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.
- Maintain financial management and fiscal integrity for all contracts and grants according to agency-specific terms and conditions, the University of California policy and procedures, campus Internal Audit and the Business and Finance Financial Bulletins. Ensure compliance with the Federal Government OMB circulars for all awards.
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15 |
(DR): Analyzes transactions, expenditures, identifies and resolves discrepancies, financial and inventory reports. Prepares proposal budgets and support documents that are required by proposal guidelines.
- Work with payroll staff to ensure accuracy with all pertinent hiring such as type of appointment, percentage of time, appointment period, salary level, etc. Verify appointment fund sources, benefit rates and leave accruals. Review personnel transactions for validation and perform budget checking to ensure adherence of financial plan (departmental and all other funding sources). Maintain accurate and timely records of all financial and payroll transactions for compliance.
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10 |
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Develops and/or oversees non-competing continuations, supplements and other award/agreement amendments.
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5 |
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(DR): Applies professional concepts to provide projections, analyze spending and recommend adjustments.
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5 |
(DR): Under general supervision, provides post-award financial administration and management for research funds in accordance with organization policy and agency requirements.
- Review general ledger reports and reconcile expenses on a monthly basis to ensure accuracy and compliance with all agency and university policies, procedures and requirements. Prepare computerized financial statements on a monthly basis that accurately reflect current balances and forecast future expenses. Advise and assist PI on rebudgeting, no-cost extensions, reductions in personnel support, etc., to ensure adherence to all policies, procedures and guidelines.
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15 |
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(DR): Advises department administrators on compliance regulations.
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5 |
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(DR): Assists in support of audit as directed by senior staff.
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5 |
(CR): Applies professional concepts to authorize establishment of contract and grant fund accounts with approval of other analysts or Director.
- Advise PI on agency reporting requirements including technical, financial and cost sharing reports to close out or renew awards. Work closely with PI prior to close out of project to ensure all funds are committed and all charges will be reflected on ledger by the expiration date of the award.
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10 |
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(CR): Develops professional relationships with sponsor representatives.
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5 |
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(CR): Under general supervision, provides advice and counsel regarding sponsored projects administration to Department Administrators and PIs.
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5 |
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Performs other duties as assigned.
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5 |
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Adhere to University fiscal closing deadlines and procedures. Review all department preliminary ledgers to identify discrepancies and initiate necessary actions. Prepare appropriate closing documents to encumber funds, re-allocate expenses, create and/or change budget allocations, etc.
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5 |
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Coordinate proposal submissions. Consult with PI to review agency guidelines in preparation for creating a detailed budget plan forecasting all budget categories. Prepare cost analysis to ensure adequate funding is requested including personnel, as well as any projected changes requested by agency. Develop budget forecasting for periods 1-5 years depending on agency guidelines. Coordinate the preparation of all campus reviews and work with the appropriate offices to ensure timely review and approval of proposals.
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5 |
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Collect additional data as required and analyzes information. Determine sources and retrieve data from campus financial systems to provide management with comprehensive reports in a clear and understandable manner.
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5 |
