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Management Accounting & Analysis has an outstanding opportunity for a Program Financial Analyst. The primary responsibilities for this position is planning and project management for the project team and technical work in the form of additional staffing for the development, compilation and completion of the UW Facilities and Administrative (F&A) rate proposal in accordance with the Office of Management and Budget (OMB) Uniform Guidance, Code of Financial Regulations Appendix II to part 200 Indirect Costs Identification and Assignment, and Rate Determination for Institutions of Higher Education. Periodically, the UW is required to calculate and submit F&A rates to the Department of Health and Human Services (DHHS), Cost Allocation Services (CAS). These rates are reviewed by CAS who then negotiates final F&A rates with the University of Washington. The negotiated rates serve as a basis for the UW to recover overhead costs associated with all externally funded research grant and contract sponsors. Additional responsibilities include serving as a technical resource and provide back-up for recharge/cost centers.
This position has responsibility for developing various components of the F&A rate. In addition, this position has responsibility for coordinating with administrative, fiscal and program personnel associated with research including faculty, departmental administrators, fiscal staff and central office personnel as part of the development of the various F&A rate components. Finally, this position provides cross-organization support and back-up for other key functions within MAA as necessary.
Establishing F&A Project Plan
Coordinate with project team daily to ensure that overall F&A proposal is on schedule, scope, and budget.
Coordinate with others in the department to gather, design, and implement technical business solutions utilizing institutional data tools and systems.
Provide information and status updates for F&A Lean board visuals including metric updates.
Cost Accounting and Analysis :
Perform key cost accounting functions required to design and develop the F&A rate proposal and other costing data. This includes, but is not limited to:
Identify and import appropriate financial accounting and other key data into the UW's F&A cost modeling software;
Reconcile imported financial data to the UW's audited financial statements and other sources;
Reconcile imported space data to the UW's space management system;
Reconcile other imported data to appropriate UW source systems as needed;
Establish applicable header, mapping, allocation and exclusion rules within the F&A cost modeling software;
Develop appropriate cost pools and associated allocation methodologies;
Regularly analyze and refine cost pools and allocation methodologies to ensure most appropriate approaches are utilized;
Regularly run the cost modeling software and providing necessary maintenance;
Review and/or analyze work team mates complete for the F&A rate proposal.
Produce drafts and final proposal packages in standard formats required by the Code of Financial Regulations Uniform Guidance.
Design and develop facilities projections and other what-if rate scenarios as needed.
On an ongoing basis, review and update documentation for major components of the F&A rate proposal process.
Annually participate in the development of UW's fixed cost fringe benefit proposal.
Respond to other ad hoc costing data requests.
University (Cross-Departmental) Collaboration and Communication:
Collaborate and coordinate with key central and academic process partners to obtain information critical to development of the F&A rate proposal. This includes, but is not limited to:
Obtain process improvement suggestions and other feedback from key campus units.
Serve as point of contact for an assigned set of departments during key data gathering phases, and
Conduct and complete quality assurance reviews with appropriate departmental staff.
Contact departments when data reconciliation/correlation problems occur to explain what information is needed and obtain updated data.
Actively participate in and, when appropriate, lead cross-campus advisory teams.
Actively participate in and, when appropriate, lead process improvement efforts for core University administrative systems and procedures critical to development of the F&A proposal.
Exchange information and update administrators on status of facilities and administrative (F&A) rate development, proposals, and negotiations.
Consult with central and academic department staff on the development, or update, of central systems critical to MAA's operations (space management system, sponsored effort reporting system, equipment database etc.).
Actively develop and participate in department cross-training to support all functions and activities within MAA.
Develop and coordinate responses to requests from central and academic departments for information regarding specific costing questions.
Develop and maintain F&A training materials for campus and central units
Provide/receive cross training with/from other MAA staff
Exchange information related to current processes at other institutions or agencies. This may include seeking input on questions regarding costing issues, effort reporting, and/or service center issues.
Seek out current information regarding F&A rates and rate development approaches from applicable governmental circulars and other sources outside of UW peers and professional organizations such as NACUBO, NCURA or NACCA.
Coordinate with vendors, including software firms and consultants. This could assisting in the development of RFP's and input on selection of vendors or the negotiation of certain contractual requirements. This may also could include scheduling trainings or meetings with vendors and working directly with them to obtain relevant information.
As needed, respond to auditor requests for information regarding the F&A cost proposal, sponsored effort reporting, and/or service centers.
Interact with Cost Allocation Services (CAS) during proposal review. This may include coordination of data requests, site visits, or other information as requested by CAS or the internal UW negotiating team.
Data Management, Analysis, and Design:
Frequently gather, analyze, and/or develop a variety of ad hoc and ongoing analyses using enterprise wide data warehouse tools and secondary systems.
As needed, serve as business technical expert on campus-wide advisory teams focused on systems replacement or enhancement initiatives.
Coordinate with external consultants to maintain F&A modeling software, write reports, and troubleshoot F&A modeling software issues.
Coordinate with key internal data providers to obtain and ensure data compatibility and integrity necessary for F&A modeling software. These groups include, but are not limited to, UWIT Enterprise Data & Analytics, Financial
Accounting, F2 DATA Group, Grant and Contract Accounting, Equipment Inventory
Office, Office of Research, Office of Sponsored Projects, Treasury Office, Office of the University Architect, Office of Planning and Budgeting, Facilities Services, The Real Estate Office and Capital Projects Accounting.
Download large quantities of data from University systems and convert it into formats usable in the F&A cost model. Perform this task by setting up ODBC connections and using Microsoft Access, SQL Server Management Studio, or other relevant software to connect to data in the UW's Electronic Data Warehouse.
Program supplemental applications to F&A modeling software for the facilities and administrative cost proposal process in Visual FoxPro, .net Framework, Access, SQL, or other appropriate database environment.
Develop and maintain internally developed secondary systems and processes designed to generate data needed for the F&A model and other costing initiatives.
Examples include databases for space functionalization and inventory, the cost pool assignment process, and annual chart of accounts reconciliations.
Training and Other Presentations:
Develop and train key central and academic department staff on overall F&A rate development process.
Develop and train key central and academic department staff on specific processes and data needs to support development of the F&A rate proposal (such as space functionalization, cost pool review, recharge and cost center space and equipment, and disclosure of non-reimbursable costs).
Develop and train key academic department staff on how to use appropriate central systems necessary to support development of the F&A proposal (e.g., GeoSIMS space management, UWIT SSRS custom F&A proposal reports, and other web-based tools).
Develop and maintain guidance to campus on the overall F&A rate development process, including key concepts and processes, project schedules and milestones, and overall results.
Collaborative Work Style, Communication, Lean Process Improvement Environment:
Work to consistently and continuously improve processes, incorporating Lean improvement concepts into daily work.
Work collaboratively with customers; key process partners such as Grant and Contract Accounting, Office of Research, and Office of Planning and Budgeting; key academic dean's and departmental representatives; peers; and other leaders.
Effectively communicate and work with UW personnel at all levels.
Participate on departmental, cross-functional, cross-departmental teams.
Participate as leader, coach and/or team member on quality improvement or Lean improvement teams.
General and Other:
Provide support and/or back-up to other key processes, including central oversight and compliance related to sponsored project effort reporting, and service center rate review/approval.
Prepare and generate ad hoc reports and data inquiries upon request.
Be responsible for, and perform, special projects as requested.
Other duties as assigned.
Competitive candidates will be those who have demonstrated experience and proficiency in gathering and analyzing, large and complex data sets from multiple sources, and designing and developing effective solutions to translate and successfully load data into appropriate software.
For detailed information on Benefits for this position click here.
| Bachelor's degree in Business Administration with emphasis in Accounting, Finance, or related field. |
Minimum of 4-5 years of accounting and/or costing experience, or a combination of both, in a complex organization, preferably in higher education.
Knowledge of the OMB Uniform Guidance Policy, specifically 2 CFR 200.
Knowledge and understanding of concepts and regulations relating to F&A cost recovery.
Experience with F&A Proposal compilation or review.
Knowledge of Recharge/Cost Center rate proposal review and rate setting/costing methodologies.
Proven ability to work independently on complex compliance related issues.
Experience working with large data projects, data sets, and data extraction.
Intermediate experience with Microsoft Excel and Access.
Working knowledge of other Microsoft products (Word, PowerPoint, and Outlook).
Demonstrated administrative, financial, organizational, and problem-solving skills, and exhibit the ability to lead in a complex, progressive organization.
Excellent oral and written communication skills, including expertise in making public presentations to small and medium sized groups.
Compassion for others and the ability to work within a diverse workforce and community.
Equivalent education/experience will substitute for all minimum qualifications except where there are legal requirements such as license/certification/registration.