Financial and Events Manager

Position Number: 40035452

Payroll Title: FINANCIAL SVC ANL 3 (004628)

Job Code: 004628

Job Open Date: 11/2/26

Application Review Begins: 11/16/26

Department Code (Name): PASC (PHELPS ADMIN SUPPORT CENTER)

Percentage of Time: 100

Union Code (Name): 99 - Non-Represented (PPSM)

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: Grade 21

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $80,000 to $85,000/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $73,800 to $131,200/year.

Work Location: Phelps Hall - 5206 B

Working Days and Hours: M-F, 8 AM - 5 PM

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Hybrid (Both UC & Non-UC locations)

Special Instructions:

For full consideration, please include a resume and cover letter with your application.

Department Marketing Statement:

The Phelps Administrative Support Center (PASC) at the University of California, Santa Barbara (UCSB) provides administrative services for faculty and students in the departments of French & Italian, Germanic & Slavic Studies, and Spanish & Portuguese, and the programs of Comparative Literature and Latin American & Iberian Studies. This position ensures that the mission and goals of each department are met with attention to detail and effectiveness. We value diversity in expertise, backgrounds, needs, and experiences, and aim to see diversity reflected among our residents and visitors.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under the direction of the Phelps Administrative Support Center (PASC) Director, the Financial Services and Events Manager is responsible for providing the full range of financial and events management functions and services for the Departments of French and Italian, Germanic and Slavic Studies, Spanish and Portuguese, Programs in Comparative Literature and Latin American and Iberian Studies, as well as several centers and labs. PASC financial team manages a budget with annual expenditures of over $12 million. The management team consists of a director and two managers. The Financial Services and Events Manager responsibilities include overseeing all accounts within PASC, ensuring monthly review and reconciliation of ledgers, providing timely financial reporting to the Director, and ensuring compliance with University, Federal, and State accounting policies and procedures on all transactions. Funds managed include a variety of state operating funds, gifts, endowments, fellowships, and grants. Adheres to best practices for event management, travel, entertainment, procurement, payroll, and accounts payable functions. The Financial Services and Events Manager supervises three support staff, and serves as back-up to those positions as needed.

Required Qualifications:

• 4-6 years of experience working with financial management, and fund accounting
• 4-6 years of experience managing the production of accurate and timely financial reports
• Leadership experience to provide guidance, coaching, and mentoring to professional and support staff
• Thorough knowledge of financial processes, policies, and procedures.
• Strong proficiency in spreadsheet and database software.

Preferred Qualifications:

• Bachelor's Degree in a related area and/or equivalent combination of experience/training.
• 1-3 years of experience supervising career staff
• 4-6 years of work experience in a higher education environment
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

• Broad knowledge of financial accounting, analysis, and reporting techniques; human resources and risk management, supervision, and payroll.

Special Conditions of Employment:

• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

"Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 35% Financial Management and Planning - Responsible for the management, implementation, monitoring, overall functioning, and evaluation of the accounting system for the Phelps Administrative Support Center. Knowledge of all applicable University, State, and Federal auditing requirements. Adheres to standardized financial policies, procedures, reference materials (including online/website), and guidelines, as they relate to overall financial support for the departments, center, and program goals and objectives. Ensures that deadlines and campus policies regarding financial and budget management are met. Responsible for management of departments' budgets, including academic, staff, and student payroll; operations; purchasing; equipment; inventory; insurance; Foundation and Regents gift accounts; and grant accounts. Initiates and monitors budgetary goals, savings plans, and temporary and permanent reductions. Develops financial plans, researches their feasibility, consequences, and steps for implementation, and develops alternatives for consideration. Reviews expenditures and makes modifications as necessary.
• 20% Events Management - On behalf of the Departments of French & Italian, Germanic & Slavic Studies, Spanish and Portuguese, and the Programs in Comparative Literature and Latin American & Iberian Studies, oversees the events coordination for all departments/programs. Develops and implements an events tracker form. Updates all faculty and students with processes and procedures for all aspects of events, including scheduling and reservations, honoraria, catering, and set-up and breakdown of events. Ensures the success of events from conception to completion and proper financial management of events.
• 20% Supervision - Oversees procedures and supervises PASC financial and event staff in all aspects of financial and event management for the departments. Establishes financial 'best practices' for implementation of policies, processes, and workflow. Duties include recruitment, hiring/termination, training and orientation, evaluation, disciplinary action, workload distribution and analysis, and professional development. Establishes priorities and deadlines for completion of tasks. Ensures compliance with University Personnel Policies, Fair Labor Standards Act, Collective Bargaining agreements, and other State & Federal Labor rules and regulations as appropriate.
• 20% Administrative Management, Analysis and Planning - Uses considerable judgment and tact in problem-solving and decision-making. Provides support to the PASC Director and Chairs in the development of financial planning and utilization of resources. Recommends actions and allocations or reallocation of financial resources. Interprets, implements, and ensures compliance with staff personnel policies and collective bargaining contracts. Ensures compliance with safety training requirements and standards, and other health and safety issues required by the campus. Demonstrates a thorough knowledge of University, state, and federal regulations, policies, guidelines, and procedures, interpreting as necessary. Handles confidential faculty and staff matters and ensures compliance with and the implementation of diversity guidelines and procedures. Advises and assists chairs/directors and faculty for conference planning and special projects such as External Reviews, requests for data/information, or campus audits. Consults regularly with the PASC Director, Student Services and Academic Personnel Manager, Chairs, and Directors. Actively participates in PASC management team initiatives to build staff morale, develop support services, streamline processes, and increase efficiencies. Collaborates with the management team on relocation, renovation, and identification of needs in administrative support functions. Provides "back-up" support in the absence of a staff member.
• 5% Equipment, Facilities and Other Projects - Assists with overseeing PASC's maintenance of equipment, supplies, classroom scheduling, security, and equipment inventory. Participates in discussions and planning for short- and long-range proposals for department/program and instructional computing needs, including faculty instructional and research needs, staff computer resources and graduate student instructional and research needs, and computing initiatives. Assists with monitoring equipment and the development of relevant policies and procedures. Participates in overall coordination of departmental/program website information uniformity, maintenance of various listservs and mailing lists, and identification of IUC and Collaborate-supported needs. Assists the PASC Director in the development and implementation of departmental emergency operations procedures, hazard communication, ADA compliance, safety training and standards, and resolution of other health and safety issues that are required by campus, system-wide, and governmental regulations of the Financial Services and Event Management unit of the PASC.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs.
As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Employment Opportunity:

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

Reasonable Accommodations:

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