Financial Services Analyst

UCSF•San Francisco, CA

3d•$95,000 - $115,000

About The Position

The Financial Services Analyst reports to the Assistant Director of Finance and performs financial reporting, reconciliations, financial analysis, and related financial projects. The role supports the Department of Obstetrics, Gynecology and Reproductive Sciences, an academic department engaged in clinical, research, and training activities across multiple campuses and satellite locations. The department has an annual operating budget of $149 million. The analyst prepares and updates financial reports; reviews and reconciles general ledger activity; processes journal entries, one-time payments, funding changes, payroll transfers, cash deposits, and cash journals; manages receivables and billings for professional service agreements; and maintains the department’s capital equipment inventory. The position also supports research-account portfolio management, budget projections and forecasts, sponsor correspondence, post-award administration, and resolution of financial, payroll, and posting discrepancies. The analyst provides guidance to less experienced team members and may undertake other projects as assigned. The ideal candidate understands budgeting and reporting principles, financial processes and policies, and UC guidelines. The role requires handling a high volume of information and requests, following through on multiple priorities, and working effectively in a fast-paced, changing team environment.

Requirements

Bachelor’s degree in a related area, such as business administration, accounting, or finance, and/or equivalent experience or training.
At least 3 years of work experience in business administration, accounting, finance, financial reporting, general ledger reconciliation, or a related area.
Thorough knowledge of financial processes, policies, and procedures.
Thorough knowledge of financial data management and reporting systems.
Strong proficiency with spreadsheet and database software.
Strong interpersonal, analytical, and service-orientation skills; active listening, critical thinking, attention to detail, multitasking, and organizational skills.
Effective verbal and written communication, sound judgment and decision-making, and ability to develop original ideas to solve problems.
Ability to function effectively as a team member and adapt to changing priorities while handling multiple tasks.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Thorough understanding of budgeting and reporting concepts and principles.

Nice To Haves

Ability to provide guidance, coaching, and mentoring to professional and support staff.
At least 5 years of financial reporting and general ledger reconciliation experience.

Responsibilities

Prepare and update monthly financial reports as directed by the Assistant Director of Finance.
Review, verify, and reconcile general ledger transactions and activity for accuracy, appropriateness, and adherence to budget.
Prepare and manage journal entries, including department-wide transfer entries and entries to record cash transfers.
Prepare one-time payments, faculty and staff funding changes, salary cost transfers, and payroll transactions.
Calculate and process moonlighting payments, clinical incentives, direct retros, weekend retrieval payments, and other financial transactions.
Resolve payroll suspense entries, investigate payroll errors and funding errors, and troubleshoot root causes of transaction errors.
Manage receivables, billings, collections, and professional service agreements, including following up with hospitals on outstanding payments.
Manage fund changes, accounts receivable, and inventory; serve as the department’s capital equipment custodian and maintain physical inventory records.
Manage and monitor assigned faculty research accounts and initiate or supervise accounting transactions to maintain account integrity.
Meet with principal investigators about portfolio management; analyze ledgers; prepare budget projections, forecasts, status reports, interim reports, and rebudgeting actions.
Research and resolve general ledger posting errors and data discrepancies, and provide concise recommendations.
Coordinate with the Foundation office to resolve gift-posting discrepancies and donor-related questions.
Work with department and shared-services HR, the Controller’s Office, the Dean’s Office, Research Management Services, and other campus units to resolve financial, payroll, and funding issues.
Coordinate post-award activities, including correspondence and carry-forward requests, subcontract initiation, invoice review, and communication with relevant parties.
Prepare business process procedures and account reconciliations, and provide analyses for budgetary, financial, and resource projects.
Provide guidance to less experienced team members on financial processing, including journal entries, cash deposits, one-time payments, recharges, gift accounting, and funding changes.
Notify the supervisor of resulting issues and undertake other projects as assigned.