Fund Manager

RSCH ADM 2 CX (004486)

UCPath Position ID: 40164177

Position Description History/Status

Approved Date:

10/14/2026 3:19:41 PM

Date Last Edited:

10/14/2026 3:19:39 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1130O

Organization:

HENRY SAMUELI SCHOOL ENGR & APPL SCIENCE

Division Code:

1131D

Division:

ENGINEERING & APPLIED SCIEN DIV        

Department:

016000 - ELECTRICAL AND COMPUTER ENGINEERING

Position Details

UCPath Position Number:

40164177

Position Description ID

233017

UC Payroll Title:

RSCH ADM 2 CX (004486)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

STEPS

Job Code FLSA:

Non-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:

40050519

Reports to Payroll Title:

RSCH ADM 3

UCPath Department Head Position Number:

40054676

Department Head Payroll Title:

ADMIN MGR 1

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 Department's Accounting Manager, the Fund Manager will support ECE department faculty, approximately 50 full-time faculty, with assignments divided among the department's fund managers. The Fund Manager will work cooperatively with faculty and Principal Investigators (PIs) to administer contracts, grants, gifts, and other assigned funds throughout the award lifecycle. Responsibilities include proposal development and submission; interpretation of agency and University policies; award setup, budgeting, financial analysis, reconciliation, and closeout; and review of purchasing, payroll, travel, and other financial activity to ensure expenditures are accurate, allowable, appropriately coded, and compliant. The Fund Manager will monitor award status using applicable University and research administration systems; process budget allocations and transfers of funds and expenses; coordinate subawards, no-cost time extensions, research-related expense transfers, and closeout actions; prepare financial projections and recurring reports; and advise PIs on award terms, available balances, projected expenses, and timely use of funds. The position will maintain appropriate budgetary controls, support effort reporting and payroll funding activity, perform audit reviews in accordance with departmental Standard Operating Procedures (SOPs), and complete fund-management-related special projects as assigned.

The UCLA Samueli School of Engineering is a vibrant community of students, faculty, and staff dedicated to advancing education, research, and innovation. Located in Los Angeles, a global center for technology, culture, and industry, UCLA Samueli has a long history of pioneering discoveries and technological advances, including contributions to the development of the internet, artificial intelligence, mobile communications, reverse osmosis, and human prosthetics.

Within UCLA Samueli, the Department of Electrical and Computer Engineering (ECE) is home to a dynamic community of faculty, researchers, students, and staff working at the forefront of electrical and computer engineering. The department supports innovative research and education across a broad range of areas and fosters a collaborative environment where new ideas and technologies can thrive.

As part of UCLA and UCLA Samueli, ECE is committed to academic excellence and to creating a welcoming environment where faculty, staff, and students from diverse backgrounds can contribute, grow, and succeed.

Contract/Grant Support

1. In consultation with the PI, prepare proposal budgets and budget justifications in accordance with agency and University policies; complete required internal forms and submit complete and accurate proposals to OCGA through applicable electronic submission portals. 2. Review award documentation and establish new and continuing awards, including research grants, fellowships, contracts, subcontracts/subawards, gifts, and endowments, as applicable.   3. Verify direct and indirect budget allocations and distribute appropriate funding to subawards in accordance with the approved award budget. 4. Monitor award requirements and ensure terms and conditions are addressed throughout the award period and closeout process.

30%

Fund Management

1. Monitor contract and grant activity and advise PIs regarding award terms and conditions, allowable and projected expenses, available balances, and timely, compliant use of funds. 2. Respond to questions and resolve financial and administrative issues involving ongoing grants, cooperative agreements, and subawards issued under prime awards. 3. Prepare and coordinate requests for no-cost time extensions and other award actions; monitor award end dates and notify PIs in advance of closing dates regarding available balances and required actions. 4.  In consultation with Extramural Funds Management (EFM), close expired contracts and grants by resolving overdrafts and unallowable expenditures, clearing unexpended balances as appropriate, and coordinating required closeout documentation.

35%

Financial Support

1. Prepare and provide regularly scheduled financial reports to PIs showing project status, current balances, commitments, and anticipated expenses; analyze results and identify issues requiring action. 2. Maintain budgetary control through departmental bookkeeping, cost-control, and reconciliation processes. 3. Review and coordinate NPEARs and transfers of laboratory and other research-related expenses, as applicable. 4. Review, code, and approve financial activity for assigned funds, including purchasing, travel reimbursements, laboratory expenses, equipment, recharge activity, and other allowable expenditures. 5. Review purchasing orders and assign the correct account, fund, and sub code; monitor open encumbrances and ensure they are resolved or closed in a timely manner. 6. Prepare account summaries and financial projection sheets detailing award information and academic/staff salary and benefit projections.

20%

Payroll Support

1. Review and coordinate payroll-related financial activity, payroll transfers, and funding corrections for assigned accounts. 2. Assign and review FAUs/funding information in UCPath for staff personnel actions charged to assigned funds. 3. Reconcile awards and funds at least monthly and produce reports; review departmental and Fund Manager monthly reports linked to assigned awards to ensure spending is appropriate and discrepancies are resolved.

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

in related area and/or equivalent combination of education and experience/training

Required

Demonstrated skill in financial analysis and grant budget preparation, including preparation of accounting journals and ledger reconciliation.

Required

Demonstrated working knowledge of contract and grant policies and procedures and ability to analyze and interpret various agency guidelines.

Required

Working knowledge of basic accounting principles and procedures to develop budgets for proposals and financial reports.

Required

Demonstrated oral and written communication skills sufficient to establish effective working relations with all levels of university staff, academic, contract monitors, federal and private agencies.

Required

Writing and editing skills to prepare grammatically correct correspondence and technical proposals/progress reports.

Required

Knowledge of, and ability to use, Acrobat, Excel, QDB, Word, Cashnet, DTS Directory Update System, CTS Online TSR System, PAC, Bruin Buy.

Preferred

Ability to be assertive, take charge, make decisions, and identify effective methods of work operation.

Required

Analytical skills to solve problems, situations, and seek information relevant to organizational sources.

Required

Ability to maintain confidentiality.

Required

Skills in organizing a complex workload and ability to plan and prioritize the work.

Required

Demonstrated skill in financial analysis and grant budget preparation, including preparation of accounting journals and ledger reconciliation.

Required

Ability to interpret and apply UC, federal and state policies regarding contract and grants administration.

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.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

Engr. IV

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.