General Information
| Job Description | FINANCIAL ANL 1 | Working Title | Finance and Administrative Fellow |
|---|---|---|---|
| Job Code | 007707 | Grade | 18 |
| Department Name | SOM Finance & Administration - D02013 | Department Head | |
| Supervisor | Effective Date | 08/01/2018 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Entry-level professional with limited prior experience; learns to use professional concepts to resolve problems of limited scope and complexity; works on assignments that are initially routine in nature, requiring limited judgment and decision making. Employees at this level are expected to acquire the skills and knowledge to perform more advanced work following an agreed upon time in position, through defined training and development planning. |
Custom Scope
| Uses professional concepts. Applies organizational policies and procedures to resolve routine issues. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Contacts are primarily internal to the department or unit. |
Department Custom Scope
| Under the close supervison of the Chief Financial and Administrative Officer in the School of Medicine (SOM), this position will perform administrative and analytical financial duties in support of SOM operations. The duration of the position is 12 months. Six months will be spent within the clinical enterprise both in the ambulatory clinical care settings providing administrative support, and within the clinical finance unit. The remaining six months will be split between research, research finance and medical education. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Business coursework in Accounting, Finance, and Operations. | Preferred |
| Master of Health Administration, Master of Business Administration with a Health concentration, or Master of Public Health. | Preferred |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Performs basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 20 |
| Under direct supervision, responsible for providing analytical support for simple to moderate budget, financial or resource analysis projects. | 20 |
| Maintains department chart of accounts, and related business processes. | 5 |
| Analyzes financial and/or resource data; prepares and summarizes information and reports. NOTE: Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.), contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc. | 25 |
| Follows procedures to ensure internal controls are maintained to protect University resources. | 10 |
| Provides project management support that will emphasize project deliverables, acquired competencies, and technical skills ensuring the fellow has the ability to translate academic theory into practice. Fellow will meet with staff, managers, and members of leadership to review progress on projects, provide feedback, and help navigate within the organization. Projects assigned will be in Clinical, Research and Education Finance, Administration, and Medical Education. | 20 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Acquiring ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments. | Required |
| Ability to adapt to changing priorities. | Required |
| Basic knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Basic interpersonal skills; broad service orientation and critical thinking skills; and attention to detail. Under management guidance, uses organizational skills to multi-task in a high volume environment. | Required |
| Basic proficiency using spreadsheet and database software in financial analysis, fiscal management, and financial reports. | Required |
| Ability to function as a member of a team. | Required |
| Basic knowledge of finance policies, practices, and systems. | Required |
| Ability to effectively communicate verbally and in writing. | Required |
| Analytical skills that are typically acquired during the course of obtaining a master's degree. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Ability to travel to clinics, and other campus offices. | Required |
| Must possess or obtain a Valid CA Drivers License in accordance with the California Department of Motor Vehicles if driving a vehicle for university related business. | Required |
| Applicants with a stated desire to pursue careers in health administration and finance. | Preferred |
Other Special Requirements & Conditions
|
Level of Supervision Received
| CloseSupervision |
Environment
Working Environment
| Will work at various sites: Clinics, off-campus offices, and campus |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: No |