Portfolio Analyst

Under the general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator to independently oversee research awards, and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional research sponsor policies. Works on awards of diverse scope where analysis of data requires thorough understanding of complex regulations.

Completes and approves transactions for signature by manager or other authorized institutional official. Works on complex awards that may involve multiple investigators and / or multiple sub awards. Guides less experienced staff. Typically works on complex grants / contracts which require task budgets, option years, multiple investigators and multiple sub awards.

The PI Portfolio Analyst provides customer-oriented, value-added post-award management services to Anesthesia research PIs with high-value and complex contracts and grants. This role partners closely with university stakeholders (e.g., CGA, OSR, Supply Chain) and is responsible for oversight of award setup, invoicing, financial reporting, compliance, closeout, and all other aspects of fiscal management for Federal, State, and private sponsor awards supporting the department's research enterprise.

• Preparation and submission of fixed price or clinical trial invoices in compliance with sponsor requirements after ensuring milestones or deliverables have been met by PI.
• Analysis of financial status of award and preparation and submission of annual and final financial reports to private sponsors, including analysis and reconciliation of expenses, indirect costs, and cost share; ensuring compliance with sponsor requirements, timeliness, and accuracy.
• Preparation of and analysis of monthly internal PI Portfolio reports and reconciliations.
• Analysis of and preparation of journals to accrue allowable transactions for final invoices or reports.
• Review of F&A and unallowable expenditures.
• Review, prepare, and submit Final Reporting Certifications (FRC) to CGA for annual and final financial reporting and/or invoicing.
• Monitoring of awards' financial transactions for compliance with budgets, university/campus policy, sponsor regulations/requirements, and generally accepted accounting principles; ensuring no high-risk, material violations are undetected and uncorrected before filing financial reports with sponsor.
• Monitoring of accounts receivable of award, ensuring coordination with Accounting Analysis and Collections teams in CGA for aged accounts and other cash management issues.
• Analysis of financial status of award to perform closeout at end of budget period in partnership with CGA.
• Preparation of and analysis of various reports and reconciliations.
• Preparation of an analysis of UCPath transactions, People Soft journals, and other financial transactions to ensure proper award finances.
• Development of professional relationships with CGA and OSR (RMS/GBC/ITA); ensuring appropriate coordination of award lifecycle events.
• Development of professional relationships with department PIs.
• Ensuring coordination with and notification to CGA, OSR, or department research administration analyst of key activities as required by office procedures.
• Providing advice and counsel regarding sponsored projects administration, including compliance regulations.
• Serving as concierge to answer questions, research, analyze, and resolve problems related to awards.
• Respond professionally and timely to inquiries from funding agencies regarding outstanding reports, invoices and policy issues.
• Meet with PIs regularly to discuss their portfolios.
• Effectively communicate with varying levels of staff/management and with various groups in a thorough and timely manner; effective communication includes coherently expressing award accounting concepts; establishing and adhering to deadlines; providing comprehensive explanation and status of issues.
• Assist in providing supporting documents for audits as directed by senior staff.
• Responsible for review of and appropriate interpretation of award documents, including related to sponsor policy statements, to ensure appropriate professional judgments are made throughout the post award management process.
• Responsible for monitoring assigned workload, including balancing various competing award lifecycle tasks, significant volume of transactions, and adherence to strict deadlines, escalating issues to supervisor in a timely fashion for assistance with resolution.
• Actively involved in supporting team in meeting schedules or deadlines, resolving problems and inquiries related to contracts and grants, in a timely manner, and serving as backup for other team members as needed.
• Responsible for quality control review of own work, especially as required before key tasks identified in office procedures.
• Responsible for meeting service level agreements of office.
• Accountable for adherence to office…