Review awarded grant budgets and assist in interpreting sponsor guidelines.
Maintain grant financial reports for principal investigator review.
Manage complex financial spreadsheets by exporting data from the university’s financial systems and analyzing reports in Excel to verify accuracy of financial figures and reconcile against budgeted amounts.
Monitor post-award financial activity on grant accounts to ensure accuracy and compliance with institutional and sponsor policies.
Process transactions such as payroll distributions and salary expense transfers to ensure alignment with grant budgets and allowable cost principles.
Track and support compliance with effort reporting, cost sharing, and sponsor progress reports.
Coordinate with principal investigators and research administration teams to resolve financial discrepancies or issues.
Financial Oversight:
Review and process departmental financial transactions such as journal entries, requisitions, reimbursements, travel requests, purchasing card reconciliation and internal transfers, ensuring accuracy, appropriateness, and compliance with university policies and sponsor requirements.
Perform monthly, quarterly, and annual reconciliations of financial data across multiple funding sources.
Assist the Finance Manager with annual budget development, financial projections, and variance analysis related to both grant and non-grant accounts.
Track funding commitments, support fiscal year-end closeout and roll-forward processes, and prepare detailed reports for faculty, program directors, and leadership to inform decision-making.
Departmental Support and Training:
Provide guidance on allowable expenditures, correct funding sources, and documentation standards as they pertain to both sponsored and non-sponsored accounts.
Serve as a point of contact for financial and grant award inquiries from faculty and staff within the Department of Surgery.
Develop and deliver financial grant management training sessions and resource materials to promote compliance and understanding of policies and procedures.