Senior Post-Award Research Portfolio Analyst

University of California - San Francisco; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

The PI Portfolio Analyst at UCSF independently oversees research awards and related post-award activities, ensuring compliance with sponsor policies and proper fiscal management of complex grants and contracts.

Responsibilities include invoicing, financial reporting, closeout, and auditing support, with collaboration across CGA, OSR, and department PIs to optimize award performance and compliance.

Qualifications

• Bachelor's degree in related area and / or equivalent experience / training.
• Minimum 3 years of related experience.
• Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment.
• Ability to manage significant volume of transactions.
• Ability to perform complex financial analysis and customized reporting.
• Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports.
• Ability to maintain independent judgment; strong organization and communication skills; and a customer service focus across broad and diverse subject areas.
• Maintains current knowledge of compliance regulations in all areas of research administration.
• Demonstrated knowledge of generally accepted accounting, fiscal and reporting principles.
• Demonstrated knowledge of effective grant funding processes, procedures and techniques.
• Strong writing skills in a variety of styles to draft persuasive text for a variety of audiences while ensuring adherence to funding sponsor's guidelines.

Responsibilities

• Preparation and submission of fixed price or clinical trial invoices in compliance with sponsor requirements after ensuring milestones or deliverables have been met by PI.
• Analysis of financial status of award and preparation and submission of annual and final financial reports to private sponsors, including analysis and reconciliation of expenses, indirect costs, and cost share; ensuring compliance with sponsor requirements, timeliness, and accuracy.
• Preparation of and analysis of monthly internal PI Portfolio reports and reconciliations.
• Analysis of and preparation of journals to accrue allowable transactions for final invoices or reports.
• Review of F&A and unallowable expenditures.
• Review, prepare, and submit Final Reporting Certifications (FRC) to CGA for annual and final financial reporting and/or invoicing.
• Monitoring of awards' financial transactions for compliance with budgets, university/campus policy, sponsor regulations/requirements, and generally accepted accounting principles; ensuring no high-risk, material violations are undetected and uncorrected before filing financial reports with sponsor.
• Monitoring of accounts receivable of award, ensuring coordination with Accounting Analysis and Collections teams in CGA for aged accounts and other cash management issues.
• Analysis of financial status of award to perform closeout at end of budget period in partnership with CGA.
• Preparation of and analysis of various reports and reconciliations.
• Preparation of an analysis of UCPath transactions, PeopleSoft journals, and other financial transactions to ensure proper award finances.
• Development of professional relationships with CGA and OSR (RMS/GBC/ITA); ensuring appropriate coordination of award lifecycle events.
• Development of professional relationships with department PIs.
• Ensuring coordination with and notification to CGA, OSR, or department research administration analyst of key activities as required by office procedures.
• Providing advice and counsel regarding sponsored projects administration, including compliance regulations.
• Serving as concierge to answer questions, research, analyze, and resolve problems related to awards.
• Respond professionally and timely to inquiries from funding agencies regarding outstanding reports, invoices and policy issues.
• Meet with PIs regularly to discuss their portfolios.
• Effectively communicate with varying levels of staff/management and with various groups in a thorough and timely manner; effective communication includes coherently expressing award accounting concepts; establishing and adhering to deadlines; providing comprehensive explanation and status of issues.
• Assist in providing supporting documents for audits as directed by senior staff.
• Responsible for review of and appropriate interpretation of award documents, including related to sponsor policy statements, to ensure appropriate professional judgments are made throughout the post award management process.
• Responsible for monitoring assigned workload, including balancing various competing award lifecycle tasks, significant volume of transactions, and adherence to strict deadlines, escalating issues to supervisor in a timely fashion for assistance with resolution.
• Actively involved in supporting team in meeting schedules or deadlines, resolving problems and inquiries related to contracts and grants, in a timely manner, and serving as backup for other team members as needed.
• Responsible for quality control review of own work, especially as required before key tasks identified in office procedures.
• Responsible for meeting service level agreements of office.
• Accountable for adherence to office procedures, including adopting changes in procedures in a timely manner after training.
• Accountable for apprising Research Administration Manager (supervisor), Director of Research Administration, or Director of Finance, as appropriate, of sponsor/partner inquiries/problems/issues, in a timely manner.
• Responsible for maintaining solid to strong knowledge of key UCSF Research Administration and Financial Systems, including PeopleSoft/RAS, General Ledger, MyReports, BearBuy, UCPath, PLUS Faculty Portfolio, etc.
• Develops monitoring tools to ensure awards' compliance with new federal, state, university, campus, sponsor-specific award terms and conditions, or other regulatory requirements.
• Reviewing and maintaining campus and office policies, standard operating procedures (SOPs), job aids, training, forms, and similar documentation as assigned.
• Review professional publications, presentation materials, and federal and other announcements to maintain current knowledge of federal and other regulations and procedures.
• Periodically train department personnel junior staff.
• Contribute to the implementation of special projects or committees when assigned. May serve in a "lead" capacity on project assignments.
• Other duties as assigned by Supervisor or Director.

Skills

Financial analysis

Grant management

Regulatory compliance

Communication

Education

Bachelor's degree

Tools

PeopleSoft/RAS

General Ledger

MyReports

BearBuy

UCPath

PLUS Faculty Portfolio

Job description

The PI Portfolio Analyst at UCSF independently oversees research awards and related post-award activities, ensuring compliance with sponsor policies and proper fiscal management of complex grants and contracts.

Responsibilities include invoicing, financial reporting, closeout, and auditing support, with collaboration across CGA, OSR, and department PIs to optimize award performance and compliance.