| Department: |
Office of Research |
Effective Date: |
September 17, 2001
|
| Grade: |
USG 04 |
Reports to: |
Spvr, Research Sys & Finance |
General Accountability
The position has the responsibility to provide financial/administrative support to the CFI/ORDCF Financial Manager, and administrative support to the Associate Director, Institutional Programs. The incumbent is jointly accountable to both positions and is expected to spend approximately 50% of his/her time with each of the Manager and Associate Director.
Nature and Scope
The position requires an incumbent with computerized accounting skills, data entry skills, and must include proficient PC skills (Windows, Excel, and Word). Working knowledge of Oracle Financials and Cognos Impromtu would be a definite asset. Must have an aptitude for accurate and detailed work as well as strong analytical and problem solving skills. Experience in a University setting would be beneficial.
Statistical Data
Specific Accountabilities
Financial Manager
- Ensuring accurate and appropriate expense recognition within the University Oracle Financial System.
- Maintaining complete and accurate files, including cash and in-kind support documentation, for each project. This requires balancing and reconciliation to the general ledger for each account to ensure the integrity of the financial information and the security to withstand an audit.
- Responsible for the data entry and printing of various financial summaries and reports for (the Finance Manager) all Institutional Program awards including: CFI, OIT, ORDCF, and PREA.
- Responsible for the financial administration of both the Premier’s Research Excellence Award (PREA) program and the Canada Foundation for Innovation (CFI) Operating program.
- Maintain complete and accurate files for each individual award which would include all documentation received from the sponsor and all financial documentation in relation to the expenditures of the activity. Ensuring that the information in the file will provide appropriate accountability in the event of an audit initiated by the sponsor or the university’s internal or external auditors.
- Act as an advisor/consultant in the interpretation of policies and procedures and resource person to internal clients (i.e. Faculty, Exec. Assistants and Admin. Assistants). Consults with such clients regularly regarding eligible/ineligible expenses.
- Monthly reconciliation of income versus budget on a project basis as well as the examination and resolution of project deficits.
- Annual financial reporting to both the PREA and CFI agencies on all assigned projects.
- Coordinate budgets, detailing precise account expenditures.
- Communicate with service departments on campus, requesting copies of all invoices charged to Institutional Program accounts.
Associate Director, Institutional Programs
- Prepare and input research awards information (for Institutional Program Awards) to the Research Awards Information System (RAIS). Responsible for the maintenance, reconciliation and distribution of the reports generated using the RAIS program, including project summaries and monthly activity checklists. (the monthly Bring Forward reports)
- Assist in the preparation of application files, checking for the accuracy, completeness and budget review.
- Coordinate internal budgets for each award to be distributed to Faculty, Departmental Chairs, and the Research Finance department.
- Liaison with funding agencies requesting agreements and/or payment disbursement.
- Request account numbers for each award. Coordinate meetings, may include: room and/or catering bookings, preparing agendas.
- Create and maintain Excel spreadsheets detailing project information.
- Assist with on-line submissions of CFI/OIT awards.
- Other tasks as may be assigned.
Working Conditions
