Fund Manager

Department Summary

UCLA’s Economics Department has two interlocking objectives. We conduct cutting edge research by developing new methodologies and applying them to understand society’s most critical issues. We also seek to train the next generation of economic leaders in the private sector, government and academia.

UCLA is one of the top-ranked economics departments in the world. We have a young and active faculty whose research is shaping policy and informing the public on critical issues affecting the United States and the world. Our work covers a diversity of topics such as the origins and persistence of the Great Depression and its lessons for today’s economy, the relationship between education and health outcomes, cartels and antitrust policy, the economics of health care, and the impact of immigration on labor markets. Many of our faculty have received special recognition for their body of research by election to prestigious institutions such as the National Academy of Science, the American Academy of Arts & Sciences, and the Econometric Society, or have received such celebrated awards such as the Guggenheim and Sloan Fellowships.

Our undergraduates are equally impressive. They are among the brightest students on campus and consistently go on to find success in the job market and in graduate school. We have approximately 3300 majors at any one time making us the largest among major economics departments across the country and the largest major on campus. Our students come from over 60 countries around the world yet the majority call California their home. Many of our students are the first in their families to attend college and we are proud of them and their accomplishments.

Our Alumni play important roles in business, entertainment, and academia. We are proud that many maintain strong ties with UCLA and with the Economics department. Our students attend business schools, law school, medical schools, and graduate schools in a variety of disciplines. Position Summary

Reporting to the Senior Fund Manager (SFM) and as part of the Financial Services team, the Fund Manager is a member of a four-person team who manages contract and grants and all other funds in the Department of Economics including the Department's operational funds of approximately $20 million, Summer Session, Gifts and Endowments, and MQE self-supporting program. Primary responsibilities are to consult with SFM, CAO, PIs and Contracts & Grants Office by compiling financial data, researching income and expenses, developing single and multi-year budgets, preparing necessary projections for fiscally sound budget recommendations, and providing contract and grant administration to include pre-proposal through post-award. Knowledge of University and the software for submission and/or monitoring of contract and grant proposals, and systems for processing purchasing and reimbursement requests. Process and maintain current salary and policy data, analyzing payroll expenditures and commitments via UC Path and CDW reports. Actively monitors all research funds to prepare quarterly expenditure reports to PI's, and CAO as applicable, outlining all current income and expenses, providing projections to avoid overdrafts. Works with General Accounting and Extramural Fund Management to provide accurate and timely invoicing of expenses and close out the activity as required. Administer faculty research funds, Academic Senate grants, COR travel grants, Fiat Lux and OID mini grants for approximately 50 faculty members. Incumbent is responsible for monitoring budgets, completing financial and time-effort reports, and using all pertinent databases. Manage accounting processes via purchase orders, special requests, one-time payments, grants, and travel reimbursements. Incumbent will coordinate fiscal close, C-BIG. Additional duties include responsible for providing back-up support for front office, events, and other departmental needs including Summer Institutes. These responsibilities include providing comprehensive, analytic, and administrative support for a broad range of financial functions. Investigate and resolve discrepancies; initiate and process direct retro payroll transfers. The incumbent ensures the accurate and timely processing of payments and other actions to comply with campus policy and federal employment regulations.

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

• 2 Years Experience as a fund manager in operational, gifts, endowments, and extramural funds, including pre- and post-awards for federal and state funded contract and grants, and private foundations (Preferred)
• 1. Demonstrated interpersonal skills and experience in working closely with staff, faculty, students, and campus departments to convey information concisely, accurately, and tactfully. Skill in using diplomacy and respecting confidentiality in situations as appropriate. (Required)
• 2. Demonstrated skill in working pro-actively, independently and following through on tasks with minimal supervision. (Required)
• 3. Ability to keep abreast of University business, financial, purchasing, travel and payroll policies and procedures. (Required)
• 4. Experience in bookkeeping, accounting, accounts payable, accounts receivable, processing invoices, check requests and reimbursements. (Preferred)
• 5. Skill in performing detailed work with a high degree of accuracy. (Required)
• 6. Knowledge of federal and state contract and grant fiscal policies and procedures, including proposal preparation and requirements and budget justification. (Required)
• 7. Demonstrated experience in analyzing financial data, preparing financial reports and projections, and making financial recommendations for budget planning, financial decision making, as well as closing of awards. (Required)
• 8. Demonstrated experience using financial mainframe systems for processing and recording of income and expenditures such as UCPath, BruinBuy, Travel Express Concur, QDB, gifts, endowments, sales and service, and extramural funds. (Preferred)
• 9. Demonstrated experience handling University and UCLA Foundation online systems for auditing of extramural, operational, gifts, endowments, and sales and service income and expenditures such as QDB, PPQDB, PAN, ERS, NPear's, and TOF. (Preferred)
• 10. Demonstrated skill in analyzing and verifying financial and payroll reports and to resolve discrepancies. (Required)
• 11. Skill in preparing budgets and projections utilizing University online and UCLA foundation systems, and current spreadsheet and database software tools. (Required)
• 12. Skill in speaking clearly, using appropriate vocabulary and grammar to communicate effectively and convey information or explain procedures to individuals and groups. (Required) Education, Licenses, Certifications & Personal Affiliations
• Bachelor's Degree In related area and / or equivalent experience / training (Required) Special Conditions for Employment
• Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.
• Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired. Schedule

8:00 a.m. to 5:00 p.m Union/Policy Covered

CX-Clerical & Allied Services Complete Position Description

https://universityofcalifornia.marketpayjobs.com/ShowJob.aspx?EntityID=38&JDName=Financial%20Services%20Analyst%202%20CX%20(41079904)

Reporting to the Senior Fund Manager (SFM) and as part of the Financial Services team, the Fund Manager is a member of a four-person team who manages contract and grants and all other funds in the Department of Economics including the Department's operational funds of approximately $20 million, Summer Session, Gifts and Endowments, and MQE self-supporting program. Primary responsibilities are to consult with SFM, CAO, PIs and Contracts & Grants Office by compiling financial data, researching income and expenses, developing single and multi-year budgets, preparing necessary projections for fiscally sound budget recommendations, and providing contract and grant administration to include pre-proposal through post-award. Knowledge of University and the software for submission and/or monitoring of contract and grant proposals, and systems for processing purchasing and reimbursement requests. Process and maintain current salary and policy data, analyzing payroll expenditures and commitments via UC Path and CDW reports. Actively monitors all research funds to prepare quarterly expenditure reports to PI's, and CAO as applicable, outlining all current income and expenses, providing projections to avoid overdrafts. Works with General Accounting and Extramural Fund Management to provide accurate and timely invoicing of expenses and close out the activity as required. Administer faculty research funds, Academic Senate grants, COR travel grants, Fiat Lux and OID mini grants for approximately 50 faculty members. Incumbent is responsible for monitoring budgets, completing financial and time-effort reports, and using all pertinent databases. Manage accounting processes via purchase orders, special requests, one-time payments, grants, and travel reimbursements. Incumbent will coordinate fiscal close, C-BIG. Additional duties include responsible for providing back-up support for front office, events, and other departmental needs including Summer Institutes. These responsibilities include providing comprehensive, analytic, and administrative support for a broad range of financial functions. Investigate and resolve discrepancies; initiate and process direct retro payroll transfers. The incumbent ensures the accurate and timely processing of payments and other actions to comply with campus policy and federal employment regulations.

• 2 Years Experience as a fund manager in operational, gifts, endowments, and extramural funds, including pre- and post-awards for federal and state funded contract and grants, and private foundations (Preferred)
• 1. Demonstrated interpersonal skills and experience in working closely with staff, faculty, students, and campus departments to convey information concisely, accurately, and tactfully. Skill in using diplomacy and respecting confidentiality in situations as appropriate. (Required)
• 2. Demonstrated skill in working pro-actively, independently and following through on tasks with minimal supervision. (Required)
• 3. Ability to keep abreast of University business, financial, purchasing, travel and payroll policies and procedures. (Required)
• 4. Experience in bookkeeping, accounting, accounts payable, accounts receivable, processing invoices, check requests and reimbursements. (Preferred)
• 5. Skill in performing detailed work with a high degree of accuracy. (Required)
• 6. Knowledge of federal and state contract and grant fiscal policies and procedures, including proposal preparation and requirements and budget justification. (Required)
• 7. Demonstrated experience in analyzing financial data, preparing financial reports and projections, and making financial recommendations for budget planning, financial decision making, as well as closing of awards. (Required)
• 8. Demonstrated experience using financial mainframe systems for processing and recording of income and expenditures such as UCPath, BruinBuy, Travel Express Concur, QDB, gifts, endowments, sales and service, and extramural funds. (Preferred)
• 9. Demonstrated experience handling University and UCLA Foundation online systems for auditing of extramural, operational, gifts, endowments, and sales and service income and expenditures such as QDB, PPQDB, PAN, ERS, NPear's, and TOF. (Preferred)
• 10. Demonstrated skill in analyzing and verifying financial and payroll reports and to resolve discrepancies. (Required)
• 11. Skill in preparing budgets and projections utilizing University online and UCLA foundation systems, and current spreadsheet and database software tools. (Required)
• 12. Skill in speaking clearly, using appropriate vocabulary and grammar to communicate effectively and convey information or explain procedures to individuals and groups. (Required)