Senior Budgeting & Forecasting Financial Analyst

UCSF Health, AG; San Francisco (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

UCSF Health, AG is seeking an experienced finance professional to develop, interpret, and implement financial concepts for planning, budgeting, and resource management across clinical and administrative functions.

The role focuses on preparing budgets and forecasts, analyzing variances, generating reports, and supporting post‑award financial management to help optimize division performance.

Qualifications

• Bachelor's degree in related area or equivalent experience/training.
• Minimum 3 years of related experience.
• Thorough knowledge of finance policies, practices, and systems.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
• Ability to independently gather required information to organize and perform financial analysis.
• Proven ability to present information clearly in writing and verbally.

Responsibilities

• Manage and analyze divisional budgets and discretionary funds, including funding trends and current/resource needs.
• Develop annual budgets, operating forecasts, and financial plans for clinical, research, and administrative activities.
• Monitor financial performance, identify variances, and develop projections and recommendations.
• Prepare monthly and ad hoc financial reports, including analyses of salaries, FTE, contracts and grants, gifts, endowments, and other funding sources.
• Prepare, review, and process complex financial transactions, including journals and payroll transfers.
• Develop proposal budgets and supporting financial documentation to sponsor requirements.
• Support post‑award financial management, including forecasting funding needs and coordinating subawards.

Skills

Financial analysis

Budget management

Financial reporting

Communication

Team collaboration

Education

Bachelor's degree

Job description

UCSF Health, AG is seeking an experienced finance professional to develop, interpret, and implement financial concepts for planning, budgeting, and resource management across clinical and administrative functions.

The role focuses on preparing budgets and forecasts, analyzing variances, generating reports, and supporting post‑award financial management to help optimize division performance.