Banking Card and Expense Management Analyst (FINANCIAL SVC ANL 2)

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Job ID

74045

Location

Davis

Full / Part Time

Full Time

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Job Summary

Under the general direction of the Banking Card and Expense Management Supervisor, provide independent leadership, analysis, and strategic planning for the Banking Card Services and Expense Management teams.

Banking Card Services is responsible for all aspects of managing, promoting, and controlling our virtual card (PaymentPlus), the procurement card (P-Card), the e-procurement ghost card, the travel T&E and CTS / PBP cards, and the campus gift card solutions.

The AggieTravel team is responsible for quality assurance approvals, end user training, and campus adoption of the Concur SAP application, which is used by all employees and guests to request and reconcile travel, entertainment, relocation, and professional expenses.

This role is responsible for coordinating with suppliers and payees to encourage adoption and proper usage of card programs.

Delivering training programs supporting the programs' tools and processes. Providing leadership to, and coordinating the activities of the Quality Assurance team, ensuring proper procedures for quality assurance, utilization of AggieExpense for out of pocket and card program reconciliation.

The position contributes to the continuing efforts to improve business processes in all areas of Card Programs and Expense Management.

Collaborate with campus departments, suppliers, senior management, faculty, and medical center staff.

Apply By Date

November 12, 2024 at 11 : 59pm

Qualifications

Minimum Qualifications

Demonstrated experience and working knowledge of general accounting principles as they relate to disbursement responsibilities (e.

g., appropriate fund uses, appropriate financial entries).

• 2+ years of Accounts Payable experience.
• Demonstrated skills to audit and approve disbursement financial transactions, expenditures, and receipts.
• Demonstrated ability to analyze and comprehend the functioning of a modern enterprise financial system, such as Kuali or Oracle.
• Demonstrated ability to establish and maintain effective, professional, cooperative working relationships.
• Interpersonal, customer service, and communication skills to interact and communicate to a wide range of audiences clearly, tactfully, and effectively in person, by telephone, and in writing.

Preferred Qualifications

• 5+ years of experience directly with Accounts Payable or Travel-related document processing.
• Experience with UC financial systems, such as Kuali, Concur, or Oracle.
• Experience developing and / or delivering classroom-based training.
• Knowledge of college and university accounting, fund accounting principles, audit techniques, internal control standards.
• Decision making skills to review financial information, define issues and develop strategies to resolve issues.
• Knowledge of UC policies and procedures, accounting manuals, Office of the President operating memos and guidance memos.

Key Responsibilities

• 45% - Expense Management Team Lead
• 40% - Virtual Card Support Program
• 10% - Travel Help Desk and Banking Card Program Support
• 5% - Other

Department Overview

Supply Chain Management is responsible for delivering value to the university through internal services and external supplier partnerships, ecommerce and payable solutions, and expertise in procurement, sourcing, distribution, and financial transactions.

Services lines include Strategic Sourcing, Procurement and Contracting Services, Distribution Services, Repro Graphics, and Business and Financial Services.

The department encompasses approximately 130 career staff with an annual operating budget of $23M.Business and Financial Services includes the Accounts Payable, Disbursement and Supplier Services, and Solutions and Financial Analysis.

These units are responsible for managing campus invoicing, disbursements, expense reporting, supplier onboarding, and the University's procurement, travel, and virtual credit card programs.

The teams are responsible for ensuring that payables, travel and entertainment expenses, and credit card transactions are accurate, complete, and in compliance with relevant local and system-wide policies and generally accepted accounting standards.

The unit also includes Solutions and Financial Analysis, responsible for internal financial reporting, account reconciliation, and implementation, support, and promotion of technology solutions core to the delivery of Supply Chain services on campus.

Solutions include the Oracle Purchasing and AP work streams, Concur expense reporting, Precision shipping, and multiple smaller applications and utilities.

POSITION INFORMATION

• Salary or Pay Range : $26.82 / hr. - $47.61 / hr. (Dept. budgeted range : $26.82 / hr. - $34.00 / hr. Commensurate with experience)
• Salary Frequency : Biweekly
• Salary Grade : Grade 19
• UC Job Title : FINANCIAL SVC ANL 2
• Number of Positions : 1
• Appointment Type : Staff : Career
• Percentage of Time : 100 %
• Shift Hours : Mon-Fri 8 am -5 pm
• Location : Davis, CA
• Union Representation : 99 - Non-Represented (PPSM)
• Benefits Eligible : Yes
• Hybrid / Remote / Onsite : This position is 100% on-site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals.

Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page .

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract.

Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC : https : / / ucnet.

universityofcalifornia.edu / labor / bargaining-units / index.html

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off / Vacation / Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short / long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here
• UC Davis cares about building a community, which is why we provide resources to enhance diversity, equity and inclusion as well as Employee Resource Groups (ERGs) to support our staff

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting / Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing / Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending / Stooping - Occasional Up to 3 Hours
• Squatting / Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use / repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving / reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer / Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

• Restricted vacation during peak periods, usually during fiscal close period, June - July.
• Work overtime to meet business needs.
• Maintain strict confidentiality of files and data to protect privacy and rights of individuals.
• Employee is personally responsible for following safety guidelines and procedures.
• Work with constant interruptions and distractions and constant traffic and noise from telephone conversations, visitors, staff, and general office environment.
• The Smoke and Tobacco Free Environment policy is intended to provide a healthier safer, and more productive work and learning environment for the entire UC Community.

The University of California prohibits smoking and tobacco use at all University owned or leased properties, or facilities operated by UC staff or faculty.

Smoking and tobacco use are strictly prohibited in indoor and outdoor spaces, parking lots, residential space, and University vehicles.

https : / / ucdasvispolicy.ellucid.com / documents / view / 271

Special Requirements

This is a critical position, as defined by UC policy and local procedures, and as such, employment is contingent upon successful completion of background check(s), including but not limited to criminal record history background check(s)

Diversity, Equity, Inclusion and Belonging

At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach.

We grow from every challenge we take on and we don't just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground.

The most comprehensive solutions come from the most diverse minds and you belong here. As you consider joining UC Davis, please explore our Principles of Community , our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected .

The University of California, Davis is an Equal Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

For the University of California's Affirmative Action Policy, please visit : https : / / policy.ucop.edu / doc / 4010393 / PPSM-20

For the University of California's Anti-Discrimination Policy, please visit : https : / / policy.ucop.edu / doc / 1001004 / Anti-Discrimination

Because we want you to be seen, our recruiting process at UC Davis fosters authenticity, diversity, and inclusion. Studies have shown that some people may not apply to jobs unless they meet every single qualification.

Each unique role at UC Davis has a set of requirements and you could be perfect for this role, or you could be perfect for the next role! Don't meet all the requirements?

We still encourage you to apply! #YouBelongHere