FINANCIAL ANL 3 CX

JOB SUMMARY

Provide a description of the overall purpose of the position. "Why does this position exist?"

State the general nature, level and purpose of the job and a brief description of the duties and responsibilities. It may be easier to write the general summary after completing other sections of the job description.

We are seeking a detail-oriented Financial Analyst 3 to join our dynamic Finance Team in the Department of Psychiatry and Behavioral Sciences (DPBS). You will be part of a dynamic Financial Services Team where collaboration and mentorship are at the heart of everything we do. Whether you're working on complex financial analysis, budget management, or providing high-quality support to Faculty, you'll benefit from a wealth of knowledge and expertise within the team. Our environment fosters growth, with opportunities to contribute to major team projects, develop new skills, and build meaningful networks here at UCSF.

In this position, you will take the lead as the Department contact responsible for the 1900 State Fund and 5014 Comp Plan. You will provide financial support for the 7xxx Gift / Endowment, and 5000 ICR funds. Other responsibilities include Smartsheet Administration for the Finance team, BearBuy and Match exception for all DeptIDs, Default COA and Overdraft Management, and other financial responsibilities as needed.

The position involves financial analysis and support for Finance, including management support for the Education Manager and team. This is a nice opportunity to work directly with Finance Leadership and learn more about the full workings of such a large and uniquely dynamic Department.

The ideal candidate will process accurate, timely and appropriate financial transactions and tasks, utilize effective communication skills in interactions with multiple client groups, and apply solid time and task management to all timelines and expectations. This includes researching, analyzing and applying all pertinent Departmental and University policies, procedures and regulations as required. The position is directive and largely independent, with a focus on advancing process optimization and job development. Other important responsibilities include attending and actively participating in team meetings and engaging the strong team support in the Finance team. This position demands a high level of ethics and professional standards to handle sensitive matters with tact and sound judgment.

This position offers a hybrid-remote work schedule, with the flexibility to work remotely on Mondays and Fridays, while fostering team engagement and connection with on-site work on Tuesdays, Wednesdays and Thursdays.

Join our team and be part of something bigger at UCSF! Together, we make an impact on mental health research and patient care that extends across the globe.

DUTIES & ESSENTIAL JOB FUNCTIONS

Identify the functions or tasks that employees in the job perform. The essential functions should state the purpose of the work and the results to be accomplished, rather than how the function is performed. Of the tasks listed, what percentage of time is devoted to each? The more time employees spend on a function, the more likely it is that the function is essential. Generally, include those functions that account for 10% or more of the work, i.e., key items that contribute significantly to the achievement of the job. The functions should add up to 100%.

%

of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

35

yes

Independently gathers information, analyzes, prepares and summarizes recommendations for financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc..

Independently manages 1900 State Funds and prepares monthly reporting for payroll and nonpayroll expenses, Develops quarterly and full year projections. Analyzes actuals vs. budget variances. Reviews payroll charges to 1900 per personnel and earn codes, and non payroll charges. Coordinates adjustments / corrections using journals, funding entries and salary cost transfers. Completes fiscal year end close process.

Independently manages 5014 Comp Plan. Reports expenses by Category. Reviews actuals and projectons trending, flags deficit risks. Coordinates adjustments / corrections using journals, funding entries and salary cost transfers. Reviews actuals trending and flags deficit rists for Faculty discretionary project and East Bay Clinics Operation. Completes quarterly review on financials for Forensic Program Financials Update. Creates quarterly payment status review with PLP Leadership.

20

yes

Performs complex financial or resource research and studies for various internal department constituents. Examples include periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and / or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (contracts and grants analysis, endowment income, fundibility of funds,

Provides financial support management for 7xxx gift and endowment funds, and 5000 ICR. Monitors actuals and projections, flags overdraft risks, and tracks commitment of Department Gifts and Commitments, and PI specific and other misc gifts. Provides annual updates for Young Adults and Family Center. Reviews and distributes UDAR gift report.

30

yes Provides financial support for the Education team. Worsk closely with the Education manager on reporting, including budgeting, projections and presentations.

15

yes

Performs other financial team duties as assigned - BearBuy processing and Match exception for all DeptID, Journal creation, UCPath submission, SmartSheet Administration. Completes Faculty incrementals, Default COA and Overdraft management, develops and maintains Auto-generated financial reports and tracker, and Electronic invoicing.

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0

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0

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0%

(To update total %, enter the amount of time in whole numbers (without the % symbol - e.g., 15, 20) then highlight the total sum (e.g., 1%) at the bottom of the column and press F9. The total sum should add up to 100%.)

Required Qualifications :

• Bachelor's degree in related area and minimum three years of experience or equivalent experience / training
• Thorough knowledge of finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high-volume environment.
• Ability to adapt to changing priorities
• Ability to function as a member of a team

Preferred Qualifications:

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources

Required Qualifications :

• Bachelor's degree in related area and minimum three years of experience or equivalent experience / training
• Thorough knowledge of finance policies, practices, and systems.
• Ability to independently gather required information to organize, and perform financial analysis assignments
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports
• Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high-volume environment.
• Ability to adapt to changing priorities
• Ability to function as a member of a team

Preferred Qualifications:

• Thorough knowledge and understanding of internal control practices and their impact on protecting University resources