Financial and Operations Lead Analyst

California State University, Northridge•Northridge, CA

22h•Onsite

About The Position

Under general supervision, the Financial Analyst and Operations Lead independently performs financial monitoring, analysis, reconciliation, and forecasting for multiple funding sources, implements tracking tools, and ensures compliance with university policies. Develops and maintains processes for tracking salary increases, labor distributions, and funding allocations across bargaining units. Tracks and reconciles payroll postings for College personnel. Monitors and reconciles College state, trust, auxiliary, lottery, IRA, CQF, grant, and Foundation accounts and expenditures. Posts correcting entries and budget transfers as needed. Reviews departmental reconciliation activity and funding usage to ensure accuracy, compliance, and appropriate accounting treatment. Coordinates administrative and financial support activities related to grants, contracts, and externally funded programs as well as cohorted programs; serves as liaison with faculty, Graduate Studies, The University Corporation (TUC), Extended Learning, Foundation, and other administrative units. Provides training and consultative guidance to staff and faculty regarding budgeting, purchasing, travel, and financial procedures. Conducts financial and operational analysis for special projects, accreditation reporting, and strategic planning initiatives, including AACSB annual and five-year reports. Performs other duties as assigned.

Requirements

Graduation from an accredited four-year college or university in a job-related field.
Three (3) years of full-time, progressively responsible technical, analytical, or administrative experience.
Demonstrated knowledge of financial management principles, budgeting practices, fund accounting, and fiscal compliance within a complex organizational environment.
Ability to analyze, reconcile, and interpret financial data from multiple funding sources; identify discrepancies and recommend corrective actions; prepare detailed financial reports, forecasts, and budget projections; and ensure adherence to applicable policies, regulations, and funding restrictions.
Skill in utilizing enterprise financial systems, data warehouses, and advanced spreadsheet applications to support financial monitoring, reporting, and operational decision-making.
Strong analytical, organizational, and problem-solving skills with the ability to coordinate multiple financial and administrative processes simultaneously while maintaining a high degree of accuracy and attention to detail.
Ability to communicate complex financial information clearly to diverse audiences; provide consultative guidance on budgeting, purchasing, travel, and financial procedures; build collaborative relationships across departments; and develop efficient tracking, reconciliation, and reporting tools that enhance operational effectiveness and support strategic planning initiatives.
Working knowledge of personnel administration practices, payroll processes, labor cost distribution, and employment-related documentation in a higher education or similarly complex environment.
Ability to coordinate and review personnel transactions, analyze compensation and funding data, interpret policies and procedures, and ensure the accurate completion of employment-related forms and records.
Skill in maintaining confidentiality, exercising sound judgment, and supporting operational activities that require a high level of accuracy, discretion, and attention to detail.
Demonstrated ability to coordinate administrative and financial activities across multiple programs, funding sources, and stakeholder groups.
Skill in developing reports, conducting operational analyses, and formulating recommendations that support organizational planning and decision-making.
Ability to build effective working relationships with faculty, staff, administrators, and external partners; communicate policy and procedural information clearly; facilitate collaboration across functional areas; and represent departmental interests in meetings, committees, and campus-wide initiatives.
Applicants must be authorized to work for any employer in the United States.

Nice To Haves

A Master’s degree and/or professional certification in a related field is preferred.
Additional experience in job-related field may be substituted for up to two years of the required education, on a year for year basis.

Responsibilities

Performs financial monitoring, analysis, reconciliation, and forecasting for multiple funding sources.
Implements tracking tools and ensures compliance with university policies.
Develops and maintains processes for tracking salary increases, labor distributions, and funding allocations across bargaining units.
Tracks and reconciles payroll postings for College personnel.
Monitors and reconciles College state, trust, auxiliary, lottery, IRA, CQF, grant, and Foundation accounts and expenditures.
Posts correcting entries and budget transfers as needed.
Reviews departmental reconciliation activity and funding usage to ensure accuracy, compliance, and appropriate accounting treatment.
Coordinates administrative and financial support activities related to grants, contracts, and externally funded programs as well as cohorted programs.
Serves as liaison with faculty, Graduate Studies, The University Corporation (TUC), Extended Learning, Foundation, and other administrative units.
Provides training and consultative guidance to staff and faculty regarding budgeting, purchasing, travel, and financial procedures.
Conducts financial and operational analysis for special projects, accreditation reporting, and strategic planning initiatives, including AACSB annual and five-year reports.
Performs other duties as assigned.