Fund Manager

About the California Policy Lab
The California Policy Lab creates data-driven insights for the public good. Our mission is to partner with California’s state and local governments to generate scientific evidence that solves California’s most urgent issues, including homelessness, poverty, criminal justice reform, and education inequality. We facilitate close partnerships between policymakers and researchers at the University of California to help evaluate and improve public programs through empirical research and technical assistance. CPL’s UCLA site sits within CCPR and is a dynamic and growing organization with 20 full-time employees, a half dozen graduate student researchers, and numerous faculty affiliates. CPL is extramurally funded by over 20 different federal and foundation grants supporting over 60 major research projects.

CPL recognizes the value of having a diverse staff at all levels of the organization. We are looking for equity-minded applicants who represent and understand the rich diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in California. When you join our team, you can expect to be part of an inclusive and equity-focused community.

The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy. UC Nondiscrimination & Affirmative Action Policy.

The role
Under the direction of the CPL Executive Director, the fund manager will be responsible for a portfolio of extramural research funding including federal and foundation research awards. CPL’s Fund Manager will provide a broad range of professional services including proposal budgeting and submission, contracts and grants management, and financial planning and reporting. The Fund Manager will collaborate in a team with CPL’s Executive Director, Development Director, and Program Manager. He or she will also work with various campus units to manage contracts and grants from inception to closeout, including sub awards management. The Fund Manager will provide financial projections for the Executive Director and Faculty Director and will work closely with CPL staff to coordinate the hiring and/or compensation of CPL’s Faculty Affiliates, Graduate Student Researchers, Postdoctoral Scholars, full-time employees, and consultants. The Fund Manager will be managing a portfolio of about $5m in grants and contracts per year, which support over 20 full time positions and come from over two dozen unique funding sources.

Under the general supervision of the Executive Director, the incumbent is expected to independently prioritize and complete ongoing tasks with high degree of efficiency and accuracy following established departmental guidelines and University policies.

Proposal Submission (20%)
• In collaboration with the Development Director, search and distribute funding opportunities, program announcements or other sponsor solicitations in social sciences from both federal and private funding agencies on a regular basis.
• Prepare proposal submissions, including budgets, budget justifications and other required documents. Ensure CPL staff are informed of deadlines and procedures.
• Review and edit PI bio-sketches to ensure compliance with funding agency’s guideline.
• Prepare Other Support document for PIs and other key personnel listed on the proposal.
• Frequent interaction with PIs and his/her collaborators and use Cayuse, NSF FastLane, RWJF and other web-based proposal submission systems for error-free proposal submission.
• Follow up any requests after each proposal submission to ensure all agencies questions are addressed in a timely manner.
• Inform the development of proposal budgets with CPL’s overall financial picture and funding gaps.

Post-award Management and Financial Planning (70%)
• Maintain electronic files of required documents of every awards, including both active and closed within past 7 years.
• Review each award letter to provide PI guidance on compliance.
• Review each transfer of funds for awards (including non-competing award) to ensure correct revenue.
• Follow up on each request to ensure a complete close, especially on sub awards.
• Reconcile financial ledger on a monthly basis and prepare and justify cost transfers and non-payroll adjustment.
• Prepare monthly financial reports. Analyze financial data. Identify and recommend solutions for problems.
• Frequent communication with OCGA, EFM, Purchasing to solve any issues from contracts and grants.
• Responsible for progress report and extension request reminders and provide assistance on progress report and extension request submission with required financial documents, including budget.
• Work closely with PIs for any funding agency’s prior approval requests. Prepare drafts of correspondence and other documents.
• Work closely with CPL Executive Director and Program Manager on all CPL hiring.
• Thorough financial review and reconciliation for each award before closeout. Prepare closeout packet.
• Prepare quarterly financial planning document for the Faculty Director and Executive Director to support strategic planning and fundraising efforts.

Backup and Others (10%)
• Provide backup as preparer for travel express and purchasing.
• Act as backup supervisor for research staff, GSR and other survey workers to ensure timely submission for timesheet.
• Participate in other CPL operations projects and help out in times of heavy workload, absence and open positions.
• Assist with Human Subject submission and provide policy guidance.
• Serve as a liaison to CPL’s UC Berkeley site and its fund manager and Director of Operations.
• Review Effort Report System. Review effort report before sending out notice to PI for certification.

● Excellent financial skills to monitor budget and expenditure and project balance accurately. Ability to maintain accurate and complete records and reconcile financial activity on a regular basis.
● Demonstrated skill in spreadsheet design and maintenance, Words and Access.
● Ability to prioritize complex workload to meet various deadlines.
● Excellent interpersonal skill to interact and communicate effectively with faculty, staff, students and other campus departments. Ability to establish and maintain cooperative working relationships with other University Offices and funding agencies.
● Demonstrated written communication skills to prepare concise, logical, grammatically correct analytical reports, correspondence, policies and procedures.
● Ability to listen effectively and empathize with individuals to deal with confidential and sensitive information and situations.
● Demonstrated skill in training, organizing and establishing a harmonious and productive work environment.
● Demonstrated ability to take initiative, to manage multiple tasks efficiently amid frequent interruptions and with minimal supervision.
● Demonstrated analytical skill and problem-solving ability to formulate logical and objective conclusions.

● Demonstrated knowledge of University accounting procedures, Contracts and Grants management policies and regulations for federal grants, particularly NIH and NSF.
● Strong knowledge of UCLA financial system. Familiar with UCPath, NPEAR, EDB, CDW, TOF, ERS, ORA portal, etc.
● Knowledge of Salesforce CRM software.
● Experience developing grant proposals consistent with the guidelines set by foundations
● At least two years relevant work experience

Salary & Benefits
This is full-time position. Salary is commensurate with experience. Hiring range is $22.75 – $53.88 hourly.

For information on the comprehensive benefits package offered by the University visit:

How to Apply
All applicants must apply online at UCLA Career Opportunities using requisition number 33515.

Fund Manager PDF

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