Job ID: BH386136
Category: Financial Analyst
Specialty: Accounting & Finance
Perform a variety of financial analyses that identify trends and recommendations to help inform decision making. Assist with the annual or project budgeting. Assist with multiyear forecasts. Produce financial reports, including, annual, monthly, quarterly, and ad hoc. Act as a resource on transactional inquires and financial or budgetary questions that require problem solving and analytic capability. Ensure financial compliance with University policies and procedures and applicable legal rules and regulations. Bachelors degree or 3 years relevant work experience required. Strong working knowledge of Microsoft Office, intermediate or better Excel skills. Working knowledge of budget management, financial analysis, financial modeling and basic accounting principles. Demonstrated experience with enterprise level financial systems and data query tools.
The Senior Research Portfolio Manager (SRPM) is responsible for managing a high volume portfolio of complex sponsored and non-sponsored funds for a group of Principal Investigators (PIs). The position reports to the Associate Director of Research Administration and Finance (ADRAF). The SRPM is a member of a faculty support team that provides the best possible customer service to the PI and lab members in support of their research activities. S/he uses independent judgment and problem-solving skills to ensure compliance with sponsor and donor regulations, School and University policies, and Area procedures. This is a high-volume, fast-paced, and dynamic environment.
• Provides life-cycle grant support for complex, multi-faceted or non-standard projects, both federal and nonfederal, which may include complex Center grants.
• Pre-award responsibilities include providing direct support to faculty and administrators with proposal preparation, developing budgets, budget justifications, supporting documentation, and required institutional information. Shepherds supported proposals through the proposal review and submission process. Ensures compliance with federal regulations and University, SEAS and sponsor policies.
• Post-award duties include monthly budget and expenditure reconciliation, financial projections, interpreting financial policies and applying best practices to effectively communicate financial reporting to PI, sponsors, and related University offices.
• Utilizing the PI Dashboard, manages faculty-designated funding (sponsored and non-sponsored funds), including monitoring balances and deficits, performing spending projections, developing financial reports, and maintaining working knowledge of basic fund information.
• Conducts financial analysis; presents financial reports that include committed and available balances across all funds, both sponsored and non-sponsored. Utilizes the PI Dashboard, and OBI for these and ad hoc financial queries.
• Strategizes with PI on resource/personnel allocations, including initiating and processing required forms and documentation.
• Serves as backup to the ADRAF and a team lead for the Area. Provides guidance to more junior staff. May prepare PI rights petitions, flag potential conflicts, and review funding opportunities for potentially problematic terms and conditions for their PIs and others. May draft small business subcontracting plans. May also help prepare technical reports, which includes special reporting, coordinating statements of work, and assisting with the tracking of milestones and deliverables.
• Reviews and approves financial transactions, such as reimbursements for travel and corporate card payments, PCards, and Buy2Pay.
• Assists PI with reporting requirements of the various funding organizations, including progress reports.
• Facilitates the effort certification process and advises the PI on related policies.
• Works with the ADRAF to implement local procedures, recommend process improvements, and resolve issues related to research funding.
• Serves as liaison with internal departments. Collaborates with external research groups and their institutional representatives, and communicates with sponsor agencies.
• Works in collaboration with SEAS Finance to administer capital equipment, including purchasing, tagging and equipment inventory.
• Responsible for sub recipient monitoring on sub-awards/contracts.
• Provides guidance to lab administrators on finance and sponsored research matters including systems, policies, and procedures.
• Additional responsibilities may include drafting consulting agreements and other research-related documents, which require collaboration with SEAS Finance and others. The SRPM may also present financial data to sponsors and function as a member of a project team when required.
• Other duties as required.
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.