Lead Financial Portfolio Analyst
4 weeks ago
The Lead Financial Portfolio Analyst is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators (PIs) within the Department of Psychiatry and the successful project manager and directional support for finance team members. The Lead Financial Portfolio Analyst independently provides broad analytical fund management to a group of Faculty and provides critical support for complex budget, financial, or resource analysis for the department and various components. The role will include direct supervision of two financial analysts in post award management. The individual will also provide high quality, efficient, responsive, and responsible financial analysis, reporting and forecasting, and administration services. The Lead Financial Portfolio Analyst will rely on strong communication skills to be able to present and discuss data and reports to various client groups: staff, PIs, Department Leadership. The candidate will successfully research, interpret, clarify and apply all applicable Departmental, University and Agency policies and regulation, and to be able to clearly communicate the complexities of language around such polices and regulations. This position requires a high level of ethics and professional standards to handle sensitive matters with tact and sound judgment. The advanced experience of high level independent portfolio management will be significant as this position will be lead on organizational programmatic management. This includes developing and recommending internal policies and procedural changes; training and direct supervision of staff and developing standard operating procedures. Note: This is a hybrid-remote position, which includes a combination of two on-site and three remote work days. Required Qualifications Advanced degree in related area and minimum five years of experience or equivalent experience / training Advanced knowledge of finance policies, practices, and systems Ability to identify, collect, and analyze information from multiple sources Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports Advanced interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail. In depth ability to use 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 Preferred Qualifications Advanced knowledge and understanding of internal control practices and their impact on protecting University resources 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. 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. Organization Campus Job Code and Payroll Title 007710 FINANCIAL ANL 4 Job Category Financial Bargaining Unit 99 - Policy-Covered (No Bargaining Unit) Employee Class Career Percentage 100% Location Flexible (combination of onsite and remote work), Mission Center Building (SF), Remote / Telecommute Shift Days Shift Length 8 Hours Additional Shift Details Monday-Friday 8:00 am- 5:00 pm; Hybrid Remote #J-18808-Ljbffr
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