Financial Analyst 4

FINANCIAL ANL 4 (007710)

UCPath Position ID: 40046358

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

703629

Approved Date:

10/19/2026 9:37:14 PM

Date Last Edited:

10/19/2026 9:37:11 PM

Last Action Effective Date:

3/13/2024

Organization Details

Business Unit (Location):

LACMP

Organization Code:

3000O

Organization:

CALIFORNIA NANOSYSTEMS INSTITUTE       

Division Code:

3010D

Division:

CNSI                                   

Department:

051800 - CALIF NANOSYSTEMS INSTITUTE

Position Details

UCPath Position Number:

40046358

Position Description ID

169927

UC Payroll Title:

FINANCIAL ANL 4 (007710)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 24

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:

40040220

Reports to Payroll Title:

ACAD PRG MGR 2

UCPath Department Head Position Number:

41188739

Department Head Payroll Title:

DIRECTOR

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

005183

Financial Analyst 3 CX

1

005184

Financial Services Analyst 3 CX

1

004754

Financial Services Analyst 2 CX

1

005433

Procurement Analyst 2 CX

1

POSITION SUMMARY

With limited supervision, the Manager is responsible for the formulation of financial strategy and direction for a complex research enterprise supported by multiple funding streams.  Possesses the financial and management acumen to ensure the delivery of all business and financial services for the Institute including budgeting, purchasing, accounting, personnel and payroll services, and preparation of financial reports.  The Manager also serves as financial oversight to CNSI programs, manages the financial matters for all self-sustaining activities (sales and service activities including an in-house incubator for start-up companies), and in consultation with the Executive Director and the Director, prepares the Institute's annual budget.The Manager must possess advanced business and financial knowledge to establish and manage effective business practices for the Institute, to effectively train and supervise subordinates to ensure sound and effective management of the Institute. The Manager must also be able to interact effectively with University academic and administrative staff, and business professionals in order to facilitate complex, collaborative relationships.

Established in 2000 as one of the Governor Gray Davis California Institutes for Science and Innovation, the California NanoSystems Institute (CNSI) is a hub of interdisciplinary research, translation, and education where scientists from diverse fields find common purpose in addressing grand challenges of the 21st century. With locations at the University of California’s Los Angeles and Santa Barbara campuses, the CNSI leverages public and private investment to drive collaborative nanoscience research across disciplines, translates discoveries into knowledge-driven commercial enterprises, and educates the next generation of scientists and engineers.

Financial Strategy and Management

1. Formulate long-term financial plans to assure the financial health of a complex research organization involving multiple funding sources.

2. Maintain three-year rolling budget forecast to project financial outcomes and management scenarios.

3. Provide accurate, straightforward communication to Institute leadership regarding financial status.

4. Manage an all-funds fiscal environment that exceeds $20 million.

5. Recommend alternative funding strategies to maximize the effective use of limited resources in tandem with prudent growth plans.

6. Formulate financing of major equipment purchases in partnership with UCLA Procurement.

20%

Budget

1. In consultation with the Executive Director and the Director, prepare the annual operating budget for CNSI, including costs for programs, six Technology Centers, administration, and capital projects (Garamendi).

2. Work with Executive Director, Technology Center Directors and Center Directors to develop annual operating budgets for each component.

3. Identify and incorporate all sources of operating support for the budget including State approved funds, Garamendi funds, private gifts and grants, sales and service, and endowments. Develop and maintain detailed budget plans for all funding sources.

20%

Management of financially self-sustaining enterprises

1. Prepare Sales & Service Applications for new activities and annual updates/revisions of current activities for the Institute, including detailed cost analysis, budget, fee schedule, user list, and multi-year plans as needed. Submit Fund Applications to APB office for POSSSE review.

2. Manage financial functions of the CNSI Recharge Facilities and Shared Resources.

3. On a monthly basis, oversee entry of data for recharges, ensuring that fund numbers to be charged are valid and that the correct rates are being used consistent with rate structures based on approved Sales and Service applications, taking into account subsidies from various federal and non-federal funds.

4. Approve PANs and Sales and Services ledgers on a monthly basis (general and subsidiary ledgers such as payroll ledgers, matching backup documentation, closing out open commitments as needed, backup documentation retention, etc.) to ensure that expenses charged to the sales and services are allowable and appropriate. Contact staff in other departments as necessary to move inappropriate expenses.

5. Keep recharge facilities directors, laboratory personnel, and the Executive Director apprised of current status of balances through ongoing analysis and reporting of income and expenses.

6. Prepare annual budgets for shared resources and recharge facilities for UCLA as needed.

7. Conduct periodic review of Core lab operations to check whether operations are on target with annual business plan.

8. Advise and assist the lab directors in financial matters and preparation of fiscal reports regarding Core lab operations.

9. Advise faculty and staff on Academic Planning and Budget Office policies and procedures for recharge accounts.

10. Utilizing appropriate software and analytical tools, develop, improve, and maintain detailed financial and administrative databases to track Shared Resource usage and generate reports as necessary.

20%

Staff Training & Supervision

1. Supervise and train a direct-report staff of 4.0 FTE, including responsibility for hiring, work assignments, performance evaluations, employee development, corrective action, discipline and termination.

2. Provide training and guidance in business procedures and practices for all direct-report staff and job duties that include duties in accounting, purchasing, travel, payroll, staff and academic personnel, equipment management, billing and gift acceptance.

15%

Accounting & Fund Management

1. Supervise all accounting activities for funds managed within the CNSI totaling approximately $3M in annual Institute operating funds; and over $17 million in endowments, fellowships, training grants, sales and services funds, gifts, grants and Garamendi (fixed asset) financing.

2. Advise the Executive Director on matters of policy and procedures regarding disbursement and administration of all funds.

3. Directly or through subordinates, provide accounting services for CNSI funds and select CNSI member funds. This includes ensuring that all transactions are accurate and processed according to approved university and agency policies and procedures.

4. Directly or through subordinates, prepare invoices or recharges to users of CNSI Core technology centers, request transfers of funds from the UCLA Foundation and prepare transfers of funds and expenditures as necessary.

5. Prepare monthly financial reports for the Executive Director, CNSI Department Managers, Core Services Directors, Center Directors and Principal Investigators as needed.

6. Provide regular financial updates to the Executive Director and assist in solving budgetary problems.

7. Prepare and present analyses of expenditures to assure cost effective operations, e.g. telecommunications, utilities, entertainment, travel, supplies, etc.

8. Train and supervise staff responsible for accounting functions.

10%

Financial Control

1. Establish and maintain appropriate and accurate electronic or hard copy records of all business transactions and processes to ensure timely reporting, document retrieval and audit requests.

2. Act as primary Distributed Systems Administrator (DSA) for the Institute.

3. Establish separation of duties and pre/post audit review to ensure accurate and appropriate processing, approval and notification of all expenditures and personnel actions.

4. Monitor and review control processes regularly for compliance.

10%

Purchasing

1. Train and supervise staff responsible for ordering supplies, equipment and services for the Institute to ensure effective and timely services.

2. Establish and implement procedures to ensure adequate oversight of purchasing, travel reimbursement, and equipment management/inventory processes.

3. Serve as mandatory reviewer for all orders placed on Institute funds.

5%

•

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, finance, economics, business administration, or in a related field.

Required

5+ Years

Fiscal management experience in a complex, multi-fund fiscal environment.

Required

And

Demonstrated experience in the management of staff.

Required

Ability to formulate and recommend financial strategy to Institute leadership.

Required

Demonstrated ability to work proficiently with desktop database query tools and spreadsheets to create ad hoc queries and reports using ODBC databases and SQL type languages.

Required

Demonstrated skill in financial analysis, planning, preparation, and administration of multi-million dollar budgets encompassing multi fund sources.

Required

Demonstrated skill in preparing budgets and projections using desktop spreadsheets and database software.

Required

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

Required

Demonstrated ability to design, implement and maintain electronic and physical management information systems and financial planning and reporting tools.

Required

Demonstrated skill in setting priorities that accurately reflect varying levels of importance and multiple work assignments.

Required

Ability to develop and maintain effective working relationships with a diverse, multicultural environment interacting frequently with University academic and administrative staff and students, research community representatives as well as corporate scientists.

Required

Ability to use diplomacy and respect confidentiality in sensitive situations.

Required

Demonstrated ability to supervise effectively and to create a team atmosphere that fosters collaborative cooperation among team members.

Required

Demonstrated excellent written and oral communication skills.

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.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

CNSI Building

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.