What are the responsibilities and job description for the Fund Manager position at UCLA?
Special Instructions to Applicants
Please include a cover letter with application submission.
For the first 6 months of the probationary period, onsite work is needed for 2-3 days / week until training is completed.
Position Summary
Under the general direction of the Controller and/or Director, incumbent independently prioritizes and completes ongoing tasks following established departmental guidelines, and University policies and procedures. Progress is monitored through regular formal and informal meetings with the Controller and/or Director. Under the direct supervision of the Asst Director, the Fund Manager manages the income and expenses for assigned cost centers. This includes monthly ledger review, monitoring of quarterly income and expense reports sent to financially complex departments, and implementation of financial protocol schedule in anticipation of fiscal close. The Fund Manager will ensure timely financial management of School's accounts, invoices, contracts and grants, and monitoring the application of accounting principles and activities. Additional major duties include ledger reconciliation, accounts payables, budget preparation, financial forecasting, and income and expense analysis. The incumbent has fiscal and operational responsibility over a portfolio of $2.0 million in extramural research funding including federal, state and private industry research awards. The Fund Manager will also work in collaboration with University central campus administrators, department managers and staff, Law School administrators and the Office of the Vice Chancellor for Research, as well as contract and grant officials at extramural funding agencies to advance the financial needs of the School and navigate any exceptions to policy that may arise.
Salary & Compensation
8:00 AM - 5:00pm, Monday - Friday
Union/Policy Covered
CX-Clerical & Allied Services
Complete Position Description
https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial Analyst 2 CX (40109170)
Please include a cover letter with application submission.
For the first 6 months of the probationary period, onsite work is needed for 2-3 days / week until training is completed.
Position Summary
Under the general direction of the Controller and/or Director, incumbent independently prioritizes and completes ongoing tasks following established departmental guidelines, and University policies and procedures. Progress is monitored through regular formal and informal meetings with the Controller and/or Director. Under the direct supervision of the Asst Director, the Fund Manager manages the income and expenses for assigned cost centers. This includes monthly ledger review, monitoring of quarterly income and expense reports sent to financially complex departments, and implementation of financial protocol schedule in anticipation of fiscal close. The Fund Manager will ensure timely financial management of School's accounts, invoices, contracts and grants, and monitoring the application of accounting principles and activities. Additional major duties include ledger reconciliation, accounts payables, budget preparation, financial forecasting, and income and expense analysis. The incumbent has fiscal and operational responsibility over a portfolio of $2.0 million in extramural research funding including federal, state and private industry research awards. The Fund Manager will also work in collaboration with University central campus administrators, department managers and staff, Law School administrators and the Office of the Vice Chancellor for Research, as well as contract and grant officials at extramural funding agencies to advance the financial needs of the School and navigate any exceptions to policy that may arise.
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.
- Equivalent four years of experience in accounting/administrative analysis. (Required)
- Minimum of five years related financial, accounting or business experience. (Required)
- Detailed knowledge and understanding of general accounting policies, procedures and reporting requirements. (Required)
- Expert ability to examine, analyze and reconcile financial reports and create and interpret financial statements to develop annual reports and budgets. (Required)
- Detailed knowledge of UCLA accounting and financial systems; including COGNOS, BruinBuy, OFSR and QDB strongly preferred. (Preferred)
- Expert mathematical and quantitative skills to calculate formulas, prepare budgets and produce accurate financial reports and projections. (Required)
- Advanced skills in Windows applications including Microsoft Word, Excel and Outlook. (Required)
- Ability to read, analyze and reconcile monthly ledgers (i.e. payroll, open commitments, expenditure overdrafts, detail general ledgers and recharge reports) (Required)
- Excellent interpersonal skills to interact and communicate effectively with faculty, staff, students and other campus departments. Ability to establish and maintain cooperative working relationships with other University offices and the public. (Required)
- Ability to work independently with minimal or very little supervision, using initiative and resourcefulness in performing job duties in areas of responsibilities and in the execution of additional duties as assigned. (Required)
- Demonstrated strong administrative and organizational skills. (Required)
- Expert ability to prioritize, handle numerous tasks simultaneously and adjust heavy workload to meet various deadlines. (Required)
- Ability to adapt to changes as a result of phased automation and changing regulatory and economic environment. (Required)
- Demonstrated skill in training, organizing and establishing a harmonious and productive team work environment. (Required)
- Bachelor's Degree in related area and/or equivalent combination of education and experience/training (Required)
- Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
- Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.
- Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.
- Ability to maintain strict confidentiality of information related to financial and personnel matters. (Required)
8:00 AM - 5:00pm, Monday - Friday
Union/Policy Covered
CX-Clerical & Allied Services
Complete Position Description
https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial Analyst 2 CX (40109170)
Salary : $37 - $56