Financial Analyst (Post-award Grants)

Aston CarterSan Francisco, CA
Remote

About The Position

Join a dynamic finance team within a prestigious academic research institution's department of Psychiatry. As a Financial Analyst, you will provide vital financial support to 10 Principal Investigators, managing a diverse portfolio of funds and offering expert financial guidance. Your role includes ensuring accurate reporting, forecasting, and compliance with departmental, university, and agency policies.

Requirements

  • Budgeting
  • Financial analysis
  • Reporting
  • Experience with PeopleSoft
  • Proficiency in Microsoft Excel, including VLook Up and Pivot tables

Nice To Haves

  • Bachelor's degree in Finance
  • Experience in clinical finance, grants administration, and post-award grant management
  • Inquisitive mindset
  • Initiative-driven
  • Analytical thinking
  • Creative problem-solving skills
  • Results-oriented
  • Team player
  • Ability to articulate the story behind the data

Responsibilities

  • Provide analytical support for complex budget, financial, and resource analysis for sponsored research funding.
  • Prepare financial analyses, summarize findings, and present recommendations for resource plans to faculty and management.
  • Develop annual resource allocation strategies, forecast future needs, and manage operating budgets.
  • Support all aspects of fund management, including internal and external contracts, gift donations, endowments, and sponsored research funding.
  • Conduct complex financial research for internal departments and stakeholders, including periodic financial reports and projections for payroll budgets.
  • Perform student enrollment analysis and recharge/general rate calculations.
  • Analyze contracts and grants, manage UCPath administration, and monitor endowment income.
  • Generate, modify, and develop new financial and resource reports using MyReports, Planning Link to UPlan System (PLUS), and other financial tools.
  • Ensure compliance with Cost Accounting Standards and timely recording of financial transactions.
  • Prepare, review, and approve financial transactions and post financial journal entries.
  • Provide department support in business process analysis and design, system testing and implementation, and documentation for financial activities.
  • Assist with security, workflow, and customer feedback for financial processes.
  • Coordinate and implement department budget allocations and maintain department chart of accounts.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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