FINANCIAL ANL 4

%

of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

40

Financial Planning, Budgeting & Strategic Analysis

Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations.

Oversees the development of budgetary and resource requirements during planning and forecasting stages of department annual budget process.

• Oversee development, management and forecasting of revenue and expenditures for the bulk of large multiple, centrally managed department budgets and several smaller budgets also key to Chair fund management
• Business Office
• Academic Affairs
• Chair's Office
• Clinical Affairs
• Residency Budget & Residency
• 1900s
• Education and Fellows Budget
• Computer Support/CPACs
• China Basin Admin
• Parnassus Admin
• Development and Morale
• Marketing
• RSNA/Images/Business Development
• Strategic Support Budget
• Large Renovation Budget *

• Partnership with senior leadership to develop financial strategies for new programs and endeavors.
• Independently designs and implements advanced financial models and reporting frameworks that support strategic planning and decision-making, using advanced function spreadsheets (e.g., including pivot tables, look-up tables, and conditional functions) Downloads information from MyReports or other inquiry tools (e.g., Cognos, Plus) into spreadsheets
• Delivers financial insights and recommendations that inform strategic decision-making
• Identifies issues and problems requiring action by senior managers, develops options, and recommends solutions.
• Leads and contributes to budget team efforts developing information and recommendations for the Chief Financial Officer (CFO), Chief Administrative Officer (CAO), and Chair.

20

Annual Consolidated Budget Submission

Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and / or outside constituents.

• Leads the development and coordination of the Departments Annual Deans Office Budget Submission powerpoint slides/requirements by working with supervisor to provide Department consolidated position to all relevant players
• Oversees and maintains complex financial planning tools (e.g., transfers and commitments cubes, recruitment table)
• Designs and implements dashboard reporting tools to support strategic financial analysis and planning (e.g., using GetPlusData, Cube Data to communicate current year financial status and 5 year financial trend)
• Independently leads complex ad hoc analyses of a wide variety of financial issues as identified by supervisor or department leadership. Synthesizes findings into actionable recommendations and influences strategic decisions by department leadership.

5

Financial Transactions & Compliance Oversight

Reviews and approves advanced financial transactions in accordance with delegated authority and University policy.

• Exercises delegated financial authority to review and approve complex transactions, ensuring compliance with UCSF policies, internal controls, and funding restrictions.
• Transactions include funding entries, salary cost transfers, one-time payments, and other non-routine or high-impact financial activities.
• Verifies appropriate authorization, supporting documentation, and allowability of expenses prior to approval.
• Identifies and resolves discrepancies, escalating issues outside delegated authority as required.
• Ensures transactions support audit readiness and financial integrity.
• Develops and makes recommendations on internal policy / procedural changes that affect functional area.

15

1900s, Spend down funding sources

Gathers, analyzes, prepares, and summarizes recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes.

In addition to central Chair budgets described above:

• Leads strategic management and optimization of 1900 state funding for both faculty and residents
  • Develops scenario planning models in 1900s for PhD faculty which requires analyst to work directly with the post-award team. Evaluates and optimizes academic FTE utilization to maximize financial outcomes
• Leads management and strategic allocation of indirect cost return funding
• Oversees and optimizes Tier 2 incentive funding allocation and payroll alignment

10

Training & Stakeholder Engagement

• Trains staff and maintains an effective team environment.
• Develops and delivers training, guidance, and support to team members and departmental staff on financial processes, policies, and systems.
• Serves as a strategic advisor to stakeholders, including faculty, section leadership, and administrative partners.

5

Ad-hoc analysis & Other

Performs complex financial or resource research and studies for both internal department and external 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 (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc.

• Leads ad-hoc analyses to address emerging financial and strategic issues.
• Other duties as assigned.
• Serves as liaison with internal and external constituents.
• Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.

5

Financial Transactions

Reviews and approves advanced financial transactions.

• Leads and oversees fiscal close and annual allocations, ensuring alignment with departmental strategy and institutional requirements.
• Leads and coordinates the development and execution of annual departmental allocation methodologies, including faculty startup funding, leadership allocations, and faculty support programs.
• Oversees and ensures accuracy of financial transactions, including cost transfers and payroll adjustments.
• Partners with Business Office Finance Leadership to design and implement improvements in allocation processes, enhance transparency and strengthen internal controls.

100%