Additional Info

1. Review, monitor, and maintain cost centers for complex budgets, including daily monitoring of transactions and verifying accuracy and appropriateness.
2. Reconcile accounts and resolve discrepancies, ensuring compliance with university fiscal policies and procedures.
3. Make recommendations regarding departmental transfers of funds.
4. Prepare journal transfers between various departmental ledgers.
5. Possess a thorough understanding of university accounting principles to ensure proper accounting procedures are followed and records are auditable both internally and externally.
6. Provide support and identify procedures to maintain accurate and auditable accounting functions.
7. Develop spreadsheets, databases, and accounting systems to enable accurate and flexible data tracking needed to generate reports, track allocations, and manage purchase orders and payments.
8. Ensure departmental ledger expenses are supported with proper documentation.
9. Reconcile monthly ledgers to cost objects and generate monthly fund status reports, including year-to-date and projected personnel and other costs.
10. Ensure timely accounts receivable and accounts payable processing in accordance with grant/contract terms and initiate renewal agreements as necessary.
11. Work closely with Sponsored Programs Administration and Sponsored Programs Accounting to ensure compliance with funding sources, rules, and policies on grant and contract applications and funded projects.

1. Continually review office support accounting processes to improve efficiency and effectiveness.
2. Provide oversight and promote the use of best practices in accounting utilized by similar universities when applicable.
3. Assist the Finance & Business Manager with financial analysis, funds management, and budget functions.
4. Extract and analyze data from SAP and other sources using Excel or other reporting tools.
5. Monitor and analyze budgets, revenues, and expenditures, including variance analyses, reconciliations, and projections.
6. Review SAP 30/60/90-day notices to determine if spending is reasonable and make recommendations if additional review is required.
7. Prepare special reports and projects as requested by the Director or Finance & Business Manager.

1. Prepare, download, and design requested funding overview reports for the Eppley Institute using SAP. Reports include all sources from a varied funding portfolio.
2. Update and validate calculations that establish annual extra salary and research compensation budgets for federally and externally funded primary tenure or health profession investigators.
3. Monitor fiscal data of active research grants and projects, advising the Finance & Business Manager on their status.
4. Assist in the preparation of accurate and timely financial reports, including reconciliations with SPA for Financial Status Reports (FSRs) and final reporting to funding agencies.
5. Monitor grant budget setup as required.
6. Prepare and allocate various research costs appropriately.
7. Review and verify subcontractor payments within SAP for accuracy and compliance.
8. Prepare special financial reports for funding agencies as needed.
9. Prepare general journal entries and payroll adjustments as directed.
10. Monitor periodic time and effort certification for all federally funded projects.
11. Assist with special reports related to FTE adjustments and other budget modifications.

1. Serve as resource for pre-award questions pertaining to grant budgeting.
2. Process and review subrecipient invoices. Ensure payments are charged correctly within budget.
3. Coordinate with Sponsored Programs Administration (SPA) and Research Grants Administrator to help with rebudgeting.
4. Manages payroll distribution in the ledger. Ensures effort certification reconciles with payroll data. Coordinates semi-annual departmental effort certification.
5. Verify salary calculations, fringe benefits, and indirect cost rates are applied correctly.
6. Provides financial data for RPPR/Progress report, if applicable.
7. Ensure grant accounts are fully reconciled and closed. Responsible for locking cost objects.
8. Provide oversight for the fiscal management of all active sponsored projects from award setup through close-out.
9. Monitor expenditures for compliance with federal, state, and sponsor regulations as well as university policy.
10. Review and approve project expenditures to ensure appropriateness, allowability, and allocability.
11. Prepare interim and final financial reports and assist in the reconciliation of accounts for project close-out.
12. Maintain tracking systems for cost sharing, subcontract management, and compliance documentation.
13. Communicate with faculty, departmental staff, and central administration to ensure accurate and timely reporting.
14. Identify potential budget overruns, unallowable costs, or compliance risks and notify the Associate Director promptly.
15. Participate in sponsor or internal audits and assist in gathering documentation and responses as needed.

1. Develop and deliver training for departmental staff on accounting systems, grant compliance, and SAP processes.
2. Maintain expertise in institutional and sponsor policies, including OMB Uniform Guidance and NIH/NSF requirements.
3. Ensure that internal controls and record-keeping meet audit standards.
4. Recommend and implement process improvements to enhance efficiency and compliance in financial operations.
5. Participate in campus-wide financial or research administration committees or working groups as assigned.
6. Serve as a resource for faculty and staff regarding fiscal policy interpretation and procedural questions.

1. Participate in departmental strategic planning and goal-setting meetings.
2. Assist with special projects and initiatives within the Eppley Institute.
3. Provide backup coverage for other fiscal staff during absences or high-volume periods.
4. Support the mission and vision of the Eppley Institute by ensuring financial integrity and service excellence. 

Determined over a period of months

Responsible for signing off on all supply orders up to $5000 per unit of issue also responsible for monitoring and auditing expenditures. Approximately $25-30 millions of expenditures occur annually for all types of expenditures.

Could put PI or department in a precarious situation if error in judgement is made, or if funds are used erroneously. Could affect future funding opportunities.

Supervised by Eppley Finance and Business Manager.

No

Managerial/ Professional

N/A

Office

N/A

N/A

N/A

N/A

N/A