Financial Analyst

San Francisco, CA ‚Ä¢ Full Time

Posted on Fri, Jul 3, 2026

Description

Job Summary:

The Financial Analyst uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in a creative and practical manner. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department.

This position will work closely with and report to the EVCP Financial Manager to support RRP recharge proposal development and management for multiple UCSF Cores, and provide financial support including strategic and detailed budget development, financial reporting, financial transactional processing, purchasing, and reconciliations, and work directly with the Controller's Office, Supply Chain Management, Budget & Resource Management, and Office of the Executive Vice Chancellor & Provost. This position will also support the RRPED by managing the RRP travel and education budget and the RRP Events budget for workshop, receptions and retreats, and by working with other RRP staff to coordinate special events.

Department Description:

The Executive Vice Chancellor & Provost’s Business Service Center provides centralized financial transactional processing, reconciliation, reporting and budget development and management to the direct offices of the Chancellor (CO), Vice Chancellor for Diversity and Outreach (VCD&O) and Executive Vice Chancellor and Provost’s (EVC&P). These services are also provided to the subunits of the VCD&O and EVC&P. These units include the Affirmative Action/ Equal Opportunity and Diversity office, the direct offices of the Vice Chancellor, Research, Associate Vice Chancellor Research, Associate Vice Chancellor Ethics and Compliance and their subunits: Research Cores, Laboratory Animal Research Center (LARC), Environmental Health & Safety (EH&S), Human Research Protection Program (HRPP), Institutional Animal Care and Use Program (IACUP), the office of Sponsored Research which includes the subunits Government and Business Contracts, Research Management Services (RMS), Industry Contracts Division, Office of Clinical Trials Activation (OCTA); and the Office of Innovation Ventures which includes the subunits: Office of Technology Management (OTM), Center for Entrepreneurship (CE), Strategic Alliances (SA) and Research Resource Program (RRP), as well as Academic Affairs, Student Academic Affairs, Academic Senate, Graduate Division, and the Campus Library.

The Research Resource Program (RRP) provides strategic planning and implementation of programs to support core facilities and other research resources at UCSF. RRP also provides administrative, operational and financial management tools and support to core facilities. These services include creation and management of recharge proposals for cost recovery of core user fees, financial reporting of recharge activities, development of business plans and budgets, as well as purchasing, financial transactional processing and reconciliations. RRP supports core business operations through the provision of a core management software platform, MyCORES, for billing and utilization tracking.

Responsibilities

% of time	Essential Function (Yes/No)	Key Responsibilities (To be completed by Supervisor)
30%	Yes	Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations. Creates annual recharge proposals for up to 20 separate & distinct scientific core service unit such as the Parnasuss flow cytometery center core or the CIL SFGH preservation core – identifying total annual expenses/costs including personnel, supplies, services, specialized scientific equipment, service contracts, etc. associated with the scientific recharge activities and based on information drawn from various financial system sources (Peoplesoft, MyReports, UPLAN) and using MyCores/iLabs,the highly specilalized IT Cores management system, to generate usage data will develop projection of future year and create reconciliation of prior year and identify any surpluses or overdrafts. Will submit this information in the required Budget and Resource Management template for leadership and user committee approval/endoresement and will shepherd through the Budget & Resource Management review and approval process for each core recharge proposal. Performs strategic and detailed budget development – working with unit leaders to understand their futue plans will translate plans into detailed and high level budget reports and projections to submit for UCSF leadership review & approval. To accomplihs this work the candidate will need to be an experienced professional with well developed financial analytical skills and the abilty to use a variety of tools-some complex (UPLAN, MyReports, PeopleSoft,Excel) to generate the annual budget for the RRP organization as well as the indivdiual cores, projecting personnel and non personnel costs Will work collaboratively will other EVCP Business Services financial analysts to generate other budgets as needed or assigned on an ad hoc basis for the EVCP organization (total EVCP budget is approximately $200M) or the Chancellor’s Office or the VC diversity & Outreach.Will meet with managers and unit leaders to review budgets and develop alternate plans based on the goals of each unit.
20%	Yes	Provides analytical support for complex budget, financial, or resource analysis projects. Performs financial management- using the campus tool such as iLabs,Peoplesoft, MyReports, UPLAN and Excel on a daily basis will monitor and reconcile expenses and income/revenues to ensure solvency of assigned cores and the RRP organization. Will independently identify the correct funding sources for projected expenses or for unplanned requested purcases of large pieces of equipment. Will work with the CORE managers and EVCP Business Services manager to determine potential alternate sources of funds which may be used to subsidize unplanned expenses or Core shortfalls in revenues Using the campus tool such as iLabs,Peoplesoft, MyReports, UPLAN and Excel the candidate will provide decision support for leadership to determine whether to accept a core for the campus schools into the RRP Provides reporting for RRP - using UCSF financial systems (iLabs,Peoplesoft, MyReports, UPLAN) and Excel candidate will generate monthly financial reports including updating of projections and variance reporting to budget plan.
5%	Yes	Coordinates and implements department budget allocations, for the RRP Events budget and other activities. Conceives of and maintains department chart of accounts, other data management tools, and related business processes: Coordinates RRP Events including retreats, workshops and receptions
10%	Yes	Supports the EVCP Finance Manager gathers information, analyzes, prepares and summarizes recommendations for financial plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Generates, modifies, and conceives of new financial reports Analyzes and forecasts staff / faculty salary budgets, or recharge user fees.
5%	Yes	Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Documents procedures for financial activities; May train staff, and as appropriate, creates an effective team environment
10%	Yes	Performs complex financial research and studies for various internal department constituents and Core Laboratories. Includes periodic financial reports, staff / faculty salary budgets, contracts and user fees. Financial analysis includes budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, recharge or rate analysis (for scientific core laboratories), working capital and depreciation. Setup and tracking of sevice allocations and co-pays in RRP’s core management software (MyCores).
5%	Yes	Prepares, reviews, and / or approves financial transactions: Including Transactions associated with RRP Travel, Manages the Education Budget, and RRP Events budgets for workshops, receptions, retreats and other events; Purchasing support for RRP and cores in BearBuy. Performs reconciliations Coordinate special events with RRP Staff.
10%	Yes	Independently gathers information as needed to perform analysis. Prepares complex scientific services recharge proposals Creates internal financial reports. Serves as the RRP equipment custodian and archibus coordinator.
5%	Yes	Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
100%		(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%.)

Qualifications

Required Qualifications:

Bachelor's degree in related area and 3+ years of related experience; and / or equivalent experience / training.
Thorough knowledge of finance policies, practices, and systems.
Ability to independently gather required information to organize, and perform financial analysis assignments.
Proven ability to effectively present information verbally and in writing in a clear and concise manner.
Proven ability using spreadsheet (Excel) for complex financial analysis, fiscal management, and financial reports.
Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment.
Ability to adapt to changing priorities.
Ability to function as a member of a team.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Proven analytical and problem-solving skills in the areas of finance and budgeting
Exceptional multitasking skills while maintaining attention to details. Ability to manage time well, and set/adjust priorities in a dynamic, fast-paced, deadline-oriented, customer-service focused work environment
Ability to interpret policies and procedures accurately.
Experience working with senior leaders and managers in large complex organization
Previous financial/accounting experience working with complex accounting
Demonstrated experience with purchasing and reconciliation

Preferred Qualifications:

Strong knowledge of UC policies, procedures and budgeting, financial reporting, and procurement systems (UPLAN, MyReports, Faculty Portfolio, PeopleSoft-General Ledger & RAS, BearBuy, MyExpense, GL Reconciliation tool)
Proven ability using (CACTUS & RAS) for complex financial analysis, fiscal management, and financial reports.
Experience with UCSF Accounting Systems (PeopleSoft & RAS) and Policies; proficient in on-line purchasing system (Bear Buy) as well as high level of comfort acting as delegate for senior leaders and manager and guest travelers using MyExpense. Must also be well versed in completing UCSF forms where still required

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Financial Analyst

Job Summary:

Key Responsibilities

Required Qualifications:

Preferred Qualifications: