Associate Director, Financial Planning & Analysis - Dean's Office

Reporting to the Executive Director of Finance, the Associate Director, Financial Planning & Analysis (FP&A) leads the planning and analysis function for the David Geffen School of Medicine (DGSOM) within the Financial Affairs Unit of the Dean’s Office. The position is responsible for DGSOM’s annual all-funds budget, rolling forecasts, and long-range financial plan, and for the financial models and analyses that inform decisions at the School’s executive level.

The Associate Director performs and oversees sophisticated financial and managerial analysis, including institutional resource planning, capital and space planning, funds flow modeling and feasibility studies, faculty productivity and operational benchmarking, debt financing strategies, and emerging strategic issues, and serves as a key resource for the UCLA Health economic model redesign.

The position leads a team of Finance Business Partners and an FP&A Analyst who provide FP&A services to department leadership (Chairs, CAOs, and CFOs), and works closely with Dean’s Office leadership, department chairs and directors, UCLA Health System leadership, and Campus leadership.

About DGSOM:

DGSOM is a complex organization composed of 25 academic departments, 5 organized research units, and 5 interdisciplinary research centers. It is the academic home to approximately 3,700 faculty and 2,900 trainees, students, and fellows, and employs approximately 5,400 staff and non-faculty academics. DGSOM’s annual revenue totals approximately $3.1 billion, with expendable net assets of approximately $1.3 billion and endowments and quasi-endowments of approximately $3 billion.

Annual Salary Range: $108,900 - $241,500

Required:

- Minimum of 7 years of Financial Planning & Analysis experience in a related field.
- Strong knowledge of financial and accounting concepts, including basic framework of the P&L, Balance Sheet and Cash Flow.
- Strong analytical and problem-solving skills with a desire to understand the issues and drivers.
- Creative problem solver that can identify sources of information from disparate sources and deliver comprehensive, balanced, and actionable insights.
- Experience with financial analysis programs and building financial projection models.
- Knowledge of and experience in implementing Business Intelligence concepts.
- Experience informing change management and process improvement efforts in a complex organization.
- Excellent customer service interpersonal skills and ability to develop and maintain excellent working relationships with stakeholders at all levels of the organization.
- Experience in helping teams improve their approach to enable more frequent delivery and feedback loops.
- Advanced knowledge of Excel, PowerPoint, Business intelligence tools.
- Experience as a “leader” able to influence and motivate individuals to achieve outcomes even when they do not have a direct reporting relationship.
- High level of ethics, integrity, discretion and confidentiality; Supports the Cultural North Star principles through demonstrated behaviors and interactions.

Preferred:

- Bachelor’s degree, or equivalent in business administration with an emphasis in accounting or finance or an equivalent combination of education and experience. CMA or MBA.
- Expertise in fund accounting and performance metrics of research-intensive health systems.

As a condition of employment , the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.
Current/former UC employees are subject to a personnel file review.