Financial Services Analyst

UCSF Health, AG; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

UCSF Health in San Francisco is seeking a Financial Services Analyst to support financial reporting, reconciliations and analyses within the Department of Obstetrics, Gynecology and Reproductive Sciences. The role requires strong budgeting understanding and UC policy knowledge, with the ability to collaborate across teams in a fast-paced academic medical center.

The ideal candidate will have a Bachelor's degree in business/finance and 3+ years of related experience, plus proficiency in

Qualifications

• Bachelor's degree in business administration, accounting, finance or related field.
• 3+ years in business administration, accounting, finance or financial reporting.
• Strong knowledge of financial processes, policies, and reporting systems.
• Proficient with spreadsheet and database software.
• Excellent written and verbal communication, detail-oriented, and able to multi-task.

Responsibilities

• Prepare and update monthly financial reports as directed by leadership.
• Review and verify general ledger transactions using the GLV tool monthly.
• Review general ledger activity for budget adherence.
• Resolve payroll suspense entries using UC Path or journal entries.
• Manage receivables and billings for Professional Service agreements.
• Prepare one-time payments and salary cost transfers using PCMA and UC Path.
• Act as equipment custodian for department capital assets.
• Deposit department checks and manage cash journals.
• Prepare journal entries to record cash transfers as needed.

Skills

Financial reporting

GL reconciliation

Budgeting

Forecasting

Analytical thinking

Attention to detail

Communication

Education

Bachelor's in business/finance/accounting

Tools

Spreadsheets

Databases

Job description

Job Summary

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.

Job Description

Job Summary

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.

Duties

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.

Department Summary

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 [phone] to initiate the interactive process.

Qualifications

Required

• 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

Preferred

• 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