Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
- Assist Forecasting and Analytics Financial Analyst with providing high level of information gathering, analysis, and recommendations to the SOM leadership.
|
15 |
Provides analytical support for complex budget, financial, or resource analysis projects.
- Communicate and analyze financial reporting needs with SOM constituents. Provide support in production of financial reports.
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15 |
|
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
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10 |
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
- Review and provide recommendations on department chart of accounts/Full Accounting Unit (FAU).
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10 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Support and maintains the preparation of various monthly financial reports and accounting data for use by management, campus groups, UC Office of the President, Office of General Counsel, external groups and auditors. Assists in the coordination, organization and execution of quantitative and qualitative analyses such as operations management, business case development, and business intelligence dashboards. Develops and maintains forecasting models for capital and operating budgets.
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10 |
|
Performs complex financial or resource research and studies for a variety of internal department constituents.
|
5 |
|
Prepares reviews and/or approves financial transactions.
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5 |
May train staff and where appropriate, creates an effective team environment.
- Assist with training staff on various campus and School of Medicine applications as well as streamline processes.
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5 |
|
Independently gathers information as needed to perform analysis.
|
5 |
Documents procedures for financial activities.
- Assist with the development of SOM protocols, methods, and standard operating procedures.
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5 |
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Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
|
5 |
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Use advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
|
10 |
