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Job ID: 138132

Financial & Compliance Analyst (4627U) 5784
University of California Berkeley

Date Posted Feb. 10, 2020
Title Financial & Compliance Analyst (4627U) 5784
University University of California Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Fiscal Services

Financial & Compliance Analyst (4627U) 5784

About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Application Review Date

The First Review Date for this job is: February 22, 2020.

Departmental Overview

The Office of Intellectual Property and Industry Research Alliances (IPIRA) is the portal for industry access to Berkeley, both for research relationships and access to Berkeley technology. The Office of Technology Licensing (OTL) and the Industry Alliances Office (IAO) are peer divisions within IPIRA.

The OTL manages and licenses patent and copyrights to the private sector for commercial development; is responsible for material transfer agreements for transfers from Berkeley; supports entrepreneurial activities including start-up company formation; maintains relationships with sources of private capital and service providers; provides litigation support; advises the IAO on intellectual property terms in research and other contracts, and advises the campus on intellectual property, innovation and entrepreneurship.

The IAO is responsible for a wide range of research relationships with industry, including industry-sponsored research agreements, collaboration agreements, membership agreements such as for industrial consortia, and incoming material transfer agreements.


Intellectual Property Compliance Management
  • Under general supervision, drafts amendments pertaining to licensee compliance with contracts.
  • Assists the Financial Manager with managing 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.
  • Assists with monitoring and analyzing due diligence reports on a monthly basis and makes recommendations to Financial Manager and Licensing Officers to resolve outstanding issues.
  • Ensures receipt of licensee progress reports, interpret results and enters the data into the Patent Tracking System.
  • Interpret research agreement terms and meet sponsor IP reporting obligations.

Intellectual Property Financial Management
  • Assists Financial Manager in managing the financial terms of a high volume of patent and copyright agreements, most involving significant complexity, tracking license issue fees, maintenance fees, minimum royalties, earned royalties, milestone payments and patent cost reimbursements.
  • Under general supervision drafts financial amendments to agreements. Assists in monitoring the entry of all financial data into the Patent Tracking System.
  • Under general supervision, interpret financial terms of license agreements and create financial summaries to be sent to UCOP accounting group for all license agreements.

IPIRA Financial Management And Accounting
  • Prepares financial journals transferring receipts (fees, royalties, patent cost reimbursements) to UCOP accounting and UCB expense transfer journals for Financial Manager approval.
  • Assists with reconciliation of general ledger accounts for the OTL, IAO and IPIRA.

General Office Management
  • Assists with ensuring that financial processing functions which may include Accounts Payable, Accounts Receivable, and Cashiering are performed with accuracy and that daily operations run smoothly.
  • Serves as back up to purchase supplies, equipment, conference registrations and memberships.
  • Serves as back up for processing of CPI (Computer Packages, Inc.) invoices.

Required Qualifications
  • Working knowledge of financial processes, policies, and procedures.
  • Knowledge of financial data management and reporting systems.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • 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.
  • Skills to provide coaching and mentoring to support staff.
  • Knowledge of patent prosecution, patent maintenance, and patent law.
  • Knowledge of and experience with interpreting contract and agreement terms.
  • Ability to gain knowledge of campus processes, protocols and procedures with a focus on budget, account and fund management.
  • Knowledge of financial analysis and reporting techniques; planning; accounting, payroll and purchasing.
  • Strong inter-personal skills and ability to work effectively across the organization at all levels.
  • Service orientation, ability to multi-task effectively in a varied, high volume environment, sound judgment and decision-making, critical thinking, creative problem solving, and effective verbal and written communication skills.
  • Bachelor's degree in related area and/or equivalent experience/training.

Salary & Benefits

Salary is commensurate with experience.

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Other Information

This is a full-time, career appointment.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:

For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit


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