General Information


Job Description FINANCIAL SVC ANL 2 Working Title Financial Services Business Associate
Job Code 004627 Grade 19
Department Name SOM Finance & Administration - D02013 Department Head Maria Aldana
Supervisor Shellee Kreuter Effective Date 01/30/2023
Position(s) Directly Supervised
Job Code Title FTE

Generic Scope
Professional who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action.

Custom Scope
Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors.

Department Custom Scope
The SOM Financial Services Business Associate will use skills as a seasoned, experienced professional with a full understanding of financial practices, policies and procedures in a clinical and educational enterprise and find creative and compliant solutions to diverse travel and broad procurement business services. Incumbent is an important member of the Business Operations team where teamwork is an essential part of the workplace success. Demonstrates good judgment in selecting methods and techniques for obtaining solutions for travel and general procurement matters. Educates SOM staff, faculty and affiliated parties on SOM procurement and travel policies, procedures and business strategies. Contacts are both internal and external to the department.

Education & Experience Requirements

Education Requirements
Degree Requirement
Bachelor's degree in related area and/or equivalent experience/training. Required

Experience Requirements
Experience Requirement
2 - 4 years of related experience. Required
Experience working in higher education or related enterprise in a Business Office or Business Services capacity. Preferred

License Requirements

Certification Requirements
Certification Requirement

Educational Condition Requirements
Condition Requirement

Key Responsibilities

Description % Time
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.
  • Manages the travel reimbursement process for the all of SOM faculty, students and staff. Trains travel delegates across the school and serves as the subject matter expert and liaison between SOM faculty and Staff and central Accounting.
55
Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors.
  • Resolves customer service problems by clarifying constituents complaints while determining the cause of the problem, selecting and explaining the best solution, expediting correction or adjustment and following up to ensure resolution.
10
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.
5
Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns.
  • Provides recommendations for problem resolution and executes travel-related transactions in accordance to policy.
5
Trains staff and creates effective teamwork environment.
  • Collaboratively works with the other SOM Business Associates to create an effective teamwork environment, where teamwork strategies are extremely important to the success of the unit. Will also train faculty and staff in system use and policy and procedures to ensure efficiency and effectiveness.
5
Conducts or assists with researching, developing and implementing new and changing business processes.
5
Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies.
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.
5
May serve as the unit Department Card Administror (CDA) to help manage the ProCard administration process, which requires review and validation of Procard transactions from department cardholders.
5

Knowledge, Skills & Abilities

Knowledge/Skill/Ability Requirement
Proficiency in the use of spreadsheet and database software. Required
Strong knowledge of financial data management and reporting systems. Required
Working knowledge of financial processes, policies and procedures. Required
Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Required
Ability to adapt to changing priorities. Required
Ability to function effectively as a member of a team. Required
Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. Required
Demonstrated skill in identifying the customer's perspective and maintaining a commitment to excellence in customer services. Ability to build and sustain effective customer service relationships. Preferred
Knowledge of UC and UCR financial policies, procedures and systems. Preferred
Skills to provide coaching and mentoring to support staff. Preferred
Ability to utilize online financial systems and applications with workflow capabilities. Advanced skills in Word and Excel, to include the use of pivot tables and intermediate formulas. Preferred
Ability to become a strong member of a collaborative team where building relationships and collaboration are essential to the success of the center. Collaboration strategies fostered by the unit include team contributions, sense of accountability, effective communication, healthy respect for different opinions/ideas and the ability to participate in group decision-making. Preferred
Working knowledge of general accounting principles. Preferred

Special Requirements & Conditions
Special Condition Requirement
Must pass a background check. Required
Overtime Required

Other Special Requirements & Conditions

Level of Supervision Received
Supervision

Environment

Working Environment
UC IntelliCenter

Other Requirements

Items Used
  • Standard Office Equipment

Physical Requirements
  • Squat : N/A
  • Crawl : N/A
  • Sit : Constantly
  • Climb : N/A
  • Stand : Frequently
  • Walk : Frequently
  • Bend : N/A

Mental Requirements
  • Perform Calculations : Constantly
  • Reason & Analyze : Constantly
  • Communicate Orally : Constantly
  • Write : Constantly
  • Read/Comprehend : Constantly

Environmental Requirements
  • Dust : No
  • Is around moving machinery : No
  • Is exposed to marked changes in temperature and/or humidity : No
  • Drives motorized equipment : No
  • Fumes : No
  • Works in confined quarters : No
  • Is exposed to excessive noise : No

Critical Position

Is Critical Position: Yes

More Information

General Campus Information

University of California, Riverside
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Riverside, CA 92521
Tel: (951) 827-1012

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Department Information

Human Resources
1160 University Ave.
Riverside, CA 92521

Fax: (951) 827-6493
E-mail: jobshelp@ucr.edu

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