UC Santa Barbara · 1 day ago
Financial Manager
Santa Barbara, CA
Full-time
Hybrid
Mid, Senior Level
$88K/yr - $162K/yr
5+ years expUC Santa Barbara is a prestigious institution known for its collaborative and multidisciplinary academic environment. They are seeking a Financial Manager to oversee all financial operations for the Materials Department and associated Research Centers, ensuring accurate budget management and compliance with university policies. The role involves financial system development, payroll oversight, and providing strategic financial guidance to departmental leadership.
Higher Education
Responsibilities
Responsible for the management and supervision of the departmental financial services unit
Oversees the administration of activities related to contract and grant administration, accounting, employment, benefits, and other financial related actions
Responsible for the evaluation of internal accounting systems and procedures
Recommends modifications in the system to Business Officer in order to adapt to changing needs
Reviews the general ledger reconciliation for accuracy and for auditing standards and resolves discrepancies
Serves as Project Analyst role in Oracle Financial Cloud; oversees departmental general funds and faculty funds including start-up/retention/discretionary
Ensures expenses are posted to the correct project and are allowable for particular funds and ensures expenditures meet cost accounting standards
Reviews payroll reports; ensures that salary projection totals match financial statement and employee roster
Directs faculty to online Faculty/PI Dashboard and assists them in clarifying allocations, projections and expense transactions
Advises faculty of proper university guidelines regarding financial matters
Ensures fund transfers and cost transfers are processed as necessary ensuring transactions are in compliance with university policies
Works closely with Contracts and Grants Analyst to ensure research funds are spent in accordance to the proposal
Prepares carry-forward reports for the Budget Office and brings balances forward into the new fiscal year in Oracle Financial Cloud
Manages Faculty Course buy-outs including calculating salaries, verifying funding availability and allowability, and routing to the College approval
Institutes change to department workflow and procedures to accommodate changes in campus policies and procedures
Responsible for supervision of employment and payroll processes for all department appointments, including staff, faculty, and ASEs
Verifies that all employees have financial support and the employee roster accurately reflects appointment information
Advises faculty on policies and requirements regarding complex employment and payroll matters
Authorizes all purchasing transactions including general requisitions, vendor blankets and Flex Card purchases
Is cognizant of and advises faculty of proper university and agency guidelines regarding purchasing and equipment matters
Ensures that all receipts and supporting documentation are attached and approvals are received and that funds are available to cover the expenses
Approves requisitions to purchase orders in Gateway, releases Transfer of Expenses (TOEs) and Transfer of Funds (TOFs)
Responsible for the management of all recharge activity for the department's eight recharge units
Responsible for the establishment and maintenance of all income and recharge accounts, including annual submission of income and recharge proposals for all eight units
Works closely with lab managers on recharge proposals
Oversees the processing of the monthly recharges including accuracy of recharges prepared by Finance Analyst, tracking submission of invoices, receipt of funds, check deposit dates, and oversee the transfer of all documentation to BFS
Ensures all accounts are in good standing, and implements deficit reduction plan when necessary
Advises faculty and staff on income and recharge policy and procedure
In coordination with the Business Officer, and the Office of Budget and Planning, establishes new accounts
Monitors accounts on a monthly basis and analyzes expenditures in preparation for annual update of recharge rates
Sets up new Microscopy users in iLab
Directly supervises 3.0 FTE, the Contracts and Grants Analyst (Res Admin 3); the Finance Analyst (Finance Svc Analyst II CX); the Payroll/Personnel Coordinator (Admin Ofcr 2 CX)
Provides leadership, sets priorities, recruits, interviews, trains, directs, disciplines, evaluates and supervises staff
Maintains knowledge of policies on training, probationary periods, progress reports, sick leave, vacation, compensatory time, performance evaluations, merit increases, grievance procedures, transfers, and separations and communicates and interprets the policies and procedures to staff
Monitors the assignment of job duties and adjusts workloads between financial staff to meet the needs and demands of departmental financial operations
Develops and implements cross training of staff in financial area
Identifies training opportunities and resources for staff
Oversees and serves as backup for large volume of complex research administration
Responsible for all aspects related to the administration of all contracts and grants within the department
Ensures compliance with current university policies and agency requirements
Acts as a liaison and resource person between the Office of Research, Extramural Funds Accounting, faculty, other UC campuses, and other institutions
Provides expertise and guidance for decisions regarding all budgetary and expenditure activity
Includes award set-up, signature authorizations, general ledger activity, financial reporting, supervision of invoice processing, subcontracts, cost transfers, reconciliation of indirect costs, audit, and validation of payroll and benefits transactions
Maintains knowledge of contract and grant budget and expenditure policies for extramural agencies
Integrates agency requirements with University policies and guidelines related to all financial transactions
Provides guidance to principal investigators as to how to manage their awards
Manages all aspects of Cost Share/Project Contributions including setting up PGM projects & tracking, ensuring funds are received from control points for annual commitments, submitting annual reports to Extramural Funds accounting, managing balances and processing annual Carry Forward
Qualification
Required
Bachelor's Degree in related area and /or equivalent experience / training
4+ years experience in administration management including supervision of staff, budget and financial management, and strong communication and interpersonal skills. Strong fiscal management experience
Broad knowledge of financial analysis and reporting techniques; human resources and risk management planning; and accounting and payroll
5+ years experience in higher education administration
Excellent knowledge of Excel. Familiarity with Google Sheets
Thorough knowledge of financial data management and reporting systems
Strong analytical and critical thinking abilities
Sound judgment and decision making, and problem-solving skills, including the ability to assess complex challenges and recommend effective solutions
Knowledge of UC systems including but not limited to: UCPATH, Gateway, Kronos
Advanced communication skills, both written and verbal, to convey complex information in a clear and concise manner
Ability to manage competing deadlines with multiple interruptions while paying close attention to detail
Preferred
Demonstrated management and conflict resolution skills to effectively lead and motivate others
Work experience as Sponsored Projects Analyst or equivalent
Familiarity with Research.Gov, Grants.gov, and Cayuse & Orbit
Familiarity with PGM, EDM, TOE system, EPM, and other campus systems as needed
Experience handling income and recharge proposals; administering income and recharge centers
Benefits
Full Benefits
Excellent retirement and health are just one of the rewards.
Company
UC Santa Barbara
UC Santa Barbara is consistently recognized for excellence across broad fields of study.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Dominique Mihaljevic
Co-Founder & President of Association of Multi-Ethnic Persons
Tama Takahashi
Co-founder
Recent News
2025-05-08
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