Overview
Senior Financial Analyst Jobs in San Francisco, CA at UCSF Health
Title: Senior Financial Analyst
Company: UCSF Health
Location: San Francisco, CA
Job Description
007710
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
Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy.
Custom Scope
Uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Contacts are both internal and external to the department at all levels.
Responsibilities
007710
% of timeEssential Function (Yes/No)Key Responsibilities (To be completed by Supervisor)
Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and / or outside constituents
Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process
Gathers, analyzes, prepares, and summarizes recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc
Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making re
Makes recommendations on maintaining and strengthening internal controls to protect University resources
Performs complex financial or resource research and studies for both internal department and external constituents
Examples include periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees
Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc
) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc
Reviews and approves advanced financial transactions
Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments
Develops and makes recommendations on internal policy / procedural changes that affect functional area
Trains staff and maintains an effective team environment
May lead a team of less experienced analysts
Serves as liaison with internal and external constituents
Qualifications
Required Qualifications
- Bachelor's degree in related area
- Minimum of 5 years of related experience
- Advanced knowledge of finance policies, practices, and systems
- Ability to identify, collect, and analyze information from multiple sources
- Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner
- In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports
- Advanced interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail
- In depth ability to use organizational skills to multi-task in a high volume environment
- Ability to adapt to changing priorities
- Ability to function as a member of a team
- Advanced knowledge and understanding of internal control practices and their impact on protecting University resources
