General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial & Administrative Analyst |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | Biomedical Sciences - D01059 | Department Head | Monica Carson |
| Supervisor | Isaac Owusu-Frimpong | Effective Date |
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
| Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. |
Department Custom Scope
| Under the supervision of the Financial and Administrative Officer(FAO)/Financial Operations Officer (FOO) of the respective unit, with a dotted line to the School of Medicine (SOM) Controller, who along with an Oversight Committee, will help ensure process standardization across these positions. The incumbent will provide routine financial management and administrative support to the research and clinical units of the SOM. The incumbent will provide timely and critical 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): assist with identifying department needs, assist with needed budget inclusions and allowability, collect and organize necessary pieces of information. 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 |
|---|---|
| 2 - 4 years of related experience. | Required |
| Experience in managing projects. | Preferred |
| Experience with Academic and Non-Academic personnel issues, including faculty, staff, researcher and GSR employment | Preferred |
| Experience in supporting faculty with the administration of their extramural funding activities, including proposals, review of budgets, grant activities, some financial transactions, etc. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies. | 10 |
Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
|
10 |
| Assists with managing 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 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 diverse questions and concerns. | 10 |
| Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities. | 5 |
| Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly. | 5 |
| Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns. | 5 |
| Conducts or assists with researching, developing and implementing new and changing business processes. | 5 |
| Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies. | 5 |
| Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Documents processes and procedures for financial activities. | 5 |
| Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. | 5 |
| Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors. | 5 |
| Additional duties related to synchronizing Departmental, Division, SRP, and other SOM and University centralized units. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to function effectively as a member of a team. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Ability to adapt to changing priorities. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| 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. | Required |
| Working knowledge of financial processes, policies and procedures. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a background check. | Required |
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: Yes |