University of Rochester CHET Financial Controller in Rochester, New York


Full Time 40 hours Grade 055 Neuro-Ctr Health & Tech/Admin


8 AM-5 PM


General Purpose:

As a member of the Senior Management group of CHeT, the Financial Controller is responsible for all financial aspects for the Center. Oversees the overall financial operation of CHeT. Provides strategic financial guidance, forecasts and assessment of current and projected financial health of the Center to promote both the short and long term viability of CHeT, including forecasting of future resources needed to timely and accurately complete current and anticipated research projects. This includes, but is not limited to, the following: Research project pre-award activities, post-award activities, close-out activities, periodic forecasting and reporting, adherence to and enforcement of University Human Resources policies and procedures, liaising with other departments within the University to effectively and efficiently carry out position responsibilities, supervise three individuals (financial analysts and accountant) who handle much of the day to day transactional activities, numerous other activities as necessary.

Pre Award Activities:

Oversees grant proposal development. Provide in-depth support of pre-award processing including close communication with the PI and relevant external personnel. In conjunction with the Principal Investigator, responsible for creation of grant proposals, reviewing and approving all sponsored research budgets, budget justifications, and other required administrative data for submission to various funding sources. Verify compliance with sponsoring organizations’ guidelines, as well as with relevant University policies and procedures. Ensures all applicable direct and indirect costs have been applied. Assist Principal Investigators in completion of required information for submission. Verify faculty compliance with institutional IRB, etc. Responsible for tracking proposals and other documentation through internal proposal sign off approval processes.

Post Award Activities:

Oversees development and implementation of appropriate and effective internal grant management systems, policies, procedures and internal controls. Monitors spending against all sponsored research grants with the use of UR based financial systems. Oversee financial analysts and accountant to accomplish this duty. Monitor spending against projects on a monthly basis. Prepare forecasts of accounts with forward looking view of salaries and non-salary costs. Review monthly ledger reports of actual spending for all research projects to assure expenditures are allocated to proper grants/accounts and against the correct budget categories. Responsible for close out of research projects, ensuring all revenues have been received and all costs are recorded properly.


Prepares budgets for NIH, Foundation and industry sponsored clinical trials and research projects. Budgets to include employment costs, non-employment costs including the outlays for purchase orders and subcontracts. For grant applications, activities include drafting/preparation of budget narrative/presentation pages, other support documents and other financial components of the grant. Also prepares materials necessary for foundation and industry sponsored trials. Completes UR Proposal Sign Off procedure for all proposed projects.

Provides financial oversight for all CHeT accounts (approximately 75). Transfers remaining balances when projects are complete, taking the appropriate steps to affect the closing. On a monthly basis review all ledgers with PIs for accuracy with respect to revenues and expenditures. Recommends changes as necessary for the accounts and circumstances.

Oversee and manage the activities of area’s Financial Analysts and Accountant involved in CHeT finances, including delegation of work activities, review of work including review of reconciled ledgers paying attention to charges, adjustments and reclasses. Take appropriate rectifying actions with respect to spending; reviews and approves purchase orders and check requests. Ensures proper salary allocations are in place for all personnel across all projects.

Review salary distributions monthly recommending adjustments to Team Leaders and Principal Investigators. Review time and effort records for each employee to ensure that salary costs are being charged accurately given activities performed by employees. Monitor study accounts to ensure substitution/corrections to alternative accounts occurs due to changes in activities or expiration of accounts. Responsible for ensuring proper tracking of salary against accounts with a salary cap. Maintains salary cap accounting record for compliance and audit purposes.

Invoices sponsors for activities in accordance with financial terms of contracts, track grant and supplemental payments due from commercial sponsors, foundations and other donors. Oversee proper crediting of wire transfers and checks received.

Act as a liaison with ORACS, ORPA, Accounts Payable, Controller’s Office, SMD Finance, Purchasing, Internal Audit and other University Departments to ensure timely and accurate recording of financial and non- financial transactions.

Supervise process to generate invoices to enrolling clinical sites in clinical trials, specifying payments due based upon internal databases containing patient and subject completed visits.

Ensure timely receipt of Notice of Grant Awards from NIH and other issuing institutions to UR. Communicate with sponsors as necessary.

Performs other duties assigned and necessary.


Bachelor’s degree and 5 years relevant experience including 2 years at a managerial level; or equivalent combination of education and experience. Master’s degree, equivalent course work, or specialized experience in an appropriate field (e.g. clinical trials, pharmaceutical industry, or academic institution finance) is desirable.

EOE Minorities/Females/Protected Veterans/Disabled

Job Title: CHET Financial Controller

Location: School of Medicine & Dentistry

Job ID: 202015

Regular/Temporary: Regular

Full/Part Time: Full-Time