Financial Operations Supervisor

University of California

• $95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related area or equivalent experience/training.
  • 5+ years in operational finance, procurement, or financial services.
  • 3+ years in a supervisory or managerial role in finance.
  • Advanced knowledge of financial transactions and compliance requirements.
  • Proficiency in advanced spreadsheet and database software.
  • Strong interpersonal and communication skills, with a service orientation.
  • Thorough understanding of internal control practices.

Responsibilities

  • Supervise and direct the work of Financial Services Analysts in operational finance support.
  • Assign tasks and establish performance expectations for staff.
  • Review staff work for accuracy and compliance with policies.
  • Provide technical guidance and resolve escalated issues for staff.
  • Track staff performance towards departmental objectives.
  • Manage recruitment and onboarding activities for the finance team.
  • Develop and monitor policies for financial data management.

Benefits

  • Professional development opportunities and mentorship.
  • Supportive work environment with a focus on team collaboration.
  • Access to advanced financial systems and tools.
  • Engagement with cross-functional teams across the organization.
Full Job Description
Responsible for supervising the department's operational finance and transactional support activities, including procurement operations, reimbursement processing, purchasing approvals, accounts payable workflows, ledger verification, operational reconciliations, fiscal close support, and financial systems administration. Provides leadership and direction to Financial Services Analysts supporting departmental operational activities across UCSF Health, ZSFG/Oakland, faculty projects, research administration, and central departmental operations. Exercises independent judgment in resolving operational finance issues, implementing internal controls, interpreting University policy, managing compliance risks, and overseeing high-volume financial transaction workflows. Acts as departmental subject matter expert for procurement policy, operational finance procedures, financial systems workflows, and internal controls. Responsibilities of time Essential Function (Yes/No Key Responsibilities (To be completed by Supervisor) 40% Yes Supervision & Staff Management: Supervises and directs the work of a section / department of professional financial services employees who are primarily involved in performing analytical functions, with responsibility for quantity and quality of work. 37Supervises professional Financial Services Analysts responsible for operational finance support functions. 37Assigns work, establishes performance expectations, and adjusts workload distribution based on staffing levels, operational priorities, and service needs. 37Reviews staff work products and operational transactions to ensure accuracy, quality, and compliance with established policies and procedures. 37Provides technical and supervisory guidance to staff, resolves escalated issues, and ensures responsive, high quality service to internal and external stakeholders. 37Tracks staff performance and work progress toward achieving short and long-term objectives established by departmental leadership. 37Proactively assesses staffing needs, workflow distribution, and operational service levels to ensure efficient operations and customer support. Performance Management and Staff Development 37Establishes performance expectations and evaluates and documents employee performance through regular feedback, one-on-one meetings, and formal performance evaluations. 37Coaches, mentors, and develops staff by identifying professional development opportunities and addressing performance gaps. 37Addresses employee performance and conduct issues and recommends appropriate correction or disciplinary actions in accordance with established policies and procedures. Recruitment and Personnel Management 37Manages recruitment, selection hiring, and onboarding activities to support staffing and operational needs. 37Provides recommendations regarding transfers, promotions, salary actions, and terminations. 37Assess current and anticipated staffing needs and provides input on staffing and budget requirements. 25% Yes Financial Operations & Transaction Oversight: Participates in the development and monitoring of policies and procedures for financial data management. 37Oversees procurement processing, reimbursements, purchasing approvals, payment requests, financial reconciliations, ledger verification, fiscal close activities, recharge administration, and operational transaction workflows. 37Oversees BearBuy procurement activities, MyExpense reimbursement workflows, journal approvals, meeting and entertainment approvals, and operational finance transaction processing. 37Ensures financial transactions are accurate, timely, compliant, and properly documented. 37Oversees operational quality control activities and transaction review processes to ensure adherence to University policy and internal controls. 37May supervise the maintenance of one or more accounting / financial systems. 20% Yes Internal Controls & Compliance Oversight: Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. 37Develops, implements, and maintains operational finance controls and compliance procedures to protect University resources. 37Oversees SAS-115 controls, ledger reconciliation schedules, operational audit readiness, compliance monitoring, and risk mitigation activities. 37Ensures adherence to procurement policy, reimbursement policy, financial stewardship practices, and operational finance procedures. 37Maintains operational documentation, reconciliation schedules, and audit support materials. 37Meets all government reporting and auditing requirements for related financial activities. 37Ensures the accuracy, control and reporting of financial data. 37Ensures adherence to cash and payment handling policies and procedures. 10% Yes Operational Process Improvement & Systems Administration 37Develops and implements workflow improvements, transaction standardization efforts, and financial systems procedures to improve efficiency, consistency, and customer service. 37m departmental subject matter expert for procurement systems, reimbursement systems, operational finance tools, and access administration processes. 37Oversees development of operational training resources, process documentation, and workflow redesign initiatives. 5% Yes Stakeholder Support & Operational Guidance 37Provides guidance and training to faculty, managers, analysts, and administrative staff regarding procurement requirements, reimbursement procedures, purchasing compliance, and operational finance policies. 37Leads cross-functional coordination with School of Medicine leadership, Supply Chain Management, Controller's Office, and UCSF operational partners regarding operational finance activities and compliance matters. 37Interacts with all levels of the unit and with peer level supervisors in other parts of the organization. 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 37Bachelor's degree in related area and / or equivalent experience / training. 37Minimum 5 years of progressively responsible operational finance, procurement, accounting operations, or financial services experience. 37Minimum 3 years of experience as a lead/supervisor/manager, managing operational finance or financial services staff. 37Advanced knowledge of financial transactions and financial systems, as well as related policy, accounting and regulatory compliance requirements. 37Proficiency in the advanced usage and functions of spreadsheet and database software. 37Strong interpersonal skills, service orientation, ability to multi-task effectively in a varied, high volume environment, judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills. 37Strong knowledge of human resources policies and procedures. 37Ability to manage changing priorities, and manage staff time and efforts accordingly. 37Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. 37Advanced spreadsheet, database, and systems proficiency. 37Demonstrated ability to develop operational process improvements and workflow efficiencies. Preferred Qualifications 37Advanced degree in related field. 37Experience in academic healthcare, higher education, or complex matrix organizations. 37Experience with UCSF financial systems including BearBuy, MyExpense, MyReports, PeopleSoft, and UCPath. 37Experience managing operational compliance programs and audit coordination activities. 37Experience in healthcare finance or academic medicine.

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