Financial Planning & Analysis Supervisor

The Finance Team provides centralized financial management, reporting, budgeting, forecasting, and strategic analysis to departmental leadership and operational stakeholders. The Financial Reporting team partners closely with UCSF Health, the School of Medicine Dean's Office, and departmental leadership to support data-driven decision-making, operational planning, and long-term financial stewardship. Responsible for supervising the department's reporting and analytical activities, including budget development, forecasting, productivity reporting, executive reporting, workforce planning, and long-range financial modeling. Provides leadership and direction to Financial Reporting Analysts supporting UCSF Health, ZSFG/Oakland, faculty projects, and departmental strategic initiatives. Oversees complex financial analyses and strategic planning activities and serves as a key advisor to departmental leadership on operational performance, financial stewardship, and long-range planning. Exercises independent judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Oversees highly complex financial issues requiring advanced analytical expertise, strategic thinking, and the ability to synthesize information from multiple operational and financial systems into actionable recommendations. Department Overview The Department of Anesthesia and Perioperative Care at UCSF provides outstanding patient care, promotes cutting-edge basic and clinical science research, and educates the next generation of healthcare providers while focusing on the UCSF Principles of Community. The Department of Anesthesia and Perioperative Care ranks as one of the largest departments in the School of Medicine, with an annual budget of $207 million. The three largest components of the annual revenue budget are Funds Flow Revenue, the affiliation agreement with the city and county of San Francisco, and Extramural Funds, which together represent 85.2% or $171 million. As of 2026, the department has over 200 Faculty members, 27 Staff Physicians, 200 Staff Employees, 6 Fellows, 90 Residents, 17 Non-Faculty Academics, 13 Post Docs, and 8 Nurse Practitioners. The department also works closely with 68 Certified Registered Nurse Anesthetists (CRNAs). In addition to the Moffitt-Long Hospital, very active units of the department exist at the Zuckerberg San Francisco General Hospital (ZSFG) (inpatient and outpatient, including an active trauma service); San Francisco Veterans Affairs Medical Center (inpatient and outpatient); Mount Zion Medical Center (outpatient, including 23 hour stays); Benioff Children's Hospital Oakland; the UCSF Orthopedic Institute; the Benioff Children's, Betty Irene Moore Women's and Bakar Cancer (NIH-designated Cancer Center) Hospitals; and the Bayfront Medical Building (outpatient, Center for Pain Medicine) in the Mission Bay neighborhood. The Department now has essential roles in patient care outside of the operating rooms, with active participation in Ambulatory Care, Acute and Chronic Pain, and in the Preoperative Clinic. Since 1958, the department has been at the heart of modern anesthesia's explosive growth, and to this day continues to have an enormous impact on surgical practice and the management of pain. The department's research, education, and clinical care earned and have maintained reputations equal to or better than that of any institution in the world. Individual members of our faculty have had a major influence on our specialty both nationally and internationally, including NIH study sections, NIH funding, and FDA and Editorial Boards. Research activities within the department are integrated with and inform clinical practice. For many years, ours has been among the top departments in the United States for NIH research funding in anesthesia. Key Responsibilities Supervision & Staff Management (40%) Supervises Financial Reporting Analysts to ensure accurate, timely, customer-oriented, and value-added financial reporting services. Responsible for high-level quality review of team deliverables and analytical work products. Coaches, mentors, and develops staff by identifying professional development opportunities and addressing performance gaps. Manages recruitment, selection hiring, and onboarding activities to support staffing and operational needs. Establishes performance expectations and evaluates and documents employee performance through regular feedback, one-on-one-meetings, and formal performance evaluations. Proactively assesses team needs and staffing priorities and develops analytical standards, reporting expectations, and workflow procedures. Supervises activities associated with creating, maintaining and reporting on the operational and capital budgets and budget processes, academic and staff budgeted FTE, the performance of financial planning (including problem definition, forecasting, data collection, development of alternative solutions), the performance of human resources FTE planning (position management, staffing forecasting, data collection), development of policy or action recommendations in the areas of budget, finance and human resource planning, and report preparation. Administers and ensures consistent application of organizational policies that directly affect assigned staff. Financial Reporting & Forecasting (25%) Oversees monthly financial reporting, executive dashboards, variance analysis, productivity reporting, and operational forecasting activities. Develops and reviews detailed monthly forecast models, budget-to-actual analyses, operational trend reporting, and executive summary materials for departmental leadership. Oversees PLUS forecasting activities, funds flow reconciliation reporting, productivity metrics, and operational reporting supporting UCSF Health, ZSFG/Oakland, and departmental faculty initiatives. Develops and maintains standardized financial reporting methodologies and analytical frameworks. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Budgeting & Strategic Financial Planning (20%) Directs annual budgeting activities, workforce planning, long-range forecasting, strategic support agreement analysis, and financial modeling. Oversees development of staffing models, faculty salary funding analyses, operational expansion modeling, and resource allocation recommendations. Provides strategic analytical support for new service lines, clinical operational changes, and long-range departmental planning initiatives. Collaborates with departmental leadership and UCSF Health finance teams to evaluate operational performance trends and future resource requirements. Process Improvement & Reporting Governance (10%) Develops and implements process improvements, analytical tools, dashboard enhancements, and reporting governance standards to improve operational transparency, efficiency, and reporting consistency. Oversees quality assurance activities to ensure accuracy, completeness, consistency, and integrity of reports, including reviewing reporting processes and controls, identifying discrepancies, and directing necessary revisions to ensure reporting accuracy. Recommends and implements improvements to financial reporting workflows, forecasting methodologies, and operational analytics. Stakeholder Communication & Executive Presentations (5%) Interprets and conducts presentations and communicates complex financial and operational information to departmental leadership, UCSF Health stakeholders, faculty leaders, and operational managers. Leads cross-functional coordination with School of Medicine leadership, UCSF Health finance teams, and external partners regarding financial planning, forecasting, and operational reporting activities. Conducts presentations of technical information concerning specific projects or schedules. Required Qualifications Bachelor's degree in related area and / or equivalent experience / training. Minimum 5 years of progressively responsible financial analysis, forecasting, budgeting, and strategic finance experience. Minimum 3 years of experience as a lead/supervisor/manager. Extensive knowledge of finance policies, practices and systems, budgeting and reporting techniques, accounting and bookkeeping. Solid understanding of financial and resource planning concepts as well as how to control organizational budgeting. Ability to prepare and present materials to internal and external constituents. Extensive knowledge of human resource policies, practices, and planning. Demonstrated ability to effectively communicate both verbally and in writing. Advanced skills in the use of spreadsheet and database software. Demonstrated interpersonal skills and ability to work effectively across the organization at all levels. Proven ability to deal with changing priorities and direct the work of others accordingly. Ability to multi-task. Demonstrated ability to screen applications, interview candidates, and either make selection decisions or recommend individuals for hire. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Client services oriented; has good listening, communication, critical thinking, and analytical skills. Preferred Qualifications Experience in academic healthcare, higher education, or complex matrix organization. Experience with UCSF financial systems and reporting tools including PLUS, MyReports, EPIC reporting, and UC Path. Experience with productivity metrics, funds flow modeling, and faculty compensation analysis. Experience developing executive dashboards and enterprise reporting frameworks. Experience in healthcare finance or academic medicine. Preferred Certifications CPA or related financial certification. #J-18808-Ljbffr