Financial Assistant III

Overview

GENERAL SUMMARY OF POSITION:

Under the general supervision of the Department Administrator or Financial Manager, the Financial Assistant III performs diversified and complex bookkeeping, secretarial, and administrative duties. The Financial Assistant III is responsible for establishing and maintaining a computerized accounting system to monitor all department accounts.

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Responsibilities

MAJOR RESPONSIBILITIES:

Develop, implement, and maintain computerized accounting systems for multiple accounts
Coordinate payment activities
Reconcile accounting records with the University’s Financial Reporting System
Identify errors and work with Administrator and/or School fiscal to resolve
Prepare and process payroll and/or personnel documents maintaining confidentiality
Provide status reports generated by the computer for accounts on a periodic basis
Ensure that accounts are not overcommitted and that budgeting guidelines are followed
Assist Administrator in preparation of budget documents and perform special projects upon request
Provide clerical support for Department Administrator and Faculty including word processing and routine correspondence
Provide research and administrative support to special projects, preparing data, grant preparation, reports, and follow-up on projects
Prepare and execute employee travel expenses with necessary documentation
Perform other duties as required.

Qualifications

REQUIRED QUALIFICATIONS:

Associate’s degree in accounting, business, or equivalent experience

1-2 years of progressive office or related experience
Strong working knowledge of basic bookkeeping and mathematics, Microsoft Office, financial spreadsheets, and relational database packages
Strong organizational, interpersonal, and problem solving skills, with ability to set priorities
Effective oral and written communication skills
Excellent command of English including grammar, punctuation, and spelling
Experience in handling complex and confidential material
Demonstrated ability to act with discretion, judgment, and confidentiality

SUPERVISION RECEIVED:

Under the general supervision of the Department Administrator or Financial Manager

SUPERVISION EXERCISED:

None

ENVIRONMENTAL WORKING CONDITIONS:

Usual office environment

Additional Information

Preferred Qualifications should be:

Advanced proficiency in excel functions
A hybrid schedule will be considered after an appropriate training period

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