Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies.
- Reviews and reconciles monthly general ledgers and payroll expense reports for Sales & Service Accounts within the IIGB. Performs analytical studies to monitor financial activities to ensure revenues are on target with financial plan. Reviews appropriateness of expenditures and identify inconsistencies. Coordinates corrective actions with appropriate Analyst. Prepares statements for coordinators on a monthly basis.
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20 |
Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly.
- Works on a limited scope of procurement of goods and services for IIGB. Responsible for working on business contracts as it relates to the Sales & Services Accounts within IIGB. Responsible for the monthly reconciliation of encumbrance reports. Serves as back up travel coordinator for IIGB.
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20 |
Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
- Generates new Sales & Services (S&S) applications as requested; develops a budget, scope of work, and justification in cooperation with Director and Core Managers. Reviews and modifies approved S&S activities on an annual basis. Conduct trend analysis and prepare financial models to monitor the performance of each S&S activity, and make recommendations as required to avoid deficits and/or surpluses.
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15 |
Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors.
- Constituencies further include internal and external sales and service customers, faculty from multiple departments and colleges, from both on campus and off campus. Provided services include financial and accounting analysis as well as research related support on interdisciplinary grant projects.
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10 |
Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.
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5 |
Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns.
- Serves as back up in the IIGB administrative office front desk supporting with building management and core support services.
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5 |
Conducts or assists with researching, developing and implementing new and changing business processes.
- In collaboration with the FOM will review departmental procedures and ensure they are in line with university policies.
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5 |
Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies.
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5 |
Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Recommends process changes to maintain compliance with federal and state requirements and internal
financial/audit policies.
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5 |
Documents processes and procedures for financial activities.
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5 |
Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries.
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5 |