Financial Analyst 3

Job Function Summary

Involves developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. May analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts.

Generic Scope

Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions.

Required Qualifications

• Minimum 3 years of related experience.
• Thorough knowledge of finance policies, practices, and systems.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Ability to independently gather required information to organize, and perform financial analysis assignments.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment.
• Ability to function as a member of a team.

Preferred Qualifications

• Minimum 3 years of experience in Health Care industry or Academic Institution.
• Ability to adapt to changing priorities.
• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.

EDUCATION

Required Education

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

Financial Planning, Budgeting, Research Administration, and Resource Management

Provides analytical and operational support for complex divisional financial, budget, research administration, and resource-management activities.

• Manage and analyze divisional budgets and discretionary funds, including funding trends, sources and uses, and current and projected resource needs.
• Partner with the Division Administrator, faculty, and research finance staff to develop annual budgets, operating forecasts, and financial plans for clinical, research, and administrative activities.
• Monitor financial performance, identify variances and funding issues, and develop projections and recommendations to support effective resource allocation and decision-making.
• Prepare monthly and ad hoc financial reports, including analyses of faculty and staff salaries, FTE, contracts and grants, gifts, endowments, discretionary funds, and other funding sources.
• Prepare, review, and process complex financial transactions, including journals, payroll transfers, funding changes, and general ledger corrections.
• Manage salary funding distributions and related updates in UCPath and reconcile payroll and financial activity.
• Develop proposal budgets and supporting financial documentation in accordance with sponsor and institutional requirements.
• Support post-award financial management, including forecasting funding needs, monitoring expenditures, and coordinating subaward/subcontract issuance and administration.
• Perform financial research and analysis to assess fund availability, restrictions, and appropriate use of resources.
• Develop and improve financial reports and analytical tools to support divisional planning and decision-making.
• Once the ledger closes, each month sends out a Budget Status Report for division medical center and fellowship philanthropic fund.
• Ensure financial activities comply with University, School of Medicine, departmental, and sponsor policies and requirements.

Financial Analysis, Reporting, and Reconciliation

Applies professional financial concepts and analytical methods to evaluate historical performance, current financial position, and future resource requirements.

• Perform in-depth analysis and verification of complex financial transactions and accounts.
• Prepare and review complex reconciliations, investigate discrepancies, and resolve issues associated with financial and payroll transactions.
• Analyze budget-to-actual performance, funding trends, salary commitments, FTE, and projected expenses.
• Develop financial forecasts and scenario analyses to support faculty and divisional leadership in planning and resource-allocation decisions.
• Design and run ad hoc financial reports and analyses in response to operational and leadership needs.
• Prepare charts, tables, dashboards, and other presentation materials that clearly communicate financial information to faculty, the Division Chief, and other stakeholders.

Business Process and Financial Transaction Support

• Review and approve complex financial transactions within delegated authority.
• Evaluate business processes and recommend improvements to financial and administrative workflows.
• Support system and procedure testing, implementation, documentation, security, and workflow improvements.
• Develop guidance and train staff on financial and administrative processes, as appropriate.
• Independently gather and analyze information needed to resolve complex financial and operational issues.

Human Resources, Payroll, Recruitment, and Personnel Administration

Provides divisional support for human resources, payroll, recruitment, onboarding, and personnel administration.

• Coordinate recruitment and onboarding activities for faculty, staff, trainees, MSPs, observers, and volunteers, as applicable.
• Serve as a divisional liaison with Human Resources and Payroll to resolve personnel, appointment, compensation, and payroll issues.
• Coordinate onboarding requirements, including credentialing, medical staff privileges, building and IT access, required training, and Oracle Journeys.
• Support MSP and staff recruitments and other appointment processes, including APM 430 activities as applicable.
• Review and approve MSP timesheets in HBS and process approved one-time physician payments.
• Assist faculty and divisional leadership with staff performance-management processes.
• Support compliance with applicable University personnel policies, procedures, and labor requirements.

Space, Asset, Contracting, and Administrative Operations

• Coordinate divisional space allocation and asset-custodial activities and complete required campus and School of Medicine reporting.
• Coordinate building and badge access for faculty, staff, and trainees.
• Support PSA workflow and administrative requirements, including coordination with central contracting offices on new agreements and renewals.
• Provide administrative coverage as needed to support continuity of divisional operations.

Special Projects

• Special projects.

Budgeted Job Salary Range: ucsf range