Financial Unit Temporary Lead

Classification Information

Posting Number STH002204P Employee Category Student/Temporary

Position Information

Position Title Financial Unit Temporary Lead Location Moscow, Off Campus Location - Hybrid eligible Division/College University Research Department University Research FLSA Status Non-Exempt Pay Range $28.84 per hour or higher, depending on experience. Full Time/Part Time Full Time Work Schedule Summary

This position is a temporary appointment with a one-year term. The work schedule is 40 hours per week, Monday-Friday 8am-5pm, and is hybrid eligible.

Position Responsibilities

Position Summary

The Financial Unit Temporary Lead position within the Office of Sponsored Programs is responsible for leading the Accounting Specialists and the financial management of externally funded sponsor projects. This position will provide support to the Accounting Specialists by performing reviews of complex billing, financial reporting and closeouts to ensure compliance with sponsors’ terms and conditions. The Financial Unit Temporary Lead will perform various reconciliations to identify issues or gaps in internal controls. This position will apply a solid understanding of federal, state and other regulations and processes surrounding sponsored projects to ensure financial stewardship of funds and minimize university risk of loss due to non-compliance. This position is a temporary appointment with a one-year term.

Responsibilities

Job Duty Function Lead the Financial Unit by Job Duties/Responsibilities

• Organize, prioritize, and plan team and personal workloads to meet deadlines
• Manage competing deadlines and a variety of assignments that require a high degree of attention
• Review all financial reporting and closeouts prepared by the Accounting Specialists prior to submission to the sponsor.
• Assist with complex billing and financial reporting, award setups and modifications, annual in house closes, and letter of credit draw reconciliations.
• Assist Accounting Specialists in resolving closeout discrepancies and outstanding obligations.
• Run aging report monthly and conduct a risk assessment and provide recommendations for collection activities.
• Provide workload coverage for team members during high volume periods and staff vacancies
• Train new team members and provide ongoing training to team members on new/changing policies, procedures, and systems
• Provide supervisor with a monthly report for progress towards backlogged tasks.

Percentage Of Time 70% Essential/Marginal Essential Job Duty Function Prepare and complete the closeout of sponsored project awards Job Duties/Responsibilities

• Monitor approaching award termination dates and contacting departments and PIs to ensure awards are being either prepped for closeout or that an extension has been requested
• Review agreement/contract to verify final reporting requirements, including final invoice and final financial reporting due dates, and special reporting requirements (e.g. patent and property reporting)
• Work with Department Grant Administrators (DGAs) to ensure all expenditures have posted to Banner or, if expenditures are still pending, adjusting final invoices to reflect those expenses
• Review/audit posted expenditures for compliance in Banner at the end and after of the award performance period and inform DGAs of the steps to remove costs if needed
• Prepare in house closes for awards that do not allow carryforward of funds into the next project year
• Analyze and reconcile budgeted amounts, funds received, accounts receivable balance, and general ledger to ensure financial numbers are accurate
• Research differences in general ledger balances and process correcting entries or make recommendations for potentially writing off uncollectable or errors in balances
• Ensure that final invoices and reports are submitted within the contractual guidelines to avoid potential loss of funding
• Work with Principal Investigators (PIs) to complete final and accurate patent and property reports
• Monitor final payments and inactivating Banner accounts
• Run Burn Rate Report monthly and review balances remaining or discrepancies after the final invoice has been completed to ensure accounts are being inactivated in a timely manner and all sponsor’s requirements have been satisfied

Percentage Of Time 10% Essential/Marginal Essential Job Duty Function Ensure collection of funds from Sponsors Job Duties/Responsibilities

• Review and verify accuracy of amounts indicated by Banner process
• Prepare, reconcile, and submit highly complex billing for a variety of sponsors
• Research, analyze and resolve discrepancies
• Prepare and submit monthly, quarterly, fixed-price, and other invoices and backup documentation in compliance with sponsor policies and processes
• Work with PIs as needed for technical documentation to be included with invoices as needed
• Prepare and request fund electronically from various federal letter of credit systems to meet bi-weekly payroll requirements
• Perform reconciliation of balances in letter of credit systems verses letter of credit spreadsheet. Research and resolve differences as necessary.
• Review aging report monthly and follow up with sponsors on outstanding payments of 90 days or more past due and 30 days past due for industry sponsors.
• Work directly with the sponsor’s representative to resolve any accounts receivable or other invoicing issues

Percentage Of Time 5% Essential/Marginal Essential Job Duty Function Create and submit periodic and final financial reports to federal and other sponsors Job Duties/Responsibilities

• Review contractual or regulatory guidance at account setup to ensure that system event dates are accurate and reporting is not delinquent
• Review Banner data prior to preparation of reports to ensure accuracy
• Prepare and submit federal financial and other sponsor-format reports as required
• Research, analyze and resolve discrepancies
• Prepare and submit quarterly Federal Cash Transaction Reports (FCTRs)
• Prepare and submit Federal Financial Reports (FFRs) via various sponsor’s portals

Percentage Of Time 5% Essential/Marginal Essential Job Duty Function Oversee the financial administration of ongoing sponsored projects Job Duties/Responsibilities

• Review and assess contractual documents to determine billing, financial reporting and technical reporting requirements at account setup
• Ensure system event dates are set up to notify PIs of technical reporting due dates

Percentage Of Time 5% Essential/Marginal Essential Job Duty Function Additional responsibilities Job Duties/Responsibilities

• Provide assistance, interpretation and guidance to team members, principal investigators, and other university employees to mitigate risks associated with sponsored funding
• Design and recommend process changes to maintain compliance
• Utilize Banner, VERAS and other University systems for position responsibilities and to gather and report data
• Have a solid understanding of federal, state, and other regulations and processes to ensure minimal risk of loss to the University due to non-compliance
• Have an understanding of the resources available to utilize to answer questions posed by faculty/staff relating to financial information and allowability
• Translate complex regulatory requirements into understandable language for faculty and staff
• Research and find new data sources to answer complicated questions relating to financial compliance
• Make policy change recommendations based on changing federal, state, and agency guidance
• Maintain professional relationships with sponsors, including responding promptly to inquiries or issues
• Act as a liaison between the PI/DGAs and the sponsor with regard to all financial matters
• Ensure seamless customer services by communicating information to the appropriate personnel in OSP
• Understand the role of ‘subject matter experts’ in financial compliance
• Understand the roles and responsibilities (R&R) as delineated in the University R&R matrix
• Provide recommendations for R&R matrix for changes to policy
• Demonstrate understanding of scope of responsibility

Percentage Of Time 5% Essential/Marginal Marginal

Position Qualifications

Required Qualifications

• High School Diploma or equivalency
• Three years full-time experience providing financial, accounting, or business process support within established policies and procedures, including:
  • interpreting and applying policies and procedures
  • at least two years of transaction processing
• Experience working in an area of grants and contracts financial accounting or sponsored research administration
• Experience using computerized accounting systems or spreadsheet software to compile, summarize, analyze and report on financial transactions
• Experience in a customer service/support role

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or business administration
• Experience supervising the work of others to accomplish shared goals
• Experience with workload management and oversight
• Experience with governmental fund accounting
• Experience working with the Banner Financial System

Physical Requirements & Working Conditions

Posting Information

Posting Date 08/28/2026 Closing Date Open Until Filled Yes Special Instructions to Applicants

This position is posted as open until filled, however, applications submitted on or before September 10, 2026, will receive priority consideration.

Applicants: Please use your letter of qualification to explain in detail how your work experience, skills, and abilities meet both the required and preferred qualifications as listed in the position description. Your letter of qualification will be used to demonstrate your communication and writing skills to determine your ranking among the other applicants for this position.

For resources about how to write a letter of qualification, please visit the HR website here: Applicant Resources – Careers | University of Idaho (uidaho.edu)
To see the full job description, please visit the ORED Jobs page here. If you have any questions regarding this posting, please reach out to the search coordinator at kskovgard@uidaho.edu.

Background Check Statement

Applicants who are selected as final possible candidates may be required to pass a criminal background check.

EEO Statement

The University of Idaho is an equal employment opportunity employer, including veterans and individuals with disabilities.

Quicklink for Posting https://uidaho.peopleadmin.com/postings/52501