FINANCIAL SVC ANL 3 CX

UCSF•San Francisco, CA

9d•$95,000 - $115,000

About The Position

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 Assistant Director of Finance, the Financial Services Analyst will be responsible for financial reporting, reconciliations, financial analysis and may work in collaboration with the Department Financial Services Analyst on financial projects as assigned. 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 Assistant Director of Finance. 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 have a thorough understanding of budgeting and reporting concepts and principles. He/She will be able to process and analyze the vast amount of information that is available. He/She must also understand UC policies and guidelines and serve as a subject matter expert should questions arise from the department’s leadership. 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 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, Mount Zion, and Zuckerberg San Francisco General Hospital campuses, the new Betty Irene Moore Women’s Hospital at Mission Bay, as well as satellite locations throughout the Bay Area, with an annual operating budget of $149 million. The Department has 100 full-time faculty, 117 other academic appointees, 13 post-doctoral fellows, 20 clinical fellows, 32 residents, 138 voluntary clinical faculty and 270 staff. The mission of the Department of Obstetrics, Gynecology & Reproductive Sciences is to improve the lives and health of all women through excellence, innovation and leadership in patient care, scientific discovery, education, advocacy, and diversity, equity and inclusion. We are committed to providing quality health care services; educating health care providers and investigators; and conducting research to advance knowledge in our field. Reasonable accommodation(s) to qualified individuals with disabilities are available as part of the application and interview processes. If you would like to request accommodations, please contact the recruiter or hiring manager. If workplace accommodations are needed after a job offer is made, please contact the supervisor and/or Disability Management Services (DMS) at (415) 476-2621 [tel:4154762621] to initiate the interactive process.

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 that include monthly Moonlighting calculations that have extreme variability with shift differential pay rates and volume, annual Clinical Incentives, time sensitive Direct Retro’s (payroll transfers), Weekend retrieval payments.
Manages department wide transfer Journal Entries (~100 per month), One Time Payments (~200 per month) along with standard routine journals,
Executes funding changes for Faculty and Staff. Review and verifies general ledger activities monthly to ensure entries are appropriate.
Reconciles general ledger activity for appropriateness and for adherence to budget.
Conducts and administers fund change management, accounts receivable and inventory management.
Applies financial services concepts (i.e. Accounting, Accounts Receivable, Collections).
Manages the professional services agreements that need to be reconciled and follows up with hospitals regarding outstanding payments with regards to collections oversight duties.
Manages Payroll (includes investigating payroll errors (shortages or overpayments) and serves as the main capital equipment custodian that involves 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 be able to provide 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.