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Employment Opportunities

Fund Manager, CTSI (H91155)

Updated on August 31, 2018

Under the direction of the CTSI Director of Financial Operations, the fund manager will assist all fund management activities for the Clinical and Translational Science Institute's (CTSI) research programs totaling approximately $20 Million in annual expenditures per year. S/he will assist in the preparation of internal documentation and coordinate with other University offices as necessary in the preparation of all departmental contract and grant proposals. The fund manager will assist in all fund management activities from fund inception to closure in accordance with CTSI, UCLA, and Sponsor policy and procedures.

The Fund Manager will be expected to assist in the processing of Transfer of Funds and expense adjustments (TOF, PPP/PTR, NPEAR), No Cost Extensions and Request Approval to Spend funds; to reconcile monthly ledgers; compile fiscal information to be used to prepare annual budgets, sponsor required progress and financial reports, statements and projections utilizing information from University ledgers, Query Database (QDB), and the University On-line Financial Reports; provide guidance to the PI for funded projects to assure proper expenditure; prepare and/or approve purchasing documents, expenditure invoices and other charges, and resolve any accounting problem or irregularities in a timely basis. The fund manager assists in the preparation of new research proposal applications to various sponsors, editing drafts, collaborating with investigators and gathering all the information necessary for submission; assist in preparation of pre-award budgeting including salary, equipment, supplies and other expenses used in the proposed research; track proposal status and sponsored research negotiation progress; and ensure all necessary documents are complete and submitted.

More Information

Job Qualifications

  • Skill in performing various accounting transactions such as debiting, crediting, reconciling expenses, preparing transfer of payroll and non-payroll expenses
  • Analytical skills to assess personnel and financial information practices and procedures, define problems, formulate logical solutions, develop alternative solutions, make recommendations, and initiate corrective actions.
  • Skills in perceiving and defining cause and effect relationships between expenditure rates and budgetary projections.
  • Mathematical skills for the preparation of complex calculations and forecasts and to identify and resolve complex financial problems.
  • Skill in writing concise, logical and grammatically correct correspondence.
  • Skill in working as part of a team composed of faculty, staff and administrators.
  • Interpersonal skills to communicate diplomatically and effectively with all levels of faculty, staff and non-University entities
  • Ability to use judgment when dealing with confidential information.
  • Skill in performing a variety of tasks independently with minimal direction in a timely matter under conditions of fluctuating workloads, competing requirements, and changing deadlines and priorities.
  • Demonstrated ability to operate a computer with a Windows, utilizing MS Office to perform word-processing, spreadsheet analysis, and database programming and management.
  • Ability to accurately use 10 key adding machine
  • Ability to type correspondence and forms with speed and accuracy
  • Reading skills to comprehend University policies and procedures
  • General knowledge of University OCGA, including pre and post ward administration.
  • Demonstrated knowledge and certified completion of courses in University general accounting policies and procedures including transfer of funds (TOF), purchasing (PAC), personnel and payroll (PPP/PTR), and query database (QDB - GL, PPP, and GGIS).
  • Demonstrate knowledge of University purchasing, material management, payroll, personnel and general accounting policies and procedures.
  • Skill in using University On-line Financial System Reports.
  • Ability to utilize web browser for the identification of potential funding sources.
  • Skill in organizing and maintaining up to date, accurate bookkeeping records on-line and maintaining alpha-numeric files.
To apply, click here or visit the UCLA Health jobs site and search job #H91155.