Financial Specialist-Intermediate (Business Service Center)

Overview

Under general supervision, this role facilitates the end-to-end execution of financial transactions for a defined set of client units. Responsibilities include providing information and support to customers, guiding customers through processes, executing primary transaction tasks, interacting with internal and external organizations, and reconciling accounts. The position also identifies inefficiencies and recommends potential solutions to clients during the financial transaction process.

Responsibilities

• Review and respond to requests for financial process inquiries submitted via phone, email, or service desk.
• Initiate, support, and process common financial transactions, including (but not limited to):
  • Travel requisitions and reimbursements
  • Purchase requisitions
  • Internal transfers
  • Payments to individuals
• Maintain documentation of transactions and confirm completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
• Assist with reviewing and monitoring key performance indicators as determined by the department and the customers served.
• Maintain dashboards in Business Analytics software to provide timely and accurate information and insight to customers on their accounts and financial situation.
• Manage customer relationships, participate in client department meetings to confirm service expectations, anticipate upcoming needs, and meet service level requirements.
• Identify recurring issues and questions, escalate them to higher-level positions to implement solutions, and participate in business process improvement by integrating customer recommendations.
• Advise clients on best practices or better solutions to reduce errors and optimize resources.
• Review client accounts to confirm appropriate and accurate accounting of expenditures.
• Promote financial policies, procedures, and programs to the university community; communicate changes as they are made.
• Educate customers on appropriate interpretation of policies and procedures.
• Perform all other duties as assigned.

Requirements

• Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures.
• Knowledge of records management policies and procedures.
• Knowledge of accounting systems and data.
• Customer-service focus that is responsive and empathetic.
• Relationship-building and consultative skills.
• Strong problem-solving, critical-thinking, oral and written communication, time management, and project management skills.
• Fundamental knowledge of accounting practices and agency reimbursement programs.
• Comfortable working with a personal computer/software, PeopleSoft, and Microsoft Office Suite.

Education

• Bachelor’s Degree is required.
• Four (4) additional years of experience will be accepted in lieu of degree.

Required Skills

• Three (3) years of financial transactions experience or related experience is required.

Location

Not specified.