Business Services Principal Professional/ Business and Finance Specialist
Description
Univ ersity of Colorado Anschutz Medical Campus
Department of Surgery | Center for Surgical Innovation
Job Title:
Position # : - Requisition #:38507
Job Summary:
Key Responsibilities:
Financial Transactions & Reconciliation (35%)
Review and process internal department claim financial transactions with correct documentation for audit review
Complete monthly reconciliation for all claim financial transactions
Perform fiscal administrative duties, including bank deposits and bank reconciliations
Complete expense reports and financial reporting and reconciliation
Maintain fiscal responsibility through continuing education and Skillsoft courses to ensure compliance with CU policies and standards
Using independent decision-making, responsible for the regular review of expenditures and providing regular updates and reporting to leadership on financial status ensuring compliance with policies and procedures of the university, department and federal and other funding sources.
Serve as the primary expert on University and CU Medicine fiscal policies, processes, and best practices Plays a pivotal role in supporting the financial and administrative management with ensuring compliance with institutional, federal and sponsoring regulations while proving financial oversight and operational support to executive director.
Develop and manage annual budget forecasts and salary distribution plans based on a comprehensive understanding of multiple project timelines, personnel and operational needs and the overall mission of the team.
Liaise with various university departments and industry partners to ensure timely invoicing, fund transfers, reconciliations, and reporting.
Based on a thorough understanding of future project scope, develop budgets and budget justifications.
Customer & Revenue Management (25%)
Create and provide estimates for customers interested in CSI services
Invoice all customers for lab services
Ensure timely payments from customers
Conduct annual cost analysis of CSI prices and work with the executive director on updates
Provide monthly financial updates to the executive director
Procurement & Vendor Relations (25%)
Serve as departmental procurement contact and liaison with Procurement Service Center
Create purchase orders, requisitions, payment vouchers, SPOs, and SPO vouchers in CU Marketplace
Initiate and process office procurement using CU Marketplace and CU Procurement Card
Coordinate with new vendors and ensure all business information is valid
Act as a resource to staff on purchasing activities and provide direct training as needed
Serve as point of contact with suppliers, procurement, travel, and expense questions
Business Services (15%)
Liaise with DOS HR on recruiting efforts for new CSI employees, including job description development, job posting, recruitment, and hiring
Work alongside CSI Director to onboard new employees, and offboard exiting employees
Assist the CSI Director with other HR-related responsibilities, including ticket submissions, responding to HR inquiries, and participating in team meetings as requested
Provide project support by assisting the Manager with data collection, data entry, and other project-related tasks as assigned.
Research and implement best practices in bioskills lab environments
Assists with onboarding process for all new within CSI.
Work Location:
Hybrid
Why Join Us:
Why work for the University?
Medical: Multiple plan options
Dental: Multiple plan options
Additional Insurance: Disability, Life, Vision
Retirement 401(a) Plan: Employer contributes 10% of your gross pay
Paid Time Off: Accruals over the year
Vacation Days: 22/year (maximum accrual 352 hours)
Sick Days: 15/year (unlimited maximum accrual)
Holiday Days: 10/year
Tuition Benefit: Employees have access to this benefit on all CU campuses
ECO Pass: Reduced rate RTD Bus and light rail service
Qualifications:
Minimum Qualifications:
A bachelor's degree in Bachelor's degree in business, business administration, finance, accounting, education, social or behavioral sciences, healthcare administration, higher education administration, public administration, pubic policy, communications, and information systems.
3-5 years of professional finance or business experience in a related lab or medical setting
A combination of education and related technical/military/paraprofessional experience may be substituted for a bachelor's degree on a year for year basis.
Preferred Qualifications:
3 years' experience working in a healthcare or academic setting
Experience with CU University systems (HCM, Marketplace)
Experience with Smartsheet
Knowledge, Skills and Abilities:
Intermediate to advanced skills in Excel including pivot tables, v-lookups, x-lookups, conditional formatting, and other advanced functions
Skilled in using Excel plug-ins and keyboard shortcuts
Familiarity with various business compliance needs (HIPAA, NIH)
Ability to communicate effectively, both in writing and orally.
Strong analytical and financial skills, including budgeting, forecasting, and financial analysis
Must be able to work independently and be flexible
Interpersonal skills with the ability to provide excellent customer service, while ensuring fiscal compliance and policy/rule adherence
Ability to establish and maintain effective working relationships with employees at all levels throughout the institution.
Demonstrated commitment and leadership ability to advance diversity and inclusion.
Ability to maintain confidentiality.
Advanced skills in Microsoft Office Suite, technically adept, software savvy.
How to Apply:
A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position
Curriculum vitae / Resume
Three to five professional references, including name, address, phone number (mobile number if appropriate), and email address
Screening of Applications Begins:
Anticipated Pay Range:
HIRING RANGE .5 FTE $33,806-$43,001
Equal Employment Opportunity Statement:
ADA Statement:
Background Check Statement:
Vaccination Statement:
Job Category
Primary Location
Schedule
Posting Date
Unposting Date
To apply, visit https://cu.taleo.net/careersection/2/jobdetail.ftl?job=38507&lang=en (https://apptrkr.com/6790139)
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Business Services Principal Professional/ Business and Finance Specialist - 38507 University Staff
The University of Colorado Anschutz is currently seeking applications for a Business and Finance Specialist for the Department of Surgery - Center for Surgical Innovation. The Business and Finance Specialist oversees the fiscal and operational responsibilities that ensure CSI's financial health and compliance with University of Colorado standards. This role manages customer revenue processes-including estimates, invoicing, payments, and cost analyses-while also leading departmental financial transactions, reconciliations, and reporting. As the primary procurement contact, the position coordinates vendor onboarding, purchasing activities, and compliance with procurement policies. In addition, the Specialist supports strategic and operational excellence by maintaining fiscal compliance through ongoing education and by researching and implementing best practices for bioskills lab operations. This position requires strong attention to detail, fiscal accountability, and the ability to partner effectively with leadership, vendors, and University offices.
this role is eligible for a hybrid schedule of 1 days per week on campus and as needed for in-person meetings.
The Center for Surgical Innovation (CSI) at the University of Colorado is a multidisciplinary surgical training center dedicated to promoting educational courses and development of leading-edge surgical techniques and technologies. CSI was created as a local, national, and international center of excellence in the evolving field of surgery. CSI is dedicated to teaching and disseminating leading edge surgical techniques to practicing surgeons, residents, and medical students. Our comprehensive multi-specialty/multi-disciplinary group of faculty span all surgical specialties available at the University of Colorado Hospital. We have AMAZING benefits and offerexceptional amounts of holiday, vacation and sick leave! The University of Colorado offers an excellent benefits package including: There are many additional perks & programs with the CU Advantage (https://apptrkr.com/get_redirect.php?id=6790139&targetURL=https://advantage.cu.edu/) .
Applicants must meet minimum qualifications at the time of hire.
For full consideration, please submit the following document(s):Questions should be directed to: Sarah Massena -sarah.massena@cuanschutz.edu (https://apptrkr.com/get_redirect.php?id=6790139&targetURL=-sarah.massena@cuanschutz.edu)
Immediately and continues until position is filled. For best consideration, apply by 12/17/25
The starting salary range (or hiring range) for this position has been established as at a The above salary range (or hiring range) represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. This position may be eligible for overtime compensation, depending on the level.Your total compensation goes beyond the number on your paycheck. The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line.Total Compensation Calculator (https://apptrkr.com/get_redirect.php?id=6790139&targetURL=http://www.cu.edu/node/153125)
CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.
The University will provide reasonable accommodations to applicants with disabilities throughout the employment application process. To request an accommodation pursuant to the Americans with Disabilities Act, please contact the Human Resources ADA Coordinator at hr.adacoordinator@cuanschutz.edu (https://apptrkr.com/get_redirect.php?id=6790139&targetURL=hr.adacoordinator@cuanschutz.edu) .
The University of Colorado Anschutz Medical Campus is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors. To assist in achieving that goal, we conduct background investigations for all prospective employees.
CU Anschutz strongly encourages vaccination against the COVID-19 virus and other vaccine preventable diseases (https://apptrkr.com/get\redirect.php?id=6790139&targetURL=https://www.cdc.gov/vaccines/schedules/downloads/adult/adult-combined-schedule.pdf) . If you work, visit, or volunteer in healthcare facilities or clinics operated by our affiliated hospital or clinical partners or by CU Anschutz, you will be required to comply with the vaccination and medical surveillance policies of the facilities or clinics where you work, visit, or volunteer, respectively. In addition, if you work in certain research areas or perform certain safety sensitive job duties, you must enroll in the occupational health medical surveillance program (https://apptrkr.com/get\redirect.php?id=6790139&targetURL=https://research.cuanschutz.edu/ehs/home/divisions/occupational-health/oh-enrollment) . Application Materials Required: Cover Letter, Resume/CV, List of References : Business Services : Hybrid Department: U0001 -- Anschutz Med Campus or Denver - 20306 - SOM-SRG-CH GENERAL OPERATIONS : Part-time : Dec 12, 2025 : Dec 18, 2025, 6:59:00 AM Posting Contact Name: Sarah Massena Posting Contact Email: sarah.massena@cuanschutz.edu (https://apptrkr.com/get_redirect.php?id=6790139&targetURL=sarah.massena@cuanschutz.edu) Position Number: 00843500jeid-c76274e07608644c82c66788fa64d057
The University of Colorado does not discriminate on the basis of race, color, national origin, sex, age, pregnancy, disability, creed, religion, sexual orientation, gender identity, gender expression, veteran status, political affiliation, or political philosophy. All qualified individuals are encouraged to apply.
