Financial Assistant IV

Overview

Reporting to the Director of Finance & Administration, The Financial Assistant oversees the processing and recording of financial information. Provides accounting and problem solving to department. Serves as principal financial information resource. Coordinates and oversees the following responsibilities: transactional responsibilities include the processing of expense reports, invoices, requisitions, one-time payments, journal entries, check requests and spend authorizations. Procedural responsibilities including purchasing card, service agreement and supplier request/change (via the Supplier Gateway) administration. Compliance responsibilities include the relevant items of the Financial Review Checklist (FRC). Reporting responsibilities include Account Holder Report distribution.

Required Skills and Abilities

1. Ability to run and interpret financial reports from applications such as Workday, Power BI, or similar tools, with advanced proficiency in Microsoft Excel.
2. Strong communication (written and verbal), interpersonal, and problem-solving skills.
3. Working knowledge of financial administration, including reading and interpreting policies, procedures, and guidelines.
4. Strong organizational skills with the ability to multitask, prioritize tasks, and meet deadlines while maintaining accuracy and attention to detail.
5. Ability to work both independently and as part of a collaborative team, with a commitment to providing excellent customer service.

Principal Responsibilities

1. Drafts preliminary financial sections of proposals.
2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations.
3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures.
4. Serves as the principal source of information on financial policies and procedures and financial activity.
5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses.
6. Oversees and instructs support staff.
7. Oversees the maintenance of financial records and files.
8. Assists with the development and implementation of systems and procedures.
9. May calculate weekly payroll for department staff.
10. Performs clerical functions incidental to accounting activities.

Required Education and Experience

Six years of related work experience, four of them in the same job family at the next lower level, and a high school level education; or four years of related work experience and an Associate degree; or little or no work experience and a Bachelor degree in a related field; or an equivalent combination of experience and education.