Financial & Data Analyst - Saint Mary's College-California in Moraga California

Unfortunately, this job is expired as of 11/29/2013.

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Saint Mary's College-California

Moraga, California

United States

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Detailed Job Description

Founded in 1863, Saint Mary's is a residential campus nestled 20 miles east of San Francisco in the picturesque Moraga Valley. Based in the Catholic, Lasallian and Liberal Arts traditions, Saint Mary's currently enrolls more than 4,000 students from diverse backgrounds in undergraduate and graduate programs. The De La Salle Christian Brothers, the largest teaching order of the Roman Catholic Church, guide the spiritual and academic character of the College.

As a comprehensive and independent institution, Saint Mary’s offers undergraduate and graduate programs integrating liberal and professional education. Saint Mary’s reputation for excellence, innovation and responsiveness in education stems from its vibrant heritage as a Catholic, Lasallian and Liberal Arts institution. An outstanding, committed faculty and staff that value shared inquiry, integrative learning and student interaction bring these traditions to life in the 21st century. The College is committed to the educational benefits of diversity.


This half-time position provides a wide range of financial management, data analysis, and administrative support to the Academic Resources organization. Performs key analytical, coordination, planning, and monitoring tasks in support of the Library and Museum budgets. Assists senior managers in data management and performs data analysis and reporting on an ongoing and project basis. Provides administrative back up to the Administrative Assistant to the Dean.

1. Financial and Budget Analyst

a. Supports and advises dean and department managers in all aspects of budget matters, providing fiscal analysis for Library and Museum programs and administrative functions.

b. Assists in annual budget preparation, particularly in providing clear and accurate current and historical financial information which enables senior management to make informed long and short-term decisions. Prepares annual budget reports and forecasts future expenses and needs such as material cost/price increases and software inflation costs.

c. Monitors budgets against actual expenses. Initiates budget modifications and fiscal requests to ensure compliance with approved budget plans and allocations.

d. Prepares monthly budget reports for the dean and senior managers.

e. Maintains financial records for special projects, strategic initiatives, and complex purchases or service agreements, coordinating with other units depending on the source(s) of the funds involved. Alerts project manager to real or potential problems.

f. Serves as Academic Resources' primary liaison with the Budget Manager for the Academic Affairs/Provost's Office and with the Business and Purchasing Offices.

g. Advises Dean and senior managers on budget issues, clarification of College business rules and regulations and financial and procurement system issues.

2. Data Analysis:

a. Responsible for creating special reports requiring the collection, analysis and presentation of data for the Library's annual report or for specific needs or proposals.

b. Works with the Library and Museum senior management to assist them in collecting, analyzing and effectively communicating their data for periodic or occasional needs.

c. Coordinates data collection and submisssion to national, regional and local surveys (e.g., NCES, Affinity).

d. Provides advice and best practices on data management, analysis and presentation. 

3. Administrative Support

a. Provides back up support, as needed, to the Administrative Assistant to the Dean.

b.  In collaboration with the Administrative Assistant manages the Library's non-collections purchasing activity:

     1). Responsible for maintaining in-depth knowledge of procurement  policies and procedures and the variety of procurement methods and vehicles available and when each is appropriate to use. Ensures that staff follow all appropriate procurement requirements.

    2). Maintains an SMC Library credit card and appropriate records.

   3). Prepares purchase orders for supplies, equipment, etc., follows up on problems and resolves them. Processes invoices and deposits.

Experience and Qualifications:

Education Required: 

Bachelor's Degree in Business, Public Administration, Finance, Economics or related field. 

1.  Minimum two years performing financial analysis, budget management, and data analysis, preferably in an academic environment.

2. Preference will be given to candidates with experience managing a variety of fund types and multiple departments.

3. Demonstrated successful application of accounting and financial concepts, principles, and practices to manage budgets, expenditures and procurements.

4. Demonstrated successful experience using financial and statistical tools to manage, organize, and communicate data such as financial, workflow, useage, etc.

5. Demonstrated successful experience making decisions, interpreting program concepts or business principles as well as existing precedents, standards, policies and procedures. 

Skills and Abilities:

1.  Excellent organizational and problem-solving skills.

2.  Proven ability to independently establish priorities and execute moderately complex business, financial and administrative assignments.

3.  Excellent communication skills, both written and verbal, to effectively present detailed and complex information of significance in a clear and coherent manner.

4.  Demonstrated ability to successfully collaborate with diverse internal and external clients to set and communicate priorities, explain policies and procedures and juggle competing demands independently, ensuring deadlines are met and problems are solved.

5. Excellent computer and office equipment skills.

6. Ability to represent Academic Resources with courtesy and tact, maintaining a positive, results-oriented atmosphere.

7. Ability to collaborate efficiently and effectively in a job-sharing situation that requires the incumbent to perform administrative tasks as well as primary responsibilities.

Salary Information

Depends on Qualifications


  Please apply on-line at 1) Include a cover letter that specifically addresses how you meet the qualifications and are prepared to support the mission of the College2) A resume3) The name and contact information for three (3) professional references.  Candidates who become finalists will be expected to sign a consent authorizing a broader inquiry which may include reference checks, a motor vehicle check, and a third party background check.Saint Mary's is an equal employment opportunity employer. We support inclusive excellence and are committed to creating a safe and welcoming community for all.

Keyword Phrases

  • Financial & Data Analyst
  • Catholic, Lasallian, liberal arts college
  • De La Salle Christian Brothers
  • committed to the educational benefits of diversity
  • Business and Financial Management
Employment Type:Administrative Staff
Degree Required: Bachelors
Experience: See Job Description
Level of Job: Analyst / Staff
Salary: Not Specified
Type of School:4 - Year / Masters Institution
Application Requirements: CV/Resume
Cover Letter