Job description

Financial Services Lead the design, development, maintenance, and ongoing optimization of funds flow data architecture, calculation environments, and reporting solutions that support financial and operational decision-making across the health system. As the Financial Systems & Reporting Lead, you will play a key role in the comprehensive redesign and implementation of UCLA Health’s funds flow model and supporting systems. You will translate approved funds flow methodologies into scalable data structures, business rules, and reporting tools while supporting physician attribution, productivity reporting, funding allocation, and complex financial analytics. This role partners closely with Finance, the Office of Health Informatics and Analytics, and operational stakeholders to strengthen reporting accuracy, data integrity, automation, and business intelligence capabilities. In this role, you will: • Translate funds flow methodologies and financial assumptions into system requirements, business rules, data models, calculation logic, and reporting structures, and maintain documentation for data definitions and calculation methodologies. • Design and maintain funds flow data architecture and reporting environments in partnership with Finance, the Office of Health Informatics and Analytics, and operational stakeholders. • Develop data requirements, integrate financial, clinical, and operational data; build scalable, automated solutions that improve reporting efficiency and reduce reliance on manual processes. • Develop executive, departmental, and operational reports, dashboards, analytical tools, forecasts, and recommendations that support physician attribution, productivity reporting, and funding allocation. • Lead data validation, reconciliation, and root-cause analysis across multiple source systems to ensure the accuracy, consistency, and integrity of financial calculations and reporting outputs. • Establish data quality standards, controls, testing plans, and monitoring processes for system enhancements, reporting changes, and model updates. • Consult with technical and operational stakeholders to gather requirements, evaluate data sources, resolve data management issues, and provide guidance on business intelligence, reporting, and analytics best practices. • Support training, adoption, and effective use of business intelligence tools and reporting solutions. Salary Range: $98,200 to $214,600 annually Required • Bachelor’s degree in Finance, Accounting, Information Systems, Business Analytics, Data Science, or a related field, or an equivalent combination of education, training, and experience. • Eight or more years of progressively responsible experience in business intelligence, financial systems, analytics, reporting, data management, or related functions. • Demonstrated expertise in business intelligence, advanced analytics, data architecture, and reporting best practices. • Ability to serve as a technical leader and advisor on business intelligence, analytics, reporting strategy, and data management best practices. • Advanced knowledge of database structures, data modeling, business intelligence tools, reporting platforms, and enterprise data environments. • Ability to translate complex business and financial requirements into scalable data solutions and reporting structures. • Advanced knowledge of SQL, data extraction, data transformation, and large dataset management. • Advanced analytical, critical-thinking, and problem-solving skills with the ability to investigate and resolve highly complex data and reporting issues. • Ability to evaluate data quality, perform reconciliations, validate results, and establish data governance practices. • Ability to communicate complex technical and financial information effectively to technical and non-technical audiences. • Demonstrated interpersonal and consulting skills with the ability to collaborate effectively with executives, operational leaders, technical teams, and other stakeholders. • Experience developing dashboards and data visualizations using Tableau or similar business intelligence platforms. • Advanced organizational and project management skills with the ability to manage multiple complex initiatives simultaneously. Preferred • Experience working in an academic healthcare, medical center, physician practice plan, or health system environment. • Advanced knowledge of financial reporting, funds flow methodologies, physician productivity reporting, and allocation methodologies. 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.

Requirements

Must-haves

Financial Services
This role partners closely with Finance, the Office of Health Informatics and Analytics, and operational stakeholders to strengthen reporting accuracy, data integrity, automation, and business intelligence capabilities.
Design and maintain funds flow data architecture and reporting environments in partnership with Finance, the Office of Health Informatics and Analytics, and operational stakeholders.
Develop data requirements, integrate financial, clinical, and operational data; build scalable, automated solutions that improve reporting efficiency and reduce reliance on manual processes.
Develop executive, departmental, and operational reports, dashboards, analytical tools, forecasts, and recommendations that support physician attribution, productivity reporting, and funding allocation.
Lead data validation, reconciliation, and root-cause analysis across multiple source systems to ensure the accuracy, consistency, and integrity of financial calculations and reporting outputs.
Establish data quality standards, controls, testing plans, and monitoring processes for system enhancements, reporting changes, and model updates.
Consult with technical and operational stakeholders to gather requirements, evaluate data sources, resolve data management issues, and provide guidance on business intelligence, reporting, and analytics best practices.
Support training, adoption, and effective use of business intelligence tools and reporting solutions.
$98,200 to $214,600 annually
Bachelor’s degree in Finance, Accounting, Information Systems, Business Analytics, Data Science, or a related field, or an equivalent combination of education, training, and experience.
Eight or more years of progressively responsible experience in business intelligence, financial systems, analytics, reporting, data management, or related functions.
Demonstrated expertise in business intelligence, advanced analytics, data architecture, and reporting best practices.
Ability to serve as a technical leader and advisor on business intelligence, analytics, reporting strategy, and data management best practices.
Advanced knowledge of database structures, data modeling, business intelligence tools, reporting platforms, and enterprise data environments.
Ability to translate complex business and financial requirements into scalable data solutions and reporting structures.
Advanced knowledge of SQL, data extraction, data transformation, and large dataset management.
Advanced analytical, critical-thinking, and problem-solving skills with the ability to investigate and resolve highly complex data and reporting issues.
Ability to evaluate data quality, perform reconciliations, validate results, and establish data governance practices.
Ability to communicate complex technical and financial information effectively to technical and non-technical audiences.
Demonstrated interpersonal and consulting skills with the ability to collaborate effectively with executives, operational leaders, technical teams, and other stakeholders.

Nice-to-haves

Experience working in an academic healthcare, medical center, physician practice plan, or health system environment.
Advanced knowledge of financial reporting, funds flow methodologies, physician productivity reporting, and allocation methodologies.
Current/former UC employees are subject to a personnel file review.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: avature
Effort: medium