Sr. Fund Manager

FINANCIAL ANL 3 (007709)

UCPath Position ID: 40046749

Position Description History/Status

Approved Date:

8/6/2025 7:57:02 PM

Date Last Edited:

8/6/2025 7:56:56 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1140O

Organization:

SCHOOL OF LAW

Division Code:

1141D

Division:

LAW DIV

Department:

025000 - LAW

Position Details

UCPath Position Number:

40046749

Position Description ID

202409

UC Payroll Title:

FINANCIAL ANL 3 (007709)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40048428

Reports to Payroll Title:

FINANCIAL ANL SUPV 2

UCPath Department Head Position Number:

40040696

Department Head Payroll Title:

Dean

GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines.

POSITION SUMMARY

Under the direct supervision of the Director of Finance, the Senior Fund Manager directs a team of up to four Accountants in the Business and Finance Office. This includes monthly ledger review, monitoring of quarterly income and expense reports sent to financially complex departments, and implementation of financial protocol schedule in anticipation of fiscal close. The Senior Fund Manager will ensure timely financial management of the School's accounts, invoices, contracts, and grants and monitor the application of accounting principles and activities. Additional major duties include ledger reconciliation, accounts payables, budget preparation, financial forecasting, and income and expense analysis. The incumbent has fiscal and operational responsibility over a portfolio of $2.0 million in extramural research funding, including federal, state, and private industry research awards. The Senior Fund Manager will oversee services provided to all Law School ladder faculty (approx. 70 FTE) by the Accountant team, including a full range of financial, business, analytical, and problem-solving services. The Senior Fund Manager will also work in collaboration with University central campus administrators, department managers, and staff, Law School administrators, and the Office of the Vice Chancellor for Research, as well as contract and grant officials at extramural funding agencies, to advance the financial needs of the School and navigate any exceptions to the policy that may arise.

The UCLA School of Law, located in Los Angeles, California, is one of the top-ranked law schools in the United States. Founded in 1949, it has built a reputation for academic excellence, diversity, and innovation in legal education. The school offers a wide range of programs, including Juris Doctor (JD), Master of Laws (LLM), Doctor of Juridical Science (SJD) degrees, and Master of Legal Studies (MLS), as well as joint degree programs in collaboration with other UCLA departments. UCLA Law provides a rich environment for aspiring lawyers to develop their skills, pursue their passions, and make a positive impact on society.

CONTRACTS & GRANTS MANAGEMENT

1. Act as the law school C&G program's primary administrator and fund manager. (E) 2. Advise PIs in preparing single and multi-year C&G budgets by coordinating and compiling financial data, researching past expenditures, projecting expenditures for the following year, and making budget recommendations. (E) 3. Communicate with the Office of Contracts and Grants Administration, Sponsored Research, Extramural Fund Management, awarding agencies, and PIs to ensure timely and accurate processing and distribution of awards. (E) 4. Enforce C&G restrictions and budget line items. Accountable for all financial activities recorded on C&G ledgers. (E) 5. Prepare and distribute regular and ad hoc financial reports to principal investigators, grant agencies, and Law School management. (E)

20%

FINANCIAL REPORTING

1. Generate regular and ad hoc reports utilizing UCLA Campus Data Warehouse (CDW) and OFSR (On-Line Financial Systems Reports) for assigned Law School departments, Controller, and Chief Financial and Operating Officer. (E) 2. Meet with assigned departments to discuss and learn the unique reporting needs of each department. Advise department managers on opportunities to improve financial operations. (E) 3. Update and distribute the Faculty Support Account Financial Statements on a quarterly basis. (E) 4. Track and compile data and submit reports annually to central campus departments, including the Academic Planning and Budget Office and Academic Personnel Office. (E)

35%

ACCOUNTING RESPONSIBILITIES

1. Provide accounts payable, accounts receivable, and reimbursement support to Law faculty and assigned departments. (E) 2. Review ledgers monthly. Monitor ledger activity and follow up with departments as necessary. (E) 3. Advise assigned departments on what purchases are permissible under University policy. Offer alternatives when a department is seeking services that are beyond what policy provides. (E) 4. Troubleshoot billing problems or discrepancies indicated by Accounts Payables personnel. Review reports (ex. H&I report, Bruinbuy QUEs) regularly. Proactively create and implement procedures and solutions to ensure similar issues are avoided in the future. (E) 5. Compose and submit exceptions on behalf of Faculty for transactions beyond UC policy's allowable parameters. (E)

35%

DEPARTMENTAL LEADERSHIP

1. Help lead and direct Business Office Staff to achieve an efficient and well-run operation. Evaluate existing systems and processes and implement new initiatives to ensure optimal operational efficiency.  (E) 2. Serve as a lead in the implementation of new programs and services. (E) 3. Serve as a primary coordinator and trainer in Bruinbuy, ProCard, Concur, Travel Express, and other University Systems. (E) 4. Develop references and instructional guides to improve office operations. (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

Bachelor's Degree

in Accounting and/or equivalent combination of education and experience/training.

Required

5-7 years

Related financial, accounting or business experience.

Required

Experience with UCLA accounting and financial systems; including COGNOS, BruinBuy, OFSR and QDB.

Preferred

Expert ability to examine, analyze and reconcile financial reports and create and interpret financial statements to develop annual reports and budgets.

Required

Detailed knowledge of UCLA accounting and financial systems; including COGNOS, BruinBuy, OFSR and QDB strongly preferred

Preferred

Expert mathematical and quantitative skills to calculate formulas, prepare budgets and produce accurate financial reports and projections.

Required

Ability to read, analyze and reconcile monthly ledgers (i.e. payroll, open commitments, expenditure overdrafts, detail general ledgers and recharge reports).

Required

Excellent interpersonal skills to interact and communicate effectively with faculty, staff, students and other campus departments. Ability to establish and maintain cooperative working relationships with other University offices and the public.

Required

Ability to work independently with minimal or very little supervision, using initiative and resourcefulness in performing job duties in areas of responsibilities and in the execution of additional duties as assigned.

Required

Demonstrated strong administrative and organizational skills.

Required

Expert ability to prioritize, handle numerous tasks simultaneously and adjust heavy workload to meet various deadlines.

Required

Ability to adapt to changes as a result of phased automation and changing regulatory and economic environment.

Required

Demonstrated skill in training, organizing and establishing a harmonious and productive team work environment.

Required

Detailed knowledge and understanding of general accounting policies, procedures and reporting requirements.

Required

Advanced skills in Windows applications including Microsoft Word, Excel and Outlook.

Required

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.

Limited time off during fiscal close.

Required

Ability to maintain strict confidentiality of information related to financial and personnel matters.

Required

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

385 Charles E Young Drive East, Law Bldg.

Standing/Walking

X

Sitting

X

X

Bending/Stooping

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.