The Financial Services Analyst uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
Reporting to the Department Finance Director, the Financial Services Analyst is a key member of the Obstetrics, Gynecology and Reproductive Sciences (Ob/Gyn & RS) Finance team and will be responsible for financial reporting, reconciliations, financial analysis in addition to providing key support to the Department Finance Director.
The specific duties that this position will be responsible for but not limited to are as follows:
Prepare and update monthly financial reports as directed by the department Finance Director including the academic allowance accounts for ~ 50 Principal Investigators (PIs)
Reconcile and manage the 1900 funds
Review and verify general ledger transactions using the GLV tool monthly to ensure entries are appropriate
Review general ledger activity for appropriateness and for adherence to budget
Resolve and clear payroll suspense entries each month using UC Path or journal entries
Manage the receivables and billings associated with our Professional Service agreements
Prepare One Time Payments for faculty and prepare funding changes and salary cost transfers using the PCMA and UC Path tools
Equipment custodian for department capital assets
Deposit department checks and manage cash journals
Prepare journal entries to record cash transfers as needed.
The ideal candidate will be able to process and analyze the vast amount of information that is available. He/she will need to continuously follow through on multiple requests and demonstrate experience with working in a fast paced ever changing team environment that is critical for the success in this role.
The Department of Obstetrics, Gynecology and Reproductive Sciences (Ob/Gyn & RS) is a major academic Department in the School of Medicine, engaged in clinical, research, and training activities at the Parnassus, Mt. Zion and San Francisco General Hospital (SFGH) campuses, as well as satellite locations throughout the San Francisco Bay Area, with an annual operating budget of $129 million. The Department has ranked No. 1 in research funding from the National Institutes of Health (NIH) for the fourth straight year. The Department has 86 full-time faculty, 136 other academic appointees, 18 post-doctoral fellows, 20 clinical fellows, 32 residents, 113 voluntary clinical faculty, and 310 staff.
The mission of the UCSF OBGYN&RS Department is to improve the lives and health of all women through excellence, innovation and leadership in Patient Care, Scientific Discovery, Education, and Advocacy.
Bachelor's degree in related area (e.g., business administration, accounting, finance) and/or equivalent experience/training
Minimum 5 years of financial reporting, general ledger reconciliation experience or combination of education and work experience
Thorough knowledge of financial data management and reporting systems
Thorough understanding of budgeting and reporting concepts and principles
Strong proficiency in the use of spreadsheet and database software
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems
Ability to function effectively as a member of a team
Ability to adapt to changing priorities and able to multi-task at any given moment
Leadership skills to provide guidance, coaching and mentoring to professional and support staff
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources
Thorough knowledge of financial processes, UC policies and procedures