Financial Portfolio Manager

6 days ago


San Francisco, California, United States University of California , San Francisco Full time
Job Summary

The University of California, San Francisco (UCSF) is seeking a highly skilled Financial Portfolio Analyst to join our team. As a key member of the Department of Psychiatry and Behavioral Sciences, this role will provide broad analytical fund management to CTRP Faculty and Staff, as well as analytical support for complex budget, financial, or resource analysis.

Key Responsibilities
  • Independently provide high-quality, efficient, responsive, and responsible financial analysis, reporting, and forecasting services to CTRP Leadership and DPBS Financial Services Unit.
  • Monitor and develop program needs to recruit and manage To Be Hired positions for CTRP within the program assistant or administrative officer job series as needed.
  • Develop and recommend internal policies and procedural changes, train and direct supervision of staff, and develop standard operating procedures.
  • Collaborate with the DPBS Financial Services Unit to provide support and training, and participate in larger dynamic CTRP projects with multiple PIs.
Requirements
  • Advanced degree in a 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.
  • Ability to adapt to changing priorities.
  • Ability to function as a member of a team.
  • Responsive to and coordinates communications among multiple Faculty and PI's in the program.
Preferred Qualifications
  • Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.


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