"Fin Pro 2 - Generalist"

OVERVIEW: The position of FinPro 2 in the UMD Controller’s Office will be a financial services role, supporting both Glensheen and International Programs and Services. This position will be responsible for the financial oversight and fiscal operations for both units, including account reconciliations, cash management, purchasing and payables and relevant analysis. The person hired will be required to learn and know University financial policies and procedures and ensure compliance for units being served.

Job responsibilities include:

Financial Administration and Analysis - International Programs and Services 50%

• Reconcile program budgets, procurement cards, and travel cards; resolving issues as they arise
• Request set-up of US and foreign vendors as needed for program success; Prepare cash advances and contracts for professional services
• Advise unit leaders on interpretation of University Financial Policies and Procedures
• Recommend, create, and implement program specific financial policies
• Analyze data related to program expenses and available resources to determine student program fees
• Serve as the department contact for the University’s financial community
• Process departmental and program expense payments and/or reimbursements to vendors, faculty, staff, and students; work with multiple global currencies as needed
• Coordinate with the Office of Budget & Analysis and the Controller’s Office on budget preparation as well as fiscal year closing procedures
• Oversee student billing of program fees; calculating expenses and fees for each student; collaborate with Student Financial Services as needed
• Reconcile payroll; verify overall amounts are accurate and charged to the correct EFS strings
• Reconcile scholarship awards to funding sources; provide reports as needed to director
• Oversee program cancellation and refund policies

Financial Administration and Analysis - Glensheen 50%

• Provide monthly financial and foundation reports to senior leadership. Develop reports to share with managers and other stakeholders as requested by Glensheen leadership
• Prepare all incoming invoices for payment; create purchase orders and manage requisitions, vendor payments, and communicate with vendors
• Submit accounts receivable paperwork for invoicing. Reconcile payments to ensure payments are made in a timely manner
• Perform daily cash reconciliations
• Calculate and submit the monthly state and city sales tax documents and process the payments to the city and state
• Complete the appropriate documents to set up new suppliers in the UMN Financial System
• Serve as the primary purchaser for Glensheen operations, not including Glensheen store inventory purchases
• Reconcile and balance revenue transactions in the financial accounts for Glensheen
• Research, analyze and resolve general accounts transaction problems
• Support senior leadership in the preparation of project budgets for grants, preservation projects, and special projects
• Enter donations into the Donor Management System (DMS) and follow through with final processing
• Develop and maintain protocols for cash handling. Educate staff on appropriate cash handling procedures
• Maintain accounting files to ensure compliance with University policy and standards
• Coordinate with the Office of Budget & Analysis and the Controller’s Office on budget preparation as well as fiscal year closing procedures
• Maintain knowledge of industry standards for accounting and finance. Disseminate information to staff across the estate on innovations and trends

Qualifications

Required:

• Bachelor’s degree plus at least two years of professional work experience or a combination of related education and work experience to equal six years
• Demonstrated computer skills including spreadsheet development and maintenance using Excel and familiarity navigating an enterprise system

Preferred:

• Demonstrated experience in accounting/financial tasks
• Apply knowledge and skills to a complex set of recurring tasks or activities with emphasis on precision, organization and timeliness of execution
• Ability to work independently and be a self-starter
• Familiarity or experience with working international processes in either a business setting or in a higher education setting
• Intermediate knowledge of Microsoft Office Suite or Google Suite