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Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. As an experienced Financial Analyst with the Institute for Global Health Sciences (IGHS), supporting a portfolio of over $90 million in education, operations, programmatic budgets this position provides comprehensive budget, forecasting, financial reporting support, and other system functions. The incumbent independently analyzes complex financial data, monitors program and education accounts, oversees education program financial activities including student fee offsets, tuition payments, instructional payroll coordination, and annual education budget reporting, and develops forecasts, scenario models, and recurring and ad-hoc reports to support leadership decision-making. Applying a strong understanding of financial policies, systems, and internal controls, the role resolves a wide range of financial issues, provides guidance to stakeholders on financial processes, and recommends improvements to ensure fiscal integrity, compliance, and sustainability across programs. The Institute for Global Health Sciences (IGHS) is dedicated to improving health and reducing the burden of disease in the world's most vulnerable populations. IGHS is an interdisciplinary educational, service and research organization that harnesses UCSF's scientific strengths to train global health leaders of tomorrow and develop solutions to today's most pressing health challenges. Our faculty, staff and students are on the cutting edge of research, treatment, public health practice and policy development for HIV /AIDS, malaria, tuberculosis, neglected tropical diseases, immunizations, women's reproductive and children's health, and other conditions that have a devastating impact on vulnerable populations both globally and locally. We work in more than 80 countries and partner with academic centers, international organizations, ministries of health, private industries and others to effectively deliver UCSF's promise of advancing health worldwide. www.globalhealthsciences.ucsf.edu IGHS supports a diverse portfolio of domestic and international programs, managing sponsored and core-funded initiatives across multiple countries and disciplines. The institute emphasizes operational excellence, fiscal stewardship, and collaborative engagement to ensure sustainable impact in global health research and practice. DUTIES & ESSENTIAL JOB FUNCTIONS Identify the functions or tasks that employees in the job perform. The essential functions should state the purpose of the work and the results to be accomplished, rather than how the function is performed. Of the tasks listed, what percentage of time is devoted to each? The more time employees spend on a function, the more likely it is that the function is essential. Generally, include those functions that account for 10% or more of the work, i.e., key items that contribute significantly to the achievement of the job. The functions should add up to 100%.
% of time |
Essential Function (Yes/No) |
Key Responsibilities (To be completed by Supervisor) |
50 |
y |
Responsible for providing financial reports and compliance analyses for varied and complex budgetary, financial, and resource projects. Prepares recurring and ad-hoc financial reports for programmatic leadership, including variance analysis and trend reporting. Prepares rate workbooks for annual campus recharge operations. Independently oversees education program finances including monitoring expenses for variance and compliance, ensuring gift funds are spent in accordance with donor requirements, processing student fee offsets and tuition payments, assist with setting up and processing graduate student research (GSR) appointments, updating UCPath for salary distributions, coordinating payments to teaching faculty lecturers in the MS and PhD program, coordinating multicampus fund transfers, and preparing annual budget reports and self-supporting cost budgets for the campus budget resource management office. Develops and maintains core budget forecasts under the direction of the Associate Director of Finance, updates projections, and generates scenario models for specific projects/funds. Assists with annual core funding plan entry in systems such as PLUS/Oracle. |
20 |
y |
Provides guidance to stakeholders within IGHS on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel / entertainment, gift accounting, cashiering and collections. May act as team leader for support staff. Oversees and supports procurement requisitions, travel reimbursements general ledger reconciliation, and other financial transactions. |
10 |
y |
Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and / or services, changes in legal regulations, tax implications, etc. Assists with training personnel on Oracle systems and financial system transitions of the university/system. |
5 |
y |
Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations. |
10 |
y |
Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors. Participates in moderately complex reviews of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Documents procedures for financial activities. Interprets related policies and advises customers accordingly. |
5 |
y |
Applies a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk. management, and the organized implementation of a diverse range of financial services for students and departments. Helps train staff and creates an effective team environment. Other duties as assigned. |
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100% |
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(To update total %, enter the amount of time in whole numbers (without the % symbol - e.g., 15, 20) then highlight the total sum (e.g., 1%) at the bottom of the column and press F9. The total sum should add up to 100%.) |
| Knowledge, Skills and Abilities |
Req / Pref |
| Thorough knowledge of financial processes, policies and procedures. |
Req |
| Thorough knowledge of financial data management and reporting systems. |
Req |
| Strong proficiency in the use of spreadsheet and database software. |
Req |
| 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 develop original ideas to solve problems. |
Req |
| Ability to function effectively as a member of a team. |
Req |
| Ability to adapt to changing priorities and willingness to learn new systems. |
Req |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. |
Req |
| Leadership skills to provide guidance, coaching and mentoring to professional and support staff. |
Req |
| Advanced experience with budget forecasting, projections, and financial modeling |
Req |
| Experience preparing financial reports and dashboards for department leadership or senior management and experience with multiple fund types (state, sponsored, gift, federal) |
Pref |
| Strong working knowledge of UCSF financial systems |
Pref |
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Problem Solving Please provide 2-3 examples of problem solving for this position as described below (please be brief: 1-3 sentences for each example). Common problems solved by the employee:
Resolves discrepancies between forecasted and actual expenditures by identifying root causes and processing journal ledgers to correct the error. Faculty and staff request an account for an expenditure. This position identifies the appropriate fund source, recommends best method for conducting the transaction, and then monitors the transaction to ensure it accurately posts to the account. Employees are having difficulty getting an expense report approved for travel. The employee would review the situation and provide guidance on how to make the transaction compliant with campus policy. An investigator wants to purchase equipment. This position would recommend the documentation needed for the procurement and assist with processing the transaction in campus systems.
Less frequent and more complex problems solved by the employee:
Responsible for overseeing academic program expenses and reimbursements, recharge administration and financial reporting, tracking requisitions, purchase orders, process invoices and other various transactions. Administers student reimbursement for capstone and research travel, vendor contracting, and unit expenses, including maintaining campus compliance. Processes and tracks learner reimbursements. Works with the budget for purchasing, contracting, and third-party vendor transactions and IT arrangements. Problems/situations that are referred to this employee's supervisor: Escalates significant budget shortfalls or strategic funding reallocations that require executive-level approval or policy interpretation.
Refers high-risk compliance issues, audit findings, or unresolved financial disputes with material impact to the Finance Director.
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 here.
Join us to find a rewarding career contributing to improving healthcare worldwide.
Equal Employment Opportunity
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.
Salary Information
The final salary and offer components are subject to additional approvals based on UC policy.
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
| Knowledge, Skills and Abilities |
Req / Pref |
| Thorough knowledge of financial processes, policies and procedures. |
Req |
| Thorough knowledge of financial data management and reporting systems. |
Req |
| Strong proficiency in the use of spreadsheet and database software. |
Req |
| 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 develop original ideas to solve problems. |
Req |
| Ability to function effectively as a member of a team. |
Req |
| Ability to adapt to changing priorities and willingness to learn new systems. |
Req |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. |
Req |
| Leadership skills to provide guidance, coaching and mentoring to professional and support staff. |
Req |
| Advanced experience with budget forecasting, projections, and financial modeling |
Req |
| Experience preparing financial reports and dashboards for department leadership or senior management and experience with multiple fund types (state, sponsored, gift, federal) |
Pref |
| Strong working knowledge of UCSF financial systems |
Pref |
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Problem Solving Please provide 2-3 examples of problem solving for this position as described below (please be brief: 1-3 sentences for each example). Common problems solved by the employee:
Resolves discrepancies between forecasted and actual expenditures by identifying root causes and processing journal ledgers to correct the error. Faculty and staff request an account for an expenditure. This position identifies the appropriate fund source, recommends best method for conducting the transaction, and then monitors the transaction to ensure it accurately posts to the account. Employees are having difficulty getting an expense report approved for travel. The employee would review the situation and provide guidance on how to make the transaction compliant with campus policy. An investigator wants to purchase equipment. This position would recommend the documentation needed for the procurement and assist with processing the transaction in campus systems.
Less frequent and more complex problems solved by the employee:
Responsible for overseeing academic program expenses and reimbursements, recharge administration and financial reporting, tracking requisitions, purchase orders, process invoices and other various transactions. Administers student reimbursement for capstone and research travel, vendor contracting, and unit expenses, including maintaining campus compliance. Processes and tracks learner reimbursements. Works with the budget for purchasing, contracting, and third-party vendor transactions and IT arrangements. Problems/situations that are referred to this employee's supervisor: Escalates significant budget shortfalls or strategic funding reallocations that require executive-level approval or policy interpretation.
Refers high-risk compliance issues, audit findings, or unresolved financial disputes with material impact to the Finance Director.
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University of California - San Francisco
115000
Apr 30, 2026