Finance and Operations Coordinator

FINANCIAL SVC ANL 2 CX (004754)

UCPath Position ID: 41054747

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

1139021

Approved Date:

10/30/2026 8:51:24 PM

Date Last Edited:

10/30/2026 8:51:19 PM

Last Action Effective Date:

10/27/2023

Organization Details

Business Unit (Location):

LACMP

Organization Code:

7100O

Organization:

INSTITUTE OF AMERICAN CULTURES         

Division Code:

8120D

Division:

ETHNIC STUDIES RESEARCH CENTERS        

Department:

203000 - RALPH J BUNCHE CTR FOR AFRICAN AMER STDS

Position Details

UCPath Position Number:

41054747

Position Description ID

167677

UC Payroll Title:

FINANCIAL SVC ANL 2 CX (004754)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

STEPS

Job Code FLSA:

Non-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:

40038155

Reports to Payroll Title:

ADMIN OFCR 3

UCPath Department Head Position Number:

40067957

Department Head Payroll Title:

DIRECTOR

SUPERVISION - Indicates that the incumbent performs a variety of routine duties within established policies and procedures or by referral to the supervisor’s guidelines.

POSITION SUMMARY

Under the supervision of the Manager, the Finance and Operations Coordinator will provide overall fund management for an assigned fund portfolio, and will be responsible for providing financial support and performing duties as required and assigned to advance the Center's research programs and initiatives.Responsibilities will include fund management of permanent operating funds, gift funds, and external funding, managing accounting processes via purchase orders, special requests, one-time payments, grants, and travel reimbursements. The Finance and Operations Coordinator will facilitate budget development and monitoring, manage payment agreements, purchased services contracts and other vendor agreements, and will provide support on all personnel/payroll and student services. In addition, the Finance and Operations Coordinator is responsible for analyzing and resolving problems/discrepancies, monthly reconciliation, maintaining accounting files for audit compliance, preparing monthly detailed financial reports with projections, preparing various reports for internal or external use, preparing TOFs, salary cost transfers and expense transfers. The Finance and Operations Coordinator will provide back up to the Business and Operations Analyst, and is expected to have a working knowledge of UCLA policies and procedures as they pertain to finance, purchasing, and travel. Additional duties and projects may be assigned, as needed.

The Ralph J. Bunche Center for African American Studies at UCLA was established as an Organized Research Unit (ORU) with the mission to develop and strengthen African American Studies at UCLA. The Center supports research that (1) expands the knowledge of the history, lifestyles, and sociocultural systems of people of African descent and (2) investigates problems that have bearing on the psychological, social, and economic well-being of persons of African descent. Research sponsored and conducted by the Bunche Center is multidisciplinary in scope and spans the humanities, social sciences, fine arts, and several professional schools.

Fiscal Support

Interact regularly with Bunche Center staff, campus administrators, and affiliated faculty members, responding directly to requests for information or materials.

Utilize the UCLA online financial system applications to manage center funds including permanent operating funds, gift funds and external funds. 

Produce monthly detailed analysis and financial reports to deliver coherent and concise financial data to Faculty Directors and Center Leadership.  

Create budgets and financial statements for research initiatives. 

Manage the purchasing and payables functions from inception to completion, and troubleshoot accounts payable transactions.  

Utilize UCPath, CDW, QDB, etc. to manage payroll and troubleshoot payroll related issues.

Address and resolve complex high-value purchasing requests, process reimbursements, POs, LVOs and invoices, understand and track ongoing purchasing needs, analyze purchasing requests to verify accuracy and policy compliance, and research and resolve payment issues. 

Run and prepare reports that contribute to the submission of the annual budget.  

Create requisitions and manage vendor agreements and contracts.  

Create and submit fellowship transmittals related to student stipends and financial aid.  

Maintain financial files, and create new files as necessary. 

Serve as back up to the Business and Operations Analyst.  

Assist with all financial activities at the Center, and any other financial tasks as needed 

85%

Other Support

Assist with the preparation of the annual report. 

Assist with Facilities requests for maintenance, service and trouble calls and prepare Facilities requests online. 

Manage Center telephone and copy charges. 

Special projects and all other duties as assigned by the Manager. 

15%

•

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

Bachelor's degree in related area and/or equivalent experience/training

Required

UCPath salary cost transfer knowledge

Preferred

Ability to work with attention to detail, and maintain accurate records and files

Required

Knowledge of University online financial and payroll systems including OFSR, QDB, UCPath, BruinBuy, BruinBuy Plus, UCLA Express and Concur.

Preferred

Proficiency in Microsoft, Windows, Word, PowerPoint, Adobe, Excel and DocuSign in order to prepare correspondences, reports and presentation materials with speed and accuracy

Required

Skill with accounting and budgeting processes, techniques, systems and procedures

Required

Ability to work equally well independently and as part of a team

Required

Ability to exercise independent judgement, integrity, confidentiality, initiative and resourcefulness in solving problems and making effective timely decisions

Required

Demonstrated organizational skills and ability to multi-task with demanding timeframes

Required

Competency with internal controls and managing expenditures within the parameters of established budgets; ability to apply expenses to appropriate funding sources; ability to analyze financial feasibility of and approval for new programs or plans and funds

Required

A Bachelor's degree and at least three years of experience working in an office or related fast-paced and complex work environment, or equivalent education and experience

Required

Ability to work independently and prioritize assignments when faced with a fluctuating workload and frequent interruptions and following through on assignments under pressure with minimal directions

Required

detail oriented with ability to plan, organize, prioritize and work on multiple projects and report to multiple people simultaneously, make effective and timely decisions and meet deadlines under general guidance and supervision in a dynamic and ever-changing environment

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.

CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the "Statement Acknowledging Requirement to Report Child Abuse".

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

Haines Hall

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.