Project Financial Specialist Intermediate to Principal

Position: Sponsored Project Financial Specialist (Open Rank, Intermediate to Principal)

Sponsored Project Financial Specialist (Open Rank, Intermediate to Principal)

Department: Financial Services - Office of Grants and Contracts

Job Title: Sponsored Project Financial Specialist (Open Rank, Intermediate to Principal)

Position #:  - Requisition # 38608

Job Summary: We are looking for someone with:

• positive energy, motivation, vision, and a desire for continuous learning
• a strategic mind‑set and forward‑thinking
• a belief that strong relationships are key to success
• a can‑do attitude
• a focus on providing solutions based on the requirements and necessary outcomes of those whom we serve

Key Responsibilities Sponsored Projects Award Modifications and Setup (15%)

• Review all awards for terms and conditions, billing, payment information, and reporting requirements to perform the setup of the award.
• Ensure award data in Info Ed is accurate and complete.
• Track award files in the Info Ed system.
• Enter award data in the People Soft grants module.

Award Invoicing/Billing (10%)

• Complete monthly and quarterly billing of contracts to create account receivables. Work with sponsors and departments for all invoicing concerns, questions, and actions.
• Submit invoices to sponsors according to award/contract requirements.
• Conduct the reconciliation of accounts receivable and open items to the general ledger in People Soft while reviewing outstanding invoices.

Financial Reporting Creation & Submission (15%)

• Prepare and submit financial reports.
• Perform tasks necessary to determine if changes are needed to bring the project into compliance.
• Determine if certain costs are allowed and that the project is within the authorized budget amount.
• Review the Trial Balance financial statement to examine the cash balance to determine the necessary decision and action(s) required to clear the cash residual or deficit.

Financial Management of Awards/Projects (10%)

• Monitor project budgets, indirect cost rates and charges, overspending, fiscal and sponsor compliance.
• Properly monitor portfolio by analyzing the tools to ensure that information is provided. If tools are lacking, this should be communicated to leadership for improvement opportunities and changes.

Award Closeouts (15%)

• Monitor projects throughout the life at least quarterly to ensure that revenues are applied correctly in People Soft.
• Ensure that budget and billing limits are accurate.
• Monitor F&A and direct charges and quickly correct errors.
• Properly close, retire, and inactivate the assigned project no later than 120 days after the budget end date.

Sponsored Projects Cost Transfers Review and Approval (20%)

• Monitor the reallocation of expense approvals for compliance with various policies.
• Analyze each current and new check distribution lines within payroll expense transfers to ensure the percent of effort equals 100% and aligns with the justification provided.
• Examine Journal Entries to ensure the required documentation is provided which includes an explanation of the error that aligns with the actual transaction.

Sponsored Projects Subcontract Review and Approval (15%)

• Investigate all sub‑award agreements for the budget period and analyze the language of the contract to determine if carry forward is allowed.
• Ensure changes are not required for the partially executed contract. If an error is found, communicate information back to the contracts team for further review and changes.

Customer Service (ongoing)

• Conduct regular meetings with departments and respond timely and professionally to emails and phone calls from sponsors, principal investigators, department administrators and other OGC units.

Principal Professional

Key Responsibilities

• In addition to the duties above, appointments at this level will serve as work leads over other Post Award Specialists and provide expert-level guidance and direction.

Work Location

This position is eligible for a hybrid schedule of a minimum of 2 days per week on campus and additional days on campus as needed for training, in‑person meetings or during peak times.

Why Join Us

• Participate in professional development opportunities to grow your career.
• Build relationships with other departmental staff, focused on understanding needs along with opportunities for…