Strategic Financial Services Analyst - Budget & Reporting

University of California - San Francisco; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

The University of California - San Francisco seeks a Financial Services Analyst reporting to the Assistant Director of Finance to perform financial reporting, reconciliations, and analysis within the Department of Obstetrics, Gynecology and Reproductive Sciences. The role supports budgeting, policy adherence, and process improvements in a fast-paced academic medical environment.

Responsibilities include monthly financial reporting, GL review and reconciliation, payroll suspense resolution,

Qualifications

• Bachelor's degree in related area (e.g., business administration, accounting, finance) and/or equivalent experience.
• 3+ years of work experience in financial reporting, general ledger reconciliation, or other related area.
• Thorough knowledge of financial processes, policies and procedures.
• Strong proficiency with spreadsheets and databases.
• Excellent verbal and written communication; ability to multi-task in a high-volume environment.
• Ability to function effectively as part of a team; adapt to changing priorities.
• Thorough knowledge of internal controls and budgeting concepts.
• Knowledge of UC policies and guidelines is a plus.

Responsibilities

• Prepare and update monthly financial reports as directed by the department Assistant Director of Finance.
• Review and verify general ledger transactions 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.
• Provide reports and analyses for varied and complex budgetary, financial and resource projects.

Skills

Financial analysis

General ledger

Budgeting and reporting

Spreadsheet proficiency

Data reconciliation

Communication skills

Education

Bachelor's degree in accounting/finance or related area

Tools

UC Path

GLV tool

PCMA

Job description

The University of California - San Francisco seeks a Financial Services Analyst reporting to the Assistant Director of Finance to perform financial reporting, reconciliations, and analysis within the Department of Obstetrics, Gynecology and Reproductive Sciences. The role supports budgeting, policy adherence, and process improvements in a fast-paced academic medical environment.

Responsibilities include monthly financial reporting, GL review and reconciliation, payroll suspense resolution,