General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst 2 |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Institute of Genomics Dept - D01257 | Department Head | Katayoon Dehesh |
| Supervisor | Bernadette Gilbert | Effective Date | 03/11/2024 |
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 concepts. Applies organizational policies and procedures to resolve a variety of issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external. |
Department Custom Scope
| Manage the financial operations of the large, fast-growing multidisciplinary institute, the Institute for Integrative Genome Biology and its affiliated research centers (Center for Plant Cell Biology and Center for Disease Vector Research), with multiple (currently 5) complex sales and service instrumentation operations. Develop new rate structures and conduct periodic analytical reviews for 100+ diverse instrumentation rates. Perform high-level budget/resource analyses and prepare monthly and ad hoc financial reports for IIGB Director and Managing Director, principal investigators, and administration, utilizing complex analytical tools and incorporating funding strategies for short- and long-term forecasts. Prepare agency-specific, multi-year budgets and complete the submission and post-award administration of multidisciplinary contracts and grants and other novel collaborative initiatives promoted by the Institute. Develop data management tools for comprehensive management of financial operations. |
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 |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Prepares basic financial and resource reports and/or analysis for internal department constituents. Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc. | 20 |
| Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects. | 15 |
| Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. | 15 |
| Provide analytical support to director and principal investigators on the pre-administration (preparation and submission) of extramural research and training contracts and grants, including large multi-disciplinary and multi-institutional proposals involving multiple investigators, subcontracts, etc., as part of multidisciplinary ORU. Ensure compliance with agency specific guidelines, UC policies/procedures and federal mandates. | 15 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 10 |
| Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 5 |
| Applies financial concepts to process, review and approve financial transaction. | 5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Review all personnel transactions for validation and perform budget checking to assure adherence to financial plan. | 5 |
| Other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Demonstrated interpersonal skills at all levels within the unit; service orientation; critical thinking; attention to detail; ability to multi-task in a high volume environment, organizational skills. | Required |
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Ability to function as a member of a team. | Required |
| Some knowledge of finance policies, practices and systems. | Required |
| Ability to adapt to changing priorities. | Required |
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
| Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | Required |
| Working knowledge of general accounting principles, fund accounting, budget development, payroll processes and general ledger. | Required |
| Some knowledge of finance policies, practices, and systems. | Required |
| Demonstrated work experience in higher education. | Preferred |
| Demonstrated knowledge of the University of California's financial policies and procedures, including Sales and Service Activities. | Preferred |
| Demonstrated knowledge of UCR's financial system and the client/server systems. | Preferred |
| Experience in preparation and submission of contract and grant proposals. | Preferred |
| Experience in preparing and submitting rate applications for moderately complex sales and service operations. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
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 |