%  

of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

25

Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations. 

Develops budgets and tracks revenue and expenditures for multiple, centrally managed budgets: Computer Support, China Basin Admin, Marketing, RSNA/Images/Business Development and others as identified over time. Develops and maintain reporting formats for selected budgets. Using advanced-function spreadsheets (e.g., including pivot tables, look-up tables, and conditional functions) downloads information from MyReports or other inquiry tools (e.g., Cognos, Plus) into spreadsheets. Manages the these budgets within the central budget and reporting processes of the Department.

Identifies issues and problems requiring action by senior managers, develops options, and recommends solutions. Participates in budget team developing information and recommendations for the Chief Financial Officer (CFO), Chief Administrative Officer (CAO), and Chair. Undertakes ad hoc analyses of a wide variety of financial issues as identified by supervisor or department leadership. Independently gathers information as needed to perform analysis.

Provides analytical support for complex budget, financial, or resource analysis projects.

Working collaboratively with clinical finance team members, provides analytical support in the semi-annual preparation of clinical section profit & loss statements and bonus calculations. Reviews all clinical section FTE and payroll expense (making adjustments as necessary). Responsible for integrating and validating data from multiple sources in order to produce financial reports for each section. Supports clinical productivity benchmarking analysis, and prepares semi-annual reports for Chair and section chiefs.  Completes annual AAARAD survey.  

5

Coordinates and implements department budget allocations. Conceives of and maintains department chart of accounts, other data management tools, and related business processes.

Assists in fiscal close and yearly allocations.

10

Gathers information, analyzes, prepares and summarizes recommendations for financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees.

In addition to central Chair budgets described above, manages academic and staff FTEs and spend-down in 1900 state funding budget and indirect cost return budget, includes scenario planning in 1900s for PhD faculty which requires analyst to work directly with the post-award team. Analyzes overall use of academic FTEs to maximize the benefit to departmental finances.

Also maintains reporting required for VA clinical service contracts, ensuring timely billing of services and facilitating amendments to add new physicians to the contracts.  Reports on financial performance and supports negotiation of contract renewals as needed.

5

Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.

Prepares cash journals for deposits department-wide.

5

Performs complex financial or resource research and studies for various internal department constituents. 

Serves as primary resource for ZSFG in completing annual budget process. Works independently with ZSFG site manager and section chief to develop budgets, and assists in developing/enhancing financial analysis tools to better understand business, opportunities, challenges and needs at ZSFG.

5

Prepares, reviews, and / or approves financial transactions.

Maintains and enhances highly complex, specially developed spreadsheets to monitor and validate expenditures on the largest centrally managed professional fee and related funds. These resources comprise the bulk of nearly $50M in annual allocations directly available to the Chair. Uses various inquiry tools to download revenue and expenditure transactions to allow verification of GL transactions with supporting documentation records for accuracy, completeness, and proper coding. Takes corrective actions as needed, including overseeing preparation of on-line journals and transfers. Complete SAS-115 documentation certifying ledger verification. Prepares Department cash journals monthly; Completes financial, cost transfer and payroll expense journals as needed.

5

Independently gathers information as needed to perform analysis.

Assists in ad-hoc analysis and independent analysis projects as they arise. Other duties as assigned.

5

Documents procedures for financial activities.

Works actively with other team members to enhance the finance resources on the internal department website. Shares responsibility with other team members in completing annual departmental allocations at the beginning of the fiscal year. These include allocations for startups, vice chair allocation, MD faculty allowance, Phd Faculty support allocations, PhD Faculty allowance residuals and other smaller allocations as needed.

5

May train staff, and as appropriate, creates an effective team environment.

Works with other Radiology finance team members to identify and develop ongoing training and refreshers for staff. Provides correct COA chart-string coding information. Answers questions for staff department-wide regarding sufficient funds, proper authorization, and inclusion of required supporting documentation. Flags potentially controversial or inappropriate use of funds on all sources, and if needed, discusses with supervisor, Chief Financial Officer, or Chief Administrative Officer.

5

Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.

Serves as a member of departmental team that reviews and evaluates departmental procedures and policies. Applies information gathered from users and stakeholders to recommend new or enhanced financial policies or to implement new campus or university requirements.

%

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