EMF Cash Management Accountant

About the role

The incumbent is responsible for extramural funds related accounts receivable collection and the monthly close of PGM. The EMF Cash Management Accountant manages professional relationships with other EMF Accountants, departments, PIs, and partners, and personal workload to ensure office service levels are achieved.

Responsibilities

• Accounts Receivable Collections - Provide customer-oriented, value-added sponsored award collection services for significant past-due accounts by following established office procedures.
  • Responsible for the effective management of assigned sponsored project receivable to ensure accurate handling of past due/delinquent accounts and to aggressively follow-up on this population of items.
  • Work with Office of Research units for non-payment due to contractual dispute and follow-up on actions by the Office of Research or Legal Counsel.
  • Recommend for payment plans and write-off in accordance with office policies and procedures and if approved, record write-offs when awards are deemed uncollectable.
  • Respond professionally and timely to inquiries from sponsors regarding collection notices.
• PGM Monthly Close - Timely and properly close PGM each month by following established office procedures.
  • Clear all unprocessed costs in PGM, coordinating with other units as appropriate.
  • Update PGM accounts, as appropriate, or provide alternative sources to enable related transactions to clear in other systems, e.g., Accounts Payable, ITC, General Ledger, UCPath.
  • Ensure all PGM processes have fully executed before period close.
  • Resolve UCOP interface issues.
  • Identify systematic issues and recommend solution to EMF Cash Management Lead, EMF Manager, and PGM Business Analyst.
• Planning and Organizing - Quality control review of own work, especially as required before key tasks identified in office procedures.
  • Meet published service level agreements of office.
  • Auditable for adherence to office procedures, including adopting changes in procedures in a timely manner after training.
  • Effective communication with varying levels of staff/management and with various groups in a thorough and timely manner; effective communication includes coherently expressing accounts receivable and accounting concepts; establishing and adhering to deadlines; providing comprehensive explanation and status of issues.
  • Maintain basic knowledge of key UCSB Research Administration and Financial Systems, including OFC (PGM, ITC, RTR), ORBiT, Transact, and FinHub.
• Other - Attend training workshops toward present and future career development and participate in staff meetings.
  • Participate in post-award management training programs for campus personnel as assigned.
  • Assist with the updating and maintenance of campus and office policies, procedures, job aids, training, forms, and similar documentations as assigned.
  • Contribute to the implementation of special projects or committees when assigned.
  • Backup of EMF Cash Management Accountant 1.

Requirements

• Bachelor's degree in related area and / or equivalent experience / training with 21 credit hours in accounting.
• 1-3 years Performing accounting analyst, professional accounting, accounting systems or auditing duties at a level of responsibility equivalent to a General Accountant, including AR/AP experience, fund accounting knowledge, or equivalent combination of education, training and experience.
• 1-3 years Computer proficiency is required. Word processing, spreadsheet, and computerized accounting system experience are essential to this position.

Qualifications

• 1-3 years Experience in a university setting and/or Institute of Higher Learning working with Extramural Accounting.

Skills

• Excellent communication skills.
• Strong organizational and time management skills.
• Ability to manage multiple tasks and meet strict deadlines.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Knowledge of financial systems and software relevant to the position.

Benefits

Full benefits package available.

Pay

The budgeted salary range that the University reasonably expects to pay for this position is $29.74 to $35.92/hour. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $29.74 to $51.29/hour.

Schedule

M-F 8am - 5pm