General Information
| Job Description | RSCH ADM 2 | Working Title | Contract & Grant/Payroll Financial Analyst II |
|---|---|---|---|
| Job Code | 006205 | Grade | 20 |
| Department Name | Chemical/Environ. Engineering - D01005 | Department Head | |
| Supervisor | Effective Date | 08/07/2017 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Professional who applies acquired job skills, policies, and procedures to complete substantive assignments / projects / tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action. |
Custom Scope
| Under general supervision, develops and / or oversees research proposals, awards and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional and research sponsor policies. Works on proposals of moderate scope such as single investigator NSF proposals where analysis of financial information or reports requires review of a variety of factors (e.g. budgets, salaries, expenses, etc). Receives assignments on project basis and fully analyzes problems, gathers data and information, and recommends solutions. May be eligible for delegated signature authority. Completes and approves transactions for signature by manager or other authorized institutional official. |
Department Custom Scope
| NOTE: Continuation of this permanent 100%-time career position is contingent upon funding at the end of each fiscal year. The Contract & Grant/Payroll Financial Analyst II has four primary areas of responsibility, which include: 1) Financial and Administrative Management of the financial resources supporting the Winston Chung Global Energy Center (WCGEC) and the Department of Chemical and Environmental Engineering. 2) Post Award Management of Contracts & Grants: Assists Sr. Analyst in post-award administration. Responsibilities include reviewing monthly statements for variances and overdrafts, verifying transactions for appropriateness, monitoring transactions for erroneous or unallowable charges, reconciling statements to ledgers, researching outstanding encumbrances, Additional responsibilities related to contracts and grants include communicating with the PI's to ensure timely completion of their annual payroll certifications, lab safety training, responsible conduct of research training, and other reports and training as required. 3) Travel/Event Coordination: Responsible for coordinating travel plans as needed. Coordinates project site visits and other meetings by providing and requesting information regarding logistics of meetings, makes travel arrangements and prepares itinerary. 4) Personnel Management: Responsible for processing academic and non-academic personnel documents for new hires, volunteers and visiting scholars. This includes processing payroll via the campus payroll/personnel system. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Dept Role (DR): Under general supervision, organizes, plans, establishes and monitors fiscal budget control of contracts and grants administration, gifts, endowments and privately funded projects for faculty research programs.
|
20 |
(DR): Analyzes transactions, expenditures, identifies and resolves discrepancies, financial and inventory reports. Prepares proposal budgets and support documents that are required by proposal guidelines.
|
20 |
| Develops and/or oversees non-competing continuations, supplements and other award/agreement amendments. | 5 |
| (DR): Applies professional concepts to provide projections, analyze spending and recommend adjustments. | 5 |
(DR): Under general supervision, provides post-award financial administration and management for research funds in accordance with organization policy and agency requirements.
|
5 |
| (DR): Advises department administrators on compliance regulations. | 5 |
| (DR): Assists in support of audit as directed by senior staff. | 5 |
| Personnel/Payroll: Responsible for personnel actions required for WCGEC and the CEE department as directed by the FAO. These actions include handling the on-boarding academic and non-academic documents required for new hires, volunteers and visiting scholars. This may include entry into the campus payroll/personnel system (PPS). | 10 |
| Maintain training reports for lab facility and safety training including documentation and tracking personnel for the Center regarding lab safety training and compliance. | 5 |
| Travel/Event Coordination. Responsible for coordinating travel, purchasing and reimbursements in accordance to UC policies.Coordinates project site visits and other meetings by providing and requesting information regarding logistics of meetings, makes travel arrangements and prepares itinerary. | 10 |
| Applies professional concepts to authorize establishment of contract and grant fund accounts with approval of other analysts or Director. | 5 |
| Under general supervision, provides advice and counsel regarding sponsored projects administration to Department Administrators and PIs. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Knowledge of applicable federal, state, local, sponsor and institutional regulations, policies, and guidelines. | Required |
| Knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc. | Required |
| Maintains current knowledge of compliance regulations in all areas of research administration. | Required |
| Ability to manage a high volume of transactions. | Required |
| Ability to perform moderately complex financial analysis and customized reporting. | Required |
| Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles. | Required |
| Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. | Required |
| Independent judgment and strong organization and communication skills and customer service focus. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| Supervision |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: No |