Budget and Finance

General Services

• Develop ad hoc reports as required
• Create and lead one-on-one and group training on budget and finance topics
• Create and distribute quarterly LSA Finance newsletters
• Provide M-­Reports assistance

Accounts Payable

• Vendor set­up/maintenance
  
• Invoice processing
• Payment requests

Accounts Receivable

• Customer set­up
• Submit billing requests

Accounting/Internal Control Services

• Journal entries/fund transfers
• Unit defined commitments
• Chartfield maintenance
• Lump sum advances
• Cash/­Check deposits
• Credit Card processing
• SOA reconciliation (Student Financials, Cash/Check Deposits, Gifts, Credit Card)
• Form completion (Wire Transfer, Foreign Transaction, OFA Student Payment Form, Lump Sum Requests, Record Payment of Awards, Prizes or Gifts)

People Pay Processing

Procurement

• Purchase orders (ePro reqs) -for units not part of LSA Procurement

Faculty Support

• Faculty balance reporting
• Faculty project grant management
• Balance inquiries and budget preparation assistance
• Concur report budget check and routing

Research Services (Pre/Post)

• Solicitation review
• Coordination of proposal preparations
• Assist with preparation of budget and budget justifiction
• Collaborating and coordinating with internal and external stakeholders
• Assitance with current and pending documentation
• Policy and regulation review
• Proposal entry into sponsor systems
• Prepare Proposal Application Form (PAF) in eResearch
• Review proposal documents for compliance with sponsor guidelines
• Edit Biosketches and Current & Pending 
• Cost share management
• Finalize and route the PAF for approvals
• Portfolio management for faculty
• Monitoring of expenditures
• Chartfield and funding reviews
• Sponsor compliance monitoring on projects
• Initiate and track appointments, effort allocations, and assist with summer salary
• Prepare budget reallocations as necessary
• Provide faculty with balances and projections
• Reporting analysis
• Assistance with sponsor reports and progress reports
• Review Financial Status Report (FSR)
• Assist with Project Grant closeout processes

Business Management Services

Budgeting and Strategic Partnership with Unit Leadership

• Participate in the completion of the annual budget request process
• Review annual allocation of College appropriations, follow-­up on open items, and request necessary transfers and/or corrections
• Formulate, regularly review, and provide updates to internal department operating budgets
• Assist the Chair/Director and Chief Admin with financial related strategic questions
• Estimate new faculty start­up package costs and determine financial support/funding approaches
• Create, update, and provide feedback on department policies, processes and procedures for internal controls compliance, cost savings, and improvement 
• Identify the need and initiate UDC to track departmental and college commitments/encumbrances

Financial Management and Oversight

• Meet with the Chair/Director and Chief Admin to review financial status. Provide financial status reports.
• Create financial forecasts and projections
• Identify and resolve financial issues
• Participate in departmental approvals
• Assist with managing departmental financial commitments (commitments within the unit and outside the unit)
• Provide input to managers regarding budget and financial reports
• Provide accurate and thoughtful guidance regarding UM, LSA, and unit budget and financial policies
• Review utilization of endowment and gift funds and advise on the proper usage of endowment funds
• Advise on donor intent changes, endowment reinvestment, and gift consolidation into quasi endowments
• Provide high level oversight on appropriate use of faculty funds

Accounting/Internal Control Services

• Complete regular financial reviews (monthly, quarterly, semi­annual, annual)
• Promote financial discipline and a strong internal controls environment
• Identify exposure to financial risk
• Review the completed unit Gap Analysis
  
• Review the completed unit Sub Certification
• Recommend P­Card limits for department, review expenditures and ensure compliance with University policy
• Recharge rates (identify recharge scenarios, propose a rate, and complete the necessary documents, advisement on depreciating expenses)
• Lab fees (identify the need for a lab fee, propose a rate, and complete the necessary documents)
• Ensure all accounting period and year­end close processes are performed timely and accurately
• Participate in faculty effort review