Financial Lead Apply now Job no: 498007 Work type: Staff Full Time Location: UMass Amherst Department: Dean - College of Nursing Union: USA/MTA Categories: Accounting/Finance, Administrative/Office Support, College of Nursing About UMass Amherst UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region. Job Summary Under the general direction of the Financial & Administrative Officer, coordinate and perform electronic transactions, paperwork, and data tracking related to financial functions for the College of Nursing (CON) to ensure timely processing, remittance, and reporting for both College and Grant funded activities. Perform budget-related work associated with pre and post-award providing guidance and interpretation for grants and contract coordinators. Assists with strategic budget development and constructs and develops complex and aggregated financial data trends and forecasting within the college for a total budget of $11 million. Post-Award (40%) • Advises and collaborates with Principal Investigators (PI) on spending and budget activity for a number of fund types, including research grants and contracts, gift, general operating, faculty start-up, RTF, and program income accounts. Prepares forecasts based on fiscal, academic and grant years, and makes recommendations on staffing and spending changes to keep projects on track. Verifies and reconciles account activity on a monthly basis • resolves conflicts and problems associated with financial transactions. Prepares and submits financial status reports • coordinates the annual progress reports. Coordinates subcontract budgets, invoices, and payments • initiates purchase orders for subcontracts. • Advises faculty, researchers, and students on purchasing and travel policies • oversees ordering of materials and coordinates payments. Meets with faculty to review travel, deadlines, new funding sources, etc. and adjusts staffing plans as necessary. Coordinates PI effort commitments and assists with annual effort certification. Participates in contract closeout process • compile information for final reports and certificates. • Provide guidance for other Grants and Contracts Coordinators. • Assists with the tracking and timely reimbursement of employee travel and expense reports. • Serve as the financial manager for major Federal grants. Financial (30%) • Manage, including follow-through to completion, the procurement process with the use of University purchasing system, the journal-entry process for non-payroll cost transfers, the reallocation and reconciliation activities for pro cards as the primary records manager for the CON. • Facilitate the preparation of monthly audit reports for the college funding accounts (approximately 150), to include but not limited to non-grants (state, revenue, research trust fund, CPE) and grant accounts. • Prepare monthly variance-to-budget reports for review and action, monitor dean level accounts, advise the F&AO on funding accounts requiring action. • Directly manage the finances of the revenue accounts for the College and interact with principal investigators, faculty, and staff as needed. • Performs monthly review of pro-card / travel card statements and prompts for documents as needed for tracking/reallocation (pro-card) or for reimbursement processing (travel card). Pre-Award (10%) • Develops budgets and budget justifications sufficient to support project or program activities and consistent with applicable requirements; • Facilitates grant renewals, extensions, and amendments. Communicates with sponsors, program managers, subcontractors, faculty and staff at this and other universities, the Controller’s office, and the Office of Research and Engagement. Systems (10%) • Review internal procedures and provide guidance, written documentation, and face-to-face instruction to strengthen efficiency in processing transactions in the College. • Interact with the campus community, administration, and finance office, graduate school, facilities, and others to ensure that the College of Nursing is at the forefront of innovations provided at the University level. • Ensure timely assignment, response, and update of ticketed inquiries and requests • Provide regular updates to the financial metrics for the college Other Functions (10%) • Develops and oversees trainings for CON faculty and staff. Training programs will be facilitated by CON Personnel and Finance support staff. • Attends training sessions, workshops, meetings and conferences to develop and maintain skills and knowledge of policies and procedures. • Acts on behalf of the Financial & Administrative Officer as needed. • Performs related duties as assigned or required to meet Department, Executive Area/Division, and University goals and objectives. • Behaves in ways consistent both with the law and with University policy with respect to conflicts of interest. • Contributes toward creating a positive and respectful workplace defined by personal and professional competence, integrity, and collaboration. • Contributes to the implementation of departmental and institutional goals for achieving non-discrimination and creating a respectful, inclusive environment that is supportive of diversity. • Uses access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercises care to prevent unnecessary disclosure to others. • Performs other related duties as assigned or required to meet department, executive area/division, and University goals and objectives. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) • 5 years full-time, or equivalent part-time, experience in administrative work to include at least two years of grants/contracts administrative support work and one year of supervisory experience. • An associate degree or higher with a major in accounting, business administration, business management, or public administration may be substituted for 2 years of the required experience. • An associate degree or higher with a major other than accounting, business administration, business management, or public administration may be substituted for 1 year of the required experience. • Experience in the interpretation and application of regulations pertaining to sponsored programs. • Experience preparing/submitting scientific research proposals and budgets under tight deadlines. Proficient with electronic grants management systems (i.e. grants.gov, NIH eRA Commons, NSF Fastlane, Proposal Central, etc.) and experience with enterprise research administration systems. • Ability to interpret and translate programmatic needs into cost-effective budget proposals to maximize funding opportunities. • Working knowledge of mathematics required for financial work. • Experience managing finances and/or projects. Experience in the development and presentation of reports, with advanced experience in Word and Excel as well as MS Access. Excellent computer skills. • Ability to manage multiple projects simultaneously and successfully within provided deadlines. • High degree of independent action, judgment, and initiative. • Excellent interpersonal, organizational and communication skills. • Ability to foster harmonious working relationships with a diverse population. • Attention to detail and decision making skills. • Database knowledge and the ability to generate custom financial and personnel reports. Work Schedule • Working hours are Monday through Friday from 9am to 5pm Salary Information This position is a Grade 18 salary schedule UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action. Advertised: Feb 28 2019 Eastern Standard Time Applications close: Mar 6 2019 Eastern Standard Time
Financial Lead
Financial Lead Apply now Job no: 498007 Work type: Staff Full Time Location: UMass Amherst Department: Dean - College of Nursing Union: USA/MTA Categories: Accounting/Finance, Administrative/Office Support, College of Nursing About UMass Amherst UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region. Job Summary Under the general direction of the Financial & Administrative Officer, coordinate and perform electronic transactions, paperwork, and data tracking related to financial functions for the College of Nursing (CON) to ensure timely processing, remittance, and reporting for both College and Grant funded activities. Perform budget-related work associated with pre and post-award providing guidance and interpretation for grants and contract coordinators. Assists with strategic budget development and constructs and develops complex and aggregated financial data trends and forecasting within the college for a total budget of $11 million. Post-Award (40%) • Advises and collaborates with Principal Investigators (PI) on spending and budget activity for a number of fund types, including research grants and contracts, gift, general operating, faculty start-up, RTF, and program income accounts. Prepares forecasts based on fiscal, academic and grant years, and makes recommendations on staffing and spending changes to keep projects on track. Verifies and reconciles account activity on a monthly basis • resolves conflicts and problems associated with financial transactions. Prepares and submits financial status reports • coordinates the annual progress reports. Coordinates subcontract budgets, invoices, and payments • initiates purchase orders for subcontracts. • Advises faculty, researchers, and students on purchasing and travel policies • oversees ordering of materials and coordinates payments. Meets with faculty to review travel, deadlines, new funding sources, etc. and adjusts staffing plans as necessary. Coordinates PI effort commitments and assists with annual effort certification. Participates in contract closeout process • compile information for final reports and certificates. • Provide guidance for other Grants and Contracts Coordinators. • Assists with the tracking and timely reimbursement of employee travel and expense reports. • Serve as the financial manager for major Federal grants. Financial (30%) • Manage, including follow-through to completion, the procurement process with the use of University purchasing system, the journal-entry process for non-payroll cost transfers, the reallocation and reconciliation activities for pro cards as the primary records manager for the CON. • Facilitate the preparation of monthly audit reports for the college funding accounts (approximately 150), to include but not limited to non-grants (state, revenue, research trust fund, CPE) and grant accounts. • Prepare monthly variance-to-budget reports for review and action, monitor dean level accounts, advise the F&AO on funding accounts requiring action. • Directly manage the finances of the revenue accounts for the College and interact with principal investigators, faculty, and staff as needed. • Performs monthly review of pro-card / travel card statements and prompts for documents as needed for tracking/reallocation (pro-card) or for reimbursement processing (travel card). Pre-Award (10%) • Develops budgets and budget justifications sufficient to support project or program activities and consistent with applicable requirements; • Facilitates grant renewals, extensions, and amendments. Communicates with sponsors, program managers, subcontractors, faculty and staff at this and other universities, the Controller’s office, and the Office of Research and Engagement. Systems (10%) • Review internal procedures and provide guidance, written documentation, and face-to-face instruction to strengthen efficiency in processing transactions in the College. • Interact with the campus community, administration, and finance office, graduate school, facilities, and others to ensure that the College of Nursing is at the forefront of innovations provided at the University level. • Ensure timely assignment, response, and update of ticketed inquiries and requests • Provide regular updates to the financial metrics for the college Other Functions (10%) • Develops and oversees trainings for CON faculty and staff. Training programs will be facilitated by CON Personnel and Finance support staff. • Attends training sessions, workshops, meetings and conferences to develop and maintain skills and knowledge of policies and procedures. • Acts on behalf of the Financial & Administrative Officer as needed. • Performs related duties as assigned or required to meet Department, Executive Area/Division, and University goals and objectives. • Behaves in ways consistent both with the law and with University policy with respect to conflicts of interest. • Contributes toward creating a positive and respectful workplace defined by personal and professional competence, integrity, and collaboration. • Contributes to the implementation of departmental and institutional goals for achieving non-discrimination and creating a respectful, inclusive environment that is supportive of diversity. • Uses access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercises care to prevent unnecessary disclosure to others. • Performs other related duties as assigned or required to meet department, executive area/division, and University goals and objectives. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) • 5 years full-time, or equivalent part-time, experience in administrative work to include at least two years of grants/contracts administrative support work and one year of supervisory experience. • An associate degree or higher with a major in accounting, business administration, business management, or public administration may be substituted for 2 years of the required experience. • An associate degree or higher with a major other than accounting, business administration, business management, or public administration may be substituted for 1 year of the required experience. • Experience in the interpretation and application of regulations pertaining to sponsored programs. • Experience preparing/submitting scientific research proposals and budgets under tight deadlines. Proficient with electronic grants management systems (i.e. grants.gov, NIH eRA Commons, NSF Fastlane, Proposal Central, etc.) and experience with enterprise research administration systems. • Ability to interpret and translate programmatic needs into cost-effective budget proposals to maximize funding opportunities. • Working knowledge of mathematics required for financial work. • Experience managing finances and/or projects. Experience in the development and presentation of reports, with advanced experience in Word and Excel as well as MS Access. Excellent computer skills. • Ability to manage multiple projects simultaneously and successfully within provided deadlines. • High degree of independent action, judgment, and initiative. • Excellent interpersonal, organizational and communication skills. • Ability to foster harmonious working relationships with a diverse population. • Attention to detail and decision making skills. • Database knowledge and the ability to generate custom financial and personnel reports. Work Schedule • Working hours are Monday through Friday from 9am to 5pm Salary Information This position is a Grade 18 salary schedule UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action. Advertised: Feb 28 2019 Eastern Standard Time Applications close: Mar 6 2019 Eastern Standard Time
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