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Financial Services Analyst 2

University of California - San Francisco
39.82 - 50.69
United States, California, San Francisco
Jul 07, 2026

Job Summary:

Under general supervision, the Financial Services Analyst 2 and / or oversees research proposals, awards and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional and research sponsor policies. Works on proposals of moderate scope such as single investigator NIH proposals where analysis of financial information or reports require review of a variety of factors (e.g. budgets, salaries, expenses, etc.). Receives assignments on project basis and fully analyzes problems, gathers data and information, and recommends solutions. May be eligible for delegated signature authority. Completes and approves transactions for signature by manager or other authorized institutional official.

The Financial Services Analyst 2 provides post-award grants administration, accounting and purchasing support. These services include a variety of post-award financial reports, payroll reconciliation and post-award grants administration. The Financial Services Analyst 2 carries out specific fiscal and grant management functions, budget administration, financial management and reports to the Finance Manager. They are responsible for interpreting various complex federal, private, and university policies, guidelines, and procedures. The Financial Services Analyst 2 is also responsible for managing PI funding portfolios including federal, state, and private funding sources. The Financial Services Analyst 2 serves as the liaison with Research Management Services (the pre-award office) to ensure that proposals are being created and submitted appropriately. They also the liaison with the HR Service Center. In addition, they are responsible for approving lab orders for assigned labs within the BearBuy purchasing system and MyExpense approver for all reimbursements for their assigned labs.

Department Summary:

The finance administrator will be part of a finance team that supports two departments: The Department of Anatomy and the Department of Microbiology & Immunology.

The Anatomy Department is a basic science department within the School of Medicine that performs scientific research, training and teaching. The Department includes 15 faculty members with primary full-time appointments, 15 faculty with joint appointments, and about 150 postdoctoral fellows and students engaged in research that covers questions in cell biology, developmental biology and the neurosciences. Faculty have laboratories at both the Parnassus Heights campus, where there is a focus of interest in cancer biology, and at the Mission Bay campus, where many of the neurobiology faculty are located. The administrative office of the Department is located at the Parnassus Heights campus. Anatomy faculty and staff are committed to building a diverse community that is welcoming and supportive, one that will nurture education and research.

The Department of Microbiology and Immunology is a basic science department within the School of Medicine that performs scientific research, training and teaching at Mission Bay and Parnassus Heights. It is also the home department for the multidisciplinary UCSF Immunology Program and Microbial Pathogenesis Program. The fields of Microbiology and Immunology encompass many aspects of human health, and a goal of our research is to further the basic understanding of microbes and the immune system, as well as translate this knowledge into improvement of human health. Research in the department focuses on areas related to infectious diseases, immunology, and cancer. Our department also provides advanced research training to Postdoctoral Fellows. Graduate students working towards their Ph.D. degree are enrolled in the Herbert W. Boyer Program in Biological Sciences (PIBS) or the Biomedical Sciences (BMS) Graduate Programs, depending on their research emphasis.

DUTIES & ESSENTIAL JOB FUNCTIONS

Identify the functions or tasks that employees in the job perform. The essential functions should state the purpose of the work and the results to be accomplished, rather than how the function is performed. Of the tasks listed, what percentage of time is devoted to each? The more time employees spend on a function, the more likely it is that the function is essential. Generally, include those functions that account for 10% or more of the work, i.e., key items that contribute significantly to the achievement of the job. The functions should add up to 100%.

%

of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

75% Yes

Management of Extramural Funds:

  1. Establish new accounts as required, request new speedtypes and close old speedtypes.

  2. Prepare monthly budget status reports for all contracts and grants in a timely and accurate manner. Project expenditures through end of grant year, identifying exceptional items requiring the attention of principal investigators.

  3. Prepare quarterly funding portfolio status reports (12-month period) in a timely and accurate manner

  4. Prepare bi-annual funding portfolio status reports (24-month period) in a timely and accurate manner

  5. Analyze funding status reports to be able to: assist PI with planning for future spending (new hires, equipment, etc.); identify possible funding issues in advance and suggest possible solutions; assist PI, CAO and Department Chair with decisions regarding salary, staffing, equipment, etc.

  6. Review, monitor and process payroll funding entries from UCPath system.

  7. Perform monthly verification of payroll expenses.

  8. Assist PIs with effort reporting by verifying payroll expenditures and project budgets.

  9. Work with AAIII on reconciliation of ledgers with purchasing records. Serve as reconciliation reviewer for PI accounts.

  10. Monitor expenditure of extramural funds to minimize overdrafts.

  11. Independently prepare payroll transfers and cost transfers. Work with AAIII to request back up from Accounting.

  12. Serve as Default Approver in the BearBuy system to ensure that appropriate funding sources are used for lab orders.

  13. Serve as Reviewer or Acknowledger for Department reconciliation packets for assigned labs

  14. Advise Principal Investigators on policies and procedures.

  15. Close out accounts for completed fund years and finalize financial status reports to funding agencies in a timely manner.

  16. Assist in the final reconciliation and audit of departmental financial ledgers and reports for both intramural and extramural funds.

  17. Prepare FSRs in conjunction with Contract & Grants in a timely fashion.

  18. Stay current in changes in NIH and private agency policies.

  19. Serve as a department resource on procedures and policies relating to the expenditure of extramural funds. Minimize overdrafts and recommend solutions to PIs. Perform other duties as assigned.

  20. Participate in Anatomy/Microbiology&Immunology Finance Team meetings.

15% Yes

Pre-Award and HR Liaison

  1. Provide support to RMS in preparation of proposals and progress reports.

  2. Assist PIs in resolving issues with RMS staff.

  3. Provide funding information for all employees in assigned labs (including faculty, postdocs, graduate students, staff).

  4. Work with the HR Service Center to resolve appointments, funding changes, and any other HR actions related to managing the PI's portfolio.

10% Yes

Other Responsibilities:

  1. Update department Fund List to help other staff with an updated account reference.

  2. Work closely with AA staff on grant preparation, purchasing and reimbursements.

  3. Perform other duties as assigned.
100% (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:

  • Bachelor's degree in related area and / or equivalent experience / training
  • 1-2 yrs of relevant experience.Ability to use discretion and maintain confidentiality
  • Ability to understand, learn and operationally utilize Information Technology systems such as MyCores, Bearbuy, MyExpense, Oracle, MyReports, Connexxus, Peoplesoft, ServiceNow
  • Knowledge of applicable federal, state, local, sponsor regulations, policies, and guidelines
  • Ability to manage a high volume of transactions.
  • Ability to perform moderately complex financial analysis and customized reporting.
  • Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
  • Ability to maintain independent judgment; strong organization; communication skills; and a customer service focus.
  • Knowledge of grant funding processes, procedures and technique
  • Writing skills to draft persuasive text for variety of audiences
  • Ability to independently research complex grant issues
  • Excellent demonstrated record of attendance and reliability
  • Solid organizational skills and ability to multi-task with demanding timeframes
  • Solid organizational skills and ability to multi-task with demanding timeframes

Preferred:

  • Maintains current knowledge of compliance regulations in all areas of research administration
  • Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles
  • Knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc
  • Thorough knowledge of UCSF Systems
  • Solid organizational skills and ability to multi-task with demanding timeframes
  • Working knowledge of common organization-specific and other computer application programs
  • Knowledge of applicable institutional regulations, policies, and guidelines


About UCSF
The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world's leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.
Pride Values
UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence - also known as our PRIDE values.
In addition to our PRIDE values, UCSF is committed to equity - both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here.
Join us to find a rewarding career contributing to improving healthcare worldwide.
Equal Employment Opportunity
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Salary Information


The final salary and offer components are subject to additional approvals based on UC policy.


Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.


To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

Required:

  • Bachelor's degree in related area and / or equivalent experience / training
  • 1-2 yrs of relevant experience.Ability to use discretion and maintain confidentiality
  • Ability to understand, learn and operationally utilize Information Technology systems such as MyCores, Bearbuy, MyExpense, Oracle, MyReports, Connexxus, Peoplesoft, ServiceNow
  • Knowledge of applicable federal, state, local, sponsor regulations, policies, and guidelines
  • Ability to manage a high volume of transactions.
  • Ability to perform moderately complex financial analysis and customized reporting.
  • Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
  • Ability to maintain independent judgment; strong organization; communication skills; and a customer service focus.
  • Knowledge of grant funding processes, procedures and technique
  • Writing skills to draft persuasive text for variety of audiences
  • Ability to independently research complex grant issues
  • Excellent demonstrated record of attendance and reliability
  • Solid organizational skills and ability to multi-task with demanding timeframes
  • Solid organizational skills and ability to multi-task with demanding timeframes

Preferred:

  • Maintains current knowledge of compliance regulations in all areas of research administration
  • Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles
  • Knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc
  • Thorough knowledge of UCSF Systems
  • Solid organizational skills and ability to multi-task with demanding timeframes
  • Working knowledge of common organization-specific and other computer application programs
  • Knowledge of applicable institutional regulations, policies, and guidelines

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