstrated skill in manipulating large amounts of data; able to promptly and efficiently learn new University technologies.
9. Strong interpersonal skills to work well within a team; ability to establish and maintain collaborative working relationships with staff of all levels as well as a wide variety of external constituents.
10. Excellent verbal communication skills to effectively obtain and convey information with diplomacy, accuracy and tact.
11. Demonstrated follow-through with tasks and associated communication.
12. Demonstrated written communication skills to prepare, proofread and edit a variety of correspondence and reports.
13. Creative and resourceful with ability to analyze information, problems and situations, identify and develop solutions, resolve issues and implement change.
14. Good judgment with demonstrated ability to maintain files that contain sensitive and confidential information, both electronic and hardcopy.
15. Ability to quickly and thoroughly learn Development operations, purchasing policies and procedures and provide departmental expertise to staff.
16. Ability to work occasional evenings and/or weekends if needed.
17. Bachelor's degree in finance or related area preferred.
Employment is contingent upon the completion of a satisfactory background check.
The University of California 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.