Proposal/Account Establishment Specialist

Position Summary

• Activities include proposal budget preparation, submission, account establishment and award maintenance.
• PROPOSAL PREP/SUBMISSION: Develop a working knowledge of UB and Research Foundation, sponsor and federal policies and regulations which govern proposal preparation and submission.
• Provide primary support to PI's in budget development and assist PI's with completion of all administrative aspects of proposals.
• Receive and review all required internal approvals. Review completed proposals for compliance with sponsor, UB and fiscal agent requirements prior to submission.
• Develop and maintain working knowledge of electronic submission systems, contribute content for training materials and participate in training sessions for PI's and project staff.
• ACCOUNT ESTABLISHMENT: Develop a working knowledge of UB and RF, sponsor and federal policies and regulations which govern award administration.
• Review award terms and conditions to identify pertinent information needed for input into RF Business System for acct. establishment to ensure proper budget and that billing, technical and financial reporting requirements will be met. If necessary, establish a cost-sharing award and budget.
• AWARD MAINTENANCE: Process date changes, budget adjustments, additional funding, establishment of new budget, transfers between tasks and projects.
• TEAMWORK/CUSTOMER SATISFACTION: Work cooperatively and collaboratively to enhance team performance. Contribute to the development of and deliver service that achieves high levels of customer satisfaction.
• PROFESSIONAL DEVELOPMENT: Individual will learn postion and prepare to take on more advanced responsibilities through mentoring with other team members, assigned reading, and attendance at professional training sessions/workshops to stay current with sponsor rules and regulations.

Minimum Qualifications

• Two-year degree.
• Three years experience in a high-volume office environment with clients/customers.
• Candidates must:
1. be sensitive to and consistently meet the support requirements of a research environment
2. be committed to customer satisfaction
3. be committed to effective teamwork
4. be flexible, open to change
5. show initiative and anticipate needs
6. be able to communicate clearly in a helpful and informative manner
7. be able to work independently, multi-task and prioritize effectively with minimum supervision
8. have proven ability to do large volume of detailed work timely and accurately
9. be proficient in Microsoft Office suite of applications or equivalent.

Preferred Qualifications

• BA/BS Degree.
• Knowledge of OMB Circulars such as A-21, A-110, A-133, and principles of allowability, allocability and reasonableness.
• Knowledge of SUNY and RF fiscal policies/procedures and with the RF Business System.