Financial Analyst 3 CX

FINANCIAL ANL 3 CX (005183)

UCPath Position ID: TBD_1000377

Position Description History/Status

Approved Date:

9/18/2026 6:41:16 PM

Date Last Edited:

9/23/2026 7:31:29 PM

Last Action Effective Date:

9/23/2026

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1120O

Organization:

EDUCATION & INFO STUDIES               

Division Code:

1121D

Division:

EDUCATION & INFO STUDIES DIV           

Department:

028700 - CENTER X

Position Details

UCPath Position Number:

TBD_1000377

Position Description ID

263979

UC Payroll Title:

FINANCIAL ANL 3 CX (005183)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

STEPS

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

CX: Clerical & Allied Services

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:

40059257

Reports to Payroll Title:

ADMIN MGR 1

UCPath Department Head Position Number:

41051550

Department Head Payroll Title:

HR Manager

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 direction of the Director Business Administration (DBA), serve as the Senior Financial Manager for Center X. Center X is a large, complex educational research and professional development center for educators in the School of Education and Information Studies (Ed&IS.) Responsible for supporting financial management of the Center to oversee the budget and financial activities of 19900-type, endowment, gift, sales and service (S&S), federal, state, and private contract/grant funding sources with an average total annual expenditure of $23 million consisting of over 100 accounts. The Senior Financial Manager is independently responsible for providing advanced financial analysis, compliance monitoring, and accounting of the Center's federal, state, and private contract/grant funding sources in addition to 19900-type funding. In collaboration with the DBA, the incumbent will lead the preparation and submission for new or renewal of extramurally funded research proposals and budgets. They will interface on critical contract and grant issues with the Ed&IS fund manager, Office of Contract & Grant Administration (OCGA), Extramural Fund Management, and corresponding granting agencies. Incumbent will review S&S proposals, serve as liaison with UCLA Insurance and Risk Management (IRM), prepare contracts, submit invoices, track payments, and prepare OH transfer for campus.  This position is responsible for preparing monthly financial management reports that provide clear, concise, and accurate financial data, as well as overseeing the reconciliation of expenditures against budgets for project directors, Center X leadership, and other key personnel. Incumbent will assist with long range financial planning and make recommendations based on historical data and future projections.

UCLA Center X is a dynamic hub of education research, innovation, and professional development located within the University of California, Los Angeles (UCLA). With a commitment to educational equity and social justice, Center X serves as a catalyst for transformative change in K-12 schools and communities. Through collaborative partnerships, cutting-edge research, and targeted programing, Center X empowers educators and leaders to address the complex challenges facing education today while advancing excellence and equity in education through research, teacher preparation, leadership development, and community engagement. By fostering a culture of inquiry, collaboration, and action, Center X strives to create inclusive learning environments where all students can thrive academically, socially, and emotionally.

Financial Analysis and Accounting

Independently develop fully-costed complex budgets, analyze and synthesize complex financial information for 19900-type accounts, sponsored project budgets and sales and service activities to generate monthly financial status reports for center management.

Analyze expenditure trends on an ongoing basis and provide proactive recommendations to avoid overdrafts for the Teacher Education Program (TEP), Principal Leadership Program (PLI), the Center's California Subject Matter Project (CSMP) programs, and other various programs.

Develop fully-costed proposal budgets for all Center X projects in collaboration with project staff, in full compliance with various sponsoring agencies application guidelines, and consistent with University policy regarding proposal preparation.

Independently draft budget justifications as required to provide supporting documentation and assure compliance issues are explicitly addressed.

Review all financial transactions for compliance with University policy and procedure as well as agency guidelines regarding allowable/unallowable costs. Interact with Center X administrative support staff to provide guidance and implement procedures to support accurate, complete, and appropriate on-line transactions at point of entry.

Function as senior fund manager to proactively manage all resources from inception to close out for approximately $23 million in extramural and intramural funds including but not limited to:

       a. Supervising financial activity monthly and conducting periodic internal audits using the University on-line financial system.

       b. Reconciling or supervising reconciliation of the general ledger, identify discrepancies to report to the DBA, provide management with appropriate recommendations and solutions for short term and long-term center       goals.

       c. Supervising maintenance of files for all fund sources, including necessary audit documentation for expenditures.

       d. Independently identifying financial transactions that require action and preparing non-salary cost transfers or budgetary transfers using Non-PEAR and on-line transfer of funds, respectively for all center fund sources.

       e. Independently identifying and preparing salary cost transfers in accordance with University and agency guidelines. Monitoring associated Personnel Activity Reports to ensure effort reporting matches financial    accounting for all Center fund sources.

       f. Independently developing and implementing sound financial management practices consistent with generally accepted accounting principles and University policy and training financial staff with new practices in order to maintain sound financial management for all Center fund sources.

Monitor sales and service (S&S) accounts, review recharge activity, and conduct semi-annual break-even analyses to assure appropriate rates are applied to maintain self-supporting units. Work with DBA on appropriate rate adjustments for S&S activity and the Center's campus reports, and relaying rates to Directors to ensure compliance with current rates.

Develop and maintain line-item operating budgets for Center X programs, including the TEP and all center fund sources in conjunction with project directors, as appropriate. Project trends, determine personnel costs, and maintain the integrity of cost center/project code funds.

50%

Contract and Grant Administration Services

Directly assist all Center X projects with proposal preparation for federal, state, foundation and local agency proposals including development of budgets, review of proposals to ensure they meet University and funding agency requirements, preparation of appropriate forms, securing necessary approvals, and coordinate assembly and submission of proposals. This includes creating a proposal timeline that the research committee will utilize for the timely submission of proposals to Ed&IS Business Office and OCGA.

Serve as the Senior Financial Manager for researchers in the pre-award and post-award process and inform DBA of requests that require further action or resolution.

Directly ascertain & coordinate all activities related to compliance, including human subject's protection and interpretation of all university/federal guidelines. Independently manage granting agency reporting requirements for various Center X contracts & grants while securing reporting information needed from project directors, principal investigators, and university departments.

        a. Actively communicate with OCGA, EFM, granting agencies, the DBA, and Ed&IS Business Office in order to continuously meet the reporting expectations of complex reports requested by all parties.

        b. Establish & communicate reporting protocols with grant partners to ensure agency and university compliance.

Take active measures to investigate and resolve critical contract and grant issues for all contracts & grants, sub-awards and reports in Center X with key personnel.

        a. Work with Principal Investigators, Project Directors and/or university departments on resolving critical issues that arise.

        b. Evaluate changes to internal protocols on an ongoing basis to minimize impact on contracts and grants financial management.

In collaboration with the DBA, serve as main point of contact in the pre-award and post-award process. Communicate with Principal Investigators, Project Directors and granting agencies on establishing project and financial expectations, determining milestones and furnishing alternatives that would alleviate potential conflicts between granting agency needs, university requirements and project management.

Independently review award synopses; interpret terms and conditions of agreements; resolve unclear issues; coordinate with various central administration offices to establish full accounting unit(s) and recharge ID within 3-5 working days of award receipt. Work with Ed&IS Business office to resolve issues regarding award synopsis and any other problems that arise, which could inhibit award process.

Independently develop fully-costed proposal budgets for sponsored research in collaboration with Project Director's, in full compliance with various sponsoring agencies application guidelines and consistent with University policy regarding proposal preparation when needed. Enter data into electronic submission systems, such as Cayuse. Draft budget justifications as required to provide supporting documentation and assure compliance issues are explicitly addressed as needed and collaboratively with the DBA when necessary.

40%

Administrative Services

Independently monitor high value purchase orders for detached service agreements including change orders, invoice payment and reconciliation, maintain updated expense/balance database, and resolve problems.

Work directly with administrative support staff to field requests for high value purchases, consider cost implications, and recommend feasible solutions to the DBA for final approval.

Assist DBA in interview and selection process, training, review training assignments and provide feedback, determine priorities, and feedback on performance.

Oversee undergraduate student worker(s) to assist in completing administrative functions essential to the operation of the DBA's office.

Independently develop and recommend professional development opportunities for administrative support staff to the DBA on a regular basis to ensure employees maintain current knowledge of Center and UCLA policies, procedures, and best practices.

Work directly with staff to field requests for space, assess options to maximize use of fixed space, consider cost implications, and recommend feasible solutions to the DBA for final approval and implement space moves.

Perform other duties as assigned.

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

3-5 Years

Accounting or related financial experience

Required

Demonstrated working knowledge of accounting principles and computerized purchasing and accounts payable systems in a large University setting.

Required

Demonstrated experience in accounting and business practices to advise MSO regarding pertinent financial, contract and grant, and administrative issues.

Required

Skill and working knowledge to create various types of financial reports to perform trend analysis, forecasts, set cost recovery rates, and capture historical data to develop justification for current rates. Ability to work responsibly and accurately with detailed information.

Required

Knowledge of contract and grant administration sufficient to understand the proposal process, prepare appropriate forms associated with a proposal, and coordinate submission with cognizant University offices.

Required

Ability to prepare budgets for extramural funds in accordance with University and funding agency guidelines and policies.

Required

Demonstrated ability to manage multiple project budgets and use advanced financial and accounting skills to perform functions effectively. Ability to work independently, meet fixed deadlines, and follow through tasks to completion. Strong organizational skills to set priorities.

Required

Word processing skills to prepare forms, correspondence, procedure manuals, and reports with speed and accuracy. Ability to independently compose, edit, and/or copyedit materials prepared using proper grammar, syntax, spelling and punctuation.

Required

Excellent interpersonal skills, communication skills, and usage of language to clearly convey financial information verbally and in writing to non-financial staff. Ability to identify methods of increased efficiency in working operations and propose modifications.

Required

Ability to deal with confidential and sensitive information with discretion, and to maintain professional working relationships with sponsors, industry, government, the UC and other academic and corporate institutions.

Required

Demonstrated ability to work as part of a team and assist other administrative support staff with clerical and administrative tasks as needed. Ability to accept delegated work, validate expectations, problem-solve obstacles, and follow-up to completion and/or report status of delegated tasks.

Required

Demonstrated ability to supervise administrative support staff including interview and selection, training, review assignments and provide feedback, set priorities, evaluate performance, and administer necessary discipline.

Required

Demonstrated ability to efficiently operate Macintosh and PC computers with advanced working knowledge of Excel and FileMaker Pro; general knowledge of Word and PowerPoint.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

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

5%

Domestic Travel

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

457 Portola Plaza, Los Angeles, CA 90095

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.