The incumbent of this position under the direction of the Division Research Administrator (DRA) or manager assists with managing the division or units financial activities and research projects in accordance with Kaiser Permanente Southern California (KPSC) and grant and contract funding agency policies and procedures. This includes, but is not limited to, assisting with the developing of budgets for grant and contract applications, reconciling expenditures, and projecting account balances. This position will also assist in preparing and/or reviewing documents/electronic forms associated with budget maintenance, grant proposals, and financial issues such as purchasing, invoicing, travel reimbursements, payroll, and effort reporting. In addition, the Research Business Administrator I (RBAI) will provide support with grant submissions in coordination with the principal investigator and the administrative staff. Working with research scientists, principal investigators, division/unit managers, research project managers, research associates, biostatisticians, programmers, research collaborators, administrators, and others, is responsible for assisting the DRA or manager with the daily operations of financial management and monitoring.

• Under the Direction of the DRA or manager, RBA assists in managing divisions or units financial activities and research projects in accordance with Kaiser Permanente Southern California (KPSC) and grant and contract funding agency policies and procedures.
• Reconcile project cost centers on a monthly basis or as needed.
• Report budget line variances and identify expenditure trends.
• Monitor financial activity for appropriateness of expenditures in relation to project goals and objectives ensuring adherence to budget limitations as well as adherence to Kaiser Permanente and funding agency guidelines.
• Prepare account balance analysis and projections on various cost centers/projects.
• Complete grant close outs and review financial status reports and final contract invoices.
• Correspond and follow up with principal investigators, research staff, R&E Sponsored Projects Administration (SPA) and Finance, other institutions, and grant and contract agencies to achieve compliance to project financial guidelines.
• Provide support and guidance to investigators and research study staff on issues related to grants management, institutional policies related to handling funds from grants (i.e. travel regulations, re-budgeting, program reports, grant routing).
• Review documents associated with grant projects for appropriateness and accuracy.
• Monitor contract budgets, invoices, effective dates, and balances.
• Advise PIs and research staff on financial and personnel decisions regarding their projects.
• Organize the project kick-off meetings and meetings with SPA/Finance.

• Assists DRA or manager, principal investigators and research staff in developing budgets and justifications for grant and contract applications and ongoing projects by compiling and analyzing expenditure data.
• Assist in preparing budget and all related documents/forms according to funding agency or industry guidelines.
• Assist in the grant submission process and ensure all application guidelines and rules have been followed.
• This position will also assist the DRA or manager, principal investigators, and research staff in preparing and/or reviewing documents/electronic forms associated with budget maintenance, grant proposals, and financial issues such as purchasing, invoicing, travel reimbursements, payroll, and effort reporting. In addition, the RBAI position will assist with grant submissions in coordination with the principal investigator and the administrative staff.
• Assist in preparing and reviewing invoices and reports, purchase requisitions, ITs, and OneLink purchases for division/unit and its grant accounts in a timely manner.
• Assist in preparing and reviewing forms such as cost transfer forms to correct errors or to comply with budget changes and limitations.
• Assist in researching, gathering, analyzing & summarizing data for reports.
• Assist DRA or manager and principal investigators in providing pre-review, post-review, and initiate personnel effort changes in the effort reporting system.
• Assist in preparing and developing unit/division budgets.
• Share any new information regarding Kaiser Permanente and funding agency policies and procedures with the DRA or manager and administrative staff.
• Assist in preparing Just-In-Time documents for grant and contract awards.

• Perform other related job duties or responsibilities as requested or required, whether or not specifically mentioned in this job description.
• Work and communicate with principal investigators, research and administrative staff, collaborating stakeholders in a professional manner.