Provides analytical support for complex budget, financial, or resource analysis projects.
- Independently manages all funding for CSI Executive Director, including but not limited to, general funds, foundation and gift funds, and contracts and grants. Manages financial reporting for center-wide program areas, including AAPI ($10M) and California 100 ($2M).
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20 |
|
Processes a variety of procurement and travel transactions, including purchase orders, travel vouchers, reimbursements, and campus recharges. Interprets, applies, and advises Center staff on procurement, travel, and reimbursement policies and procedures.
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15 |
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
- Provides CSI leadership with trend analysis inclusive of salary projections for current and future projects in support of center research and community engagement efforts. Assists Director of Operations with financial reporting requirements for both internal and external constituencies.
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10 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Supports the annual budget process and annual fiscal closing process for the Center for Social Innovation.
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10 |
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Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
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5 |
|
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
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5 |
Performs complex financial or resource research and studies for a variety of internal department constituents.
- Independently prepares complex spreadsheets (using advanced formulas, functions, and techniques) to design and develop analytical summaries and maintain spreadsheets for tracking purposes.
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5 |
Prepares reviews and/or approves financial transactions.
- Independently identifies and prepares salary cost transfers (SCTs), non-salary cost transfers (NCTs), and budget adjustment (BEAs) transactions. Serves as the Department Procurement Card Administrator (DCA) for CSI, including processing procurement card transfers (PCTs). Facilitates intercampus recharges and intercampus transfers of funds.
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5 |
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May train staff and where appropriate, creates an effective team environment.
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5 |
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Independently gathers information as needed to perform analysis.
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5 |
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Documents procedures for financial activities.
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5 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Maintains compliance with SAS 112 requirements, internal controls, University policies, and funding agency/donor requirements and guidelines. Assesses and recommends to Director changes as needed to ensure financial processes maintain compliance with funding requirements.
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5 |
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Serves as Center Petty Cash Fund Custodian. Distributes, tracks, and manages petty cash within all campus policies and procedures.
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5 |
