Provide effective line management and leadership, supervision and workload management for assigned OCFO Budget Office Operations Finance staff, resource analyst(s), providing financial services matrixed to assigned areas/divisions who provide financial services to the Areas. This includes training, assigning work and providing guidance on financial policies and practices. Conduct performance management including providing timely positive and constructive feedback, as well as career and skill development guidance. Ensure groups are cross-trained and capable of providing back-up and support across groups and divisions.
In collaboration with the Senior Budget Office/Field Finance Management Team, participate in recruiting and hiring excellent staff.
Review the quality control of work products prepared by assigned staff members with respect to compliance with the funding agency's guidelines, and compliance with LBNL, DOE and UC policies, processes and guidelines.
Maintain a working understanding of the Laboratory's financial and reporting systems in order to mentor staff how to apply them to specific tasks at hand or for special projects.
Demonstrate an operational understanding of labor/employee relations issues and communicate information to subordinates on working conditions, career opportunities, and compensation.
Direct the planning and execution of Area and multi-division financial analysis, broad-based forecasting, and modeling to inform Area strategic planning decision-making.
Continually evaluates current and future financial management needs of client Divisions and implements strategic approaches while assuring effective fiduciary stewardship, such as adherence to budgets, schedules, work plans and performance requirements. Develops strategies to enhance data collection and financial management and reporting by utilizing and customizing advanced reporting capabilities. Actively participates in process improvement, re-engineering and best practice initiatives.
May contribute to the development of financial services strategies for the financial staff that aligns with the OCFO Strategic Roadmap and Area financial management needs to assure that staff meets the needs of the client Areas while fulfilling their fiduciary stewardship responsibilities.
May provide areas'/divisions' perspective and needs when consulting, advising, and supporting Lab-wide financial management issues resolution or process improvement initiatives.
May manage and lead pre-award financial support for a mix of research programs. .
Oversee post-award financial management. This includes: developing and directing the preparation of short and long-range budget forecasts; performing extensive, trend analysis and cost modeling, including estimating manpower and other project costs; anticipating and managing gaps in funding to keep programs operational, and ensuring that personnel are supported during contract continuations and multiple sponsor project starts; developing and managing implementation of contingency plans; Managing bridge funding requirements; Managing highly complex program/project/functional activities from inception to close-out; Develop highly complex standard and ad hoc financial reports and for various stakeholders;
Manage highly complex projects the failure of which has especially high consequences for the Lab. Work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles.
Leverage broad understanding of Divisions' mission and objectives and business model(s) in recommending strategies for managing financial matters related to multiple sponsors, funding uncertainty, varying sponsor financial terms, guidelines and funding cycles, specialized sponsor reporting requirements, Federal Cost Accounting Standards requirements, and other general Laboratory financial management policies. .
Provide technical and consultative services to deliver best-value solutions that balance quality, timeliness, cost and risk to support short- and long-term Area goals in alignment with institutional goals and responsibilities. Provides specialized expertise to the Associate Lab Directors, Division Directors, and Deputies for Operations in the interpretation and application of LBNL, Dept. of Energy, UC, and a broad range of Strategic Partnership Projects (SPPs) financial and administrative policies.
Demonstrate expert capabilities in leading the achievement of the mission and strategic direction of both OCFO and matrixed organizations.
Leverage established network of relationships and fosters the development of cross-divisional and hierarchical relationships through influencing dialogue; Promotes collaborative working relationships with internal and external customers/partners including area/division management as well as senior Lab management, in order to resolve extremely challenging and complex issues that are highly impactful to the Lab.
Demonstrate accountability, where decisions and solutions have significant impact to the Lab; Embodies customer service ethos while promoting financial stewardship.
Consistently prioritizes highly complex assignments and delegates tasks to direct reports or cross-functional team members to meet competing organizational commitments.
Demonstrate effective communications skills, both written and verbal.
Bachelor's degree or equivalent experience and a minimum of 5 years of relevant career experience in an accounting, finance, business or related field in a research, academic or large/complex organization, and financial leadership, preferably in a large research organization.
Expertise in business, budgeting and accounting principles including Generally Accepted Accounting Principles (GAAP). Expert knowledge of cost accounting standards (CAS) and other Federal process and regulations.
Expert in providing financial advice and consultative services, including short and long-range financial planning, estimating, budgeting, cost and effort tracking, analysis and forecasting, indirect rate development, monitoring expenses appropriateness, tracking and reporting and project close-out.
Experience with leading and supervising a team. Provide staff with guidance and training to ensure assigned area/division are provided with quality, comprehensive and effective services/deliverables.
Strong and advanced organizational, analytic and problem solving skills - including experience independently organizing relevant information, presenting options and impacts and recommending solutions.
Expert-level experience with spreadsheets and financial databases, such as Excel, and PeopleSoft financial applications and other relevant software applications. Expert-level experience with Excel data analysis functions and creating macros. Experience in creating effective standard and ad hoc reports and presentations, including the effective use of charts and graphs.
Proven ability to build relationships and trust, gain a comprehensive understanding of client area/division mission, sponsors and needs, interact effectively with a broad range of customers at varying levels within the organization, such as senior area/division managers, PIs, divisional budget analysts and LBNL staff.
Is familiar with applicable Federal Acquisition Regulations and Department of Energy Acquisition Regulations.
Demonstrated proficiency with Windows-based personal computer systems.