Principal Analyst, Institutional Analysis & Planning

DO-CA-OP-Admin-Financial Aff

Full Time

70681BR

Job Summary

The Principal Analyst for Institutional Analysis & Planning reports directly to the Budget and Resource Planning Director and serves as a key member of the team in the Financial Affairs Unit of the UCSF School of Medicine’s (SOM’s) Dean’s Office. This position requires experience in finance and financial reporting, budgeting, forecasting, analysis, and strategic planning, using professional knowledge and subject matter exepertise to resolve complex issues with organization-wide impact in creative and effective ways and exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results. The Principal Analyst uses expertise, sound judgment, and reasoning to understand past performance and determine current and future performance and resource allocation. In many circumstances, the Principal Analyst works on complex issues with little or no precedent where analysis of situations or data requires an in-depth evaluation of variable factors.

Primary duties include the following:

• Developing the necessary analytical tools and programs to support management and strategic decisions for financial and resource planning for the SOM
• Performing complex financial modeling and analyses for executive management at SOM and for the campus
• Serving as a key resource in the development and implementation of the SOM Consolidated Budget Process and related deliverables (annual budget of $3+ billion)
• Full oversight responsibility of all SOM Dean’s Office unit resource planning and decision support activities. This includes the following SOM Dean’s Office areas:
  • Central SOM Dean’s Office Administration: Medical Education, Administration Immediate, Academic Affairs, Financial Affairs, SOM Tech, Research Affairs, and Clinical Innovations Center
  • ZSFG Vice Dean’s Office
  • Fresno Associate Dean’s Office
  • Graduate Medical Sciences Unit (GMU)
  • SOM Student Support Programs
• Developing, monitoring and maintaining the SOM long-range financial plan that is used to inform senior SOM and campus leadership on the financial health of the SOM, along with helping set strategic financial decisions for the future
• Providing financial information to meet ad hoc reporting demands, as well as internal and external reporting requirements
• Working directly with UCSF Health to help create a cohesive budget for UCSF Health and SOM.  Faculty recruitment efforts, volume growth assumptions and affiliation agreements are discussed and incorporated into each budget plan
• Collaborating with senior management at the campus Budget Office to help ensure the campus and SOM budget assumptions align or, if differ, are understood 
• Significant interaction with SOM Dean’s Office leadership, SOM chairs and directors, and campus and UCSF Health offices by facilitating and leading high-level discussions on important strategic financial decisions within the SOM, e.g., sophisticated financial and managerial analysis in institutional resource planning, funds flow modeling/revisions and feasibility studies, faculty productivity and operational benchmarking, space allocation, and emerging strategic issues
• Acting as the primary liaison between the Dean’s Office and Basic Science departments that participate in that funds flow, maintaining the current funds flow model, and helping facilitate and lead discussions with department heads on improvements to the model and process
• Serving as the principal back-up for the Director, Budget and Resource Planning and, in the absence of the Director, acting in place of the Director; this includes delegated authority and responsibility for the Director’s role as a key leader within the SOM that is critical to the SOM and UCSF achieving enterprise-wide strategic goals and objectives

To see the salary range for this position (we recommend that you make a note of the job code and use that to look up):TCS Non-Academic Titles Search (ucop.edu)

Please note: The compensation ranges listed online for roles not covered by a bargaining unit agreement are very wide, however a job offer will typically fall in the range of 80% - 120% of the established mid-point. An offer will take into consideration the experience of the final candidate AND the current salary level of individuals working at UCSF in a similar role.

For roles covered by a bargaining unit agreement, there will be specific rules about where a new hire would be placed on the range.

To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

Department Description

The UCSF School of Medicine is a $3+ billion enterprise and the Financial Affairs office is the chief administration unit. The Financial Affairs offices oversees, directs, coordinates, and manages all School of Medicine funds, and all clinical enterprise-related funds flow and transactions. The office serves as the School’s control point for resource planning, finance, accounting and compliance, reporting, and decision support. It also establishes School-wide fiscal policies, processes, and financial reporting, and manages the Dean’s Office budget, reporting, and accounting functions. The office is responsible for the fiscal oversight of 40+ academic departments, organized research units, and programs within the School, and the management of School-wide financial planning, analysis, and reporting process. The mission of the Financial Affairs office is to promote and provide financial expertise, efficient tools and services, responsible fiscal stewardship, and meaningful reporting and analytics, and be a strategic partner to the leadership of UCSF’s four missions: education, healthcare, public service, and research.

Required Qualifications

• Bachelor’s degree or equivalent in business administration with an emphasis in accounting or finance or an equivalent combination of education and experience
• Minimum 10 years of progressive, directly related work experience in finance, budget and resource management, and decision support in a higher education, academic health care, or large research institution setting
• Demonstrated working knowledge of the finance and operations metrics of higher education, research, academic, and/or academic medical institutions       
• Demonstrated supervisory and management skills
• Expert interpersonal and consultative skills requiring organizational savvy; expert service orientation and critical thinking skills; attention to detail. Expert ability using organizational skills to multi-task in a high volume environment
• Excellent ability to identify, collect, analyze, and report on complex data
• Exceptional ability to effectively communicate complex information to management both verbally and in writing in a clear and concise manner
• Expert ability using multiple spreadsheet and database software tools to synthesize and integrate information for highly complex, strategic financial analysis, fiscal management, and financial reports
• Ability to adapt to changing priorities and competing priorities
• Ability to function as a member and leader of a team

Preferred Qualifications

• MBA and / or equivalent experience / training
• Expert knowledge and understanding of internal control practices and their impact on protecting University resources
• Experience with fund accounting
• Experience working in a matrix organization
• Knowledge of UCSF or UC policies, practices, and financial systems

About UCSF

The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world’s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.

Pride Values

UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values.

In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu

Join us to find a rewarding career contributing to improving healthcare worldwide.

Equal Employment Opportunity

The University of California San Francisco 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, age, protected veteran or disabled status, or genetic information.

Job Code and Payroll Title

000216 FINANCIAL ANL 5

Job Category

Financial, Professional and Managerial

Bargaining Unit

99 - Policy-Covered (No Bargaining Unit)

Location

Flexible (combination of onsite and remote work), Mission Bay (SF)

Additional Shift Details

M-F, 9-5 (can be flexible to some degree)