Business Services Principal Professional/ Business and Finance Specialist

Job Summary:

The University of Colorado Anschutz is currently seeking applications for a Business and Finance Specialist for the Department of Surgery - Center for Surgical Innovation. The Business and Finance Specialist oversees the fiscal and operational responsibilities that ensure CSI's financial health and compliance with University of Colorado standards. This role manages customer revenue processes-including estimates, invoicing, payments, and cost analyses-while also leading departmental financial transactions, reconciliations, and reporting. As the primary procurement contact, the position coordinates vendor onboarding, purchasing activities, and compliance with procurement policies. In addition, the Specialist supports strategic and operational excellence by maintaining fiscal compliance through ongoing education and by researching and implementing best practices for bioskills lab operations. This position requires strong attention to detail, fiscal accountability, and the ability to partner effectively with leadership, vendors, and University offices.

Key Responsibilities:

Financial Transactions & Reconciliation (35%)

• Review and process internal department claim financial transactions with correct documentation for audit review

• Complete monthly reconciliation for all claim financial transactions

• Perform fiscal administrative duties, including bank deposits and bank reconciliations

• Complete expense reports and financial reporting and reconciliation

• Maintain fiscal responsibility through continuing education and Skillsoft courses to ensure compliance with CU policies and standards

• Using independent decision-making, responsible for the regular review of expenditures and providing regular updates and reporting to leadership on financial status ensuring compliance with policies and procedures of the university, department and federal and other funding sources.

• Serve as the primary expert on University and CU Medicine fiscal policies, processes, and best practices Plays a pivotal role in supporting the financial and administrative management with ensuring compliance with institutional, federal and sponsoring regulations while proving financial oversight and operational support to executive director.

• Develop and manage annual budget forecasts and salary distribution plans based on a comprehensive understanding of multiple project timelines, personnel and operational needs and the overall mission of the team.

• Liaise with various university departments and industry partners to ensure timely invoicing, fund transfers, reconciliations, and reporting.

• Based on a thorough understanding of future project scope, develop budgets and budget justifications.

Customer & Revenue Management (25%)

• Create and provide estimates for customers interested in CSI services

• Invoice all customers for lab services

• Ensure timely payments from customers

• Conduct annual cost analysis of CSI prices and work with the executive director on updates

• Provide monthly financial updates to the executive director

Procurement & Vendor Relations (25%)

• Serve as departmental procurement contact and liaison with Procurement Service Center

• Create purchase orders, requisitions, payment vouchers, SPOs, and SPO vouchers in CU Marketplace

• Initiate and process office procurement using CU Marketplace and CU Procurement Card

• Coordinate with new vendors and ensure all business information is valid

• Act as a resource to staff on purchasing activities and provide direct training as needed

• Serve as point of contact with suppliers, procurement, travel, and expense questions

Business Services (15%)

• Liaise with DOS HR on recruiting efforts for new CSI employees, including job description development, job posting, recruitment, and hiring

• Work alongside CSI Director to onboard new employees, and offboard exiting employees

• Assist the CSI Director with other HR-related responsibilities, including ticket submissions, responding to HR inquiries, and participating in team meetings as requested

• Provide project support by assisting the Manager with data collection, data entry, and other project-related tasks as assigned.

• Research and implement best practices in bioskills lab environments

• Assists with onboarding process for all new within CSI.

Work Location:

Hybrid - this role is eligible for a hybrid schedule of 1 days per week on campus and as needed for in-person meetings.

Why Join Us:

The Center for Surgical Innovation (CSI) at the University of Colorado is a multidisciplinary surgical training center dedicated to promoting educational courses and development of leading-edge surgical techniques and technologies.

CSI was created as a local, national, and international center of excellence in the evolving field of surgery. CSI is dedicated to teaching and disseminating leading edge surgical techniques to practicing surgeons, residents, and medical students. Our comprehensive multi-specialty/multi-disciplinary group of faculty span all surgical specialties available at the University of Colorado Hospital.

Why work for the University?

We have AMAZING benefits and offer exceptional amounts of holiday, vacation and sick leave! The University of Colorado offers an excellent benefits package including:

• Medical: Multiple plan options

• Dental: Multiple plan options

• Additional Insurance: Disability, Life, Vision

• Retirement 401(a) Plan: Employer contributes 10% of your gross pay

• Paid Time Off: Accruals over the year

• Vacation Days: 22/year (maximum accrual 352 hours)

• Sick Days: 15/year (unlimited maximum accrual)

• Holiday Days: 10/year

• Tuition Benefit: Employees have access to this benefit on all CU campuses

• ECO Pass: Reduced rate RTD Bus and light rail service

There are many additional perks & programs with the CU Advantage.

Qualifications:

Minimum Qualifications:

• A bachelor's degree in Bachelor's degree in business, business administration, finance, accounting, education, social or behavioral sciences, healthcare administration, higher education administration, public administration, pubic policy, communications, and information systems.

• 3-5 years of professional finance or business experience in a related lab or medical setting

• A combination of education and related technical/military/paraprofessional experience may be substituted for a bachelor's degree on a year for year basis.

Applicants must meet minimum qualifications at the time of hire.

Preferred Qualifications:

• 3 years' experience working in a healthcare or academic setting

• Experience with CU University systems (HCM, Marketplace)

• Experience with Smartsheet

Knowledge, Skills and Abilities:

• Intermediate to advanced skills in Excel including pivot tables, v-lookups, x-lookups, conditional formatting, and other advanced functions

• Skilled in using Excel plug-ins and keyboard shortcuts

• Familiarity with various business compliance needs (HIPAA, NIH)

• Ability to communicate effectively, both in writing and orally.

• Strong analytical and financial skills, including budgeting, forecasting, and financial analysis

• Must be able to work independently and be flexible

• Interpersonal skills with the ability to provide excellent customer service, while ensuring fiscal compliance and policy/rule adherence

• Ability to establish and maintain effective working relationships with employees at all levels throughout the institution.

• Demonstrated commitment and leadership ability to advance diversity and inclusion.

• Ability to maintain confidentiality.

• Advanced skills in Microsoft Office Suite, technically adept, software savvy.

How to Apply:

For full consideration, please submit the following document(s):

1. A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position

2. Curriculum vitae / Resume

3. Three to five professional references, including name, address, phone number (mobile number if appropriate), and email address

Questions should be directed to: Sarah Massena -sarah.massena@cuanschutz.edu

Screening of Applications Begins:

Immediately and continues until position is filled. For best consideration, apply by 12/17/25

Anticipated Pay Range:

The starting salary range (or hiring range) for this position has been established as HIRING RANGE at a .5 FTE $33,806-$43,001

The above salary range (or hiring range) represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. This position may be eligible for overtime compensation, depending on the level.

Your total compensation goes beyond the number on your paycheck. The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line.

Total Compensation Calculator

Equal Employment Opportunity Statement:

CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.

ADA Statement:

The University will provide reasonable accommodations to applicants with disabilities throughout the employment application process. To request an accommodation pursuant to the Americans with Disabilities Act, please contact the Human Resources ADA Coordinator at hr.adacoordinator@cuanschutz.edu.

Background Check Statement:

The University of Colorado Anschutz Medical Campus is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors. To assist in achieving that goal, we conduct background investigations for all prospective employees.

Vaccination Statement:

CU Anschutz strongly encourages vaccination against the COVID-19 virus and other vaccine preventable diseases. If you work, visit, or volunteer in healthcare facilities or clinics operated by our affiliated hospital or clinical partners or by CU Anschutz, you will be required to comply with the vaccination and medical surveillance policies of the facilities or clinics where you work, visit, or volunteer, respectively. In addition, if you work in certain research areas or perform certain safety sensitive job duties, you must enroll in the occupational health medical surveillance program.