University Settlement

Financial Planning and Analysis

• Supervise assigned grants accounting staff; monitor and ensure grant fiscal deliverables are met within the deadlines set by donors and ensure timely submission of financial claims and funder reports
• Prepare and review internal and external reports, including budget to actual reports and claims to government agencies and private funders
• Partner with program managers, development and fiscal staff on the financial management of grants and proposals
• Establish and update grants management processes and controls as needed to ensure compliance with budgetary best practices and donor restrictions
• Receive and review grant agreements for terms and conditions, donor-imposed restrictions, and deliverable/reporting dates
• Manage, update, and maintain digital file system of all grant documents (e.g., narratives, financials, agreements, amendments and reports)
• Assist with the preparation of the annual budget
• Meet with Program Directors on a regular basis to review budgets together and identify modifications if needed
• Become a power user and assist in the increased and improved utilization of our general ledger system and identify training opportunities for accounting staff
• Manage and support monthly financial close activities, ensuring timely reconciliation of grant related accounts and proper recording of revenue and expenses.
• Support and assist with contract and agency-wide audit preparation
• Assist in the preparation of agency-wide and program specific allocation methodologies
• Execute other assignments as requested by management

Grants & Claims Manager – Finance