Full Time 40 hours Grade 053 Clin & Trans Science Institute Schedule 8 AM-5 PM; OCC WKENDS Responsibilities General Purpose: Provides, in an independent manner, professional financial and administrative support to the Research Administration of the Clinical and Translational Science Institute (CTSI). With latitude for independent judgment, utilized knowledge of the University accounting procedures to provide proper review and control over activity which impacts the financial records and administration for all currently funded projects. Interprets and applies University policies and procedures, granting agency fiscal policies, and CTSI policies and procedures. Possesses strong organizational and interpersonal skills, and the ability to handle confidential information in a professional manner. Specific Responsibilities: Under general direction from the CTSI Financial Analyst and Chief of Staff, and with latitude to exercise independent judgment within established policy: Sponsored Research Account Management: Develops and maintains financial reports on all assigned externally and internally funded accounts for the CTSI Center for Leading Innovation and Collaboration (CLIC), the coordinating center for the national CTSA Program. Ensures that all funds are being used appropriately and in accordance with University, CTSI and funding-agency policies. These activities require careful attention to detail, analysis, comprehension, and the ability to recommend correct courses of action to the CTSI Financial Analyst, as regulations can be different for each project and each funding entity. These reports may be sent to the CTSI Directors, CLIC administrative leaders, or to other groups as appropriate. Makes improvements and updates to these reports based upon analysis of trends, changes in regulations, and customer feedback. Examines, identifies, and pursues solutions to issues (personnel and non-personnel) related to monthly reconciliation, including salary distribution adjustments and undocumented expenditures. Determines, and advises CTSI Financial Analyst on, the appropriateness of expenditures by interpreting grant-award notices, sponsor websites, and other information related to grant and operational finances. Uses experience, training, and knowledge of procedures and regulations to resolve issues and suggests solutions. Advises administrators and staff in troubleshooting financial issues, providing timely information and solutions. As directed by the CTSI Financial Analyst, Senior Accountant will process any necessary paperwork and monitor assigned accounts to ensure that solutions are implemented. Examines expenditures by reviewing Workday FAOs and Cumulative Salary reports on a monthly basis for all research financial accounts, including those related to grants, contracts, and other research activities. Ensure levels of effort charged to sponsored projects match with actual effort as budgeted. Enters personnel and non-personnel financial-data journal entries in UR-GEMS or other shadow system; prepares and submits personnel forms and salary distribution changes for processing, as needed. Utilizes accounting system for examination and analysis of both payroll and non-payroll expenditures on a monthly basis, in conjunction with Cognos, HRMS, and other diagnostic tools to ensure accuracy, completeness, and conformance to regulations for each project. Prepares, manages, and performs annual University fiscal-year-end reporting and year-end budget reports for all assigned accounts. General Accounting: Serves as a contact for daily queries from CTSI faculty and staff (as well as University staff-Payroll, Finance, Purchasing, etc.) for issues related to payroll, purchases, account balances, FAO activity and reporting, using experience, knowledge, and independent judgment. Reconciles and manages division FAO account records, ensuring spending is in line with budgeted goals and notifying Financial Analyst of identified variances. Maintains files and improves systems for monthly reports and reconciliations, as well as research and preparing journal entries and other paperwork, as needed. Develops and updates various spreadsheets relating to ledger activity and financial projections utilizing UR Financials, Cognos, UR-GEMS, and other identified systems, on an ad-hoc and routine basis Performs additional financial accounting duties, as needed. Grants and Office Administration: Prepares sign-off forms for grant proposals. Assists in budget preparation by assembling and computing data. Works with CTSI Financial Analyst to provide reporting including annual division report, annual grant report, and ad-hoc reporting. Maintains the grant-tracking database and updates as necessary. Updates other tracking documentation to ensure accuracy, timeliness, and adherence to policies. Performs the annual Space and Equipment survey and other University surveys, as needed. Works with CTSI Financial Analyst to ensure departmental compliance with University Effort Reporting Policy Manages office organizational details, supply ordering, and procedures to ensure an efficient, clean, and prepared work environment. Assists with special project, as directed by CTSI leadership, as well as other duties, as assigned. Requirements Bachelor's degree in Accounting, and 3 years of experience as a staff accountant; or an equivalent combination of education and experience. Familiarity with accounting procedures and terms required. Experience with Apple and Windows platforms preferred. Experience with UR accounting and payroll procedures preferred. CLASP certification preferred - candidate lacking this certification will attend classes upon hiring and is required to successfully obtain certification. Previous research experience preferred. Strong analytical and organizational skills with keen attention to detail and value of data integrity. Positive customer service attitude with strong communication skills and commitment to excellence. Willingness to learn new skills and grow in a flexible and changing environment. Microsoft Excel, Word, Access, and spreadsheet development experience with general computer knowledge, ease, and familiarity. The University of Rochester is committed to fostering, cultivating and preserving a culture of diversity and inclusion. The University believes that a diverse workforce and inclusive workplace culture enhances the performance of our organization and our ability to fulfill our important missions. The University is committed to fostering and supporting a workplace culture inclusive of people regardless of their race, ethnicity, national origin, gender, sexual orientation, socio-economic status, marital status, age, physical abilities, political affiliation, religious beliefs or any other non-merit fact, so that all employees feel included, equal valued and supported.
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