Financial Analysis Manager 1

FINANCIAL ANL MGR 1 (000212)

UCPath Position ID: TBD_941402

Position Description History/Status

Approved Date:

6/25/2026 12:15:03 PM

Date Last Edited:

6/25/2026 12:14:59 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1600O

Organization:

BASIC BIOMEDICAL SCIENCES              

Division Code:

1610D

Division:

BASIC BIOMEDICAL SCIENCES DIV          

Department:

230100 - MICROBIOLOGY, IMMUNO & MOLECULAR GENETIC

Position Details

UCPath Position Number:

TBD_941402

Position Description ID

255400

UC Payroll Title:

FINANCIAL ANL MGR 1 (000212)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 25

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

A: Manager - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40881053

Reports to Payroll Title:

ADMIN MGR 2

UCPath Department Head Position Number:

40881053

Department Head Payroll Title:

ADMIN MGR 2

GENERAL DIRECTION - Indicates that the incumbent receives guidance in terms of broad goals and overall objectives and is responsible for establishing the methods to attain them. Generally the incumbent is in charge of an area of work, and typically formulates policy for this area but does not necessarily have final authority for approving policy.

006638

Contract & Grants Supervisor 2

1

007700

HR Supervisor 2

1

006217

Contract & Grants Supervisor 1

1

004627

Financial Services Analyst 2 CX (Purchasing Coordinator)

3

004486

Research Administrator 2 CX (Junior Fund Manager)

1

005264

Research Administrator 3 (Senior Fund Manager)

3

007715

Academic HR Analyst 3 (Academic Personnel Coordinator)

2

007596

HR Generalist 3

1

007595

HR Generalist 2 (Payroll Coordinator)

2

POSITION SUMMARY

Reporting to the Chief Administrative Officer of the Microbiology, Immunology, and Molecular Genetics (MIMG) Department, the incumbent will serve as Financial Manager and Chief Financial Officer (CFO) for the department. Major duties are to plan, direct, organize, and control the activities of all business, HR, and financial functions for the department. Incumbent makes fiscal recommendations and monitors financial trends, both revenue and expenses, and has fiduciary responsibility for maintaining accurate financial records and management of reports and budgets. The incumbent will 1) allocate and manage resources for business and financial needs; 2) administer services including budgeting, proposal preparation and submission, accounting, personnel and payroll services, fund management of all grant and operational funds; 3) review and propose new operating policies and procedures necessary to implement short- and long-range strategic plans; 4) work with CAO to coordinate annual operating budgets. Incumbent will advise the CAO to the administrative goals and objectives of the department, evaluate and take actions to improve departmental operations, recommend and implement solutions to difficult or unusual management or policy problems, and implement mandated budgetary goals.

The MIMG department’s mission is to provide the highest quality research and education possible in the fields of Microbiology, Immunology and Molecular Genetics, informed by diverse scientific viewpoints. To meet this goal, we shall foster an inclusive climate and recruit a diverse group of scientists, educators, and students, who will address the most relevant problems in microbial pathogenesis, host cell biology, immune defense, and the host-pathogen interface.

The scientific endeavors of the MIMG department have yielded remarkable contributions in various fields of research and medical advancements. These include reporting many of the earliest atomic resolution cryoEM structures and pioneering studies in host-pathogen interactions. Notable discoveries also include the elucidation of the gut-brain axis, seminal studies in systemic and immune cell metabolism, and mechanistic understanding of tissue inflammation, autoimmunity, and immune deficiencies.

Clinical advancements include pivotal discoveries of BCR-ABL oncoproteins in leukemias, and the co-discovery of the gene for Bruton's tyrosine kinase have significantly impacted the development of targeted therapies for various cancers, including the first targeted therapy for chronic myelogenous leukemia, Gleevec. Methods for expressing antibody genes in lymphoid cells have paved the way for the genetic engineering of antibodies and antibody-based therapeutics. The cloning of HTLV II, a human T-cell leukemia virus, contributed to diagnostic tests widely used in blood banks globally and the development of the first animal model for HIV pathogenesis. Ongoing clinical trials for adenosine deaminase-deficient severe combined immunodeficiency (ADA-SCID) have successfully cured over 50 babies to date, and CD19/CD20 bispecific chimeric antigen receptor (CAR)-T cell therapy has led to complete responses in B cell lymphoma patients.

Manage Financial Activities of the MIMG Department

A1. Develop short- and long-term priorities for the financial services unit. Work with the contracts & grants manager and HR manager to develop departmental and collective strategies for updating and improving delivery of business services. (E)

A2. Define and implement reporting and control mechanisms necessary to monitor departmental operating funds; identify procedural deficiencies; develop, advise, and implement alternative procedures that conform with accounting and auditing principles. (E)

A3. Advise CAO and Unit Managers on business planning and policies: manage information that assists in fiscal planning for the department. (E)

A4. Prepare annual operating budgets and expenditure reports for David Geffen School of Medicine (DGSOM) and the College and Life Sciences Division. (E)

A5. Supervise all accounting activities for funds managed within the department totaling approximately $52M annually, including state general funds, contracts and grants, Health Sciences Compensation Plan fund, patent income, fellowships, and gifts and endowments. (E)

A6. Establish and oversee processes for purchasing, travel, billing and recharges. (E) 

A7. Advise the CAO, Chair, and Unit Managers based on a full range of financial planning resources and solutions to ensure that funds are fully utilized, accounted for and expended in accordance to applicable policies and guidelines. (E)

A8. Serve as the liaison with Divisional (College of Letters & Science) and School (David Geffen School of Medicine) analysts, DGSOM Executive Director of Finance, and Life Sciences Associate Dean regarding routine budgetary matters, staff personnel/payroll funding activities, and matching funds procedures and consult with CAO as appropriate.(E)

50%

Systems Implementation and Management for the Business Office

B1. Attend University meetings to obtain information necessary to develop internal procedures consistent with University requirements. (E) 

B2. Determine staffing, equipment, and facilities resources necessary to implement automated systems. (E) 

B3. Design and propose internal coding systems and forms required to meet University administrative standards. Design appropriate systems to ensure historical retention of data/information from prior systems. (E) 

B4. Oversee initial and ongoing staff training by implementing continuous methods to update staff on procedural changes. (E) 

B5. Maintain and improve data management reporting systems. (E) 

B6. Coordinate changes or updates to University on-line systems by training staff and communicating procedural changes to faculty and staff. Reorganize work flow affected by new systems.(E) 

B7. Maintain and update automated systems procedures manuals. (E) 

B8. Update access to all automated financial system for preparers and reviewers. (E)  B9. Update financial information on DACCS, add new accounts, and delete accounts. (E)

10%

Manage the Contracts and Grants Activities of the MIMG Department

C1. Exercise delegated University authority to certify and authorize a high volume of grants (approximately 70-90 annually) for the department – functions typically reserved for Office of Contracts and Grants - enabling direct submission to federal, state, and other external funding agencies, while ensuring compliance with regulatory and organizational requirements. (E) 

C2. Oversee proposal preparation and submission for the MIMG Department, including preparation of budgets and supporting documents as required by faculty (electronic or other). (E)  

C3. Design and implement reporting and control mechanisms necessary to prevent overdrafts on research grants. (E) 

C4. Determine and implement productivity standards to ensure timely reporting to researchers of grant status as well as to adhere to University reporting policies. (E) 

C5. Act as a liaison with researchers, EFM, OCGA, Division of Graduate Education, and Academic Senate, as appropriate, with regard to extramural funding sources, scholarship/fellowship funds, and Faculty Research Grants awarded to the department. (E) 

C6. Oversee the establishment of new awards and closeout of extramural funds. (E) 

C7. Implement processes related to Health Sciences Compensation Plan and other/new salary programs and systems that impact researchers and staff. (E)

25%

Coordinate Audit Functions for the Department

D1. Act as primary DSA for the MIMG Department. (E)

D2. Review internal controls; design and implement procedures as required by internal and external auditors, in collaboration with the CAO. (E)

D3. Monitor departmental fiscal activity to ensure continuous adherence with internal and external audit control policies. (E)

D4. Perform periodic audits over all departmental fund sources including contracts and grants, general state funds, and gifts and endowments. (E)

D5. In collaboration with the CAO, develop departmental response to audit inquiries; provide documentation, analysis, and historical data as needed. (E)

5%

Manage the Academic Personnel, HR, Payroll Office

E1. Staff the MIMG finance and HR offices with appropriately qualified individuals: interview, hire, train, assign, and review work. (E)

E2. In collaboration with the CAO, analyze overall goals and objectives, short- and long-range plans, and operational imperatives. (E)

E3. Meet regularly with all staff members to communicate and receive information on workload, productivity, current events, problems and potential problems. (E)

E4. Analyze finance and HR office staffing levels, requests for additional staffing and job classifications in light of organizational, procedural, and system changes. Recommend and implement changes in staffing requirements, design and implement productivity standards to monitor the changes and implement motivational tools to aid the employees in meeting their productivity goals. (E)

E5. Counsel, discipline and/or recommend to the CAO release of employees in accordance with University Personnel policies. (E)

E6. Conduct regular performance evaluations of staff members. (E) 

E7. Monitor quantity and quality of work done by staff, praising or taking corrective action as need indicates. (E)

E8. Recommend salary increases to the CAO. (E)

E9. Promote a team atmosphere by minimizing conflict and disruption. (E) 

E10. Create a department with confidence in its operations: A) standardize procedures and develop standard procedures manuals; B) cross train employees; C) instill a supportive attitude towards faculty, staff, and outside customers; and D) delegate responsibility to employees for their actions. (E) 

E11. Review and update job descriptions in order that assigned responsibilities are consistent with job descriptions for that position. (E) 

E12. Resolve problems, answer questions, and develop controls to monitor delegation. (E)

E13. Determine resources necessary to maintain department performance standards. (E)

10%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Master's Degree

Advanced degree in related area and / or equivalent experience / training

Required

Professional certification preferred

Preferred

Demonstrated working knowledge of federal/state contract & grant fiscal policies & procedures, including proposal preparation requirements; proficiency w/UCLA & UCLA Health systems UCPath, Bruinbuy, DG Inform, TOF, Npear, Online recharge, Travel Express, C-Big, Fiscal Close, sales & service process.

Preferred

Demonstrated ability to establish, implement, monitor, evaluate financial planning, reporting and management systems;

skill in fiscal analysis, planning, preparation and administration of multi-million-dollar budgets.

Working knowledge of standard accounting practices and procedures

Required

Ability to correlate available fiscal resources programmatic needs, establish priorities, and make appropriate recommendations for allocations.

Skill in financial data processing, system design, development, operation and maintenance; using Excel, Windows, Access, and Word.

Required

Working knowledge of University of California financial and budgetary processes, policies, and procedures.

Working knowledge of UCLA Staff Personnel Policies and Procedures and Collective Bargaining Contracts.

Preferred

Demonstrated working knowledge of financial systems design, programming, and application using computer-based systems.

Advanced computer skills in word processing, email systems, spreadsheets, and databases. Knowledge of PC and Mac computers and applications.

Required

Skill in researching and analyzing information, problems solutions, practices or procedures to: a. define and problem or objective, b. identify relevant concerns, c. identify trends and relationships, d. formulate logical and objective conclusions.

Required

Skill in writing clear, concise, logical, & grammatically correct business correspondence, procedures, performance evaluations, analytical reports, recommendations.

Preferred

Skill in speaking clearly and distinctly, using appropriate vocabulary and grammar, and ability to communicate effectively to obtain and convey information to individuals at various organizational levels and to groups of different sizes.

Required

Ability to develop and maintain cooperative working relationships with all departmental staff members, and officials at all levels within and outside the University; and to use diplomacy and respect confidentiality in sensitive situations.

Required

Skill in supervising personnel, including hiring, training, motivating, delegating responsibility, evaluating performance, and taking appropriate disciplinary actions; recognizing abilities and strengths in order to more effectively utilize staff resources.

Required

Skill in working independently and following through on assignments with minimal direction.

Skill in setting priorities that reflect the relative importance of responsibilities to ensure that deadlines are met, staff is responsive to the requests of others, and timely information is provided.

Required

Organizational skills sufficient to perform effectively with frequent interruptions and fluctuating workload in order to complete tasks within established deadlines.

Familiarity with the structure of the UC system and knowledge of where to go within the organization for needed information.

Preferred

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

COVID and Flu Vaccinations: The position is subject to providing evidence of inoculation.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

1602 Molecular Sciences Bldg

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.