Position Number: 008316
Department: Urban Research & Community Engagement
Employment Type: Permanent - Full-time
Months Per Year: 12
Essential Duties and Responsibilities:
Coordinates governance and compliance for Urban Institute's externally funded projects and the Charlotte Regional Data Trust, reporting to the UI Operations Manager.
Involves managing legal agreements, data sharing, and research requests while ensuring compliance with UI and Data Trust policies.
Serves as a liaison to the Data Trust Board, handling meeting logistics, minutes, and reports.
Supports project record-keeping, financial tracking, and data security compliance using systems like Banner and Niner Research.
Event coordination and maintaining personnel records.
Proficiency in MS Office, Google Suite, and Adobe is required.
Provides budgetary support for the Urban Institute and Data Trust, managing financial transactions for Foundation grants, federal grants, contracts, and state funds, with specialized knowledge of Data Trust's 501©(3) processes.
Supports the UI Operations Manager and Business Officer/Data Trust Treasurer, preparing budget reports for the Data Trust Board and handling Banner Finance activities.
Budget modifications, personnel paperwork, travel reimbursements, and ensuring compliance with University and state financial policies.
Proficiency in Banner Finance, Banner HR, and Niner Research is required to maintain accurate records and reconcile funds.
Supports pre- and post-award financial activities, vendor relations, and maintains a financial backup system for fiscal stability.
Minimum Experience / Education:
Required Minimum Qualifications:
Bachelor's degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
University Preferred Qualifications:
Graduation from a four year college or university and one year of related experience; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Preferred Education Skills and Experience:
Bachelor's degree; or equivalent combination of training and experience.
Experience with Board and/or Community stakeholder committee management.
Experience with creating and maintaining documents related to Board of Directors and subcommittees.
Strong working knowledge of University Systems (i.e. BANNER , e-procurement system, Archibus, Grants and Contract Research software, etc.) is preferred.
Proficient with use of MS Office (Word, Excel, PowerPoint), Google Suite, Adobe is required and video-conferencing such as Zoom and Teams.
Familiarity with or proficiency in project management software and solutions such as Monday.com, Smartsheet, or Asana.
Strong organizational skills and attention to detail for managing complex projects and confidential information.
Ability to multi-task, prioritize work and manage a high level of volume that is confidential and detail-oriented; proven ability to learn and apply complex systems and policies.
Strong written, verbal and interpersonal communication skills.
Must be able to work independently.