Financial Associate (Public) jobs in Santa Cruz, CA

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Associate Director of Financial Aid
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Associate Director of Financial Aid


    Location:
    Santa Cruz
    Job ID: 44203

    JOB POSTING


    NOTIFICATIONS

    UC Vaccination Policy: With limited exceptions, 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.

    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. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

    The IRD for this job is: 11-07-2022

    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

    The UC Santa Cruz Financial Aid and Scholarship Office is dedicated to providing students and their families access to a broad range of aid programs to support their educational goals.

    More information can be found here: https://financialaid.ucsc.edu/index.html

    JOB SUMMARY

    Supervises Financial Aid Officers and formulates procedures for functional area to ensure accurate, efficient, and timely delivery of student aid that is in compliance with regulations and supports departmental objectives.

    Reporting to the Deputy Director, the Associate Director manages the application analysis, eligibility determination and aid awarding for all student financial assistance programs administered by the Financial Aid and Scholarship Office including scholarship, grant, loan, and work-study. The incumbent also oversees management of our counseling area, ensuring prompt and compassionate service to individuals who contact the office for assistance. The Associate Director is responsible for managing outreach efforts to students and families, requiring effective management of the web, publications, social media, and in-person presentations.

    The Associate Director is responsible for leading and supporting a professional, efficient, and service oriented operation that provides a full range of financial aid services to parents, students, and staff at UCSC. This position requires demonstrated excellent leadership, management, analytical, communication, interpersonal, and team building skills.

    APPOINTMENT INFORMATION

    Salary Information: Salary Range: $82,300 - $90,000 / Annually. Salary commensurate with skills, qualifications and experience.

    No. of Positions: 1

    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: This is a Career appointment

    Job End Date: None

    Work Location: UC Santa Cruz Main Campus

    Union Representation: Non-Represented

    Job Code Classification: 004531 (FINANCIAL AID SUPV 2)

    Travel: Never or Rarely

    JOB DUTIES

    25% -
    • Oversees and organizes operations of functional areas, including but not limited to federal and state programs, need analysis and packaging, and service and outreach.

    25% -
    • Monitors and evaluates employee performance, providing direction, training, and assistance to Financial Aid Officers on the most complex and sensitive issues and circumstances.

    10% -
    • Manages the Financial Aid Officers' workload and cyclical processes in support of campus enrollment goals and enrollment management timelines.

    10% -
    • Recommends development of IT systems and interfaces with external systems to effect efficient delivery and reporting of student aid for the functional area, ensuring the security of private information. Ensures staff adhere to internal control structures, maintains security of private information.

    10% -
    • Monitors program regulations, law changes, processing changes, and requirements. Incorporates these into office procedures and processes and adviser training programs. Ensures compliance of financial aid policies and programs with federal, state, University, agency and donor laws, regulation, policies and terms.

    5% -
    • Uses professional judgment to adjust and/or correct data to resolve inconsistencies and ensure equity in the determination of financial need.

    5% -
    • Maintains expertise in awarding and packaging aid, including analyzing application documents such as federal tax returns, asset statements and other financial information provided by students and parents to determine the accuracy of financial aid application data.

    5% -
    • Maintains knowledge of current applicable rules and standards of the Pacific-10 Conference, the NCAA, as well as other associations and agencies to which the organization and the University of California adheres, and at all times, avoid any and all violations.

    5% -
    • Recommends employees for promotion, corrective action, hiring, and separation of employees when appropriate.


    REQUIRED QUALIFICATIONS
    • Bachelor's degree in related area and / or equivalent experience / training.
    • Advanced knowledge of policies, regulations, and practices for awarding financial aid.
    • Organizational skills and ability to prioritize work for self and others to meet deadlines. Possesses strong project management skills.
    • Possesses strong written and verbal communication skills along with active listening, persuasion, and negotiation skills.
    • Possesses and uses strong customer service orientation skills.
    • Experience assessing processes and implement improvements.
    • Interpersonal skills in order to work collaboratively with others.
    • Social perceptiveness, the ability to sense verbal and nonverbal communication.
    • Proficiency with standard office software, internet, and email applications.
    • Experience interpreting complex policies and develop procedures to ensure compliance.
    • Advanced problem identification, critical thinking, and problem solving skills; judgment and decision-making ability.


    PREFERRED QUALIFICATIONS
    • Experience using complex databases. Working knowledge of common university-specific computer application programs.
    • Ability to define specifications for database programming.
    • Advanced knowledge of University policies, processes, and procedures, including those related to supervising employees.
    • Advanced knowledge of advising and counseling techniques.


    SPECIAL CONDITIONS OF EMPLOYMENT
    • Selected candidate will be required to pass a pre-employment criminal history background check.
    • 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 of hire.
    • Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.


    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.

    HOW TO APPLY

    Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.

    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=44203&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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  • 22 Days Ago

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Bilingual Sales Associate/Asociado de Venta Bilingue/North California/Santa Cruz
  • Barri Financial Group
  • Santa Cruz, CA FULL_TIME
  • OPENINGS IN: SANTA CRUZ AND HAYWARD, CA COMPANY INFORMATION & OUR PURPOSE: DolFinTech comes from the Merger of two great companies in the industry, Barri Financial Group and DolEx Financial Services. ...
  • 6 Days Ago

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Public Health Officer
  • United States Air Force
  • Watsonville, CA FULL_TIME
  • KEEPING OUR FORCES HEALTHYCaring for the health of our Airmen also means helping preclude illness before it can affect our community. Responsible for preventing and controlling the spread of disease, ...
  • 2 Days Ago

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Public Safety Dispatcher I
  • Santa Cruz Regional 9-1-1
  • Santa Cruz, CA FULL_TIME
  • JOB The salary range is based on the compensation structure outlined in the end of term schedule of the Memorandum of Understanding (MOU).Class Purpose: Under general supervision, Public Safety Dispat...
  • 9 Days Ago

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Lobby/Public Space Attendant
  • Chaminade Resort & Spa
  • Santa Cruz, CA FULL_TIME
  • About Us: At Pyramid Global Hospitality, people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that...
  • 1 Month Ago

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Financial Specialist
  • University of California Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • Financial Specialist Location: Santa Cruz Job ID: 41434 JOB POSTING NOTIFICATIONS UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the P...
  • 19 Days Ago

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0 Financial Associate (Public) jobs found in Santa Cruz, CA area

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Accounting/Finance Associate
  • Maxonic, Inc.
  • Stanford, CA
  • Maxonic maintains a close and long-term relationship with our direct client. In support of their needs, we are looking f...
  • 4/25/2024 12:00:00 AM

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • San Jose, CA
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/25/2024 12:00:00 AM

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Accounting/Finance Associate
  • Tekberry
  • Palo Alto, CA
  • Job Description Job Description Title: Accounting/Finance AssociatePay Rate: $30/hrJob Type: 3+ month contractShift(s): ...
  • 4/23/2024 12:00:00 AM

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Accounting/Finance Associate
  • Saicon Consultants Inc.
  • Palo Alto, CA
  • Accounting/Finance Associate Location:Palo Alto, CAPosted On: 04/17/2024Requirement Code: 67869Requirement Detail We are...
  • 4/23/2024 12:00:00 AM

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • San Jose, CA
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/23/2024 12:00:00 AM

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Executive Assistant • Finance
  • NextDeavor, Inc.
  • San Jose, CA
  • Description Executive Assistant •Finance 8+ Months W2 Contract San Jose, CA (Hybrid) Benefits You'll Love: NextDeavor of...
  • 4/22/2024 12:00:00 AM

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Associate, Finance, Strategy & Analysis, Partnerships
  • Netflix
  • Los Gatos, CA
  • Netflix is the world's leading streaming entertainment service with 260 million paid memberships in over 190 countries e...
  • 4/22/2024 12:00:00 AM

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Office Administrator
  • TechInsights
  • San Jose, CA
  • OUR STORY TechInsights is the information platform for the semiconductor industry. Regarded as the most trusted source o...
  • 4/22/2024 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 Financial Associate (Public) jobs
$94,137 to $123,133
Santa Cruz, California area prices
were up 2.5% from a year ago

Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020