Fiscal & Business Analyst I

• Payment reconciliations and application in VELOS. This entails understanding contractual budget allocations and payment milestones. Working with sponsors and coordinators to ensure all study visits and events are captured and resolving disputes/ discrepancies in data. Maintaining records per established operating procedures and keeping on top of unreconciled payments to ensure prompt resolution.
• Maintain and complete monthly sponsor billing. This involves running monthly reports per schedule to bill for invoiceable items per the contractual budget. Sending the invoices out to sponsors and managing disputes associated with billing. This requires understanding and deciphering contractual language and coordinating with study team and OCR preaward for amendments if necessary.
• Interpret applicable University, State and Federal laws, regulations, policies and guidelines and apply specialized knowledge to safeguard the University's assets. Review budget elements to ensure accuracy related to pass through and other miscellaneous costs. Responsible for assisting with the management of the OCR Financial Management email box by answering inquiries independently in person, by telephone, or electronic correspondence based on the established standard operating procedures for the financial management division. Responsible for accounts receivable/collections process by
  reviewing outstanding receivables on a regular basis and contacting sponsors and clinical research organizations in an effort to collect such receivables. This entails running accounts receivable reports in VELOS in order to obtain a complete list of all outstanding invoices, and reviewing receivables related to automatic payments based on completed case report forms (CRF) that have not been received from sponsors and clinical research organizations in a timely manner. Posting Dummy interfaces in FAST in order to maintain an accurate receivables in FAST and reviewing and completing billing corrections as necessary.
• Setting up and maintaining admin calendars in VELOS, this involves the set-up of milestones for triggering receivables based on contractual budget and ensuring that milestones are triggered and achieved in a timely manner. In addition, milestones for payables to vendors are also to be set up and triggered. This involves working the new study intake list and understanding system functionality and implication of actions performed. Run reports per assigned monthly schedule to trigger set milestones. Keep on top of adding achievements for milestones completed and intimated via e-mail or monthly coordinator billing form. Working with study teams to ensure compliance and maintain accurate billing.
• Maintain filing of fiscal documents in Box. This involves splitting, re-name and uploading payments invoices, billing corrections, refunds, RANS, GBRs and other fiscal documents. Assist with budget increase process by creating monthly Grant Budget Releases (GBR), entering budget lines in FAST and forwarding to Sponsored Research for the processing of the award notices, assist with Greenphire ClinCard replenishment and run queries in FAST as necessary and per request. Review journal entries after posting in FAST to ensure accuracy.

This position is not eligible for Visa Sponsorship

Minimum Qualifications

This position requires a Bachelor's degree in Accounting, Finance, or Business Administration or other field directly related to the position's specific responsibilities and 0-2 years of fiscal related work experience; or a Bachelor's degree in no specific required field and two years of fiscal related work experience; or four years fiscal related work experience. Knowledge, Skills & Abilities: Analytical thinking skills. Problem solving. Ability to work within a team. Effective communication skills. Excellent customer service skills. Knowledge of accounting, consolidated financial reporting, reconciliation of multiple accounts, accounts payable, accounts receivable and journal entries.

Senate Bill 1310- The Florida Senate (https://www.flsenate.gov/Session/Bill/2023/1310) is conditional upon meeting all employment eligibility requirements in the U.S.
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SB 1310: Substitution of Work Experience for Postsecondary Education Requirements
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A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed:
(a) Two years of direct experience for an associate degree;
(b) Four years of direct experience for a bachelor’s degree;
(c) Six years of direct experience for a master’s degree;
(d) Seven years of direct experience for a professional degree; or
(e) Nine years of direct experience for a doctoral degree
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Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment.
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Minimum Qualifications that require a high school diploma are exempt from SB 1310.

Working at USF

With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF‘s rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida’s best large employers, ranked No. 1 among the state’s 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.

About USF 

The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF’s Division I athletics teams compete in the American Athletic Conference. Learn more at www.usf.edu.

Compliance and Federal Notices

This position may be subject to a Level 1 or Level 2 criminal background check.

Applicants have rights under Federal Employment Laws: 

The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law.  The University maintains programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws.

Family and Medical Leave Act (FMLA)

Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Visit the Central Human Resources ADA Accommodations webpage for more information on requesting an accommodation during the application/interview process.

Equal Employment Opportunity

The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law.  The University maintains affirmative action programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws.  This job description does not constitute an employment contract.