Forecast Analyst jobs in Santa Cruz, CA

Forecast Analyst analyzes inventory levels, production speed, and product demand to determine the amount of finished product that will be produced. Determines the best metrics to use to provide the most accurate representation of the forecast. Being a Forecast Analyst works with other departments within the organization to determine optimal inventory levels. May require a bachelor's degree. Additionally, Forecast Analyst typically reports to a supervisor or manager. The Forecast Analyst occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Forecast Analyst typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)

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Financial Analyst
  • University of California Santa Cruz
  • Scotts, CA FULL_TIME
  • Financial Analyst


    Location:
    Scotts Valley
    Job ID: 54468

    JOB POSTING

    At this time, Business and Financial Analysis is reviewing in office, full remote, and hybrid work options. Based upon the department and selected candidate's needs an appropriate option will be made available. For fully remote or hybrid work options a telecommuting contract will be required to ensure compliance with ongoing service level agreements to our Campus clients.

    NOTIFICATIONS
    UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

    Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to policy.

    HOW TO APPLY

    For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our Talent Acquisition website.
    • How to Apply
    • Troubleshooting
    • Tips for Applicants
    • FAQ's

    INITIAL REVIEW DATE (IRD)

    UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process, view this link.

    The IRD for this job is: 06-26-2023

    ABOUT UC SANTA CRUZ

    UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.

    DEPARTMENT OVERVIEW

    Colleges, Housing, and Educational Services (CHES) is a multi-funded organization within the Division of Student Affairs and Success (DSAS) at the University of California (UC) Santa Cruz. CHES provides leadership in the areas of college student life and residential services, housing services, facilities, employee housing and capital planning, dining services, conference services, early education services, the Bay Tree Campus Store and business and financial analysis for these areas.

    Business and Financial Analysis (BaFA) provides general oversight of the Colleges, Housing and Educational Services' (CHES) budget, capital management and deployment and division debt and capital obligations. Specific responsibilities include budgeting and fiscal management, human resource management, management analysis, long-range planning and business-operations management. BaFA delivers timely and accurate business plans, financial reports and other financial, business services, and human resource documents and reports as requested. BaFA also provides oversight for development, review, and implementation of financial and human resource policies and procedures.

    More information can be found at: ches.ucsc.edu/

    JOB SUMMARY

    Under the general supervision of the Director, the Financial Analyst will provide support work related to a variety of fiscal operations within CHES, including financial analysis for the CHES budgets financial projections, monitoring expenditures, reviewing various financial transactions, establishing and administering financial policies and procedures, and reporting financial performance.

    APPOINTMENT INFORMATION

    Budgeted Salary: $82,300-$92,000 / annually. Salary commensurate with skills, qualifications and experience.
    Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.

    Benefits Level Eligibility: Full benefits

    Schedule Information:
    • Full-time, Fixed
    • Percentage of Time: 100%, 40 Hours per Week
    • Days of the Week: Mon-Fri
    • Shift Includes: Day

    Employee Classification: Career appointment

    Job End Date: None

    Work Location: Scotts Valley Campus; eligible for hybrid work

    Union Representation: Non-Represented

    Job Code Classification: 007709 (FINANCIAL ANL 3)

    Travel: Never or Rarely

    JOB DUTIES

    50% - Financial Planning/Analysis and Budget Development/Analysis
    • Coordinate and develop financial budgets and reports; integrate elements of salary and benefits costs, revenues, and inflation costs.
    • Applies professional concepts to perform moderate to complex financial analyses for CHES units, including budget and transaction queries for management decision making.
    • Provide complex analysis for the development of the annual budgets for the Residence Operations Committees.
    • Evaluate data in financial and budgetary projections, comparing projections to past spending patterns and current projections.
    • Independently develop and prepare regular and ad hoc financial reports for CHES departments. This process includes running reports, verifying, researching and problem
    • solving using campus financial systems, as appropriate.
    • Coordinate and develop official monthly, quarterly, annual and ad-hoc reports for CHES.
    • Monitor and report on the rate of expenditures of funds, notify management of trends toward over or under obligation of funds. Analyze data, develop solutions and present
    • findings.
    • Provide recommendations and financial reports to senior mangers and supervisors to support sound financial decision making.
    • Interact with staff and managers in Colleges, Housing and Educational Services (CHES), UCSC Financial Affairs, UCSC Budget Analysis and Planning, and a variety of UCSC recharge and service units.

    20% - Financial Transactions and Reporting
    • Review and approve Purchase Orders and expense payments, including travel, reimbursements and direct payments to vendors. Review for accuracy, appropriately assigning and reconciling accounts and appropriate approvals. Monitor payments, assuring timely receipt and accuracy. Research and resolve any problems/issues.
    • Review entertainment requests and forward for appropriate approvals. Serve as Event Order Approver (EOA).
    • Review specific budget categories under budgetary review within BaFA.
    • Reviews and reconciles all administrative and agency account ledgers.
    • Prepare, process and authorize budget and expense transfers as needed.
    • Produces monthly reports on account activities. Reconciles and provides monthly budget reports to management. Produces various reports of Room and Board income and expense.
    • Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
    • Manages and completes fiscal closing for unit ensuring that accounts are balanced and cleared.
    • Respond to financial transaction inquires from units. Perform moderate to complex investigations within financial, budget and payroll systems in order to explain, clarify and/or correct financial transaction items in question. Work with appropriate campus office to reconcile errors.
    • Prepare budget presentations for a variety of audiences.
    • Support various closing processes and activities.
    • Provide financial information in a prefriendlymely and user-friendly manner.

    20% - Policy, Procedure and Process Interpretation/Development and Training
    • Advise CHES staff and management regarding complex or detailed accounting, purchasing, travel, and entertainment policies and procedures, answer questions,
    • resolve problems and perform research as needed.
    • Provide policy analysis, advice, and provide consultation on all matters relating to budget and financial planning. Identify best practices and propose improvements, standards and changes in all areas of business and finance to ensure that good financial practices are maintained.
    • Provide guidance in reading and interpreting financial reports, such as lnfoView, to managers, along with reconciliation practices, and identifying errors in data entry and fund usage
    • Advise individual managers on application of policy or procedure to individual unit- specific situations.
    • Attend training sessions as needed to remain knowledgeable of current policies, procedures and use of UC Systems.
    • Develop and implement trainings to other staff on policies and procedures.
    • Complete policy and procedure documentation for financial and unit activities
    • Engage in teamwork and coordination with staff in financial and payroll operations and with other CHES staff.
    • Report on analysis and make recommendations to the Director.

    10% - Administrative, Event Support, Special Projects and other duties as assigned
    • Maintains all files and records according to university policy and audit guidelines. Implements financial, purchasing and fiscal control procedures.
    • Ensures compliance with all financial controls and adherence to university policy and internal audit guidelines.
    • As requested, participate in work group and/or campus committees, workgroups, and planning groups. Provide miscellaneous administrative support to the BaFA team.
    • Conduct ad hoc research and analysis and complete special projects as assigned.

    REQUIRED QUALIFICATIONS
    • Experienced with thorough knowledge of financial accounting principles, policies, practices, and systems.
    • Proven ability to apply knowledge, analyze and interpret complex policies and regulations.
    • Proven ability to independently gather reasonably retrievable information to organize, and perform basic financial analysis assignments
    • Proven numerical, analytical and problem solving skills with strong attention to detail.
    • Proven experience in budget management and financial analysis.
    • Experienced computer skills including experience with Microsoft Word, Excel, PowerPoint, Adobe, email, on-line calendaring and web based applications and systems.
    • Proven ability using spreadsheet and database software for moderate financial analysis, fiscal management, budget projections and financial reports.
    • Proven ability to independently research Information and effectively produce clear, concise correspondence and reports.
    • Proven interpersonal skllls at all levels within the unit; excellent service orientation and critical thinking skills;
    • Proven ability to perform accurately and efficiently in a fast paced and high pressure environment.
    • Proven ability to exercise good judgement and discretion, especially with regards to sensitive or confidential personnel, financial or organizational matters.
    • Proven ability to function as a member of a team, skills to coordinate, cooperate and plan with committees, other units and colleagues.

    PREFERRED QUALIFICATIONS
    • Experienced knowledge and understanding of Internal control practices and their impact on protecting University resources.
    • Knowledae of UCSC Financial Information Svstem. lnfoview and CruzBuy.

    SPECIAL CONDITIONS OF EMPLOYMENT
    • Selected candidate will be required to pass a pre-employment criminal history background check.
    • Some travel between the main campus and other off campus workplaces may be required.
    • The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date.

    SAFETY STATEMENT

    All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

    EEO/AA

    The University of California is an Equal Employment 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. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.


    APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
    View full job description and access on-line application:
    https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=54468&PostingSeq=1

    To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

    The University of California 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. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

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  • 24 Days Ago

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Business Analyst
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Business Analyst Location: Santa Cruz Job ID: 47454 JOB POSTING NOTIFICATIONS This position is fully remote. UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Cove...
  • Just Posted

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Proposal Analyst
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Proposal Analyst Location: Santa Cruz Job ID: 54552 JOB POSTING The University of California has implemented a Vaccination Policy covering all employees. Employees, including new hires, are required t...
  • 1 Day Ago

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Contracts Analyst
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING HOW TO APPLYFor full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are ex...
  • 6 Days Ago

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Assessment Analyst
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Assessment Analyst Location: Santa Cruz Job ID: 42925 JOB POSTING NOTIFICATIONS UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Pol...
  • 10 Days Ago

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Business Analyst
  • V2 Innovations Inc
  • Watsonville, CA FULL_TIME
  • Job DetailsMinimum Qualifications: Clearly express requirements in a straightforward manner. Chat with stakeholders to gather what they need. Document current processes as they are. Create rough sketc...
  • 12 Days Ago

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0 Forecast Analyst jobs found in Santa Cruz, CA area

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Senior Research Analyst
  • Cushman & Wakefield
  • San Jose, CA
  • Job Title Senior Research Analyst Job Description Summary The Senior Analyst reports to the Research Manager. The Senior...
  • 3/29/2024 12:00:00 AM

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Senior Financial Analyst, Planning and Budgeting - Global Operations Finance
  • Western Digital
  • San Jose, CA
  • Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology t...
  • 3/29/2024 12:00:00 AM

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Expression of Interest: Business Analyst
  • Fingerprint For Success
  • San Jose, CA
  • We are inviting professionals in high-growth industries who are thinking about their next move or looking for a new oppo...
  • 3/29/2024 12:00:00 AM

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FP&A Analyst II - Commercial
  • Visby Medical
  • San Jose, CA
  • About Visby Visby Medical is an ambitious, well-funded late-stage biotech startup. Driven by a belief that infectious di...
  • 3/29/2024 12:00:00 AM

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Sr. IT Business Financial Analyst
  • Western Digital
  • San Jose, CA
  • Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology t...
  • 3/29/2024 12:00:00 AM

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Payroll Operations Analyst
  • TCWGlobal
  • Palo Alto, CA
  • Job Description Job Description Payroll Operations Analyst Palo Alto, CA Full- time M-F (Onsite 3 days a week) Benefits:...
  • 3/27/2024 12:00:00 AM

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Senior Operations Finance Analyst
  • Apple
  • Cupertino, CA
  • Senior Operations Finance Analyst Santa Clara Valley (Cupertino),California,United States Corporate Functions Imagine wh...
  • 3/27/2024 12:00:00 AM

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Equity Research Analyst
  • Greenfield Global
  • Palo Alto, CA
  • Job Title: Equity Research Analyst Department: Finance Reporting to: Chief Financial Officer Location: Palo Alto, CA Gre...
  • 3/25/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Forecast Analyst jobs
$78,681 to $103,488
Santa Cruz, California area prices
were up 2.5% from a year ago

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