Financial Analyst 4

Funds Flow Financial Analyst is responsible for providing support to the Funds Flow functions, including implementation and maintenance of the Funds Flow model for UC Davis Health, which manages the allocation of over $350M+ annually. This includes at least 20 different work streams incorporating multiple data sources to calculate the clinical, education, and research components of the Funds Flow model. This position will also be the primary liaison between the Finance department, Clinical Affairs, School of Medicine (SOM) Dean's Office as well as the SOM Clinical Departments, Basic Science Departments and Centers. As liaison, this position will be able to explain all the components of the model, provide detailed calculations, and interface/communicate with leadership, staff and faculty at all levels. This position will also integrate the model into the budget process ensuring proper allocation and accurate posting of all work streams into the general ledger. A key aspect of this role is to ensure data integrity and system integration; therefore, the position will be responsible for maintaining key systems models such as Axiom EPM and Tableau.

The position performs high-level analysis to aid in the financial and strategic management of the School of Medicine and UCD Medical Center. The position requires strong analytical skills, strong communication skills, advanced software knowledge, and ability to work with people of all levels of the organization.

Apply By Date

1/27/2025 at 11:59pm

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Advanced degree in Business Administration with an emphasis in Accounting, Business or Finance or equivalent experience.
• Experience performing high-level analysis to aid in the financial and strategic management of the organization
• Strong communication skills
• Broad understanding of health care financial and reporting environment.
• Advanced software knowledge
• Experienced in working with people of all levels of the organization
• 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.
• Ability to build relationship with peers, business partners, and leadership team and present complex topics to all levels of the organization.
• Demonstrated professional level of analytical, statistical, and mathematical skills to conduct complex quantitative analyses.
• Ability to develop executive summaries as well as detailed financial and statistical reports.
• Advanced spreadsheet skills and ability to analyze, sort and accurately report on large volumes of data in a timely manner.
• EPSI, AggieBudget, and Axiom experience a plus
• Experience in Tableau: creating and editing dashboard reports
• Ability to work independently, taking responsibility for projects with input on objectives, with minimal direct supervision.
• Knowledge of generally accepted accounting principles, internal control concepts, and financial concepts.
• Excellent interpersonal skills to communicate both orally and in writing in a professional, tactful, and effective manner with a broad range of individual styles and managerial levels.
• Ability to communicate project status with department leadership and identify and resolve issues impacting team performance and/or project outcome.
• Demonstrated proficiency with word processing, presentation, project tracking, spreadsheet and database packages. Proficient in e-mail and on-line communication programs. Ability to learn new software rapidly. Ability to develop and maintain computerized reports and to quickly and accurately produce reports, presentations and documents.
• Ability to work under pressure, adapt to changing priorities and produce quality work, while meeting deadlines.
• Experience in the design of report formats, extraction of data, and development of financial and statistical reports.
• Experience working with benchmark data (i.e. MGMA, AAMC, Vizient) and evaluating performance compared to benchmarks.
• Ability to develop innovative solutions to difficult or unusual problems.
• Ability to interpret various reports, e.g., financial statements, labor distribution reports, the general ledger, health system policies and procedures.
• Ability to prioritize and organize work, clearly communicating status and achieving time lines.
• Demonstrates flexibility and ability to work effectively in teams.
• Shows respect for institutional policies, procedures, systems and relationships.
• Ability to maintain confidentiality, exercise discretion, and use independent and mature judgment.
• Ability to develop innovative and sound solutions to difficult and unusual problems.
• Ability to assume responsibility for coordination and completion of complex projects requiring interactions with many individuals, work with minimal supervision, and take initiative to follow up on projects.
• Ability to work effectively in a complex environment with changing or conflicting priorities, under tight deadlines and requirements for accuracy.
• Ability to react with flexibility and patience, and maintain efficiency and accuracy under sustained and immediate pressure created by heavy workload, frequent interruptions, and multiple priorities.
• Must be able to adjust hours of work to accommodate office needs.
• Mathematical skills to perform basic statistical and quantitative analysis.

Preferred Qualifications

• MHA/MBA/Masters of Finance degree.
• Experience with Funds Flow methodologies
• Academic medical center/health system experience.
• Experience using the EPSi budgeting and cost accounting system or other hospital cost accounting system strongly desired
• SQL server knowledge/experience preferred and willingness to learn data analytic applications.
• Experience with Tableau or other data visualization software.

Key Responsibilities

• 70% - Funds Flow Support
• 25% - Financial Analysis
• 5% - Continuing Education

Department Overview

Financial Services Admin is responsible for overall financial management of UC Davis Health including the Funds Flow Initiative which supports the flow of dollars from the health system/SOM to each SOM department (clinical and basic science).

Department Specific Job Scope

Responsible for providing support to the Funds Flow functions, including implementation and maintenance of the Funds Flow model for UC Davis Health, which manages the allocation of over $350M+ annually.

POSITION INFORMATION

• Salary or Pay Range: $7,666.66 - $14,333.33
• Salary Frequency: Monthly
• Salary Grade: Grade 24
• UC Job Title: FINANCIAL ANL 4
• UC Job Code: 007710
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100
• Shift Hours: 8am-5pm, 8 hour
• Location: UCDHAS Building (HSP165)
• Union Representation: 99 - Non-Represented (PPSM)
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)
• THIS IS NOT AN HI-B OPPORTUNITY

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

* High quality and low-cost medical plans to choose from to fit your family's needs
* UC pays for Dental and Vision insurance premiums for you and your family
* Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
* Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
* Access to free professional development courses and learning opportunities for personal and professional growth
* WorkLife and Wellness programs and resources
* On-site Employee Assistance Program including access to free mental health services
* Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
* Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
* Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here
* UC Davis cares about building a community, which is why we provide resources to enhance diversity, equity and inclusion as well as Employee Resource Groups (ERGs) to support our staff

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC policy and local procedures, and as such, employment is contingent upon successful completion of background check(s), including but not limited to criminal record history background check(s)
• Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Diversity, Equity, Inclusion and Belonging

At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds and you belong here. As you consider joining UC Davis, please explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected. The University of California, Davis 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, disability, age or protected veteran status.

For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20

For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to be seen, our recruiting process at UC Davis fosters authenticity, diversity, and inclusion. Studies have shown that some people may not apply to jobs unless they meet every single qualification. Each unique role at UC Davis has a set of requirements and you could be perfect for this role, or you could be perfect for the next role! Don't meet all the requirements? We still encourage you to apply! #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks