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Financial Assistant II

Basic Position Information

Job Code: 5023

Title: Financial Assistant II

Department: Various

Essential Personnel: N

Job Family: Administrative Support

Job Sub-Family: Administrative Assistance

FLSA Classification: NE

Job Grade: 10

Grade Min: $36,294

Grade Mid: $42,645

UHD Succession Plan: N/A

Criticality of Position: N/A

Career Ladder: Pre-Defined

Campus Security Authority: Y

Screening Committee: N

Motor Vehicle Record Check: N

Job Summary

The Financial Assistant II performs a variety of tasks to provide financial support to a department.

Duties

  • Prepares, processes, and approves vouchers, purchase requisitions, change orders, and travel vouchers; reconciles account cost centers
  • Collects and processes invoices, verifying them against the relevant purchase order
  • Prepares monthly and other reports as required
  • Prepares contract-related documentation for the department
  • Conducts research to reconcile vendor discrepancies and complaints
  • Completes travel request and travel voucher forms
  • Create purchase requisitions and contract requisitions as required
  • Assists with the annual inventory process
  • Provides administrative support to staff, including, but not limited to, coordinating travel arrangements, scheduling services, coordinating meetings, and answering calls and emails

Marginal Duties

  • Performs all other duties as assigned

Supervisory Responsibilities

Direct Reports:

  • None

Delegation of Work:

  • N/A

Supervision Given:

  • N/A

Qualifications

Required Education:

  • Associate's degree in Business, Communications, or a related field.

Required Experience:

  • Minimum of two (2) years of related job experience

License/Certification:

  • None required

Preferred Qualifications

  • None

Knowledge, Skills and Abilities

Knowledge:

  • Knowledge of a variety of basic accounting practices and financial tasks, and the related trends, issues, and accepted practices.

Skills:

  • Good technical skills, including proficiency in MS Office and PeopleSoft; strong analytical and problem solving skills;
  • Excellent interpersonal and communication skills; good organizational and time management skills

Abilities:

  • Ability to plan and implement projects;
  • Ability to effectively communicate with a wide range of individuals and constituencies in a diverse university community

Work Location and Physical Demands

Primary Work Location:

  • Works in an office environment.

Physical Demands:

  • Work is performed in a typical interior work environment which does not subject the employee to any unpleasant elements; individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks.

Position Specific Competencies

Commitment to Excellence - UHD

  • Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
  • Continuously strives to improve work performance.
  • Accepts responsibility for his/her commitments to the university.
  • Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.

Integrity

  • Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
  • Accepts responsibility for his/her actions.
  • Respects and complies with department and university policies, procedures, and work rules.

Respect and Cooperation

  • Treats others with courtesy, respect, and dignity in the workplace.
  • Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.

Proficiency

  • Possesses required job skills and knowledge.
  • Demonstrates the ability to apply those skills and knowledge to competently perform his/her job duties and assignments.

Dependability

  • Takes responsibility to accomplish job assignments within reasonable deadlines.
  • Willing to accept new projects and/or commitments.
  • Does due diligence to complete projects within specified timeframes and/or fulfill commitments.
  • Arrives to work on time prepared and ready to contribute.

Flexibility

  • Willingly adjusts to changing work assignments or conditions.
  • Open to changes in operational procedures, technology, and/or organizational structure.
  • Views changes as opportunities for learning and professional development.
  • Displays a positive attitude to encourage others.
  • Promptly responds to changes in work priorities and/or unexpected circumstances or situations.

Computer/Automated System Proficiency

  • Proficient in the use of university applications or automated systems to perform job duties.
  • Complies with related policies, procedures, and work rules to maintain system security and data integrity.

Focus on Customer Service

  • Focuses on customer's needs and expectations. (Customers can be students, external constituents, employees, or university guests.)
  • Respectfully ascertains customer's needs and determines appropriate response.
  • Promptly responds by providing requested information, takes appropriate action, or refers customer to appropriate individual or department.
  • If further actions need to be taken, advises customers of realistic timeframes for a response to their request.
  • Follows up with customers on outstanding requests in a timely manner.
  • Tactfully explains to customers why their needs and/or expectations cannot be met if the university does not provide the requested information or services.

This job description may not encompass all duties and responsibilities associated with the position.

Last updated 4/27/2022 6:10 AM