General Information
Job Description | FINANCIAL SVC ANL 3 | Working Title | Financial & Administrative Analyst |
---|---|---|---|
Job Code | 004628 | Grade | 21 |
Department Name | SOM Finance & Administration - D02013 | Department Head | Maria Aldana |
Supervisor | Maria Aldana | Effective Date | 08/24/2021 |
Position(s) Directly Supervised
Job Code | Title | FTE |
---|
Generic Scope
Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems/issues of diverse scope and determines solutions. |
Custom Scope
Uses skills as a seasoned, experienced financial service professional with a full understanding of industry practices and organizational policies and procedures. Resolves a wide range of issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. |
Department Custom Scope
Under the general supervision of the School of Medicine (SOM) Controller, who along with an Oversight Committee, will help ensure process standardization across these positions, the incumbent will provide financial management and administrative support to the research and clinical units of the SOM. The incumbent will provide timely and critical experienced and advanced level analytical support to the respective units FAO/FOO's, Chairs and PI's in the areas of finance, operations and pre-proposal submission to Sponsored Research Program (SRP): identify department needs, assist with needed budget inclusions and allowability, collect and organize necessary pieces. The Incumbent will also serve as a liaison between the respective unit and SRP, Business Operations, Human Resources/Accounts Payable/Payroll and UCR accounting units. |
Education & Experience Requirements
Education Requirements
Degree | Requirement |
---|---|
Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
Experience | Requirement |
---|---|
Experience in sponsored funding administration or research administrative analysis | Preferred |
4 - 7 years of related experience. | Required |
Experience administering contracts and grants for both research and clinical. | Preferred |
Experience working in research administration at a university, specifically within a medical school or a non-profit research institute or hospital. | Preferred |
License Requirements
Certification Requirements
Certification | Requirement |
---|
Educational Condition Requirements
Condition | Requirement |
---|
Key Responsibilities
Description | % Time |
---|---|
Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations. | 10 |
Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and/or services, changes in legal regulations, tax implications, etc.
|
10 |
Independently manages all student fellowship funds (covering tuition / stipend / fees / financial aid) associated with Department GSR programs; works with Student Services Coordinator to liaise with PI and Department in confirming quarterly appointments and funding sources; serves as liaison to Department/HR to resolve appointment and stipend/funding issues. | 10 |
Serves as a liaison to the PI's in the following areas: HR/AP/Payroll (create/renew appointments, staff terminations, payroll errors, visa initiation, etc); SRP (provides heads-up on who's starting/leaving the lab, PI's special concerns or considerations, budgeting issues, etc.); Business Operations (checks on status of orders, invoicing, PI/lab expense reimbursements, leads the reconciliation of all encumbrances). Residual assistance: provides additional investigation, feedback, and follows-up on diverse questions and concerns. | 10 |
Serves as liaison between Clinical FAO/FOO, UCR Accounting, and Sponsor to follow-up on clinical trial revenues received and outstanding invoices. Residual assistance: provides real time additional investigation and feedback to PIs; follows-up on questions and concerns. | 10 |
Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects.
|
5 |
Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies. | 5 |
Applies a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of a diverse range of financial services for students and departments. | 5 |
Reviews and approves financial data and transactions. | 5 |
Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors.
|
5 |
Documents procedures for financial activities. | 5 |
Interprets related policies and advises customers accordingly. | 5 |
Helps train staff and creates effective teamwork environment. | 5 |
Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
Additional duties related to synchronizing Departmental, Division, SRP, and other SOM and University centralized units. | 5 |
Knowledge, Skills & Abilities
Knowledge/Skill/Ability | Requirement |
---|---|
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems. | Required |
Thorough knowledge of financial data management and reporting systems. | Required |
Ability to function effectively as a member of a team. | Required |
Leadership skills to provide guidance, coaching and mentoring to professional and support staff. | Required |
Ability to adapt to changing priorities. | Required |
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
Thorough knowledge of financial processes, policies and procedures. | Required |
Strong proficiency in the use of spreadsheet and database software. | Required |
Special Requirements & Conditions
Special Condition | Requirement |
---|---|
Must pass a background check. | Required |
Other Special Requirements & Conditions
|
Level of Supervision Received
General Supervision |
Environment
Working Environment
UC Intellicenter |
Other Requirements
Items Used
|
Physical Requirements
|
Mental Requirements
|
Environmental Requirements
|
Critical Position
Is Critical Position: Yes |