Applies financial services concepts (i.e., accounting, accounts receivable, accounts payable, purchasing, collections and billing), to resolve issues, and prepare business process procedures and policy recommendations.
- Establishes membership types and manages membership assignments and eligibility in Recreation management system (Fusion).
|
15 |
May act as team leader for support staff.
- Hire, train, supervise, evaluate, and develop Membership Services Assistant and approximately 20 student staff.
|
15 |
Provides analyses for complex summaries and proposals relative to a diverse range of topics to include new financial procedures and/or services, changes in legal regulations, tax implications, etc.
- Manages Recreation's ProShop retail operations to include product sourcing, managing inventory, and based on analysis determines product selection. Manages quarterly locker rental program.
|
10 |
Provides guidance to less experienced team members on financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections.
- Serves as the departments subject matter expert on Fusion (Recreation's management system), providing training and support to other staff. Also provide training and support in the areas of cashiering and collections compliance and protocols.
|
10 |
Applies a wide variety of internal and external policies and regulations to address a range of issues such as regulatory compliance, tax implications, recovery of cash, risk management, and the organized implementation of a diverse range of financial services for students and departments.
- Resolve membership and payment discrepancies. Processes payment refunds and inter-campus recharge and payroll deduction payments. Manages departmental PCI Compliance.
|
10 |
|
Responsible for providing reports and analyses for varied and complex budgetary, financial and resource projects.
|
5 |
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Assesses and recommends to management changes as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies.
|
5 |
Recommends and implements quality customer service standards and procedures to affect various constituencies, including internal department, students and external vendors.
- Responsible for the research, development, and implementation of all policies and procedures necessary to efficiently manage the membership services, access control, class registrations, retail operations, and equipment checkout programs following the UC and departmental regulations and guidelines.
|
5 |
|
Documents procedures for financial activities.
|
5 |
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Interprets related policies and advises customers accordingly.
|
5 |
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Helps train staff and creates effective teamwork environment.
|
5 |
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Participates in moderately complex audits of processes and recommends changes to processes. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
|
5 |
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Other duties as assigned.
|
5 |
