Financial Services Analyst , Technology Licensing

The Office of Intellectual Property and Industry Research Alliances (IPIRA) is the portal for industry access to Berkeley, both for research relationships and access to Berkeley technology. The Office of Technology Licensing (OTL) and the Industry Alliances Office (IAO) are peer divisions within IPIRA. The OTL manages and licenses patent and copyrights to the private sector for commercial development; is responsible for material transfer agreements for transfers from Berkeley;

supports entrepreneurial activities including start-up company formation; maintains relationships with sources of private capital and service providers; provides litigation support; advises the IAO on intellectual property terms in research and other contracts, and advises the campus on intellectual property, innovation and entrepreneurship.

The IAO is responsible for a wide range of research relationships with industry, including industry-sponsored research agreements, collaboration agreements, membership agreements such as for industrial consortia, and incoming material transfer agreements.

The Financial Services Analyst 3 (FSA
3) reports to the Business Operations and Compliance Director, and manages the financial operations of three peer units, the OTL, the IAO and IPIRA, and performs license, compliance and financial analysis. The duties include certain elements of contract drafting, license enforcement, processing and servicing of a variety of operational and financial transactions and services, including cashiering, payroll, purchasing, accounts receivable, accounts payable, collections, data collection and data entry, analysis, review and control, customer servicing, and reporting.

The Finance Service Analyst 3 acts as the liaison for financial transactions between the Office of Technology Licensing and the Office of Innovation and Entrepreneurship at UCOP, and also between the OTL and research departments on campus, especially in the context of distributions of research income to the departments. On financial and budget matters, the FSA 3 acts as the liaison between the Office of Technology Licensing and the budget Director of the Office of the Vice Chancellor for Research.

The Finance Services Analyst 3 is a technical expert in the area of technology licensing office operations, organization and IP financial management. The FSA 3 is frequently contacted by other UC campus tech transfer offices as well as LBNL.

The First Review Date for this job is: 08/15/2025.

• Manages the financial terms of a high volume of patent and copyright license agreements, most involving significant complexity, tracking license issue fees, maintenance fees, minimum royalties, earned royalties, milestone payments and patent cost reimbursements.
• Tracks due diligence requirements as it pertains to corresponding fees to ensure compliance with the terms of the agreement.
• Drafts financial amendments, initiates collections or suggests agreement termination when licensee is out of compliance.
• Oversees and participates in the distribution of the inventor shares, joint holder shares, research and department shares, campus shares and general fund share per three different patent policies and one copyright policy.
• Serves as the technical expert in the area of intellectual property financial management fielding questions from other UC campus offices as well as LBL.
• Monitors the entry of all financial data into the Patent Tracking System.
• Generates financial reports on a monthly basis; analyzes data and prepares adjunct reports for the IAO and OTL directors as well as the AVC of IPIRA and the Budget Director of the VCRO. Participates in UC audits and licensee audits.

• Manages and directs all aspects of the financial services for IPIRA. This includes cashiering of receipts (fees, royalties, patent costs reimbursements), purchasing of supplies, equipment, conference registrations, memberships, travel and entertainment reimbursements, OPTRS payroll transactions, financial data collection and data entry…