| Job Description: | Budgeting and Financial Management - Manages the CTSI Annual Budget process, evaluating the needs of CTSI, SECIM, MD/PhD, and pre/post doctoral scholar programs.
- Support internal and external stakeholders with budget development.
- Review internal requests for expense approvals, ensuring funds are available for all funded projects in coordination with Grants Specialists.
- Provide budget projections and available funds.
- Establish goals and performance objectives around the budget process.
- Document processes and guidelines for the annual budget process.
- Oversee financial management and operations, including coordination of annual budget efforts, reviewing departmental budget requests, and managing UF Foundation accounts.
- Provide fiscal analysis and feedback for the CTSI strategic plan.
- Monitor and reconcile funding sources and balances, ensuring compliance with accounting regulations and best practices.
- Develop and maintain internal control policies and procedures, performing regular compliance testing and audits.
Financial Reconciliation and Reporting - Perform monthly reconciliation of individual program expenses, ensuring alignment with the CTSI mission.
- Analyze overall budget versus expenses and manage financial statement reporting for programs and CTSI.
- Make recommendations to the Director of Operations regarding financial management of funds.
- Review active funds and manage cash to avoid negative balances.
- Prepare and present monthly and quarterly financial statements to CTSI leadership.
- Develop and update regular financial reports for college leadership and stakeholders.
- Fulfill ad hoc reporting requests and manage various financial reports, including ROI, actuals to budget, faculty-specific balances, commitments, research administration, projections, reserves, and UF Foundation accounts.
Fiscal Oversight and Team Management - Oversee all aspects of purchasing, payables, and travel within CTSI, including SECIM, pre/post doc scholars/trainees and MD/PhD programs.
- Reviews and approves all purchase requisitions, invoices for payment and travel expense payment requests for CTSI, MDPHD, pre/post doc scholars/trainees, and SECIM.
- Provide financial direction in the formulation, interpretation, and administration of policies, procedures, and operations.
- Manage the fiscal team, establishing performance goals and measures to evaluate success.
- Oversee fiscal staff from Disbursements Team, P-Card Team, Reporting and Reconciliation Team, and General Accounting Team.
- Provide support, feedback, and guidance to financial service teams, ensuring high-level customer service through regular communication, consistent workflows, and timely responses.
- Work on process improvement initiatives to streamline financial workflows and ensure efficiency. Meet with key college stakeholders regularly to receive feedback and provide updates.
- Develop and maintain financial policies for the institute.
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| | - Master’s degree in Finance, Accounting, Business, or a related discipline.
- Certified Public Accountant (CPA) certification.
- Advanced knowledge of UF Business Operations and Management.
- Extensive experience with financial statement preparation and presentation.
- Experience in NIH and College of Medicine budget development.
- Knowledge of UF Auxiliary/Fee for Service Educational Activity (FSEA) and Grant Accounting Directives and Procedures.
- Proficiency in using, creating, and running reports in MS Teams, Excel, and Enterprise Analytics.
- Extensive working knowledge of PeopleSoft and OneStream.
- Strong interpersonal skills, capable of working in a fast-paced, research-oriented team environment as well as independently.
- Strong verbal and written communication skills, including phone and email communication.
- Ability to create financial statements and present them to non-financial directors and staff.
- Experience leading financial teams.
- Advanced MS Excel skills.
- Experience in creating and presenting financial dashboards.
- Experience in higher education finance.
- Project management experience.
- Familiarity with various budgeting tools and software.
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