Position Information

Payroll Title: TRAINER 5

Job Code: 0333

Job Open Date: 10/26/2022

Application Review Begins: 11/10/2022

Department Code-Name: Finance and Resource Management (FARM)

Percentage of Time: 100%

Collective Bargaining Unit (CBU): 99 (PPSM)

Grade Type/Grade: GRADE 25

FLSA Exemption Status: Exempt

Work Location: UCSB Campus

Pay Rate/Range: The full compensation scale for this position ranges from $91,300-191,700/yr. The budgeted hourly range that the department reasonably expects to pay for this position is $106,360-160,000/yr.

Days/Hours: M-F 8-5

Benefits Eligibility: Full benefits

Department Marketing Statement

Finance and Resource Management is comprised of the offices of Audit & Advisory Services, Budget & Planning, Business & Financial Services, and Strategic Asset Management. Our offices are an intergal campus and community partner, providing value-added servcies and solutions to ensure responsible compliance and stewardship in support of the UCSB Mission and UC Statement of Ethical Values.

Benefits of Belonging

Brief Summary of Job Duties

Under the direction of the Audit Director, and in close relationship with the Associate Chancellor and Associate Vice Chancellor, utilizes wide-ranging experience and subject matter expertise to design, conduct, and oversee a campus wide financial training program. Evaluates training needs and determines the best approach for training delivery (i.e. eLearning, Instructor-led learning, on-the-job learning, etc). Works extensively with campus subject matter experts (SMEs), vendors, and project team members to deliver appropriate training. Determines training needs and develops and implements training programs, using effective technology and learning approaches. Applies change management theory into training, when appropriate. Provides consultation and training needs assessments to senior management and departments financial training initiatives and resulting change management needs. Designs and develops User Guides and Quick Reference Guides for financial systems such as OFC and Concur. Trainings are for administrators, graduate students, staff and Faculty. Leads and mentors other staff members, other location units and/or project team participants in training & development. Demonstrates ongoing responsibility for specific training programs and initiatives. Determines how training and other workplace learning and performance strategies can best be leveraged to achieve successful organizational outcomes. Applies knowledge to partner with clients to identify opportunities by evaluating and recommending solutions. Uses expertise and in-depth understanding of best practices to determine methods and procedures for new training assignments and initiatives. Training programs include required trainings and ad hoc training needs.

Required Qualifications

Bachelor's degree in a related area and / or equivalent experience / training.

Expertise in financial literacy training.

Supervisory experience managing both technical and functional staff.

Preferred Qualifications

7-9 years Experience in developing and implementing a organizational wide financial training program.

Special Conditions of Employment

• Satisfactory conviction history background check.

• UCSB is a Tobacco-Free environment.

Special Instructions

For full consideration, please include a resume and a cover letter as part of your application.

Job Functions/Percentage of Time/Duties

50% Training Design, & Development: Utilizing wide-ranging experience and subject matter expertise, designs, conducts, and oversees a campus wide financial training program. Trainings are for administrators, graduate students, staff and Faculty. Leads and mentors other staff members, other location units and/or project team participants in training & development. Demonstrates ongoing responsibility for specific training programs and initiatives. Determines how training and other workplace learning and performance strategies can best be leveraged to achieve successful organizational outcomes. Applies knowledge to partner with clients to identify opportunities by evaluating and recommending solutions. Uses expertise and in-depth understanding of best practices to determine methods and procedures for new training assignments and initiatives. As a Trainer 5, has significant impact and influence on organizational policy and program development. Regularly leads projects of critical importance to the organization; these projects carry substantial consequences of success or failure. Directs programs with organization-wide impact (or may have impact beyond the University) that include formulating strategies and administering policies, processes, and resources. Regularly guides senior leaders on training and development initiatives to support teaching and learning outcomes with systemwide impact. As recognized expert, may consult with leaders to provide strategic guidance on methods for delivery of course content. May lead team to conduct highly complex training studies and needs analyses to ensure effectiveness of current and new training initiatives. Provides direction and guidance to others across the organization, important external contacts, and members of organization management at all levels to resolve highly complex performance and /or training issues, where analysis of situations requires an in-depth evaluation and understanding of organization strategies and objectives. Develops and implements evaluation criteria for measuring desired results and impact, requiring in-depth understanding of issues and relevant factors for success. Uses expertise and in-depth understanding of best practices to determine methods and procedures for new training assignments and initiatives. Represents organization to external training community on matters of significance. Leads and mentors other staff members in training & development, other location units and / or project team.

50% Training Delivery & Evaluation: Delivers blended learning programs including classroom Instructor-led training, e-learning and videos to ensure that appropriate training methodologies are utilized. Facilitates End User Computing Support training classes for faculty/staff and the campus customer community. Creates all courses, course offerings, and system-generated announcements in the Learning Management System (LMS). Coordinates and tracks LMS registration and course completion by participants. Manages training communications in coordination with senior management and other key stakeholders. Practices continuous improvement in piloting, implementing and revising learning programs as necessary to meet changing UCSB needs. Utilizes adult learning theory approaches in classroom delivery. Determines ongoing training programs based on consultation with directors, analysis of campus needs, and changing priorities. Analyzes enrollment trends and enrollee evaluations to determine future training program design. Conducts ongoing evaluations of training effectiveness, recommends and implements program improvements that are integrated with the strategic goals and direction of financial literacy campuswide.

Pandemic Statement

The University of California is vigilantly monitoring and acting in accordance with all applicable public health directives related to COVID-19. As a condition of employment, you will be required to comply with the University of California SARS-CoV-2 (COVID-19) Vaccination Program Policy. All Covered Individuals under the policy must provide proof of Full Vaccination or, if applicable, submit a request for Exception (based on Medical Exemption, Disability, and/or Religious Objection) or Deferral (based on pregnancy) no later than the applicable deadline. New University of California employees must (a) provide proof of receiving at least one dose of a COVID-19 Vaccine no later than 14 calendar days after their first date of employment and provide proof of Full Vaccination no later than eight weeks after their first date of employment; or (b) if applicable, submit a request for Exception or Deferral no later than 14 calendar days after their first date of employment. (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:

• UC Santa Barbara COVID-19 Information: https://www.ucsb.edu/COVID-19-information
• UC SARS-CoV-2 (COVID -19) Vaccination Program Policy: https://policy.ucop.edu/doc/5000695/SARS-CoV-2_Covid-19

• Covered Individuals: A Covered Individual includes anyone designated as Personnel, Students, or Trainees 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 Opportunity/Affirmative Action Statement

The University of California is an Equal Opportunity/Affirmative Action Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable Accommodations

The University of California endeavors to make https://jobs.ucsb.edu accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at 805-893-4664 or email katherine.abad@hr.ucsb.edu. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Privacy Notification Statement

The State of California Information Practices Act of 1977 (effective July 1978) requires the University to provide the following information to individuals who are asked to supply information about themselves: Application: The principal purpose for requesting information on the Application is for applicant-tracking purposes and to collect applicant contact information. Affirmative Action and Equal Employment Opportunity Data Form: Information furnished on this form is requested by UCSB's Affirmative Action Office. The University of California, Santa Barbara is a Federal contractor and, therefore, must comply with Affirmative Action regulations issued pursuant to Executive Order 11246, Federal Revised Order No. 4, Section 503 of the Rehabilitation Act of 1973 and Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974. Furnishing the information on this form is voluntary. There is no penalty for not completing this form. The offices responsible for maintaining the information supplied on this form are the UCSB Human Resources Office and the Affirmative Action Office.

GENERAL DATA PROTECTION REGULATION (GDPR) STATEMENT FOR PERSONS IN THE EUROPEAN ECONOMIC AREA: As part of our commitment to protecting your privacy, the General Data Protection Regulation (GDPR) Privacy Statement ("Privacy Statement") is designed to provide you, as a person in the European Economic Area, with information regarding the types of personal information that the University of California’s Human Resources departments and offices collect about you. The Privacy Statement can be found at: https://ucnet.universityofcalifornia.edu/gdpr.html.nformation supplied on this form are the UCSB Human Resources Office and the Affirmative Action Office.

Notice of Availability of the UCSB Annual Security Report

The University is committed to providing a safe and secure campus environment for our students, faculty, staff, and visitors. In accordance with the "Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act" (Clery Act), UCSB publishes an Annual Security Report to provide information regarding campus safety and security policies, crime statistics, and resources to current and prospective students and employees. This report includes statistics for the previous three years concerning crimes reported to Campus Security Authorities (CSAs) that occurred on campus, in certain off-campus buildings or property, and on public property adjacent to and accessible from campus. The report also includes campus policies concerning crime prevention, crime reporting, alcohol and drug use, sexual and interpersonal violence, student discipline, and other matters. To access the Annual Security Report, visit www.police.ucsb.edu/asr. A copy of this report may also be requested by contacting the UCSB Police Department (call 805-893-3446 or visit 574 Public Safety Bldg., Santa Barbara, CA 93106 during business hours). To learn more about the Clery Act and CSA duties and reporting requirements, please visit www.police.ucsb.edu/clery-act.