Overview
A Financial Coordinator position is available to provide transactional and administrative support for various financial processes within the department. This role is essential for ensuring accurate and timely processing of procurement, payments, reimbursements, and vendor-related activities.
Responsibilities
- Create and process shopping carts and purchase orders in the financial system.
- Record and monitor goods receipts; resolve discrepancies with vendors or Procurement Services.
- Track outstanding transactions to ensure timely processing.
- Review independent contractor documentation for completeness and accuracy.
- Ensure correct agreement templates are used and all required signatures are obtained.
- Submit purchase order or invoice payment requests and monitor their completion.
- Process invoices, honoraria, reimbursements, and non-employee payment requests in compliance with policies.
- Research and resolve payment issues or delays.
- Maintain accurate transaction records and supporting documentation.
- Initiate vendor registration requests and assist new vendors with setup through PaymentWorks.
- Serve as a resource for vendor-related questions and troubleshooting.
- Process non-payroll cost transfers with appropriate documentation and verify accuracy and compliance.
- Assist with Travel Request Authorizations (TRAs) and reconcile CBTC transactions in Concur.
- Track missing receipts or folios and resolve reconciliation issues.
- Submit and follow up on T-Card and P-Card applications.
- Reconcile the department's Lyft account and allocate expenses to appropriate cost centers.
- Provide guidance on financial policies and procedures to school or departmental administrators.
- Serve as a point of contact for Concur support and general financial process inquiries.
- Conduct basic training sessions on financial transaction processes and systems.
- Respond to ad hoc financial questions and support special projects as assigned.
Minimum Qualifications
- High school diploma or equivalent.
- Three years of related experience.
- Additional education may substitute for required experience and vice versa, as permitted by the equivalency formula.
Preferred Qualifications
- Bachelor's Degree in Finance, Accounting, Business Administration, or related field.
- Experience with university financial systems such as Concur, PaymentWorks, or equivalent enterprise systems.
- Familiarity with procurement, vendor management, or reimbursement processes in a higher education environment.
Compensation & Benefits
- Starting salary range: $18.20 - $33.90 hourly (targeted annual salary $60,000; commensurate with experience).
- Full-time position.
- Schedule: Monday through Friday, 37.5 hours per week.
- Non-exempt status.
Location
Department
Additional Information
- Classified Title: Financial Coordinator
- Role/Level/Range: ATO 37.5/02/OE
- Personnel area: Peabody