The Senior Financial Analyst applies in-depth knowledge of the practices, procedures and concepts of the budget process, financial performance, forecasting and benchmarking. Assists in creating a complete picture to his/her customer as it relates to financial performance. The Senior Financial Analysts works closely with other professionals to develop the annual operating and capital budget, reviews budget requests for accuracy and compliance with financial policies and procedures.
Involves the provision of financial data and analysis to inform the medical center or health system's operational, financial and strategic decision making. Includes the development of the annual operating and capital budget, comparing actual results and reporting variances from the budget or other plan. Prepares expense analysis and schedules facilitating the monitoring of actual spending. Evaluates schedules and data for completeness and accuracy. Ensures details comply with finance policies and procedures.
Oversees information from the managerial financial reporting system, the EPSi budget advisor system, and other applications to integrate overall financial performance at a cost center, division and other hierarchal levels. Provides for the measurement and benchmarking of business operations in relation to best business practices for the healthcare industry and internal business objectives. The Senior Financial Analyst gathers information and creates reports to monitor spending, analyzes data and works with department leaders to identify areas of fiscal improvement.
Develops and maintains key relationships with organizational functional areas to meet the organization’s needs for effective system wide financial ad hoc analyses.
Applies extensive knowledge of industry practices in health care decision support and advanced professional concepts to substantial projects, typically at high degrees of complexity.
- Five to seven years of experience in financial and budget systems, with knowledge of business statistics, quantitative methods, relational databases, operational scorecards, data modeling, and performance and profitability analysis
- Bachelor's degree in finance, accounting or a directly related field
- In-depth knowledge of issues and aspects of financial performance, planning, financial data management, budget development and benchmarking; proficiency in utilizing the tools to produce comprehensive, studies and actionable intelligence
- Advanced interpersonal skills, with the ability to lead projects and teams and collaborate productively on highly-complex projects with key personnel at all professional and technical levels
- Advanced written and verbal communications skills, with the ability to interpret and convey highly sophisticated technical and financial information in a clear, concise manner, and to make cogent presentations of analyses, reports, and investigation results
- Advanced problem-solving skills analytical ability, and in-depth knowledge of documentation and reporting, with the ability to run highly complex queries and studies, to collect and analyze financial and performance data, and to produce relevant, meaningful reports, analyses, and forecasts
- The flexibility to orient and work at all UCSF Medical Center locations
- Master’s degree in finance, accounting or directly related field
- In-depth ability to work with senior staff and managers across departments, serving as a technical leader and information resource in budget, financial planning, benchmarking and providing recommendations and advice on decision support processes, business and financial issues
- Advanced organizational and project management skills, and ability to lead a team, prioritize tasks, and see projects through from inception to completion on schedule
- Healthcare experience
Living Pride Standards
- Demonstrates service excellence by following the Everyday PRIDE Guide with the UCSF Medical Center standards and expectations for communication and behavior. These standards and expectations convey specific behavior associated with the Medical Center’s values: Professionalism, Respect, Integrity, Diversity and Excellence, and provide guidance on how we communicate with patients, visitors, faculty, staff, and students, virtually everyone, every day and with every encounter. These standards include, but are not limited to: personal appearance, acknowledging and greeting all patients and families, introductions using AIDET, managing up, service recovery, managing delays and expectations, phone standards, electronic communication, team work, cultural sensitivity and competency.
- Uses effective communication skills with patients and staff; demonstrates proper telephone techniques and etiquette; acts as an escort to any patient or family member needing directions; shows sensitivity to differences of culture; demonstrates a positive and supportive manner in which patients / families/ colleagues perceive interactions as positive and supportive. Exhibits team work skills to positively acknowledge and recognize other colleagues, and uses personal experiences to model and teach Living PRIDE standards.
- Exhibits tact and professionalism in difficult situations according to PRIDE Values and Practices
- Demonstrates an understanding of and adheres to privacy, confidentiality, and security policies and procedures related to Protected Health Information (PHI) or other sensitive and personal information.
- Demonstrates an understanding of and adheres to safety and infection control policies and procedures.
- Assumes accountability for improving quality metrics associated with department/unit and meeting organizational/departmental targets.