Rsch Jobs (NOW HIRING)

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of time

Essential Function (Yes/No)

Key Responsibilities

(To be completed by Supervisor)

20

YES

Delivers specialized training and / or develops content for education workshops in the area of research administration. Leads broad initiatives to develop successful proposal processes and resources forresearchers. Leads education and outreach activities to facilitate connections between faculty and relevant programs / funding opportunities and promote research to external entities.

Training and Special Projects.

• Develops continuous learning program for thedepartment's post awardteam focusing on key competencies. Provides training on standard processes, and creates documentation in conjunction with others to ensure best practices are met and maintained.

• Trains department's financial analysts in the technical aspects of financial portfolio management, developing template, instructions, and guidelines as needed. Develop and will assist with implementation of best practices for post award team.

• Develops departmental policies, procedures, and templates to standardize financial portfolio management across the department.

• Acts as lead on specialprojects as needed.Projects may includeannual appointment renewal processes (monitoring key dates to ensure PCMA submissions are done on time for graduate students, post docs and/or faculty), running monthly reports for department to identify actions needed (overdrafts, COA corrections, and clearing the department default funding) and helping with the departments annual employee planning process.

25

YES

Provides guidance and counsel on wide variety of highly complex research administration matters, such as the clinical trials projects and training grants, to principal investigators, senior departmental administrators and less experienced department staff. DGIM Research Financial Administration Unit Team Lead and Approver

• Serves as the approver for UC Path funding entry and direct retros following closely the departments policies and guidelines. Works with less experience staff to rework submissions as needed.May be an approver for Bearbuy for purchase ordersover $5K on sponsored funding, My Expense reimbursements for sponsored funding and PCMA tickets for HR transactions for the team.

• Leads research unit on planning, establishment and monitoring of fiscal budget control of contracts and grants administration, submissions, budgets, support documents, gifts, endowments and privately funded projects for faculty research programs.

• Administers, in coordination with the Division Manager, the administrative and financial aspects of complex, awarded projects that have broad impact to the department. Reviews monthly BSRs for less experienced post award staff regularly and meet with

  faculty to review them.

• Discusses and problem-solves multifaceted complex projects and financial and budget issues with senior management. Discuss with faculty and department leadership about overspending and deficit management

• Serves as a subject matterexpert in all aspects of financial portfolio management, including federal, state, and private contracts and grants, as well as gift and discretionary funds.

35

YES

Department Role (DR):Leads the organization, planning, establishment and monitoring of fiscal budget control of contracts and grants administration, submissions, budgets, support documents, gifts, endowments, and

privately funded projects for faculty research programs. Post-Award/Finance Management

• Independently responsible for the financial management and analysis of complex grants and contract budgets and awards. Funding portfolio includes NIH, industry studies, clinical trials, subcontracts to and from outside institutions, fellowships, intramural grants, giftsand opportunity funds. Ensurethat expenditures complywith federal, state, and university policies and procedures, OMB Circular A-21,and CAS.

• Develop and analyze budget plans, create monthly projections of expenses and balances to support decision making and that are consistent with the award terms and that allow efficient administration to minimize audit risk. Analyze all budgets and expenditures for any variances to ensure that spending is in accordance with the sponsor's terms and conditions and UCSF policies. Under the general direction of the Post-Award managers and working closely with the relevant PIs, independently analyze problems, make recommendations and initiate any needed corrections.

• Re-budgets indirect costto correspond to direct costbalances on grantsthat fall in the scope of the FDP (Federal Demonstration Project) or SNAP (Streamlined Non- Competing Award Process).

• Prepares, reviews and / or approves financial transactions such as payroll expense transfers, cost transfers or financial journals. Assure that journals comply with agency requirements, particularly regarding cost transfer justifications by Pis utilizing sponsored research funds. Independently gathers information as needed to perform financial analysis.

10

YES

Ensures complete and accurate collection of research management administration data at all stagesof contract and grant lifecycle. Independently oversees award reporting and closeout and report to the PI and Post Award managers on the status.

• Prepare award closeout reports to ensure all award activity is captured andreported to sponsors in a timely fashion to maximize available funding. Work with Extramural Funds to ensure all financial obligations are either recorded or are in the process of being recorded for the final transmission to the sponsoring agency

5

YES

Maintains professional relationships with sponsor representatives. Maintains timely and effective communication with all relevant parties throughout the entire post- award process (e.g.,agencies investigators, department administrators, Contracts and Grants, other campus units, etc.) of new contract requirements and changes.

• Negotiates timelines with the faculty to close out expenses in timely manner, submitting cost and payroll transfers that meet university and federal guidelines.

5

YES

Other Research Administration

• Work with thepre-award team to provide necessary information for the completion of progress reports (i.e., average percentage efforts for personnel, carryover amounts, explanation for carryover amount).

• Provide current sponsored effort i...