Natalie W.

Financial Planning Analyst @UCSF Health

San Francisco, CA, US

Manage five financial budgets ranging from $300K to $3M, driving 13.6% revenue growth across all budgets.• Develop accurate recharge rates for core facilities and services, ensuring compliance with federal, state, and UCSF policies.• Conduct cost recovery analysis to optimize strategies while maintaining affordability and service quality.• Prepare detailed financial reports, including income statements and variance analyses, to ensure transparency.• Ensure adherence to UCSF policies, UC system guidelines, and federal cost principles in recharge operations.• Monitor and track budgets for recharge operations, ensuring precise management of revenues and expenses.• Collaborate with faculty, staff, and leadership to address financial needs related to recharge operations.• Provide financial forecasts and recommend rate adjustments based on projected demand or cost changes.• Identify and implement process improvements to streamline recharge operations and enhance reporting accuracy.• Contribute to team engagement by organizing monthly in-person and virtual events.• Serve on the Recognition and Staff Retreat Committee, fostering a culture of recognition and supporting annual staff retreat planning, including serving as Master of Ceremonies.

University of California, Davis

Bachelor of Arts - BA