| Description: Coordinates the financial operations of a unit in a college or division. May oversee the activities of clerical financial support personnel.
1. Maintains and reconciles financial accounts and monitors revenues and expenditures for the unit.
2. Coordinates the cash handling function for the unit, including, but not limited to petty cash, gift transmittals and travel reimbursements.
3. Compiles recurring and ad hoc financial reports for management and faculty, assists with budget cycles and advises on accounts status.
4. Updates and maintains an internal accounting system which provides the database for posting and reconciliation capabilities to the Financial Reporting System (FRS).
5. Oversees and schedules duties for staff and/or student workers in the preparation of vouchers, requisitions, SCRs, and travel documents; oversees the filing of financial documents and data entry of related financial information.
6. Trains staff in the preparation of financial documents in compliance with university and college/division policies and procedures.
7. May coordinate and maintain the payroll function for the unit; may coordinate property inventory and serve as property custodian for the unit.
8. Researches and corrects reconciliation discrepancies with reallocations and journal vouchers.
9. May serve as liaison to Office of Grants and Contracts regarding financial issues.
10. Participates in the annual budget development process.
11. Performs other job-related duties as required.
Position Summary
The Financial Coordinator 2 provides financial and administrative support for a high-volume department within the University. This role is responsible for procurement processing, procurement card (P-Card) administration, and budget monitoring while ensuring compliance with university and state policies. The position requires strong organizational skills, attention to detail, and the ability to manage a large volume of transactions with accuracy and efficiency while delivering exceptional customer service to guests, students, faculty, and staff.
Key Responsibilities
• Process requisitions, vouchers, reimbursements, and related transactions in a fast-paced environment.
• Process and reconcile a high volume of procurement card (P-Card) transactions in compliance with established deadlines.
• Ensure proper documentation, account coding, and adherence to university, state, and grant regulations.
• Maintain audit-ready financial records and supporting documentation.
• Provide training and guidance on financial procedures and P-Card usage.
• Deliver professional, responsive customer service to guests, students, faculty, and staff by addressing financial inquiries, resolving transaction issues, and clearly communicating policies and procedures.
• Maintain a service-oriented approach while handling sensitive financial information with discretion and confidentiality.
Required Qualifications
• High school diploma or GED.
• Minimum three (3) years of relevant financial or accounting experience.
• Experience managing high-volume financial transactions and reconciliations.
• Strong organizational, analytical, and communication skills.
• Demonstrated commitment to customer service excellence.
• Ability to prioritize competing deadlines in a fast-paced environment.
Education may be substituted for experience on a year-for-year basis.
Preferred Qualifications
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Experience in higher education financial operations.
• Familiarity with enterprise financial systems (e.g., PeopleSoft or similar ERP).
• Experience managing restricted or grant-funded accounts.
MQ: Education: Requires a basic knowledge of grammar, spelling, punctuation and simple mathematical functions like percentages, ratios, etc. as might normally be acquired through attainment of a high school diploma or GED. Experience: Requires a minimum of five (5) years of directly job-related experience. |