Principal Resource Analyst

Lawrence Berkeley National Lab's (LBNL) Office of the Chief Financial Officer Division has an opening for a Principal Resource Analyst to join the team.

Matrixed from the CFO Field Finance unit to an assigned area/division, operating within the Lab's financial policies and procedures and working under consultative direction of an assigned supervisor/manager, independently provide complex, detailed and comprehensive program/project budget management, planning and analysis services. This includes providing financial support and moderately complex consultative advice to scientific investigators and their research programs/projects or operations managers covering parts of the assigned division's annual funding from the U.S. Department of Energy (DOE), other direct sponsors, and/or the Laboratory's Operations Division. Apply comprehensive knowledge of program/project/functional area, Federal Cost Accounting Standards, the Lawrence Berkeley Laboratory (LBL), University of California (UC), DOE and other funding agencies' policies and procedures in performing highly advanced budget planning and analysis, including broad-based forecasting, modeling, scenario management, and contingency and long range planning. Independently develop solutions to diverse, highly complex problems, where decisions and solutions have significant impact on major programs/projects. Provides technical leadership in the formulation and execution of Lab-wide or divisional financial objectives. This position may either be performed in an individual contributor or in a supervisor/work lead capacity.

What You Will Do:

• Oversee complex programs and financial activities from inception to completion, including budget formulation, execution, and analysis of funding, costs, commitments, and staffing levels. Use technical expertise to develop advanced funding forecasts and spend plans for PIs, Program Managers, and external sponsors, analyzing variances and revising forecasts as needed.
• Create detailed financial reports, models, and analyses to support division objectives. Resolve impactful issues related to cost allowability and compliance with funding contracts (DOE and others), applying GAAP and Cost Accounting Standards (CAS). Process and approve financial transactions, including fund commitments and personnel actions, ensuring proper documentation.
• Build and maintain strong relationships with internal and external stakeholders, including division management, to address complex issues and ensure financial stewardship. Prioritize assignments to meet organizational objectives, anticipating political and sensitive issues and facilitating strategic solutions.
• Advise stakeholders on budget policies, processes, and funding shortfalls, providing resolutions for complex financial events. Interpret and apply knowledge of sponsor policies, cost accounting standards, and federal regulations to ensure accurate fiscal management. Oversee proposal processes, developing multi-year budgets and coordinating with stakeholders.
• Forecast resource requirements and advise PIs on alternative budget scenarios. Develop fully costed budgets in required formats and ensure compliance with sponsor and institutional policies. Evaluate subcontractor proposals, develop justifications, and manage procurement processes.
• Support annual budget submissions and take on rotational assignments. Provide leadership and workload management for division resource analysts, offering career guidance and performance evaluations. Lead initiatives to improve financial management policies and review staff work for compliance with funding guidelines and institutional policies.
• Contribute to the development of financial strategies aligning with OCFO's goals, ensuring the staff meets client needs while fulfilling fiduciary responsibilities.

What is Required:

• A Bachelor's degree in accounting, finance, business or economics, and/or the equivalent of a minimum of 6 years related experience including experience in a research, academic or large/complex organization.
• Advanced knowledge of and applied experience with business, budgeting and accounting principles including Generally Accepted Accounting Principles (GAAP). Knowledge of cost accounting standards (CAS) and other Federal process and regulations.
• Advanced knowledge, experience and achievement in planning and managing portfolios of complex budgets funded from multiple sources having varying contract terms and conditions.
• Substantial experience with spreadsheets and financial databases, such as Excel, and PeopleSoft financial applications and other relevant software applications. Extensive experience with Excel data analysis functions. Experience in creating standard and ad hoc reports and presentations, including the use of charts and graphs.
• Demonstrated experience in handling difficult, sensitive situations and conflicting priorities.
• 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.
• Specialist 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.
• Strong organizational, analytical, and problem solving skills. Ability to multi-task and deliver timely accurate and complete work on tight deadlines.
• Proven ability to interact with a broad range of customers, including scientists, other divisional resource analysts, other LBNL departmental staff. Demonstrated experience in handling difficult situations and conflicting priorities.

Desired Qualifications:

• Master's degree or equivalent in accounting, finance, business or related field.
• Knowledge of DOE, UC, LBNL and SPP financial policies and procedures and reporting requirements.
• Deep knowledge of contract and grant proposal administration; reviewing & interpreting solicitations, proposal preparation, and understanding of research administration guidelines of federal and non-federal sponsors.
• Knowledge of PeopleSoft financial applications.

Notes:

• This is a full-time, career appointment, exempt (monthly paid) from overtime pay.
• Salary for this position will be commensurate with the final candidate's qualification and experience, including skills, knowledge, relevant education, and certifications, and also aligned with the internal peer group. The budgeted annual salary range is $125,700.00 to $145,000.00.
• This position may be subject to a background check. Any convictions will be evaluated to determine if they directly relate to the responsibilities and requirements of the position. Having a conviction history will not automatically disqualify an applicant from being considered for employment.
• This position is eligible for a hybrid work schedule - a combination of teleworking and performing work on site at Lawrence Berkeley National Lab, 1 Cyclotron Road, Berkeley, CA. Work schedules are dependent on business needs. Individuals working a hybrid schedule must reside within 150 miles of Berkeley Lab.

Want to learn more about working at Berkeley Lab? Please visit: careers.lbl.gov

Berkeley Lab is committed to inclusion, diversity, equity and accessibility and strives to continue building community with these shared values and commitments. Berkeley Lab is an Equal Opportunity and Affirmative Action Employer. We heartily welcome applications from women, minorities, veterans, and all who would contribute to the Lab's mission of leading scientific discovery, inclusion, and professionalism. In support of our diverse global community, all qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

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