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Senior Fund Manager

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POST DATE 8/12/2016
END DATE 2/19/2017

University of California - Los Angeles Medical Centers Los Angeles, CA

Los Angeles, CA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Entry Level (0 - 2 years)
Bachelors Degree


Job Title:
Senior Fund Manager

UCLA Title:
Analyst, Administrative, Sr

Job No.:

Work Hours:
M-F 8 am to 5 pm

Work Location:
CHS-Westwood, CA

Job Type:


Minimum Salary:
$26.29 / $4575

Maximum Salary:
$51.89 / $9029

Layoff Referral Deadline:

Bargaining Unit:


Under the direction of and coordination with the Director of Financial Operations, the SENIOR FUND MANAGER will manage all fund management support functions for the Clinical and Translational Science Institute's (CTSI) research programs totaling approximately $35 Million annually. While ensuring compliance with sponsor grant policy and any other regulations (OMB Circulars) s/he prepares all internal documentation, seeks requisite pre-award approval and serves as the liaison to all University entities necessary for the preparation of all contract and grant proposals and post award administration related to the CTSI UL1, KL2, TL1 renewal and related CTSI grant proposals and special supplements such as the recently awarded $15M NHLBI U54. Additionally, s/he provides fund management support to the $55M Clinical Research Infrastructure and the $15M Accelerator program. S/he will be responsible for all departmental fund management activities from fund inception to closure such that financial activities and records do not deviate from approved policy and procedures. S/he will process transfer of funds and payroll and non-payroll expense transfers, work with Extramural Funds Management for required journals. S/he will prepare and submit any required No Cost Time Extensions and Request Approval to Spend funds as well as review NCTEs from recipients of pilot funding that the CTSI awards. S/he will reconcile monthly ledgers for both grant funds and the vast institutionally committed funding; compile fiscal information to be used to prepare annual budgets, 5-year comprehensive projections, 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 Director of Financial Operations and CAO to assure proper expenditure; prepare and/or approve purchasing documents, expenditure invoices and other charges, and resolve any accounting problem or irregularities on a timely basis.. S/he assists in the preparation of new research proposal applications, editing drafts, collaborating with investigators and gathering all the information necessary for submission. S/he assists in preparation of pre-award budgeting including salary, equipment, supplies and other expenses used in the proposed research. S/he will track proposal status and sponsored research negotiation progress and ensure all necessary documents are complete and submitted. S/he is instrumental in the CTSA grant renewal process and is expected to fully review, understand, and educate faculty and staff about the terms and conditions of the NIH/NCATs Request for Application. S/he will also play a key role in budget preparation and financial strategy for the renewal. S/he plays a key role in financial planning and analysis strategy for the CTSI s Clinical and Translational Research Center in which clinical trials are conducted and is key in the operationalization of its Sales & Service Agreement. S/he will play an important role in the CTRC Sales and Service revision in accordance with the Director s recharge methodology. S/he leads the complex annual closeout process of the UL1, KL2 and TL1 NIH/NCATs CTSA grants by coordinating the financials of over 100 linked accounts, dozens of faculty and their administrators, as well as our institutional cost share and prepares the closeout packet for EFM to generate the Federal Financial Report. S/he will communicate with EFM regarding any questions they have. S/he leads the carryover proposal effort (if any) and submittal to the Sponsor through OCGA. S/he will assist in the administrative management to outside entities and UCLA Centers/Institutes when necessary that are affiliated with the CTSI when necessary, based on their limited administrative capacity. S/he will be an integral part of a team that works closely with CTSI partner Charles Drew University to optimize their administration through regular site-visits.


Bachelor s Degree in related fields strongly preferred
Demonstrated working knowledge of NIH and other industry sponsored contracts, grants and clinical trials administration

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 3.1/95 or most recent environment 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

Complete Application