Provides analytical support for complex budget, financial, or resource analysis projects.
- Establish, prepare & analyze federal expenditure data by agency for Federal Letters of Credit (LOC) utilizing data queries, fund analysis, reports, forecasts, and spreadsheets; is responsible for the entire Federal LOC process from submission to reviewing, collecting, monitoring, and completing award close outs. Requires a thorough understanding of the the underlying data to complete the required analysis and draws that adhere to accounting and audit standards. Requires coordination with federal agencies, Office of Research, and campus departments.
Responsible for Federal financial aid annual allocations and adjustments, requires close coordination with student financial aid office.
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30 |
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
- Responsible for PI certifications and compliance reporting processes; audit and validate reports for data integrity, monitors for policy compliance, provide guidance to campus, and escalates when appropriate per established procedures.
Review fund fiscal status for deficits and coordinate resolutions with department analyst; prepare fiscal year-end closing entries such as accruals and deferrals.
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25 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Responsible for federal award financial reporting requirements involving appropriate set up of chartfields in the financial system to enable cash drawdowns, certification of salary charges to federal funds, timely reporting and maintain appropriate electronic records for audit and reference purposes. Requires strong knowledge of federal contract and grant terms, conditions, and specific restrictions along with the ability to effectively communicate requirements and restrictions with campus departments and the Office of Research.
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20 |
Prepares reviews and/or approves financial transactions.
- Preparing cash requests using web based applications; coordinating, proposing, and preparing cash draws and reports; preparing associated journal entries for cash and revenue transactions
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10 |
May train staff and where appropriate, creates an effective team environment.
- Provides training & guidance to department coordinators on the payroll certification process; assist in development, maintenance, and presentation of payroll certification training materials.
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5 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Participate in updating key internal control documentation associate with cash management related to federal letters of credit, stay current on related federal requirements, maintain the referenced support for audit purposes, and ensure both automated and manual controls are followed.
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5 |
Serve as lead in the absence of the manager. Other tasks as assigned to operate as a team to ensure critical tasks are completed.
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5 |