General Information
| Job Description | FINANCIAL ANL 1 | Working Title | Financial Analyst |
|---|---|---|---|
| Job Code | 007707 | Grade | 18 |
| Department Name | SOM Finance & Administration - D02013 | Department Head | |
| Supervisor | Effective Date | 06/04/2018 |
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
| The Financial Analyst will assist with various financial transactions (expense cost transfers, cash receipts recording, budget entries, etc.), data reconciliation and review for the Finance and Administration unit at the UCR School of Medicine (SOM). |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
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.
|
30 |
Under direct supervision, responsible for providing analytical support for simple to moderate budget, financial or resource analysis projects.
|
30 |
| Maintains department chart of accounts, and related business processes. | 10 |
| Follows procedures to ensure internal controls are maintained to protect University resources. | 5 |
| Structures clinical agreement e-files in a consistent and systematic method. Contributes to the development of a clinical agreements database that will assist SOM units in understanding agreement and financial data coding. | 15 |
| Develops a structured cash receipt data validation and organizational system, which consists of managing sensitive patient records as well as validation of Physician salary information from UCR's financial systems. | 10 |
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 |
| Understanding of professional fee billing. | Preferred |
| Ability to run ledger reports and download detailed and complex data to Excel. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
|
Level of Supervision Received
| CloseSupervision |
Environment
Working Environment
| UC Intellicenter |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
|
Environmental Requirements
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Critical Position
| Is Critical Position: No |