Sr. Fund Manager

FINANCIAL ANL 3 (007709)

UCPath Position ID: 40046749

Position Description History/Status

Approved Date:

3/10/2025 4:42:48 PM

Date Last Edited:

3/10/2025 4:42:45 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1140O

Organization:

SCHOOL OF LAW

Division Code:

1141D

Division:

LAW DIV

Department:

025000 - LAW

Position Details

UCPath Position Number:

40046749

Position Description ID

202409

UC Payroll Title:

FINANCIAL ANL 3 (007709)

Business Title:

Sr. Fund Manager

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

Job Code FLSA:

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:

40048428

Reports to Payroll Title:

FINANCIAL ANL SUPV 2

UCPath Department Head Position Number:

40040696

Department Head Payroll Title:

Dean

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 direct supervision of the Controller, the Senior Fund Manager directs a team of up to four Accountants in the Business and Finance Office. This includes monthly ledger review, monitoring of quarterly income and expense reports sent to financially complex departments, and implementation of financial protocol schedule in anticipation of fiscal close. The Senior Fund Manager will ensure timely financial management of School's accounts, invoices, contracts and grants, and monitoring the application of accounting principles and activities. Additional major duties include ledger reconciliation, accounts payables, budget preparation, financial forecasting, and income and expense analysis.The incumbent has fiscal and operational responsibility over a portfolio of $2.0 million in extramural research funding including federal, state and private industry research awards. The Senior Fund Manager will oversee services provided to all Law School ladder faculty (approx. 70 FTE) by the Accountant team including a full range of financial, business, analytical and problem-solving services. The Senior Fund Manager will also work in collaboration with University central campus administrators, department managers and staff, Law School administrators and the Office of the Vice Chancellor for Research, as well as contract and grant officials at extramural funding agencies to advance the financial needs of the School and navigate any exceptions to policy that may arise.

The UCLA School of Law, located in Los Angeles, California, is one of the top-ranked law schools in the United States. Founded in 1949, it has built a reputation for academic excellence, diversity, and innovation in legal education. The school offers a wide range of programs, including Juris Doctor (JD), Master of Laws (LLM), Doctor of Juridical Science (SJD) degrees, and Master of Legal Studies (MLS), as well as joint degree programs in collaboration with other UCLA departments. UCLA Law provides a rich environment for aspiring lawyers to develop their skills, pursue their passions, and make a positive impact on society.

CONTRACTS & GRANTS MANAGEMENT

1. Act as the primary administrator and fund manager of the Law School contracts and grants program. (E)  2. Advise principal investigators in preparing single and multi-year contract and grant budgets by coordinating and compiling financial data, researching past expenditures, projecting expenditures for the following year, and making budget recommendations. (E)  3. Communicate with the Office of Contracts and Grants Administration, Sponsored Research, Extramural Fund Management, awarding agencies, and principal investigators to ensure the timely and accurate processing and distribution of awards. (E)  4. Enforce contract and grant restrictions and budget line items. Accountable for all financial activities recorded on contract and grant ledgers. (E)  5. Prepare and distribute regular and

20%

FINANCIAL REPORTING

1. Generate regular and ad hoc reports utilizing UCLA Campus Data Warehouse (CDW) and OFSR (On-Line Financial Systems Reports) for assigned Law School departments, Controller, and Chief Financial and Operating Officer. (E)   2. Meet with assigned departments to discuss and learn the unique reporting needs of each department. Advise department managers on opportunities to improve financial operations. (E)   3. Update and distribute the Faculty Support Account Financial Statements on a quarterly basis. (E)   4. Track and compile data and submit reports annually to central campus departments including the Academic Planning and Budget Office and Academic Personnel Office. (E)

35%

ACCOUNTING RESPONSIBILITIES

1. Provide accounts payable and receivable, along with reimbursement support to Law School faculty and assigned departments. (E)  2. Review ledgers on a monthly basis, monitor activity and follow-up with department. (E)  3. Advise assigned departments on what purchases are permissible under University policy, and offer alternatives when seeking services that are beyond what policy provides. (E)  4. Troubleshoot billing problems or discrepancies as indicated by Accounts Payables personnel, reports such as the H&I report and checking Bruinbuy QUE's regularly. Proactively create and implement procedures and solutions to ensure similar issues are avoided in the future. (E)  5. Compose and submit exceptions on behalf of Faculty for transactions that are beyond parameters that policy allows. (E)

35%

DEPARTMENTAL SUPERVISION

1. Recruit, train, and supervise junior Business Office Staff on accounting policies, procedures and University financial and purchasing programs. (E)  2. Help lead and direct Business Office Staff to achieve an efficient and well run operation. Evaluate existing systems and processes, and implement new initiatives to ensure optimal operational efficiency. (E)   4. Act as the primary coordinator of Bruinbuy, ProCard, Travel Express and other programs rolled out by the University and assist in the implementation of new programs. (E)    5. Develop reference and instruction guides to improve office operations and the training of staff. (E)

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

Bachelor's Degree

or equivalent combination of education and experience

Required

3-4 years

Experience in Accounting or Administrative Analysis.

Required

5+ years

Related financial, accounting or business experience.

Required

Advanced

Experience with Microsoft Word, Excel and Outlook.

Required

Expert ability to examine, analyze and reconcile financial reports and create and interpret financial statements to develop annual reports and budgets.

Required

Detailed knowledge of UCLA accounting and financial systems; including COGNOS, BruinBuy, OFSR and QDB strongly preferred

Preferred

Expert mathematical and quantitative skills to calculate formulas, prepare budgets and produce accurate financial reports and projections.

Required

Ability to read, analyze and reconcile monthly ledgers (i.e. payroll, open commitments, expenditure overdrafts, detail general ledgers and recharge reports).

Required

Excellent interpersonal skills to interact and communicate effectively with faculty, staff, students and other campus departments. Ability to establish and maintain cooperative working relationships with other University offices and the public.

Required

Ability to work independently with minimal or very little supervision, using initiative and resourcefulness in performing job duties in areas of responsibilities and in the execution of additional duties as assigned.

Required

Demonstrated strong administrative and organizational skills.

Required

Expert ability to prioritize, handle numerous tasks simultaneously and adjust heavy workload to meet various deadlines.

Required

Ability to adapt to changes as a result of phased automation and changing regulatory and economic environment.

Required

Demonstrated skill in training, organizing and establishing a harmonious and productive team work environment.

Required

Ability to maintain strict confidentiality of information related to financial and personnel matters.

Required

Detailed knowledge and understanding of general accounting policies, procedures and reporting requirements.

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.

Limited time off during fiscal close.

Required

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

385 Charles E Young Drive East, Law Bldg.

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.