FINANCIAL ANL 2 CX

Job Description

Please note: this is a temporary opportunity for approximately three months; potential for extension. This is a flexible position, which requires the incumbent to be onsite 3 days per week. Possible career opportunity! Includes optional medical benefits, holiday pay and sick leave accrual.

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, problem solving, operations management, and customer service. The Financial Analyst plays an integral role in the Division’s Finance and Administration team. The incumbent is responsible for assisting with financial analysis to suppport 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, and 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, payment process for human subjects, research and invoice project sponsors. The Financial Analyst will support the Central Administration of the Division, its units and research groups.

Responsibilities

Financial Analysis & Budget Support

• Gather, analyze, and summarize financial and resource data to support departmental planning and decision-making.
• Prepare and maintain operating and discretionary budgets for central Division administration.
• Analyze budget-to-actual variances, interpret findings, and recommend corrective actions or solutions.
• Prepare recurring and ad hoc financial reports, forecasts, projections, and analyses for department leadership and internal stakeholders.
• Track and analyze spending trends and compare actual financial performance against budgeted figures.
• Assist with data collection and reporting related to clinical, research, education, and affiliation agreement activities.
• Support financial analyses related to contracts and grants, gifts, endowments, salary budgets, staffing, recharge activities, and other funding sources.
  
  

Policy, Compliance & Internal Controls

• Research, interpret, and apply departmental, University, and agency policies and regulations.
• Monitor updates to policies and funding requirements and communicate changes to relevant stakeholders.
• Ensure appropriate internal controls are maintained and strengthened to safeguard University resources.
• Promote compliance with DOM, SOM, and UCSF financial policies and procedures to minimize financial risk.
  
  

Financial Operations & Transaction Processing

• Process, review, and approve financial transactions in accordance with University policies and procedures.
• Prepare financial journals and supporting documentation in PeopleSoft.
• Submit Funding Entry (FE) changes and Salary Cost Transfers (SCT) in UCPath.
• Support financial processing functions including accounts payable, accounts receivable, purchasing, recharge billing, travel and entertainment, gift accounting, cashiering, and collections.
• Review transactions to ensure accuracy, completeness, and timely processing.
  
  

Operational Support & Process Improvement

• Assist with researching, developing, and implementing new or revised business processes.
• Train staff and foster a collaborative and effective team environment.
• Receive detailed guidance for new assignments while managing routine responsibilities independently.
• Perform additional duties and special projects as assigned.
  
  

Qualifications

• Bachelor’s degree in a related field and one or more years of relevant experience; or an equivalent combination of education, training, and experience.
• Working knowledge of financial policies, practices, and systems.
• Ability to gather, organize, and analyze financial information to support basic financial analysis assignments.
• Strong verbal and written communication skills with the ability to present information clearly and concisely.
• Proficiency in spreadsheet and database software used for financial analysis, fiscal management, and reporting.
• Excellent interpersonal and customer service skills with the ability to work effectively at all organizational levels.
• Strong critical thinking skills and attention to detail.
• Demonstrated organizational skills with the ability to manage multiple priorities in a high-volume environment.
• Ability to adapt to changing priorities and business needs.
• Ability to work effectively both independently and as part of a team.
• Intermediate knowledge of internal control practices and their role in safeguarding University resources.