Financial Analyst 3 CX

University of California - Los Angeles (UCLA); Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

UCLA Center X seeks a Senior Financial Manager to oversee budgeting, accounting, and financial reporting for education research and professional development initiatives. You will manage extramural funds across multiple accounts, prepare proposals and budgets, and collaborate with OCGA, IRM, and center leadership.

The role requires strong analytical skills, experience with university finance systems, and leadership of administrative staff.

Qualifications

• 3-5 Years Accounting or related financial experience (Required)
• Demonstrated working knowledge of accounting principles and computerized purchasing and accounts payable systems in a large University setting. (Required)
• Demonstrated experience in accounting and business practices to advise MSO regarding pertinent financial, contract and grant, and administrative issues. (Required)
• Skill and working knowledge to create various types of financial reports to perform trend analysis, forecasts, set cost recovery rates, and capture historical data to develop justification for current rates. Ability to work responsibly and accurately with detailed information. (Required)
• Knowledge of contract and grant administration sufficient to understand the proposal process, prepare appropriate forms associated with a proposal, and coordinate submission with cognizant University offices. (Required)
• Ability to prepare budgets for extramural funds in accordance with University and funding agency guidelines and policies. (Required)
• Demonstrated ability to manage multiple project budgets and use advanced financial and accounting skills to perform functions effectively. Ability to work independently, meet fixed deadlines, and follow through tasks to completion. Strong organizational skills to set priorities. (Required)
• Word processing skills to prepare forms, correspondence, procedure manuals, and reports with speed and accuracy. Ability to independently compose, edit, and/or copyedit materials prepared using proper grammar, syntax, spelling and punctuation. (Required)
• Excellent interpersonal skills, communication skills, and usage of language to clearly convey financial information verbally and in writing to non-financial staff. Ability to identify methods of increased efficiency in working operations and propose modifications. (Required)
• Ability to deal with confidential and sensitive information with discretion, and to maintain professional working relationships with sponsors, industry, government, the UC and other academic and corporate institutions. (Required)
• Demonstrated ability to work as part of a team and assist other administrative support staff with clerical and administrative tasks as needed. Ability to accept delegated work, validate expectations, problem-solve obstacles, and follow-up to completion and/or report status of delegated tasks. (Required)
• Demonstrated ability to supervise administrative support staff including interview and selection, training, review assignments and provide feedback, set priorities, evaluate performance, and administer necessary discipline. (Required)
• Demonstrated ability to efficiently operate Macintosh and PC computers with advanced working knowledge of Excel and FileMaker Pro; general knowledge of Word and PowerPoint. (Required)

Responsibilities

• Review S&S proposals, serve as liaison with UCLA Insurance and Risk Management (IRM), prepare contracts, submit invoices, track payments, and prepare OH transfer for campus.
• Prepare monthly financial management reports and reconcile expenditures against budgets for project directors, Center X leadership, and other key personnel.
• Lead preparation and submission for new or renewal extramurally funded research proposals and budgets in collaboration with the DBA.
• Interface with the Ed&IS fund manager, OCGA, Extramural Fund Management, and granting agencies on contract and grant issues.
• Assist with long-range financial planning and provide historical data-driven recommendations for future projections.

Skills

Accounting

Financial analysis

Budget management

Contract & grant administration

Communication

Attention to detail

Team leadership

Advanced Excel

FileMaker Pro

Macintosh/PC proficiency

Tools

Excel

FileMaker Pro

Word

PowerPoint

Job description

Department Summary

UCLA Center X is a dynamic hub of education research, innovation, and professional development located within the University of California, Los Angeles (UCLA). With a commitment to educational equity and social justice, Center X serves as a catalyst for transformative change in K-12 schools and communities. Through collaborative partnerships, cutting-edge research, and targeted programing, Center X empowers educators and leaders to address the complex challenges facing education today while advancing excellence and equity in education through research, teacher preparation, leadership development, and community engagement. By fostering a culture of inquiry, collaboration, and action, Center X strives to create inclusive learning environments where all students can thrive academically, socially, and emotionally.

Position Summary

Under the direction of the Director Business Administration (DBA), serve as the Senior Financial Manager for Center X. Center X is a large, complex educational research and professional development center for educators in the School of Education and Information Studies (Ed&IS.). Responsible for supporting financial management of the Center to oversee the budget and financial activities of 19900-type, endowment, gift, sales and service (S&S), federal, state, and private contract/grant funding sources with an average total annual expenditure of $23 million consisting of over 100 accounts. The Senior Financial Manager is independently responsible for providing advanced financial analysis, compliance monitoring, and accounting of the Center's federal, state, and private contract/grant funding sources in addition to 19900-type funding. In collaboration with the DBA, the incumbent will lead the preparation and submission for new or renewal of extramurally funded research proposals and budgets. They will interface on critical contract and grant issues with the Ed&IS fund manager, Office of Contract & Grant Administration (OCGA), Extramural Fund Management, and corresponding granting agencies. Incumbent will review S&S proposals, serve as liaison with UCLA Insurance and Risk Management (IRM), prepare contracts, submit invoices, track payments, and prepare OH transfer for campus. This position is responsible for preparing monthly financial management reports that provide clear, concise, and accurate financial data, as well as overseeing the reconciliation of expenditures against budgets for project directors, Center X leadership, and other key personnel. Incumbent will assist with long range financial planning and make recommendations based on historical data and future projections.

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

• 3-5 Years Accounting or related financial experience (Required)
• Demonstrated working knowledge of accounting principles and computerized purchasing and accounts payable systems in a large University setting. (Required)
• Demonstrated experience in accounting and business practices to advise MSO regarding pertinent financial, contract and grant, and administrative issues. (Required)
• Skill and working knowledge to create various types of financial reports to perform trend analysis, forecasts, set cost recovery rates, and capture historical data to develop justification for current rates. Ability to work responsibly and accurately with detailed information. (Required)
• Knowledge of contract and grant administration sufficient to understand the proposal process, prepare appropriate forms associated with a proposal, and coordinate submission with cognizant University offices. (Required)
• Ability to prepare budgets for extramural funds in accordance with University and funding agency guidelines and policies. (Required)
• Demonstrated ability to manage multiple project budgets and use advanced financial and accounting skills to perform functions effectively. Ability to work independently, meet fixed deadlines, and follow through tasks to completion. Strong organizational skills to set priorities. (Required)
• Word processing skills to prepare forms, correspondence, procedure manuals, and reports with speed and accuracy. Ability to independently compose, edit, and/or copyedit materials prepared using proper grammar, syntax, spelling and punctuation. (Required)
• Excellent interpersonal skills, communication skills, and usage of language to clearly convey financial information verbally and in writing to non-financial staff. Ability to identify methods of increased efficiency in working operations and propose modifications. (Required)
• Ability to deal with confidential and sensitive information with discretion, and to maintain professional working relationships with sponsors, industry, government, the UC and other academic and corporate institutions. (Required)
• Demonstrated ability to work as part of a team and assist other administrative support staff with clerical and administrative tasks as needed. Ability to accept delegated work, validate expectations, problem-solve obstacles, and follow-up to completion and/or report status of delegated tasks. (Required)
• Demonstrated ability to supervise administrative support staff including interview and selection, training, review assignments and provide feedback, set priorities, evaluate performance, and administer necessary discipline. (Required)
• Demonstrated ability to efficiently operate Macintosh and PC computers with advanced working knowledge of Excel and FileMaker Pro; general knowledge of Word and PowerPoint. (Required)

Special Conditions for Employment

• Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
• 5% Domestic Travel

Schedule

8:00am - 5:00pm

Union/Policy Covered

CX-Clerical & Allied Services

Complete Position Description

https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial%20Analyst%203%20CX%20(TBD_1000377)