Financial Planning Analyst

The Financial Planning and Analysis Analyst is primarily responsible for managing the Department of Anesthesia Faculty Compensation Plan within the Clinical Operations team. Key responsibilities may include independently conducting and interpreting complex financial assessments and modeling, leading internal audit processes, and developing reports and/or dashboards on key operational metrics to support decision-making by senior leadership. This individual will implement systems to be consistent with policy and external requirements.

Leads calculations and reporting for faculty incentive payments and identifies opportunities for workflow optimization and/or automation when feasible.

Advises on the feasibility of requested updates to the compensation plan by modeling various scenarios and forecasting their impact. Evaluates the viability of proposed changes and assesses program-specific factors to arrive at a final recommendation for the Department Leadership and Faculty Compensation Committee. Develops, audits, and presents performance reports to review utilization and workload associated with all clinical shifts.

Leads internal audit process and evaluates on an ongoing basis, the frequency and depth of audits necessary based on the level of risk to the department. Identifies notable themes and trends and develops mitigation strategies as appropriate.

Partners with the Clinical Operations Scheduling Specialist/s to ensure operational readiness for expansion efforts, including the integration of new sites where Anesthesia faculty will provide clinical coverage.

Leads the development of Tableau or other dashboards to enable effective data visualization and reporting for the department.

Informs strategic financial planning by analyzing and presenting complex financial, productivity, and benchmark data, and provides recommendations when there are opportunities for improvement.

%

of time

Essential Function (Yes/No )

Key Responsibilities

(To be completed by Supervisor)

50%

Yes

Clinical Compensation Plan

Applies advanced financial services and accounting concepts to perform highly complex technical analyses.

Management of the Anesthesia Clinical Compensation Plan, with activities including but not limited to:

Clinical Incentive Compensation Payments: The position will process the faculty clinical incentive compensation payments.

• Reconciliation of clinical billing data relative to clinical schedule assignments.
• Audit compensation calculations to ensure payment accuracy in the department's accounting system (Filemaker). This requires reviewing pay structures to determine whether the clinical activity is appropriately compensated for various services as well as ensuring an individual is not compensated for multiple services.
• Prepare and periodically monthly clinical summaries report that ultimately determines the clinical incentive compensation payment for each faculty member.
• Prepare and process payments for the nearly 300 department faculty.

Other Physician Payments and Reporting

• Generates, distributes, and analyzes monthly reports related, but not limited to faculty days over scheduled, and quarterly incentive payment credit summaries.

• Advises on the feasibility of requested updates to the compensation plan by modeling various scenarios and forecasting their impact. Evaluates viability of proposed changes and assesses program specific factors to arrive at a final recommendation for the Department Leadership and Faculty Compensation Committee.

• May coordinate financial system implementations and upgrades, as appropriate.

10%

Yes

Initiates and designs summary reports and background materials regarding a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of new services, procedures and / or policies.

10%

Yes

Participates in the analysis and design for new services or financial operational systems or processes that have critical organization-wide impact.

10%

Yes

Conducts audits of internal records and processes. Makes recommendations on maintaining and strengthening internal controls to protect University resources. Interprets related policies and advises departments accordingly.

10%

Yes

May back up those who perform specialized tasks or activities. Trains staff and creates effective teamwork environment.

10%

Yes

May serve as a project manager or subject matter expert.

100%

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Required Qualifications:

• Minimum 5 years of related experience.
• Bachelor's degree in finance, business, or related field and/or equivalent experience/training.
• Advanced knowledge of financial or accounting concepts, policies and procedures, as well as related accounting and regulatory compliance requirements.
• Advanced knowledge of organization and systemwide financial processes and procedures.
• Advanced skills in the use of spreadsheet and database software.
• May require analytical skills sufficient to develop and implement financial data management and reporting systems.
• May require skills in project management, leadership, and process re-design.
• Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
• Advanced leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Skills include service orientation, ability to multi-task effectively in a varied, high volume environment; uses sound judgment and decision making, critical thinking, creative problem solving, and effective verbal and written communication skills.

Preferred Qualifications:

• Strong interpersonal skills and ability to work effectively across the organization at all levels.
• Two to three (2-3) years of experience with project management in a complex healthcare environment.
• Two (2) years of experience in a leadership role; direct reports not required.
• Experience with Tableau or other data visualization platforms.
• Experience working in an Academic Medical Center or School of Medicine Department.
• Experience with QGenda scheduling and reporting functions.
• Experience with Epic Electronic Health Record.
• Master's degree in a related field.
• Lean/performance improvement certification.
• Project Management certification.

About UCSF

The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world's leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.

Pride Values

UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence - also known as our PRIDE values.

In addition to our PRIDE values, UCSF is committed to equity - both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here.

Join us to find a rewarding career contributing to improving healthcare worldwide.

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Salary Information

The final salary and offer components are subject to additional approvals based on UC policy.

Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.

To learn more about the benefits of working at UCSF, including total compensation, please visit:

Required Qualifications:

• Minimum 5 years of related experience.
• Bachelor's degree in finance, business, or related field and/or equivalent experience/training.
• Advanced knowledge of financial or accounting concepts, policies and procedures, as well as related accounting and regulatory compliance requirements.
• Advanced knowledge of organization and systemwide financial processes and procedures.
• Advanced skills in the use of spreadsheet and database software.
• May require analytical skills sufficient to develop and implement financial data management and reporting systems.
• May require skills in project management, leadership, and process re-design.
• Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
• Advanced leadership skills to provide guidance, coaching and mentoring to professional and support staff.

• Skills include service orientation, ability to multi-task effectively in a varied, high volume environment; uses sound judgment and decision making, critical thinking, creative problem solving, and effective verbal and written communication skills.

Preferred Qualifications:

• Strong interpersonal skills and ability to work effectively across the organization at all levels.
• Two to three (2-3) years of experience with project management in a complex healthcare environment.
• Two (2) years of experience in a leadership role; direct reports not required.
• Experience with Tableau or other data visualization platforms.
• Experience working in an Academic Medical Center or School of Medicine Department.
• Experience with QGenda scheduling and reporting functions.
• Experience with Epic Electronic Health Record.
• Master's degree in a related field.
• Lean/performance improvement certification.
• Project Management certification.