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Working Title: Financial Analyst
WHOI Position : Administrative Associate II
Date: 06/05
Position Code: 2506
EEO Code: 227
Job Summary:
Reporting to the Executive Vice President is responsible for analysis and management of finances associated with the activities of the Office of the Executive Vice President.
Major Duties:

Bridge Support:

  • Works with Departmental Administrators to determine the future needs for Bridge Support and maintains a budget to cover the needs.
  • Provides the Directorate with data on the use of Bridge Support during the year.
  • Approves requests for Bridge Support and insures adherence to the policy that governs eligibility.
  • May rewrite the policy or provide other documents and training to insure that Bridge Support is used consistently across the Institution within government regulations.  

Cost Sharing and Other Support for Research from Institution Funds:

  • Maintains an accurate list of requested needs and approved cost sharing.
  • Manages the various accounts (endowment income, Director's discretionary accounts, etc.) that provide the funds to cover the cost sharing and other needs.
  • Matches the needs with available funds and makes the awards as appropriate.
  • Works with the Directorate and Development Office to make everyone aware of the future needs and balance of the funds available.
  • Manages the funds and sets up accounts for Assistant Scientist Endowed Support.
  • Monitors the Senior Scientist Chairs and Senior Technical Awards processes.
  • Working with the Development Office is responsible for distribution of the funding for the Ocean Institutes.
  • Coordinates the review and award process for Institution internal proposals: the Interdisciplinary and Independent Study awards, the Green Innovative Technology awards, and the Mentorship awards. Maintains records and statistics regarding awards and authorizes no-cost extensions.

Overhead Budgets:

  • Is responsible for budgeting, making awards, and monitoring adherence to policy and government regulations for a variety of overhead functions including start-up for new scientists, Emeritus support, task budgets, ad hoc promotion committee expenses, step-down for Department Chairs, and the Distinguished Lecturer Series.

Other:

  • Maintains the website for the Office of the Executive Vice President, Grants and Contract Services, and others as appropriate.
  • Performs other duties as the supervisor may, from time to time, deem necessary.
Job Specifications (Knowledge, skills and abilities normally required for competent performance in the job):

Bachelor's degree and 3-5 years of experience in a not-for-profit environment in an administrative capacity with exposure to senior management. Knowledge of budget preparation, grants management, and proposal preparation is essential. Must have advanced mathematical, analytical, and statistical aptitudes. Mastery of Microsoft Excel, Word, PowerPoint, and Adobe Acrobat. Knowledge of or ability to learn Dreamweaver or other web page software. Must have strong written and verbal communication skills; strong organizational skills.