Inside Higher Ed
Financial Services Analyst (4628C), Technology Licensing - 80180
Inside Higher Ed, San Francisco, California, United States, 94199
Financial Services Analyst (4628C), Technology Licensing - 80180
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University of California, Berkeley is dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff. As a world‑leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic, and social value. We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity‑focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles.
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. 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. 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.
Position Summary The Financial Services Analyst 3 (FSA 3) reports to the Business Operations and Compliance Director and manages the financial operations of three “peer” units – the OTL, the IAO and IPIRA – performing license, compliance and financial analysis. Duties include contract drafting, license enforcement, processing and servicing of operational and financial transactions and services, including cashiering, payroll, purchasing, accounts receivable and payable, collections, data entry, analysis, review and control, customer servicing, and reporting. The FSA 3 is a liaison for financial transactions between OTL and the Office of Innovation and Entrepreneurship at UCOP and with research departments, especially in the distribution of “research” income to departments. On financial and budget matters, the FSA 3 acts as liaison between OTL and the budget Director of the Office of the Vice Chancellor for Research. The FSA 3 is a technical expert in technology licensing office operations and IP financial management, frequently contacted by other UC campus tech transfer offices and LBNL.
Application Review Date The First Review Date for this job is: 08/15/2025.
Responsibilities OTL Financial Management and Accounting
Manages the financial terms of a high volume of patent and copyright license agreements, tracking license fee issues, maintenance fees, royalties, milestone payments, and patent cost reimbursements.
Tracks due diligence requirements and ensures compliance with agreement terms.
Drafts financial amendments, initiates collections, or suggests agreement termination when a licensee is non‑compliant.
Oversees distribution of inventor, joint holder, research, department, campus, and general fund shares per three patent policies and one copyright policy.
Serves as technical expert in intellectual property financial management, fielding questions from other UC campus offices and LBL.
Monitors entry of all financial data into the Patent Tracking System.
Generates monthly financial reports; analyzes data and prepares adjunct reports for OIA and OTL directors, AVC of IPIRA, and the Budget Director of VCRO. Participates in UC audits and licensee audits.
IPIRA Financial Management and Accounting
Manages and directs all aspects of the financial services for IPIRA, including cashiering of receipts, purchasing supplies, equipment, conference registrations, memberships, travel and entertainment reimbursements, payroll transactions, financial data collection, and entry into the Patent Tracking System and Berkeley Financial System (BFS).
Reviews and approves all disbursements through BFS.
Prepares journal entries, maintains and reconciles general ledger accounts for OTL, IAO and IPIRA.
Intellectual Property Compliance Management
Drafts amendments and short‑term letter agreements for all licensing staff.
Manages licensee due diligence and reporting requirements for a high volume of IP and copyright licenses to ensure compliance.
Consults with licensees on diligence, reporting, and compliance issues.
Monitors and analyzes due diligence reports monthly, resolving outstanding issues with licensing officers and licensees. Interprets research agreement terms and meets sponsor IP reporting obligations.
Monitors entry of licensing data into the Patent Tracking System and maintains data integrity.
Special Projects
Performs special projects as required, such as reviewing and closing inactive cases, analyzing data, and providing information to UCOP for the annual report.
Required Qualifications
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, maintenance and law.
Knowledge of and experience with interpreting contract terms.
Expert knowledge of or ability to quickly learn campus processes, protocols and procedures focused 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, analytical, service orientation, active listening, critical thinking, attention to detail, multitasking in a high‑volume environment, organizational skills, effective verbal and written communication, 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 a related area or equivalent experience/training.
Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted. This range takes into account various factors including experience, skills, knowledge, and other considerations. Salary offers are based on final candidate qualifications and experience.
The budgeted annual salary range is $101,000.00 – $128,000.00.
This is a full‑time (40 hours/week) career position eligible for UC benefits.
This is an exempt monthly‑paid position.
How To Apply
To apply, please submit your resume and cover letter.
Other Information
This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010.
This is not a visa opportunity.
This position is eligible for up to 100 % remote work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.
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.
Misconduct SB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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University of California, Berkeley is dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff. As a world‑leading institution, Berkeley is known for its academic and research excellence, public mission, diverse student body, and commitment to equity and social justice. Since our founding in 1868, we have driven innovation, creating global intellectual, economic, and social value. We are looking for applicants who reflect California's diversity and want to be part of an inclusive, equity‑focused community that views education as a matter of social justice. Please consider whether your values align with our Guiding Values and Principles.
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. 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. 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.
Position Summary The Financial Services Analyst 3 (FSA 3) reports to the Business Operations and Compliance Director and manages the financial operations of three “peer” units – the OTL, the IAO and IPIRA – performing license, compliance and financial analysis. Duties include contract drafting, license enforcement, processing and servicing of operational and financial transactions and services, including cashiering, payroll, purchasing, accounts receivable and payable, collections, data entry, analysis, review and control, customer servicing, and reporting. The FSA 3 is a liaison for financial transactions between OTL and the Office of Innovation and Entrepreneurship at UCOP and with research departments, especially in the distribution of “research” income to departments. On financial and budget matters, the FSA 3 acts as liaison between OTL and the budget Director of the Office of the Vice Chancellor for Research. The FSA 3 is a technical expert in technology licensing office operations and IP financial management, frequently contacted by other UC campus tech transfer offices and LBNL.
Application Review Date The First Review Date for this job is: 08/15/2025.
Responsibilities OTL Financial Management and Accounting
Manages the financial terms of a high volume of patent and copyright license agreements, tracking license fee issues, maintenance fees, royalties, milestone payments, and patent cost reimbursements.
Tracks due diligence requirements and ensures compliance with agreement terms.
Drafts financial amendments, initiates collections, or suggests agreement termination when a licensee is non‑compliant.
Oversees distribution of inventor, joint holder, research, department, campus, and general fund shares per three patent policies and one copyright policy.
Serves as technical expert in intellectual property financial management, fielding questions from other UC campus offices and LBL.
Monitors entry of all financial data into the Patent Tracking System.
Generates monthly financial reports; analyzes data and prepares adjunct reports for OIA and OTL directors, AVC of IPIRA, and the Budget Director of VCRO. Participates in UC audits and licensee audits.
IPIRA Financial Management and Accounting
Manages and directs all aspects of the financial services for IPIRA, including cashiering of receipts, purchasing supplies, equipment, conference registrations, memberships, travel and entertainment reimbursements, payroll transactions, financial data collection, and entry into the Patent Tracking System and Berkeley Financial System (BFS).
Reviews and approves all disbursements through BFS.
Prepares journal entries, maintains and reconciles general ledger accounts for OTL, IAO and IPIRA.
Intellectual Property Compliance Management
Drafts amendments and short‑term letter agreements for all licensing staff.
Manages licensee due diligence and reporting requirements for a high volume of IP and copyright licenses to ensure compliance.
Consults with licensees on diligence, reporting, and compliance issues.
Monitors and analyzes due diligence reports monthly, resolving outstanding issues with licensing officers and licensees. Interprets research agreement terms and meets sponsor IP reporting obligations.
Monitors entry of licensing data into the Patent Tracking System and maintains data integrity.
Special Projects
Performs special projects as required, such as reviewing and closing inactive cases, analyzing data, and providing information to UCOP for the annual report.
Required Qualifications
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, maintenance and law.
Knowledge of and experience with interpreting contract terms.
Expert knowledge of or ability to quickly learn campus processes, protocols and procedures focused 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, analytical, service orientation, active listening, critical thinking, attention to detail, multitasking in a high‑volume environment, organizational skills, effective verbal and written communication, 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 a related area or equivalent experience/training.
Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted. This range takes into account various factors including experience, skills, knowledge, and other considerations. Salary offers are based on final candidate qualifications and experience.
The budgeted annual salary range is $101,000.00 – $128,000.00.
This is a full‑time (40 hours/week) career position eligible for UC benefits.
This is an exempt monthly‑paid position.
How To Apply
To apply, please submit your resume and cover letter.
Other Information
This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010.
This is not a visa opportunity.
This position is eligible for up to 100 % remote work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.
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.
Misconduct SB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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