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Job Summary The EVCP Business Services Finance Business Partner reports to the Business Services Director of Finance and is responsible for the operating budget, recharge activities, post award management, internal controls, policy interpretation and compliance, accounting procedures and operations, and financial reporting for several units managed by the EVCP Business Services Finance team. This may include units within the EVCP Control Point, the Office of Opportunity & Outreach, the Office of Ethics & Compliance, and the Chancellor's Office. A key member of the Business Services team, this position reports to the Director of Finance and provides financial management for multiple units as assigned. Significant independent judgment is required as this position plays a critical role in maintaining the financial integrity of the multiple departments under management by providing budget development, ongoing financial monitoring of the units' resources, resource plan variance, expense reporting and projections for core operating funding as well as domestic and international contracts and grants administration. This position is a strategic partner to the operational leaders of the units assigned through a deep understanding of the mission and operational goals of the unit and assessing how financial resources may be deployed to achieve those goals. This position requires the highest level of ethics and professional standards to handle highly sensitive matters with tact and sound judgment. Key responsibilities include budget development, forecasting and financial reporting, post award management, oversight of financial transaction processing and procurement, fiscal close activities and general ledger reconciliation. Department Overview The Executive Vice Chancellor & Provost's Business Services organization provides centralized financial management, strategic budget development and oversight and administrative services to the direct offices of the Chancellor (CO), Vice Chancellor for Opportunity and Outreach (VCO&O), Office of Ethics & Compliance, and Executive Vice Chancellor and Provost's (EVC&P) and their subunits, departments and programs. Serving approximately 1200 FTE with an annual budget of over $260 million, the services provided include program planning, strategic & detailed budget development, financial reporting, financial transactional processing, purchasing, and reconciliations as well support of human resources activities in coordination with the central campus human resources organization and access administration.
% of time |
Essential Function (Yes/No) |
Key Responsibilities (To be completed by Supervisor) |
30 |
Yes |
Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations.
- Generates, modifies, and conceives of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts & grants and makes recommendations for maximizing financial or other resource outcomes.
- Monitors, oversees and reconciles allocations and expenditures through PeopleSoft and MyReports.
- Resolves funding and expenditure discrepancies in compliance with UCSF policies.
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30 |
Yes |
Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and / or outside constituents. Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major EVC&P units and other Control Points managed by the EVCP Finance team.
- Ensures compliance with University accounting policies for all assigned units under management
- Assists with annual budget planning and fiscal year close for all EVC&P units and other clients. Recommends and implements new departmental procedures related to contracts & grants administration.
Responsible for operating budget, recharge activities, post award management, internal controls, policy interpretation and compliance, accounting procedures and operations, and financial reporting for several units within the EVCP Control Point portfolio and other Control Points as assigned.
- Identifies and resolves financial discrepancies arising with Sponsors, external vendors and campus departments in the management of awards, expenditures and revenues. Develops financial projection models for use in new strategic alliance and partnership agreements.
- Works with wide variety of contacts to resolve identified problems such as UCSF Controller's office for accounting issues; Material Management and external vendors for purchasing problems, AP tracking, and/or problem resolution
- Generates and/or provides guidance to other analysts for cost transfers, payroll expense transfers, financial and budget journals as necessary and independently processes and tracks all expenses (salary, benefits, overhead, services and supplies) including reimbursements, entertainment, travel, andvendor payments for all assigned units
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15 |
Yes |
Leads the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process.
- Gathers information, analyzes, prepares and summarizes recommendations for financial and annual resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses.
- Acts as strategic partner for unit manager/leaders to gather data for budget development, analyses data to identify problems, solutions and process improvement implementation.
- Meets and communicates with wide range of staff and managers.
- Partners with the Executive Director and Director of Finance to develop unit's annual goals
- Coordinates with Executive Director and Director of Finance to develop annual resource plan timeline for all EVCP units.
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10 |
Yes |
Performs complex financial or resource research and studies for both internal department and external constituents.
- Performing analyses may 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.
- Perform analysis and research on periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Coordinates with Contracts & Grants Accounting staff in the Controller's Office to ensure timely billing.
- Coordinate & direct activities in support of industry sponsored subprojects on complex industry agreements.
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15 |
Yes |
Reviews and approves advanced financial transactions.
- Generates, reviews and approves financial & procurement transactions including POs for consulting services
- Facilitates procurement of supplies, software (SHI), and equipment in BearBuy as needed.: serves as liaison with internal and external constituents: Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments.
- Performs other duties as needed
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100% |
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(To update total %, enter the amount of time in whole numbers (without the % symbol - e.g., 15, 20) then highlight the total sum (e.g., 1%) at the bottom of the column and press F9. The total sum should add up to 100%.) |
Required Qualification(s)
- 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. In depth ability to use organizational skills to multi-task in a high-volume environment.
- Ability to adapt to changing priorities.
- Ability to function as a member of a team.
- Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
- Ability to process confidential information and ensure confidentiality
- Demonstrated excellent attendance and reliability.
- Possess the ability to work independently with good judgment to produce on-time product.
- Possess the ability to work effectively with people at all levels to meet impending deadlines and handling difficult situations in a thorough and consistently professional manner.
Preferred Qualification(s)
- Strong knowledge of UCSF budgeting, financial reporting, and procurement systems (UPLAN, MyReports, Faculty Portfolio, PeopleSoft-General Ledger & RAS, BearBuy)
Required Qualification(s)
- 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. In depth ability to use organizational skills to multi-task in a high-volume environment.
- Ability to adapt to changing priorities.
- Ability to function as a member of a team.
- Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
- Ability to process confidential information and ensure confidentiality
- Demonstrated excellent attendance and reliability.
- Possess the ability to work independently with good judgment to produce on-time product.
- Possess the ability to work effectively with people at all levels to meet impending deadlines and handling difficult situations in a thorough and consistently professional manner.
Preferred Qualification(s)
- Strong knowledge of UCSF budgeting, financial reporting, and procurement systems (UPLAN, MyReports, Faculty Portfolio, PeopleSoft-General Ledger & RAS, BearBuy)
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University of California - San Francisco
$142,502
Jun 12, 2026