Lawrence Berkeley National Lab's (LBNL) Office of Chief Financial Officer (OCFO) has an opening for a Senior Resource Analyst to join the team.In this exciting role, you will provide financial support and moderately complex consultative advice to scientific investigators and their research programs/projects or operations managers covering parts of the assigned division's annual funding from the U.S. Department of Energy (DOE), other direct sponsors, and/or the Laboratory's Operations Division. Apply comprehensive knowledge of program/project/functional area, Federal Cost Accounting Standards, the Lawrence Berkeley Laboratory (LBL), University of California (UC), DOE and other funding agencies' policies and procedures in performing advanced budget planning and analysis, including broad-based forecasting, modeling, scenario management, and contingency and long-range planning. Independently develop solutions to diverse, moderately complex problems, where decisions and solutions have significant impact to the fulfillment of projects and functional area objectives.
What You Will Do:Budget Management, Planning & Analysis Services: - Oversee complex program/project/functional activities from inception to close-out, including the formulation, execution, projection and analysis of budgets, funding, costs and commitments, and associated staffing levels.
- Develop and Track funding forecasts and spending plans for PIs and Program Managers, analyzing variances and their root causes.
- Produce standard and ad hoc monthly financial reports for both PIs, Program Managers as well as external sponsors; analyze complex financial data for accuracy; ensure costs are allowable and in compliance with the terms and conditions of DOE and other funding sponsor contracts, and within the period of performance; resolve problems following Generally Accepted Accounting Principles (GAAP) and Cost Accounting Standards (CAS).
- Process, evaluate and approve financial transactions, including commitment of funds consistent with delegated authorities including both financial and personnel actions maintaining appropriate documentation.
Teamwork, Communications & Customer Service: - Demonstrates broad capabilities in representing the mission of both OCFO and matrixed organizations.
- Establishes and maintains effective collaborative working relationships with internal and external customers/partners by demonstrating accountability, and prioritizing assignments to meet organizational objectives.
- Anticipates issues and proactively works to diffuse potential problems or provide solutions when necessary.
- Demonstrates effective communications skills, both written and verbal, that incorporates the appropriate focus/synthesis, and ensures information and ideas obtained from others are appropriately integrated and disseminated to supervisors and key stakeholders
Financial Advisory and Consultative Services: - Advise and consult with both PIs, Program Managers and external sponsors on complex budget policies, processes and procedures, and provide solutions pertaining to funding shortfalls or other critical financial events.
- Provides resolutions for managing diverse, complex financial variables resulting from widely varying research contract terms, high levels of funding uncertainty, varying sponsor financial guidelines and funding cycles, specialized sponsor reporting requirements.
Proposal Development and Coordination: - Manages multiple divisional pre-award financial support for a mix of research programs funded by DOE and SPP sponsors including proposal development, subcontract processing, and coordination with internal and external contacts such LBNL Strategic Partnerships Office (SPO), OCFO Budget Office's Reimbursable Group, and sponsors.
- Coordinate proposal process and develop detailed, multi-year proposal budgets of various dollar amounts including subcontracting, justifications, and administrative documentation for programs of moderate to high complexity.
- Interact with funding agencies and collaborating institutions. Communicate with Contracting Officers and PIs regarding various elements of the Proposal to Cost (P2C) life cycle; serve as an advisor to stakeholders on institutional and agency policies and procedures and identify key features, advantages and disadvantages of various funding instruments.
- Provide comprehensive contract and grant preparation and coordination support. Coordinate proposal development work with research project team and stakeholders/customers.
- Evaluate and interpret individual proposal and solicitation guidelines and requirements.
- Forecast resource requirements, costs and spending patterns based on proposed work scope, prior similar work, and timeline in order to ensure full cost recovery. Analyze and advise PI regarding alternative budget scenarios and recommended alterations to budgets.
- Prepare moderately complex and fully costed budgets in multiple formats as defined by agency and individual proposal submission guidelines. Modify and/or develop budget presentation spreadsheets and documents where applicable.
Subcontract Preparation: - Advise and assist PIs and technical staff in the review and development of all materials necessary to support R&D subcontracts, Requests for Proposals (RFPs) and consultant agreements.
- Conduct procedural evaluation of work scope, budget and schedule provided by potential subcontractors,
- Develop and review sole source justification, technical evaluation of costs, conflict of interest, and purchase requisition.
- Coordinate placing procurement requisition into the Lab's procurement system, tracking active subcontract activity, and extension requests with LBL procurement staff and others.
Ad Hoc Reporting and Analysis: - Perform moderately complex ad hoc analyses of limited scope for area/division stakeholders in support of financial objectives and/or programs/projects.
Special Projects and Cross-Training:- Assist assigned supervisor/manager with annual information/budget submissions to the Lab's Budget Office.
- Accept assignments on a rotational basis and other duties as assigned by the supervisor.
- Undertake training on an ongoing basis to promote continual service improvements.
What is Required:- A Bachelor's degree in accounting, finance, business or economics, or the equivalent training and a minimum of 4 years related experience including experience in research, academic or large/complex organization.
- Knowledge of and applied experience with business, budgeting and accounting principles including Generally Accepted Accounting Principles (GAAP). Knowledge of cost accounting standards (CAS) and other Federal processes and regulations.
- Demonstrated experience in providing financial analytic and consultative services including short and long-range financial planning, cost analysis and forecasting, monitoring expenses for allocability and allowability, progress tracking and reporting, and project close-out.
- Broad knowledge, experience and achievement in planning and managing portfolios of complex budgets funded from multiple sources having varying contract terms and conditions.
- Strong organizational, analytical, and problem-solving skills. Ability to multi-task and deliver timely accurate and complete work on tight deadlines.
- Proven ability and initiative to independently analyze and solve moderately complex problems, and perform accurate and timely budget analysis and reporting.
- Substantial experience with spreadsheets and financial databases, such as Excel, and PeopleSoft financial applications and other relevant software applications. Extensive experience with Excel data analysis functions. Experience in creating standard and ad hoc reports and presentations, including the use of charts and graphs.
- Proven ability to interact with a broad range of customers, including scientists, other divisional resource analysts, other LBNL departmental staff. Demonstrated experience in handling difficult situations and conflicting priorities.
- Demonstrated experience in handling difficult, sensitive situations and conflicting priorities.
Desired Qualifications:- Knowledge of DOE, UC, LBNL and SPP financial policies and procedures and reporting requirements.
- Applied knowledge of contract and grant proposal and pre-award administration; reviewing & interpreting solicitations, proposal preparation, and understanding of research administration guidelines of federal and non-federal sponsors.
Notes:- This is a full-time career appointment, exempt (monthly paid) from overtime pay.
- Salary for this position will be commensurate with the final candidate's qualification and experience, including skills, knowledge, relevant education, and certifications, and also aligned with the internal peer group. The budgeted annual salary range is $98,981 - $122,270
- This position may be subject to a background check. Any convictions will be evaluated to determine if they directly relate to the responsibilities and requirements of the position. Having a conviction history will not automatically disqualify an applicant from being considered for employment.
- This position is eligible for a hybrid work schedule - a combination of teleworking and performing work on site at Lawrence Berkeley National Lab, 1 Cyclotron Road, Berkeley, CA. Work schedules are dependent on business needs. Individuals working a hybrid schedule must reside within 150 miles of Berkeley Lab.
Learn About Us:Berkeley Lab (LBNL) addresses the world's most urgent scientific challenges by advancing sustainable energy, protecting human health, creating new materials, and revealing the origin and fate of the universe. Founded in 1931, Berkeley Lab's scientific expertise has been recognized with 16 Nobel prizes. The University of California manages Berkeley Lab for the U.S. Department of Energy's Office of Science.Working at Berkeley Lab has many rewards including a competitive compensation program, excellent health and welfare programs, a retirement program that is second to none, and outstanding development opportunities. To view information about the many rewards that are offered at Berkeley Lab- Click Here.Berkeley Lab is committed to Inclusion, Diversity, Equity and Accountability (IDEA) and strives to continue building community with these shared values and commitments.Berkeley Lab is an Equal Opportunity and Affirmative Action Employer. We heartily welcome applications from women, minorities, veterans, and all who would contribute to the Lab's mission of leading scientific discovery, inclusion, and professionalism. In support of our diverse global community, all qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.Equal Opportunity and IDEA Information Links:Know your rights, click here for the supplement: Equal Employment Opportunity is the Law and the Pay Transparency Nondiscrimination Provision under 41 CFR 60-1.4.