Monthly Award Management
- Review all account set ups for accuracy and understanding of terms & conditions timely.
- Approve final cost invoices, prepare and submit event invoices; and financial reports ensuring that all components of the contract terms are met as well as compliance with University policy, federal and state laws.
- Prepare & Process PAB entries and Balance Transfers.
- Monitor accounts receivables and resolve payment of project invoice discrepancies.
- Monitor over drafts and resolve with departments.
- Research and correct posting errors.
- Insure accurate recovery of F&A.
- Complete variety of ad hoc reports for departments and/or sponsor’s use.
- Review and approve OHSU forms.
- Prepare re-budget requests and process budget adjustments.
- Prepare and review cost transfers.
- Maintain electronic files.
- High level expenditure review.
- Use Matrix Comments to track activities.
- Review final Subaward invoices and assist with resolution of issues.
- Close out accounts at project end.
Compliance
- Work with limited supervision and sponsor guidance.
- Research, analyze, interpret and apply federal, nonfederal, institutional and award specific policies, procedures and guidelines.
- Assess risk to OHSU and escalate issues appropriately.
- Resolve departmental issues with limited management intervention.
- Collaborate with various departments to resolve award related issues.
- Determine allowability and reasonableness of transactions submitted by departments.
- Ensure that actions taken can meet the standards of audit.
- Prepare, review and complete follow up on a wide variety of activities related to grant and contract accounts.
- Review and contribute to internal procedures for efficiency and control.
Quality Management
- Participate in the development of and maintenance of quality for award management.
- Develop and maintain consistency with coworkers on award management such as unallowable review and department justification.
- Ensure data submitted for entry to OGA is complete and accurate.
- Participate in account and file reviews.
- Develop, review and contribute to internal procedures for quality and efficiency.
Productivity and Goals
- Responsible for predetermined goals of productivity.
- Review setups within 2 business days.
- Prepare and/or submit financial reports and invoices by deadlines.
- AR Aging >120 days and >$1 should be <15%.
- Carryforwards and Over drafts >$500 on accounts >120 days past end date should be <15%.
- Inactive projects >120 days past end date are <15% of active account load.
- Inactive projects >12 months past end date <5% of all inactive account load.
Customer Service/Education and Outreach
- Provide superior customer service to internal and external contacts.
- Provide one-on-one training for departments upon request.
- Assist in developing formal training, materials.
- Communicate with Sponsors on behalf of OHSU.
- Provide post-award expertise to all levels of OHSU.
- Provide educational assistance to department contacts.
- Communicate via phone, email, teams.
- Meet with departments regularly.
General Responsibilities
- Process improvement - assist in the identification, evaluation and development of more efficient and cost-effective processes.
- Professional development - stay current with OHSU, RDA, and OPAM policies and procedures. Stay current with regulations and sponsor policies.
- As budget allows, attend and participate in national meetings, training sessions, and conferences.
- Other duties as assigned.