Financial SVC Anl 3 Cx

University of California, San Francisco•San Francisco, CA

About The Position

This position reports to the Assistant Director of Finance and is responsible for financial reporting, reconciliations, and financial analysis. The Financial Services Analyst may collaborate with the Department Financial Services Analyst on assigned financial projects. Key duties include preparing and updating monthly financial reports, reviewing general ledger transactions for appropriateness and budget adherence, resolving payroll suspense entries, managing receivables and billings for Professional Service agreements, preparing One Time Payments and funding changes, acting as equipment custodian for capital assets, depositing department checks, managing cash journals, and preparing journal entries for cash transfers. The ideal candidate will have a strong understanding of budgeting and reporting, the ability to process and analyze large amounts of information, knowledge of UC policies and guidelines, and experience working in a fast-paced, team environment. The Department of Obstetrics, Gynecology and Reproductive Sciences (Ob/Gyn & RS) is a major academic department within the School of Medicine with a significant annual operating budget and a large faculty, academic, fellow, resident, and staff population. The department's mission is to improve women's health through excellence in patient care, scientific discovery, education, advocacy, and diversity, equity, and inclusion.

Requirements

Bachelor's degree in related area (e.g., business administration, accounting, finance) and / or equivalent experience / training.
3+ work experience in business administration, accounting, finance, financial reporting, general ledger reconciliation or other related area experience.
Thorough knowledge of financial processes, policies and procedures.
Thorough knowledge of financial data management and reporting systems.
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.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Thorough understanding of budgeting and reporting concepts and principles.
Effective verbal and written communication skills, sound judgement and decision making; ability to develop original ideas to solve problem.

Nice To Haves

Provide guidance, coaching and mentoring to professional and support staff.
Skills to provide guidance, coaching and mentoring to professional and support staff.
5+ years of financial reporting, general ledger reconciliation experience.

Responsibilities

Prepares complex financial data transactions including monthly Moonlighting calculations, annual Clinical Incentives, time-sensitive Direct Retro’s (payroll transfers), and Weekend retrieval payments.
Manages department-wide transfer Journal Entries (~100 per month), One Time Payments (~200 per month) along with standard routine journals, and executes funding changes for Faculty and Staff.
Reviews and verifies general ledger activities monthly to ensure entries are appropriate and reconciles general ledger activity for appropriateness and adherence to budget.
Conducts and administers fund change management, accounts receivable, and inventory management.
Applies financial services concepts (e.g., Accounting, Accounts Receivable, Collections).
Manages professional services agreements that need to be reconciled and follows up with hospitals regarding outstanding payments with regards to collections oversight duties.
Manages payroll, including investigating payroll errors (shortages or overpayments), and serves as the main capital equipment custodian, involving maintenance of the department-wide physical inventory equipment.
Resolves issues (correcting general ledger transactions), and prepares business process procedures and account reconciliations.
Prepares and updates monthly financial reports.
Responsible for providing reports and analyses for varied and complex budgetary, financial, and resource projects (IDC recovery, HR allocation, RMS allocation & Grand Rounds, Professional Service Agreements).
Manages and monitors finances of all research accounts of assigned faculty and initiates and/or supervises all necessary accounting transactions to maintain account integrity.
Meets regularly with PIs to ensure their active participation in portfolio management.
Analyzes ledgers; creates budget projections and forecasts; provides status reports to the chief, division administrator, and PIs on a regular basis; prepares interim budget reports; prepares re-budgeting actions and drafts sponsor correspondence.
Manages and resolves posting errors in the general ledger, conducts thorough research and investigation if there are data discrepancies and provides concise recommendations.
Researches and resolves funding and payroll errors, troubleshoots/problem solves the root cause of entry errors and manages relations among the impacted parties in a timely manner.
Works with the Foundation office to resolve discrepancies with posting of gifts or investigating the intern to the donor.
Works with department and Shared Services HR, Controllers office and Dean's Office to resolve and answer questions that may be beyond the scope of purview of the Financial Service Analyst positions such as complex payroll errors or funding changes.
Works closely with RMS to initiate necessary correspondence (NCE, carry forward requests) and to submit proposals.
Communicates with RMS the need to initiate subcontracts on prime awards managed.
Obtains and checks invoices from subcontractors and consultants; sends all relevant subcontract information to CGA.
Initiates and maintains ongoing, timely, and effective communication with all relevant parties throughout the entire post-award process (e.g., agencies, investigators, department administrators and AAs, Research Services Management, contracts and grants, other campus units, etc.).
Notifies supervisor of any resulting issues.
Provides guidance to less experienced team members on financial processing functions which may include but are not limited to journal entries, cash deposits, one time payments, recharges, gift accounting and funding changes.
Other projects as assigned.