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Inside Higher Ed · 3 days ago

Financial Services Analyst (4628C), Technology Licensing - 80180

San Francisco, CA

Full-time

Hybrid

Mid Level

$101K/yr - $128K/yr

The University of California, Berkeley is a world-leading institution known for its academic and research excellence. They are seeking a Financial Services Analyst to manage the financial operations of multiple units, performing license, compliance, and financial analysis while acting as a liaison for financial transactions.

Digital MediaEducationHigher EducationJournalismRecruiting

No H1B

Responsibilities

Manages the financial terms of a high volume of patent and copyright license agreements, most involving significant complexity, tracking license issue fees, maintenance fees, minimum royalties, earned royalties, milestone payments and patent cost reimbursements

Tracks due diligence requirements as it pertains to corresponding fees to ensure compliance with the terms of the agreement

Drafts financial amendments, initiates collections or suggests agreement termination when licensee is out of compliance

Oversees and participates in the distribution of the inventor shares, joint holder shares, research and department shares, campus shares and general fund share per three different patent policies and one copyright policy

Serves as the technical expert in the area of intellectual property financial management fielding questions from other UC campus offices as well as LBL

Monitors the entry of all financial data into the Patent Tracking System

Generates financial reports on a monthly basis; analyzes data and prepares adjunct reports for the IAO and OTL directors as well as the AVC of IPIRA and the Budget Director of the VCRO. Participates in UC audits and licensee audits

Manages and directs all aspects of the financial services for IPIRA. This includes cashiering of receipts (fees, royalties, patent costs reimbursements), purchasing of supplies, equipment, conference registrations, memberships, travel and entertainment reimbursements, OPTRS payroll transactions, financial data collection and data entry into the Patent Tracking System and the Berkeley Financial System (BFS)

Reviews and approves all disbursements through BFS

Prepares journal entries, maintains and reconciles general ledger accounts for the OTL, IAO and IPIRA

Drafts amendments and short- term letter agreements for all licensing staff

Manages licensee due diligence and reporting requirements of a high volume of intellectual property and copyright license agreements to ensure compliance with the terms of the agreement

Consults with licensees to discuss diligence, reporting, and overall compliance issues

Monitors and analyzes due diligence reports on a monthly basis and works with licensing officers and licensees in resolving outstanding issues. Interpret research agreement terms and meet sponsor IP reporting obligations

Monitors the entry of licensing data into the Patent Tracking System and maintains integrity of information

Perform special projects as required, i.e. reviewing and closing of inactive cases, analyzing data and providing information to UCOP for the annual report

Qualification

Financial analysisIntellectual property managementFinancial reporting systemsSpreadsheet softwareDatabase softwareContract interpretationBudget managementAnalytical skillsService orientationInterpersonal skillsActive listeningCritical thinkingAttention to detailOrganizational skillsEffective communicationTeam collaborationAdaptabilityLeadership skills

Required

Thorough knowledge of financial processes, policies and procedures

Thorough knowledge of financial data management and reporting systems

Strong proficiency in the use of spreadsheet and database software

Knowledge of and experience with intellectual property administration, laws and policies

Knowledge of and experience with patent prosecution, patent maintenance and patent law

Knowledge of and experience with interpreting contract and agreement terms

Expert knowledge of and/or can quickly learn campus processes, protocols and procedures with a focus on budget, account and fund management

Expert knowledge of financial analysis and reporting techniques; planning; accounting, payroll and purchasing

Interpersonal skills to effectively motivate others

Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems

Ability to function effectively as a member of a team

Ability to adapt to changing priorities

Thorough knowledge and understanding of internal control practices and their impact on protecting University resources

Leadership skills to provide guidance, coaching and mentoring to professional and support staff

Bachelor's degree in related area and/or equivalent experience/training