Director of Finance

FINANCIAL ANL MGR 1 (000212)

UCPath Position ID: 40055706

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

500697

Approved Date:

1/7/2026 6:57:54 PM

Date Last Edited:

1/7/2026 6:57:52 PM

Last Action Effective Date:

9/14/2023

Organization Details

Business Unit (Location):

LACMP

Organization Code:

2100O

Organization:

DENTISTRY

Division Code:

2110D

Division:

CLINICAL

Department:

135000 - DENTISTRY

Position Details

UCPath Position Number:

40055706

Position Description ID

164631

UC Payroll Title:

FINANCIAL ANL MGR 1 (000212)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 25

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

A: Manager - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

41017248

Reports to Payroll Title:

ADMIN MGR 2

UCPath Department Head Position Number:

40061708

Department Head Payroll Title:

DEAN

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

006347

FINANCIAL ANL 4 CX

1

007736

GEN ACCOUNTANT 2

1

004754

FINANCIAL SVC ANL 2 CX

1

POSITION SUMMARY

Under direction of the Associate Dean of Finance and Administration (ADFA), the Director of Finance of UCLA's School of Dentistry (SOD) leads financial objectives in alignment with the School's strategic goals. The incumbent is responsible for financial management, budgeting, and forecasting of the School's funds ($90M) and will serve as a point person for campus budget office. The Director of Finance provides problem resolution as required for faculty and staff, prepares annual budgets, monitors budget variances, and prepares various school and university financial reports. The incumbent understands and leads operational success by reviewing objectives and progress with senior management. Working closely with the ADFA and Executive Leadership, the Director ensures sound financial controls, monitors budget performance, and advises the Dean and senior leadership on financial strategy and resource planning.

The mission of the UCLA School of Dentistry is to improve the oral and general health of the people of California, the nation, and the world through education, research, patient care, and public service.

Fund Management & Accounting Administration

1. Provide oversight over approximately 1500 account funds (including the state funds, contracts and grant funds, gift funds, clinical practices). Provide advice, ensure appropriate balances, ensure proper activities with funds, resolve issues, interpret controlling documents, and make judgment calls regarding the use of funds in light of controlling documents.

2. Oversee finance operations, supervise Finance manager and have oversight over Finance office personnel, develop workflow processes to ensure efficient operations, and create standardized policies and procedures.

3. Provide direct fund management over funds including General Funds, Temporary Funds, Sales and Service Funds, Gift Funds, Contract and Grant Funds.  

For the directly managed funds, provide the following:

a. Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements and reports.

b. Generate variance reports and make recommendations on financial policies and systems that allow for financial success.

c. Monitor balances and expenses. Review and approve expenditure requests, as needed.

4. Develop protocols and procedures to meet campus accounting requirements guidelines. Lead communication with faculty and staff on financial policies and procedures and financial strategies.

5. Oversee faculty incentive payouts and stipends in close collaboration with the Director of Academic Personnel Office (APO) and the Senior Associate Dean.

6. Manage accounts receivable and accounts payable, and cost transfers. 

7. Dotted line supervision of Clinic Supervisors to ensure activities are in compliance with University policies and procedures.

8. Partner with the Director of HR for staff hires and processing of PARs and other cross-unit activities.

40%

Budget Planning & Annual Sales & Service Submission

1. In coordination with the Associate Dean of Finance and Administration, develop the School's annual budget and business proformas for Sales and Service funds.  Establish long-term financial projections for clinical revenue, and ensure proper patient charge capture, billing, coding, and reconciliation.

2. Create and maintain financial forecasting models and key performance indicators to support strategic planning, long-term business decisions, and monitoring of financial performance milestones.

3. Prepare and submit the annual sales and service budget revision as well as the monthly proformas for Executive Leadership.

40%

Recurring Projects

1. Ensure follow-through on external funding commitments by coordinating timely transfer of funds to appropriate accounts.

2. Analyze and reconcile School FTE data, including budgeted, filled, temporary, open, and released FTE resulting from status changes and leaves of absence, to ensure balanced and accurate staff rosters.

3. In collaboration with the Dean and School leadership, respond to ad hoc financial and data requests from UCOP, the Chancellor’s Office, the Office of Academic Planning and Budget, and other campus and external organizations. Prepare financial, statistical, and analytical reports related to recruitment and retention, Ryan White funding, Regents Tables, ADA, and other institutional reporting requirements.

4. Conduct specialized financial and operational analyses as requested by the Dean and senior leadership to support strategic planning and decision-making.

5. Work closely with the Academic Personnel Office to ensure consistent communication, coordination, and oversight of financial matters impacting academic personnel.

6. Represent the School in campus-wide meetings and committees related to financial and administrative matters.

7. Perform other duties and special projects as assigned.

20%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

Bachelor's degree in Accounting, Finance, or related field

Required

Experience in an analyst and managerial role working with complex computer systems/financial applications

Required

Demonstrated knowledge of general accounting principles and experience applying them within complex organizational environments, including management of multi-funded and complex budgets.

Required

Strong analytical and problem-solving skills, with the ability to interpret financial data, policies, procedures, and legal/administrative documents to identify trends and support sound decision-making.

Required

Proven experience extracting, organizing, analyzing, and modeling data from financial and reporting systems to support fiscal planning and long-range strategies.

Required

Ability to manage multiple competing priorities and projects simultaneously, meet deadlines, and adapt to frequent interruptions and changing workloads.

Required

Proficiency with computer systems and software applications, including Microsoft Office (Excel, Word) and financial/reporting systems, to prepare analytical and financial reports.

Required

Strong written communication skills to produce clear, concise, and professional reports, policies, procedures, and correspondence.

Required

Strong oral communication skills to explain complex financial, legal, and administrative concepts to diverse audiences.

Required

Demonstrated ability to establish and maintain effective working relationships and collaborate across academic, administrative, and external stakeholder groups.

Required

Demonstrated supervisory and organizational skills, including workflow management, delegation, staff training, performance evaluation, professional conduct, and appropriate escalation to senior leadership when needed.

Required

Working knowledge of University or campus-based accounting, payroll, personnel, budgeting, and reporting systems.

Preferred

Familiarity with campus organizational structures, administrative policies, budget processes, and common reporting systems.

Preferred

Working knowledge of federal agency budgets, contracts and grants administration, and patient care operational and financial issues.

Preferred

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

COVID and Flu Vaccinations: The position is subject to providing evidence of inoculation.

CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the "Statement Acknowledging Requirement to Report Child Abuse".

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

School of Dentistry

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.