Financial Services Analyst

Financial Services Analyst Job Summary

Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors.

The incumbent is responsible for supporting the financial management through the consistent and accurate execution of recurring financial transactions and controls in a high‑volume environment. The position duties include updating financial statements, submitting purchase orders, processing reimbursements, and general ledger verification. This role is essential for ensuring department compliance with all University accounting policies and procedures.

• Support financial management by executing recurring financial transactions and controls.
• Update financial statements.
• Submit purchase orders.
• Process reimbursements.
• Perform general ledger verification.
• Ensure compliance with University accounting policies and procedures.

• Bachelor's degree in related area and / or equivalent experience / training.
• Demonstrated ability to interpret and apply specific University-wide accounting and business policies (e.g., UC purchasing policies and guidelines) to ensure transaction compliance and proper internal controls.
• Minimum 2 years of related experience in a highly decentralized, matrix organization structure, such as a large academic health care/research institution.
• Working knowledge of financial processes, policies and procedures.
• Strong knowledge of financial data management and reporting systems.
• Proficiency in the use of spreadsheet and database software.
• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi‑task in a high‑volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.
• Ability to adapt to changing priorities.
• Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
• Proven ability to effectively present information verbally and in writing in a clear and concise manner.
• Thorough knowledge of financial data management and reporting systems.
• Strong proficiency in the use of spreadsheet and database software.

• Customer Service Skills to provide clear communication and feedback to other staff.
• Ability to function effectively as a member of a team.
• Demonstrated working knowledge of Time Table for supporting faculty salary funding calculations and reconciliation.
• Proficiency in using CILIA for maintaining the department chart of accounts and correct mission-based fund allocations.

Salary range: $27.83 - $59.15 per hour.

Placement within the range depends on work experience, internal equity, and collective bargaining agreement for labor union represented positions.

To learn more about the benefits of working at UCSF, including total compensation, please visit: (Use the "Apply for this Job" box below)..html

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.

San Francisco, CA – Campus:
Parnassus Heights (SF)

004754 Financial Services Analyst 2