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Job Function Summary: Involves developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. May analyze and prepare recommendations for financial plans, including annual resource allocations, future requirements, and operating forecasts. Generic Scope Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. Custom Scope Uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Contacts are both internal and external to the department at all levels.
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Essential Function (Yes/No) |
Key Responsibilities (To be completed by Supervisor) |
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Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and / or resource allocations |
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Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and / or outside constituents |
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Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process |
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Gathers, analyzes, prepares, and summarizes recommendations for complex financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc |
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Examples include generating, modifying, and conceiving of new financial or other resource reports, strategic planning and modeling, analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making re |
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Makes recommendations on maintaining and strengthening internal controls to protect University resources |
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Performs complex financial or resource research and studies for both internal department and external constituents |
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Examples include periodic financial reports, staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees |
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Financial and / or resource analysis could 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 |
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) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc |
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Reviews and approves advanced financial transactions |
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Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments |
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Develops and makes recommendations on internal policy / procedural changes that affect functional area |
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Trains staff and maintains an effective team environment |
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May lead a team of less experienced analysts |
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Serves as liaison with internal and external constituents |
Required Qualifications
Required Qualifications
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University of California - San Francisco
Apr 24, 2026