Senior Financial Analyst

RSCH ADM 3 RP (005264)

UCPath Position ID: TBD_4158

Position Description History/Status

Approved Date:

1/23/2026 8:18:49 PM

Date Last Edited:

1/23/2026 8:18:44 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1180O

Organization:

LUSKIN SCHOOL OF PUBLIC AFFAIRS

Division Code:

1181D

Division:

SCHOOL OF PUBLIC AFFAIRS

Department:

118700 - LADCFS UCLA ACADEMY WORKFORCE EXCELLENCE

Position Details

UCPath Position Number:

TBD_4158

Position Description ID

238111

UC Payroll Title:

RSCH ADM 3 RP (005264)

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):

1 - Staff: Contract

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40049644

Reports to Payroll Title:

FINANCIAL SVC SUPV 2

UCPath Department Head Position Number:

40064959

Department Head Payroll Title:

ADMIN MGR 1

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.

POSITION SUMMARY

With minimal supervision, administer complex financial operations and budgets totaling approximately $14 million annually for the Luskin School of Public Affairs under the UCLA Academy of Workforce Excellence (AWE) contract with LA County Department of Children and Family Services (DCFS). Work as timekeeper for AWE to oversee and maintain accurate timekeeping records for all staff, faculty, and student employees using both existing timekeeping systems and establish a new timekeeping system that meeting LA County A-C Handbook policies.  Independently manage a portfolio of accounts for the AWE and the School, including large federal and state contracts and grants, such as NIH and NSF, 19900 funds, gifts and endowments, fellowships, and agency funds. Interpret policy and University guidelines and advise principal investigators, students, and staff to ensure compliance with University, Federal, and State policies. Prepare detailed budgets and justifications for principal investigators for new contract and grant proposals. Once awarded, organize award acceptance and manage all accounting, payroll, and timekeeping activities through completion of fund closure.

Serve as liaison between the Human Resources, Office of Research Administration, Extramural Fund Management, General Accounting, Purchasing, Graduate Student Support Office, and other central campus offices, funding agencies, and the principal investigators. Produce reports for principal investigators and meet to review and discuss their budgets regularly. Act as preparer and/or reviewer for all BruinBuy Plus, Travel via Concur, TOF, DDF, and NPEAR transactions for all funds under direct purview. Monitor all accounting activity using UCLA on-line systems and databases, including On-Line Financial Web Reports, QDB, SIS, and DACSS systems. Review academic personnel, graduate student researchers, staff, and work-study payroll transactions under direct purview. In conjunction with the Business Officer, assist with the annual fiscal closing. Keep abreast of current UCLA financial and contract and grant policies and procedures to keep the School in compliance.

Key responsibilities include:

*Financial Management: Administering and overseeing complex financial operations, preparing detailed budgets and justifications for new contract and grant proposals, and managing all accounting activities through fund closure.

*Timekeeping: Overseeing and maintaining accurate timekeeping records for all staff, faculty, and student employees. This includes using existing timekeeping systems and establishing a new system that complies with LA County A-C Handbook policies.

*Compliance: Interpreting and ensuring adherence to University, Federal, and State policies, and advising principal investigators, students, and staff accordingly.

*Liaison Role: Acting as a liaison between various campus offices, funding agencies, and principal investigators to facilitate smooth operations and compliance.

*Reporting: Producing regular reports for principal investigators and meeting to review and discuss their budgets.

*Transaction Management: Preparing and reviewing transactions for BruinBuy Plus, Travel via Concur, TOF, DDF, and NPEAR.

*Monitoring and Review: Monitoring all accounting activities using UCLA's online systems and databases, and reviewing payroll transactions for academic personnel, graduate student researchers, staff, and work-study employees.

*Annual Fiscal Closing: Assisting with the annual fiscal closing in conjunction with the Business Officer.

The LADCFS + UCLA Academy of Workforce Excellence operates under a Title IV-E training contract between UCLA and the Los Angeles County Department of Children and Family Services (LADCFS). In collaboration with seven universities—UCLA, USC, CSULB, CSULA, CSUN, CSUDH, and APU—the Academy provides comprehensive training programs designed to equip LA Department of Children and Family Services (LADCFS) staff at all levels with the skills and knowledge necessary for child welfare services. The Academy facilitates foundational training, in-service education, and specialized off-site programs to enhance professional development. With a focus on workforce preparedness, operational excellence, and innovative training methodologies, the Academy plays a critical role in shaping the future of child welfare professionals in Los Angeles County.

Fund Management Responsibilities

Provide financial and administrative oversight for all financial activities of the School with senior management. Identify fiscal needs, develop strategic budgets, and recommend reallocations. Administer budgets, ensuring policy compliance. Utilize and supervise use of UCLA systems (BB+, FS, QDB, etc.). Review ledgers, troubleshoot, and perform cost analysis. Evaluate fund transfers for accuracy. Counsel on accounting/financial operations. Oversee annual fiscal closing. Stay current with policies and communicate updates. Provide oversight of extramural fund management. Overseeing and maintaining accurate timekeeping records for all staff, faculty, and student employees. This includes using existing timekeeping systems and establishing a new system that complies with LA County A-C Handbook

60%

Contract and Grant Administration

Maintain accounts and records for departmental, contract, grant, and endowment funds. Monitor transactions from inception to completion, ensuring compliance and preventing overdrafts. Advise PIs and Business Office on requirements. Analyze budgets, offer recommendations, and prepare projections. Audit/oversee timesheets and approve payroll. Conduct reviews and post-audit activities, keeping PIs informed of fund status. Prepare authorizations, extensions, and fund closing reports. Reconcile accounting records using School systems. Develop campus contacts for daily work. Prepare budgets for proposals. Compose correspondence and use email for communication. Monitor financial and technical reports. Liaise with PIs, funding agencies, and UCLA for negotiations. Prepare student award forms. 

40%

•

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 Business or related area and/or equivalent experience/training.

Required

Preferred

Experience in accounting, contract and grant, 19900-type, and endowment fund records keeping.

Preferred

Demonstrated skill and knowledge of financial management principles, complex budget preparation, and budget analysis techniques.

Required

Working knowledge of UCLA's financial/accounting and administrative policies and procedures with high accuracy.

Preferred

Skill in analyzing fiscal/financial data and synthesizing information with excellent oral and written communication skills.

Required

Proficiency with UCLA Purchasing and Accounts Payable system (PAS), Financial System (FS), Transfer of Funds (TOF), and Query Database (QDB).

Preferred

Knowledge of payroll-personnel systems related to contract and grant payroll.

Preferred

Skill in preparing budgets and projections using spreadsheet and database software, including Microsoft Access

Required

Working knowledge of federal and state contract and grant fiscal policies and procedures.

Preferred

Excellent interpersonal skills to establish and maintain effective working relationships with faculty, staff, students, and vendors.

Required

Strong analytical skills to assess financial information, anticipate problems, and develop solutions.

Required

Proficiency in using PC software applications such as Microsoft Word and Excel, including higher-level functions like pivot-tables and multi-table querying.

Required

Ability to maintain confidentiality, use discretion with sensitive information, and provide excellent customer service.

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.

E-Verify Check: The position is funded by federal contracts/subcontracts requiring UCLA to notify job applicants that an E-Verify check will be conducted and the successful candidate(s) must pass the E-Verify check.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

COVID and Flu Vaccinations: The position is subject to providing evidence of inoculation.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

remote position/off-site position

Standing/Walking

X

Sitting

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

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.