Finance and Accounting Analyst 2

Department Overview:

The Oregon National Primate Center (ONPRC) is located 12 miles west of the OHSU main campus, and sits on 162 acres of land featuring forested areas, research and administration buildings, indoor and outdoor animal housing, and 2\-mile perimeter walking path. Our mission is to improve human health and the quality of life through the support of nonhuman primate research programs that advance our knowledge of the causes, preventions, treatments, and cures of debilitating diseases.

Function/Duties of Position:

The Financial Analyst 2 (FA2\) provides a senior role for the Oregon National Primate Research Center (ONPRC) Business Office. The primary role of this position is detailed financial analysis when developing and managing budgets for large, multi\-million\-dollar infrastructure grants at ONPRC, including but not limited to the P51 grant. With the primary purpose of the ONPRC being research, this position will also maintain a portfolio of research grants which require detailed analysis to ensure proper expenditures and forecasts. The FA2 will work closely with executive leadership, Principal Investigators (PI) and managers to understand finance by employing every facet of data and communication to ensure our partners and our leaders have the most up to date and reliable information to help them make the best possible decisions.

Managing these grants includes but not limited to: budget development, detailed financial and variance analysis, financial reporting, reviewing and approving expenditure requests and ensuring compliance with federal, state and OHSU standards and policies. It is imperative to build trust through accurate, timely, detailed and clearly communicated analysis and forecasts.

This position will also work with other departments within OHSU, including, but not limited to the Office of Proposal and Award Management (OPAM) and Central Financial Services (CFS).

This position will help develop and improve existing Standard Operating Procedures (SOP) along with implementing process improvements through challenging the status quo.

Core Grant (P51\)

• Prepare annual budget worksheets and overall summary. Analyze budget for completeness, accuracy and conformance with established procedures, regulations, and organizational objectives.
• Provide different scenarios to balance the budget. Analyze scenarios and present pros and cons for different assumptions. Recommend best scenario with justification.
• Develop recommendations to improve the budgeting process and data.
• Review monthly overall financial spreadsheet of the P51 with projections in order to predict current and future financial performance. This includes gathering information from other Financial Analyst’s and other sources in order to review income and expenses. Identify trends and outliers. Projects assigned to the FA2 will have detailed financial and variance analysis on budget to actuals by defining the root cause and documenting what the issue is, how it was caused and potential impact to current and/or future year.
• Provide financial forecasts and other applicable reports to the Director of Finance and Grants Administration and Chief Operating Officer in order to make critical financial decisions.
• Mentor and provide guidance to FA1s on the analysis of their respective area to ensure reasonableness and completeness of analysis.
• Monthly review and reconciliation of every core grant account. Create and submit timely journal entry adjustments as needed.
• Create monthly reports and distribute to the appropriate unit head for core grant functions. Meet with unit head or manager as needed to discuss reports and forecasts. Should include discussion about anticipated changes for the current core grant year. Analyze and research to determine if this needs to be discussed for the next year’s budget.
• Review and approve requisitions and expense reports according to OHSU standards and policies.
• Provide pre\-award budget development and support.
• Review InfoEd proposal to ensure accurate submission. Approve, reject or provide comments as needed.
• Participate in the annual Research Performance Progress Report (RPPR) and resubmission of the P51 every five years.
• Ensure compliance with federal regulations and OHSU standards and policies.

Grant Management (non\-P51\)

*Pre\-award:*

• Participates in budget development or review with assigned PI, division grants contract coordinator (GCC) and applicable DCM units. This includes facilitation meetings and any other meetings necessary to ensure accurate budgets for applications.
• Review sponsor guidelines and Program Announcements.
• Work with PI to prepare budgets, ensuring accuracy for salary, animal costing, non\-salary expenses and Facilities and Administrative (F\&A) rate.
• Budget justification review for consistency and accuracy.
• Maintain records and follow up (as applicable) on pending proposals.
• InfoEd approval, reject or provide comments as needed.
• Coordinate with Division Admins for Just\-In\-Time, Other Support and progress reports.

*Post\-Award:*

• Prepare annual budget worksheets. Review for completeness and accuracy. Ensure budget properly loaded into the Oracle Grants Accounting (OGA) system.
• Monthly review of income and expenses. Detailed variance analysis on budget to actuals by defining the root cause and documenting what the issue is, how it was caused and the potential impact to current and/or future year.
• Monthly review and reconciliation of accounts. Create and submit timely journal entry adjustments as needed.
• Provide financial forecasts and other applicable reports and review with PIs and make recommendations as necessary.
• Review and approve requisitions and expense reports according to OHSU standards and policies.

Labor Distribution

• Work with assigned PIs to establish labor distribution, cost share and percent of effort on all grants according to project budgets.
• Responsible for all labor distribution changes, including retroactive changes.
• Routine review of labor distribution for all personnel on grants; provide regular reports to assigned PI.
• Monitor effort distributions, terminations and initiate labor distribution changes to prevent/correct payroll suspense charges.
• Review and assist in certification of effort statements.
• Work with OPAM to ensure timely set up of new accounts so payroll can be charged accurately.
• Maintain Salary Cap worksheet for PIs over NIH Cap.

Other duties as assigned.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field from an accredited college or university.
• Minimum of 2 years of progressively responsible relevant work experience.
• Depending upon the specific job duties, a position assigned to this classification may require the candidate to have 36 hours of accounting courses as described above, or an accounting degree, or demonstrate proficiency of accounting principles (e.g. GAAP). These will be noted on individual position descriptions.
• Prior Academic Health Center or relevant financial specific experience performing analysis related to operational improvements and business cases.

Knowledge, Skills, and Abilities

• Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result.
• Experience preparing financial reports and projections, performing analysis of the data.
• Advanced experience demonstrating problem solving and root cause analysis, identifying and resolving potential financial problems.
• Demonstrated strategic/critical thinking skills.
• Skill with querying and reporting in Oracle and/or other ERP systems (such as Banner, SAP, etc).
• Advanced proficiency in reporting/analysis with Excel (pivots, lookups, etc).
• Demonstrated effective communication and presentation skills working with multiple peer groups and senior levels of management.
• Ability to independently track, plan, organize, execute and follow\-up on tasks. Ability to complete tasks promptly and accurately.
• Ability to take initiative, work independently without formal instruction, problem\-solve, prioritize tasks and pay close attention to detail.
• Ability to understand and interpret award agreements, federal guidance, and internal policies.
• Ability to follow written and verbal instructions.
• Excellent verbal and written communications skills including the ability to work with people of diverse background as well as the ability to effectively diffuse upset or angry persons.
• Demonstrated excellent record of attendance, punctuality, and a stable work history.
• Proven leadership skills and demonstrated ability to mentor and train FA1s or other junior staff.
• Ability to identify and develop SOPs and implement process improvements.
• Ability to handle confidential data with discretion. Use judgement when obtaining and communicating confidential data.
• Highly proficient with use of PC including database and spreadsheet applications.
• Intermediate spreadsheet skills, including complex functions, formulas, and formatting. Experience with relational databases. Understanding of financial reporting concepts such as cost accounting and net present value analysis.

Preferred Qualifications:

• If degree is from a related field, the candidate must have 18 hours of accounting courses from an accredited college or university.
• Five years of financial analysis and reporting financial results, including forecasting/projecting.
• Five years of grant administration working directly with principal investigators/project managers and their staff. Direct experience interacting with funding agencies and organizations to resolve pre\-award and/or post\-award financial issues such as seeking clarifications regarding budget, terms and conditions, no\-cost extensions, close\-out, etc.
• Two years of professional healthcare and/or relevant financial analysis experience.
OR For specific positions and by approved exception (by Human Resources): a Bachelor’s degree, plus 4 years of directly related experience as defined in the position description.
• Experience working in an academic medical university or large complex company.
• NIH grants experience.
• Cognos reporting experience.
• Knowledge of federal Uniform Guidance.

Additional Details:

Typical office environment with usual Monday \- Friday work schedule. Hybrid (in the office and remote) based on business needs.

Benefits

• Healthcare for full\-time employees covered 100% and 88% for dependents.
• $50K of term life insurance provided at no cost to the employee.
• Two separate above market pension plans to choose from.
• Vacation \- up to 200 hours per year dependent on length of service.
• Sick Leave \- up to 96 hours per year.
• 9 paid holidays per year.
• Substantial Tri\-Met and C\-Tran discounts.
• Employee Assistance Program.
• Childcare service discounts.
• Tuition reimbursement.
• Employee discounts to local and national businesses.

Why apply to OHSU?: We are Oregon's only public academic health center. In addition to caring for patients, we lead groundbreaking research. We also train the next generation of health care professionals. As Portland's largest employer, we give you opportunities to learn and advance in a system of hospitals and clinics across Oregon and Southwest Washington. All are welcome. OHSU welcomes people of all ages, ethnicities, genders, national origins, religions and sexual orientations. We are striving to build an anti\-racist, multicultural institution and encourage people with diverse backgrounds to apply. To request reasonable accommodation, contact askhr@ohsu.edu