Position Summary

Reporting to the Department Finance Officer and as part of the Financial Services team, the Fund Manager is a member of a two person team who manages approximately 135 federal contract and grants totaling around $12 million in the Department of Mathematics. When needed, also, assist with department operational funds of approximately $30 million. Primary responsibilities are to consult with CFO, CAO, PIs and Contracts & Grants Office by compiling financial data, researching income and expenses, developing single and multi-year budgets, preparing necessary projections for fiscally sound budget recommendations, and providing contract and grant administration to include pre-proposal through post-award. Knowledge of University and the software for submission and/or monitoring of contract and grant proposals, and systems for processing graduate student payroll. Process and maintain current salary and policy data, analyzing payroll expenditures and commitments via UCPath. Actively monitors all research funds to prepare quarterly expenditure reports to PI's, Department Finance Officer and CAO as applicable, outlining all current income and expenses, providing projections to avoid overdrafts. Works with General Accounting and Extramural Fund Management to provide accurate and timely invoicing of expenses and close out the activity as required. Additional duties include responsible for providing backup support for payroll, including benefits support for staff and academic apprentice titles. These responsibilities include providing comprehensive, analytic and administrative support for a broad range of personnel/payroll benefits functions. Initiate and process on-line payroll and benefits transactions using UCPath, QDB, and TRS. Investigate and resolve discrepancies; initiate and process Direct Retros. The incumbent ensures the accurate and timely processing of payments and other personnel actions to comply with campus policy and federal employment regulations. Complete special projects for CAO and Financial Manager.

Salary & Compensation

*UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.
Qualifications

. Experience as a fund manager in operational, gifts, endowments, sales and services and extramural funds, including pre- and post-awards for federal and state funded contract and grant awards and awards made by private foundations. (Required)

Knowledge of federal and state contract and grant fiscal policies and procedures, including proposal preparation and requirements and budget justification. (Required)

Demonstrated experience in analyzing financial data, preparing financial reports and projections, and making financial recommendations for budget planning, financial decision making, as well as closing of awards. (Required)

Demonstrated experience using financial mainframe systems for processing and recording of income and expenditures such as UCPath, BruinBuy, PAC, Travel Express, QDB, gifts, endowments, sales and service, and extramural funds. (Preferred)

Demonstrated experience handling University and UCLA Foundation online systems for auditing of extramural, operational, gifts, endowments, and sales and service income and expenditures such as QDB, PPQDB, ASAP, PAN, ERS, NPear's, and TOF. (Preferred)

Demonstrated skill in analyzing and verifying financial and payroll reports and to resolve discrepancies. (Preferred)

Skill in preparing budgets and projections utilizing University online and UCLA foundation systems, and current spreadsheet and database software tools. (Preferred)

Skill in speaking clearly, using appropriate vocabulary and grammar to communicate effectively and convey information or explain procedures to individuals and groups, as well as using diplomacy and respecting confidentiality in situations as appropriate. (Required)

Demonstrated interpersonal skills and experience in working closely with staff, faculty, students, and campus departments to convey information concisely, accurately, and tactfully. (Required)

Demonstrated skill in working independently and following through on tasks with minimal supervision. (Required)

Ability to keep abreast of University business, financial, purchasing, travel and payroll policies and procedures. (Required)

Experience in bookkeeping, accounting, accounts payable, accounts receivable, processing invoices, check requests and reimbursements. Skill in performing detailed work with a high degree of accuracy. (Required)

Education, Licenses, Certifications & Personal Affiliations

Bachelor's Degree In related area and / or equivalent experience / training (Required)

Schedule

8:00 AM to 5:00 PM
Union/Policy Covered

CX-Clerical & Allied Services
Complete Position Description

https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial%20Services%20Analyst%202%20CX%20(40083476)