Jobs · Sales · California

Research Financial Analyst 4

UCSF Health · San Francisco, CA · 1 mo ago
SalesFull-time

Responsibilities

  • Provide high level management, planning, and monitoring of fiscal budget control of contracts and grants administration, submissions, budgets, support documents, gifts, endowments, and privately funded projects for faculty research programs.
    • Ensure compliance with all sponsors and university requirements.
    • Address issues with members, and is primary contact for sponsoring agencies.
    • Reviews the entire portfolio and determines how to accommodate this request; works with central units to request a re-budgeting of the grant by the sponsoring agency.
    • Ensures that spending remains in compliance with donor intents.
  • Administers, in coordination with central and departmental administrators, the administrative and financial aspects of complex, awarded projects with broad impact.
    • Provides highly complex projections, analysis, and recommendations.
    • Activities include, but not limited to: Financial forecasting on the long-range health of a faculty portfolio, Assisting with the analysis and distribution of ICR-related funding, Management of state and discretionary resources as assigned to a PI and how that impacts the overall projected financial health of the PI, Analysis of financial health of the overall research portfolio of the department.
    • Provide financial advise to PI on available effort of lab for new project; Advise on purchasing or contracting needs to outside agencies associated with our projects.
  • Affords assistance in support of audit as directed by senior staff.
    • Assists in support of audit as directed by senior staff.
  • Provides guidance and counsel on wide variety of highly complex research administration matters to principal investigators, senior departmental administrators and less experienced department staff.
    • Provides guidance and counsel on wide variety of highly complex research administration matters to principal investigators, senior departmental administrators and less experienced department staff.
  • Leads education and outreach activities to facilitate connections between faculty and relevant programs / funding opportunities and promote research to external entities.
    • Leads education and outreach activities to facilitate connections between faculty and relevant programs / funding opportunities and promote research to external entities.
  • Ensures complete and accurate collection of research management administration data at all stages of the contract and grant life cycle.
    • Independently oversees award reporting and closeout working closely with central grant teams and controller’s office to ensure compliance, regulatory, and fiscal accounting reporting details are met in a timely manner.
  • Reviews budget allocations for policy exceptions, conceives of and maintains chart of accounts or other data management tools, and related business processes.
    • Reviews and reconciles ledger accounts.
    • Participates in gathering data from the general ledger for the collection of information for UBIT, preparing summary schedules, and either answering questions from departments or coordinating getting answers.
    • Manages, maintains and proactively takes action on all requires transactional activities to ensure compliance, regulatory and financial solvency for all funding associated under assigned portfolio.
    • Keep PI appraised of funding mechanism utilization and burn rate during the project via regularly scheduled meetings.
    • Makes appropriate adjustments in a timely manner to ensure overspending/deficits do not occur.
  • Prepares, reviews and / or approves financial transactions.
    • Independently gathers information as needed to perform financial analysis.

Qualifications

  • Bachelor's degree in accounting, business, or related area and 4+ years of related experience; and / or equivalent experience / training.
    • Bachelor's degree in accounting, business, or related area and 4+ years of related experience; and / or equivalent experience / training.
  • Extensive knowledge of program administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
    • Extensive knowledge of program administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
  • Advanced knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.
    • Advanced knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc.
  • Ability to manage high volume and complex transactions.
    • Ability to manage high volume and complex transactions.
  • Ability to perform highly complex financial analysis and customized reporting.
    • Ability to perform highly complex financial analysis and customized reporting.
  • Demonstrated advanced competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
    • Demonstrated advanced competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
  • Demonstrated advanced knowledge of generally accepted accounting, fiscal and reporting principles.
    • Demonstrated advanced knowledge of generally accepted accounting, fiscal and reporting principles.
  • Full knowledge of Federal Acquisition Regulation, Code of Federal Regulations, sponsor-specific policies, intellectual property policy, conflict of interest requirements, publication rights, application of indirect cost rates and other complex concepts in research administration.
    • Full knowledge of Federal Acquisition Regulation, Code of Federal Regulations, sponsor-specific policies, intellectual property policy, conflict of interest requirements, publication rights, application of indirect cost rates and other complex concepts in research administration.
  • Master’s degree in business, finance, or higher education.
    • Master’s degree in business, finance, or higher education.
  • Ability to interpret policy for others.
    • Ability to interpret policy for others.
  • Advanced knowledge of effective grant funding processes, procedures and techniques.
    • Advanced knowledge of effective grant funding processes, procedures and techniques.
  • Ability to facilitate difficult conversations, and seek appropriate guidance (department leadership, compliance, or legal) with faculty members.
    • Ability to facilitate difficult conversations, and seek appropriate guidance (department leadership, compliance, or legal) with faculty members.

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