Job Description

Job Summary:

Uses professional concepts. Applies organizational policies and procedures to resolve various issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external.

The Division of HIV, Infectious Diseases and Global Medicine at Zuckerberg San Francisco General (ZSFG), a major teaching hospital of UCSF, is recruiting a Financial Analyst. We are seeking an outstanding professional with a record of excellence in financial analysis, purchasing policy compliance, problem solving, operations management, and customer service. The Financial Analyst plays an integral role in the Division's Finance and Administration team providing support to leadership, research groups, and faculty. The incumbent is responsible for assisting with financial analysis and reporting to support decision making. This position requires the ability to execute work accurately and independently and to function effectively under the stress of competing priorities. In addition, it is often the responsibility of the incumbent to apply certain knowledge and/or training to identify issues and solve problems.

The Financial Analyst 2 is also expected to demonstrate professionalism, diplomacy, exercise good judgement within defined procedures and practices, and apply organizational policies and procedures to resolve various issues. This person works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. The individual guides faculty and staff on policy compliant purchases, advises on reimbursements, process payments for human subjects, research and invoice project sponsors. The Financial Analyst will support the Central Administration of the Division, its units and research groups.

This is a flexible position, which requires the incumbent to be onsite 3+ days per week.

Responsibilities

of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

10
Yes
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations.

• Conducts research, interprets, clarifies, and applies relevant departmental, University, and agency policies and regulations. Stays up-to-date with policy and funding modifications and communicates these changes to relevant stakeholders. Gather information, prepare and summarize central administration operating budget.

25
Yes
Under general supervision, provides analytical support for simple to moderate budget, financial, or resource analysis projects.

Gathers and analyzes financial and / or resource data; prepares and summarizes information and / or recommendations.

Prepares basic financial and resource reports and / or analysis for internal department constituents. Examples include periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc.

• Gather information, prepare and summarize central Division operating and discretionary budgets.
• Assists with pulling data for various reports - clinical, research, education, affiliation agreement.
• Analyze budget versus actuals data, interpret variances and develop solutions as needed.
• Prepares reports, continuously track and analyze shifts in spending, and compare actual financial performance to budgeted figures.

10
Yes
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.

• This position is expected to understand, follow, and promote DOM/SOM/UCSF policies and procedures to minimize financial risk.
• Trains staff and contributes to effective teamwork environment.
• Conducts or assists with researching, developing and implementing new and changing business processes.

45
Yes
Applies financial concepts to process, review, and approve financial transactions.

• Prepare financial journals and supporting documentation in PeopleSoft.
• Submit Funding Entry (FE) changes and Salary Cost Transfers (SCT) in UCPath.
• Supports Division purchases by ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly.
• Reviews transactions to ensure completion of tasks above.

10

Receives more detailed instructions for new assignments.

• Other responsibilities, as assigned

100%
(To update total %, enter the amount of time in whole numbers (without the % symbol - e.g., 15, 20) then highlight the total sum (e.g., 1%) at the bottom of the column and press F9. The total sum should add up to 100%.)

Qualifications

Required Qualifications:

• Bachelor's degree in related area and one or more years of relevant experience and / or equivalent experience / training Working knowledge of finance policies, practices, and systems
• Ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments
• Demonstrated ability to effectively present information verbally and in writing clearly and concisely
• Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports
• Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail. Demonstrated ability using organizational skills to multi-task in a high-volume environment
• Ability to adapt to changing priorities
• Ability to function as a member of a team
• Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources

Salary Information

The final salary and offer components are subject to additional approvals based on UC policy.

Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.

To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html