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.
- Assists Principal Investigators (PIs) with pre-proposal submission to SRP, assists in determining needed budget inclusions and allowability, collects and organizes necessary documentation. Assists with Institutional Review Board (IRB) approvals and biosketches. Assists PIs with searching for new funding opportunities.
|
10 |
Independently manages all student fellowship funds (covering tuition / stipend / fees / financial aid) associated with Department GSR programs and/or other personnel. Works with Student Services Coordinator to liaise with PI and Department in confirming quarterly appointments, personnel onboarding/offboarding 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 (assists with oversight and/or preparation of travel/expense reimbursement requests, 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, Research unit, UCR Accounting, and Sponsor in the administration of financial activities related to PI research funds, including clinical trials activities. Assists Clinical FAO with leading the departmental activities related to a PI's contracts and grants or clinical trials in general. 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.
- Prepares special reports/projections for Chairs, PIs and/or FAOs, e.g., for projections of new or renewing appointments, faculty salary negotiations, etc.
|
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.
- Serves as liaison between Clinical FAO, Research unit, UCR Accounting, and Sponsor in the completion of the clinical trials revenue reconciliation. Follows up on clinical trial revenues as needed to ensure all payments are received in preparation for trial close-out.
|
5 |
Documents procedures for financial activities.
- Documents procedures for financial and administrative processes in support of Principal Investigator 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 |