This position will help lead overall financial management of grants and contracts, including selected review of transactions, financial reporting and award set ups, and special projects. He/She/They will be expected to research and address complex technical issues related to grant requirements per the Office of Management and Budget's (OMB) Uniform Guidance regulations. Implement strategic improvements to streamline processes and improve efficiencies, including award closeout, collections, evaluation of Peoplesoft Grants Suite, and other projects. He/She/They will lead and coordinate efforts of Grant and Contract Specialists, monitoring direct charges to grants, processing expenditures on a timely basis, serving as a liaison to campus, and coordinating work for the audit.
Manage and review work of Grant and Accounting Specialists and serve as an additional escalation point. Develop and maintain documentation of departmental operating processes, with a focus on standardization and efficiency. Assist with audits, including identification of potential issues and mitigation of risk to the University. Serve as backup for financial reporting, billing, and award setup.
Lead special projects assigned by Manager, including research of complex technical issues and development of comprehensive business recommendations. Key goals include timely award closeout in compliance with Uniform Guidance requirements, evaluation of electronic tools such as the Peoplesoft Grants suite, and timely collection of funds owed by sponsors to maximize University cash flow.
Review expenditure requests to ensure they are reasonable, allocable, and allowable in accordance with SMU policy, sponsor regulations, terms and conditions, and the project budget. Verify accuracy of purchase requisitions, payment requests, invoices, travel reports and journal entries. Make revisions to forms submitted as necessary to conform to generally accepted accounting principles and SMU procedures. Report inconsistencies and recommend changes to policy or procedures to clarify and/or avoid non-compliance and disallowances which could result in loss of revenues to SMU.
Partner with other administrative groups to create and present training materials for campus. Lead efforts to improve customer service and identify funding sources, thereby delivering higher value-add to the University while still maintaining compliance requirements. Develop action plan to build stronger relationships with researchers and their staff.
Education and Experience:
A bachelor's degree is required for this position, preferably in accounting or finance.
This position requires five years of business or general accounting experience, preferably in the financial management of grants.
Relevant experience includes award set-up, grant billing, posting of financial transactions, determining allowability of expenses, managing award closeout, and preparing journal entries. Preferred skills include experience in PeopleSoft grants module, federal drawdown systems such as PMS and WAWF, financial reporting including SF 425, along with working knowledge of OMB Uniform Guidance regulations. Computer literacy in MS Office (Excel, Word and Outlook) and Windows is required.
Knowledge, Skills and Abilities:
Must demonstrate strong verbal and interpersonal skills due to interaction with faculty and staff. Must also demonstrate the ability to communicate effectively in writing. A strong customer service orientation is essential. Must be self-starters with the ability to work independently with minimal supervision and within a team environment. Must also possess strong problem solving skills, with the ability to be resourceful, proactive, and seek assistance as needed. Candidate with PeopleSoft accounting experience is preferred. Also, candidate with computer literacy in MS Office (Excel, Word and Outlook) and Windows is required.
A nationally ranked comprehensive research university with eight degree-granting schools, SMU is a distinguished center for teaching and research located near the heart of Dallas. SMU's more than 12,000 students benefit from small classes, research opportunities, leadership development, international study and innovative programs. The University is strengthened by its partnership with the Dallas region, a global center of commerce and culture. SMU students, faculty and alumni are changing the world through their chosen fields, civic engagement and service to society.