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.
- Prepares reports and analysis for FAO regarding the utilization of departmental resources and expenditures all within functional areas for overall short-and-long range departmental planning. Responsible for preparing annual closing reports for the PI and funding agencies. Analyzes grant data, both programmatic and financial, and makes recommendations to the PI throughout the funding period and prior to the grant closing date. Maintains record and collects tangible evidence of all grant activity for reporting to funding agencies. Provides guidance to Departmental Faculty with respect to fiscal policies and procedures; provide financial reports that summarize with detail, expenditures to date and provide current balances. Performs complex financial analyses for projects and initiatives, handles preparation of departmental reports.
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30 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
- Coordinates and process HR/AP for monthly and hourly employees, track UC Path entries, audit payroll expenditure reports to ensure that salaries are charged to the appropriate account and employees have received accurate and proper pay. Processes forms for corrections and transfer funds as appropriate. Analyzes and presents financial reports; prepares clear and accurate quarterly and annual financial statements. Administers and reviews all financial plans and budgets; monitors progress and changes and keeps FAOs abreast of the departments? financial status. Assists with event budgets/financial management.
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15 |
Implements department budget allocations and maintains department chart of accounts, and related business processes.
- Executes the allocation of the departmental budget and maintains processes related to an accurate chart of accounts. Prepares monthly expense reports for each grant award and ensures required PI approval.
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10 |
Applies financial concepts to process, review and approve financial transaction.
- Reviews COAs and ensure all funds are either encumbered or expended properly, preparing CBAs, Salary Cost Transfers, Federal and Non-Federal Cost Transfers, as necessary. Verify that all budgetary and financial adjustments have been included. Arranges for any additional adjustments and/or corrections. Produces listing of all active funds/flex fields and update as needed.
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10 |
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Assists FAOs and GSAOs with hiring of temporary and student academic personnel, i.e. Lecturer, Associate In, Teaching Assistants and Reader appointments. Responsible for on-boarding, extending, and ending appointment requests via Snap Shot Tool and communicating these issues back to the FAOs and GSAOs for follow up as needed.
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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.
- Conducts financial analyses, provides recommendations on best allocation and utilization of departmental financial resources. Analyzes requests for resources providing recommendations regarding reasonableness of requests, resource availability, and use of funds to achieve departmental goals and objectives.
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5 |
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Receives more detailed instructions for new assignments.
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5 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
- Monitors budgets for internal and extramural awards. Follows accounting principles and UCR policies related to contracts and grants. Ensures that grant expenditures are allowable and within budget. Responsible for researching payroll issues related to all graduate students.
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5 |
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Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
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5 |
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Attend all appropriate Users Group, department and/or College meetings to stay abreast of policy and procedure changes.
Assist with event planning and management.
Assist with the development of communication documents.
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5 |
