Financial Assistant

2023-07-31 13:54| 来源: 网络整理| 查看: 265

Summary Job Category: Financial Operations Job Title: Financial Assistant Job Category Definition: This specialty covers the process of allocating and managing financial resources to enhance the acquisition and investment of unit resources as well as the overall management of income and expenditures. Functions include: treasury management, investments, cash flow analysis, banking, debt service, capital budgeting and general financial management. Job Title Definition: The Financial Assistant processes various financial transactions, adheres to the approved systems of internal control and financial management; may focus work in one area, such as accounts receivable (including student accounting), accounts payable, expense processing and wage payroll entry and review. Duties are performed at various levels within the defined title. Working Conditions: Specific physical requirements and effort are outlined in Job Responsibilities Worksheet (list of essential job duties and responsibilities specific to a particular job at the unit level) in accordance with the Americans with Disabilities Act of 1990 (ADA). Other Requirements: 聽 Levels Level 1 Level 2 Level 3 Level 4 Level 5 Level 1 聽

There is currently no Level 1.

Level 2 聽 Level Details Job Code Salary Band FLSA Status ACFN0102 D Non-Exempt

Level 2 positions typically demonstrate intermediate knowledge of the concepts, practices and procedures of a particular field of specialization; perform intermediate tasks in defined skill areas/applications by continuously building on current job knowledge; maintain effective relationships with peers, vendors, and others in a diverse environment; support team decisions and follow through with team responsibilities; interpret information, ideas and instructions and communicate clearly and accurately both verbally and in writing including materials intended for distribution; determine causes of unusual occurrences and apply standard principles and practices to determine and implement solutions; ensure safe practices and environmental consciousness are exhibited in decisions; typically work under general supervision, while performing assignments that are varied and that may be somewhat difficult in character, but usually involve limited responsibility.

Typical Education & Experience

2+ years related experience

High School Diploma or higher

Or an equivalent combination of education and experience

Typical Work Duties Perform basic student accounting functions; accept registrations and payments related to student receivables (credit and non-credit), post to appropriate systems Perform non-student receivable functions; accept and post payments to appropriate system Perform basic cash handling functions; prepare deposits and enter Reports of Cash Receipts Enter human resource and wage payroll forms into appropriate systems Reconcile purchasing card charges for assigned cardholders or accounts Enter expenditure documents or transactions, including eBuy, IDCCs, and SRFCs; resolve direct bills in FANS Enter ERS reports as an assigned delegate for employees Enter data into inventory systems Enter and submit budget amendment forms Assist staff in supported units with basic inquiries; direct questions to appropriate individuals in office; enter updates to communication sites File documents as directed by supervisor Gather files and documents requested for audit purposes Assist with office management tasks; answer phone, order supplies, manage calendars

This profile is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions in this job title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties should not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

Level 3 聽 Level Details Job Code Salary Band FLSA Status ACFN0103 E Non-Exempt

Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters.

Typical Education & Experience

3+ years related experience

High School Diploma or higher

Or an equivalent combination of education and experience

Typical Work Duties Perform student accounting functions; handle inquires from students, parents and others; perform daily reconciliation Perform non-student receivable functions; prepare invoices and bills; handle customer inquiries Perform cash handling functions; handle merchant settlements; reconcile cash accounts and report problems to supervisor Review human resource and wage payroll forms to assure correct accounting information Review purchasing card charges reconciled by others to assure accuracy; assist with reconciliation issues Review eBuy transactions, IDCCs, SRFCs and direct bills for correct accounting information; resolve problems; manage CRFN for administrative area Review ERS reports for correct accounting information Reconcile inventory systems and resolve issues Monitor restricted accounts; create and submit forms to establish new restricted accounts; assist in closing accounts; adjust controls as directed Prepare and submit budget amendments forms Perform basic Pay and Effort functions; enter salary data into system based on provided information Assist staff in supported units with inquiries; resolve basic issues and direct more complex issues to higher levels; enter updates to communication sites File and/or image documents as directed by supervisor Gather files and documents requested for audit purposes Assist with office management tasks; answer phone, order supplies, manage calendars

Level 4 聽 Level Details Job Code Salary Band FLSA Status ACFN0104 F Non-Exempt

Level 4 positions typically demonstrate advanced knowledge of principles, practices, and procedures of a particular field of specialization and complete complex assignments; integrate complex elements from other specialties into work assignments; demonstrate a strong commitment to inclusionary practices which support diversity throughout the University; establish a shared vision and take responsibility for the achievement of team goals, and provide direction for appropriate implementation of plans; present ideas, concepts and instructions in a clear manner, and use persuasion and negotiation to build consensus and cooperation; ensure safe practices and environmental consciousness are exhibited in decisions; develop new techniques, concepts, theories, programs or solutions and apply them to complex strategic operating issues; typically work independently on complex work assignments, review progress and evaluate results and update management as appropriate; may direct and delegate work to lower-level staff.

Typical Education & Experience

5+ years related experience

High School Diploma or higher

Or an equivalent combination of education and experience

Typical Work Duties Perform advanced student accounting functions, including write-offs and placing of holds Perform advanced non-student receivable functions; reconcile accounts; resolve customer issues Perform advanced cash handling functions; manage gift receipts; approve Reports of Cash Receipts; resolve issues and problems related to cash Review human resource and wage payroll forms; verify wage form documentation (W-4, I-9, etc.); approve forms based on limited authority granted by Financial Manager Review and audit purchasing card transactions; perform reconciliation of auto-posted transactions, troubleshoot issues for departmental reconcilers and cardholders Approve purchasing and payment forms and transactions based on limited authority granted by the Financial Manager; resolve billing and payment issues; manage BCDE for area Approve ERS reports based on limited authority granted by the Financial Manager; resolve issues Assure inventory systems are properly updated; perform reviews and counts as needed Monitor restricted accounts; create and submit forms to establish new restricted accounts; assist in closing accounts; adjust controls as directed Recommend budget adjustments to Financial Coordinator based on review of accounts; adjust controls as delegated Perform Pay and Effort functions; submit payroll transfers as required; assist Financial Coordinator with clearing account Assist staff in supported units with inquiries; resolve issues and direct more complex issues to Financial Coordinator or Financial Manager; recommend and develop updates to communication sites Manage filing systems to assure documents are retained according to established procedures and retention guidelines Perform counts and reviews as directed by Financial Coordinator Direct and assign the work for other lower level staff

Level 5 聽

There is currently no Level 5.

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