Financial Analyst

UCLA Health
14 Jun 2018
16 Jun 2018
Contract type
Full time

Under the direct supervision of the Director of Finance, the Financial Analyst will possess advanced accounting skills and the ability to reconcile revenue and expense accounts to the general ledger, produce financial statements on comp plan funds and gift and endowment funds as assigned by the Director of finance. The Financial Analyst must possess intermediate MS Excel and MS Word skills.

This posi will approve purchasing of supplies, equipment and various operating expenses. Monitor the status of awards utilizing FPM (Financial Projection Module) system, transfer of funds (budget allocations & TOF), transfer of laboratory and other research–related expenses (NPEARs), authorize spending of funds using Purchase Orders, and processing recharge orders. Work with the Central Purchasing to resolve open encumbrances. Assume other duties as assigned. Other duties as assigned. Excellent verbal and written communication skills are a must.

The Financial Analyst will be under the direct supervision of the Director of Finance, but needs to be able to work independently and team with faculty, PIs and other staff members. The Financial Analyst will receive training, guidance and work assignments from the Director of Finance.


Ability to interpret and apply UC, federal and state policies regarding contract and grant administration. –Preferred

Bachelor's Degree in Finance, Business Administration or Healthcare Administration–Preferred

Intermediate MS Excel, MS Word and MS Outlook skills

Skill in utilizing personal computer spreadsheet and word processing applications to prepare reports and presentations

Ability to establish and maintain cooperative and diplomatic working relationships with staff, and PIs

Ability to evaluate impact on workload of projects and meet specified deadlines

Skill in organizing information and documents for easy retrieval and to process work effectively.

Ability to work independently in organizing tasks, setting priorities to ensure that responsibilities are carried out in an accurate and timely fashion and to take direction

Ability to adjust working hours and if necessary work overtime or weekends to meet the needs of the office and the reporting deadlines

Ability to exercise good organization and work habits.

Interpersonal skills to effectively interact with faculty, staff, postdoctoral fellows and students

Ability to prioritize workload when faced with multiple tasks

Ability to perform with frequent interruptions

Ability to walk distances up to 1/3 mile and lift up to 20lbs.

Strong written and oral communication skills to establish and maintain cooperative working relationships in a team–oriented environment.

Knowledge of grammar, spelling and punctuation in order to compose, edit and proofread all necessary correspondence.

Must be a team player.

Customer service oriented.

Must have the ability to pay close attention to detail and understand written and oral instructions.

Must have the ability to communicate effectively and tactfully with doctors, managers and other levels of personnel.

Financial ability to monitor budgets and track expenditures.

Ability to create budgets and monthly, quarterly, and annual reports.