Financial Services Analyst 2 (FINANCIAL SVC ANL 2)

This position is in the operations unit for the Department of Internal Medicine, which is based on the UC Davis Health System Sacramento Campus. This position is one part of a unit of 4 Financial Services Analyst IIs and provides a variety of operational and financial transactions and services. Analyze documentation and perform transactions according to policy. Responsible for all accounts receivable transactions, totaling over $9.5 million in contract billing annually. Along with Travel and Entertainment/Reimbursements requests, approximately over 1,500 reports are processed a year, as well as all purchasing/accounts payable order transactions (5,000) for the Department.
This role will serve as an internal specialist on policy and procedure for accounts payable and accounts receivable, purchasing, non-purchase order payments, professional employee reimbursements, contract administration, and travel and entertainment administration. This position will provide financial organization, administration, and analytical support, by running various ad-hoc reports, maintaining Excel spreadsheets, and high-level support to the Supervisor, Operations Finance Manager, and CAO for planning and analysis of fiscal year budget for external sources. This involves the establishment and monitoring of internal and external financial systems, reconciling ledgers, and providing monthly financial updates. Under minimal supervision, this position is responsible for the review of documentation and transactions to ensure adherence to University/UCDH/Internal Medicine policies and procedures.

Apply By Date

March 23, 2024 at 11:59pm

Minimum Qualifications

• Several years of previous experience in accounting, business administration, or finance are required.
• Bachelor’s degree in a related field and/or a combination of experience, education and/or training required.

Financial – Purchasing and Accounts Payable Skills

• Using established processes and policies to make purchases, including understanding shipping terms, sales tax, and use tax.
• Knowledge of accounts payable processes in making payments to vendors.
• Mathematical skills to accomplish accounting and purchasing requirements
• Ability to learn and interpret policies and procedures to ensure compliance with Department, University, and outside agency requirements.
• Knowledge of records which need to be maintained and skills sufficient to organize files.

Financial – Contract Management and Accounts Receivable Skills

• Knowledge of generally accepted accounting principles and University accounting policies.
• Knowledge of accounts receivable and collection processes.
• Ability to comprehend complicated instructions and accurately identify and project budget data on contracts.
• Mathematical skills to accomplish budgetary, accounting requirements, and analysis.
• Ability to learn and interpret policies and procedures to ensure compliance with Department, University, and outside agency requirements.
• Knowledge of records that need to be maintained and skills sufficient to organize files.

Financial Computer Experience and Excel Skills

• Skill to use various computer software such as Microsoft Office Suite, with a focus on using Excel to help organize work from beginning to end and manage daily tasks. Microsoft Excel knowledge required.
• Demonstrated knowledge in running reports from financial software and organizing the information in a clear and comprehensive report.
• Demonstrated knowledge of various financial systems to assist with creating accounts receivable invoices and travel and entertainment reports.
• Using various types of software to organize the workload to maintain a high level of efficiency and effectiveness.

Customer Service Skills

• Provide excellent service, including responsiveness, support, and understanding of the needs of the staff, faculty, and vendors.
• Resolve issues until they are satisfactorily completed and anticipate when further action is needed.

Teamwork Skills

• Ability to work with a team to solve problems and report suggestions for correction to a supervisor or appropriate management level.
• Excellent interpersonal skills to work as a team member in a self-directed workgroup.
• Ability to work as a team member to set standards for work quality, quantity, and work habits that apply to the group as a whole.

Communication Skills

• Ability to effectively and professionally communicate to establish and maintain good rapport with staff, faculty, co-workers, and vendors.
• Must be able to maintain confidentiality and exercise discretion in all business matters.

Preferred Qualifications

• Bachelor’s degree in accounting, business administration or finance is preferred
• Microsoft Excel knowledge, at the intermediate skill level, is preferred.

Department Description

Our mission is to provide exemplary home care that responds to the diverse physical, psychosocial, and spiritual 
The Department of Internal Medicine is one of 23 departments at the UC Davis School of Medicine and part of the UC Davis Health System. As the largest clinical department, Internal Medicine includes 12 divisions, 300 faculty and academics, 300 support staff, and 142 physicians in training.

Position Information

• Salary or Pay Range: $25.72 - $46.12
• Salary Frequency: Hourly
• Payroll Title: FINANCIAL SVC ANL 2
• Salary Grade: 19
• Number of Positions: 1
• Appointment Type: Career
• Percentage of Time: 100%
• Shift Hours: 08 Hours
• Location: Sacramento, CA
• Union Representation: No
• Benefits Eligible: Yes
• Hybrid/Remote/On-Site: On-Site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis Health offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting our handy Benefits Summary and our Benefits Page

• High quality and low-cost medical plans to choose from to fit your family’s needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Maternity, Paternity, Family & Medical Leave
• 14 paid Holidays annually
• Vacation/Paid Time Off
• Sick Leave with unlimited accrual
• Continuing Education (CE) allowance and Education Reimbursement Program
• Access to free professional development courses and learning opportunities for personal and professional growth
• Wellness and on-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, disability, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistant for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here
• UC Davis cares about building a community, which is why we provide resources to enhance diversity, equity and inclusion as well as Employee Resource Groups (ERGs) to support our staff

Special Requirements

• This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity checks.
• As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs , as may be amended or revised from time to time.  Federal, state, or local public health directives may impose additional requirements.  

Diversity, Equity, Inclusion and Belonging

 At UC Davis, we’re solving life’s most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don’t just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds, and you belong here. As you consider joining UC Davis, please explore our Principles of Community , our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected . The University of California, Davis is an Equal Opportunity/Affirmative Action Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. 

For the University of California’s Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20 . 

For the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination .

Because we want you to be seen, our recruiting process at UC Davis fosters authenticity, diversity, and inclusion. Studies have shown that some people may not apply to jobs unless they meet every single qualification. Each unique role at UC Davis has a set of requirements and you could be perfect for this role, or you could be perfect for the next role! Don’t meet all the requirements? We still encourage you to apply! #YouBelongHere