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.