Leads others in the preparation, maintenance and reconciliation of journal entries and general ledger accounts.
- Develops standard documentation to train managers and analysts across the various financial operational units in consistently transacting key financial transactions, including BEAs, NCTs, etc. Serves as the liaision between the Accounting Office and SOM managers when seeking approval of key financial activities and/or reports, including new fund numbers, approval and set-up on S&S recharges, and other related activities.
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25 |
Leads development, implementation and maintenance efforts in one or a combination of comprehensive and complex general accounting systems.
- Leads the oversight of cash controls and operations, including oversight on petty cash activities, setting up new merchant activities, ensuring all bank reconciliations are processed monthly and overseeing approval of S&S requests from SOM units. Completes periodic audits and assessments across various operational areas to ensure adequate controls, and transactions are being executed in accordance with UCR and UCOP policies and procedures.
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20 |
Balances books periodically and prepares profit and loss, income and balance sheet statements.
- Responsible for leading the annual fiscal year-end closing process, by developing calls, collecting data from the units, developing a timeline and ensuring timely completion of such operations in order to meet the UCR deadlines. Oversees and establishes policies, procedures and controls that help ensure the integrity and compliance of our financial statements.
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15 |
Interprets complex reports and records for administrators and managers.
- Prepares executive level reports and recommendations that supports the SOM's mission areas - Clinical, Research, Education. Provides advice/guidance in restructuring the UCR Health finances to implement mission-based solutions to fiscal problems. Prepares financial analysis, reconciliations and benchmarking from a variety of historical data and produce projections and estimates for long range planning.
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15 |
Performs the most complex and advanced analysis techniques, understands past performance and determines present and future performance and/or resource allocations.
- Analyzes, initiate and develop innovative recommendations on ways to increase revenue, to strategically utilize revenue, and maximize the goals. Provides oversight of the SOM permanent budget and staffing process. Directs all aspects of the provision controls and advise administration of strategies.
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10 |
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Provides record of assets, liabilities and other financial transactions.
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5 |
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Under general review of manager/supervisor, may have responsibility for coordinating the collection of information for Unrelated Business Income Taxes (UBIT), preparing summary schedules, answering questions from departments.
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5 |
Provides guidance to others in department and may serve in a "lead" capacity on project assignments.
- Clearly defines and communicates business goals, policies, and procedures that promote fiscal and administrative accountability and consistency to School of Medicine administrators and staff. Serves as a resource to department administrators and staff for School and University accounting issues, inquiries, requests, policies, and procedures. Works closely with units in ensuring the integrity of the data in School server reports as compared to the University general ledger. The guidance and oversight also includes the UCR Health clinics and other lines of business, such as the various hospitalist programs. The controls and policy development that involve the clinical enterprise are unique given we are a community-based School of Medicine; therefore, the impact extends beyond UCR as it involves partnerships with our clinical affiliations.
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5 |
