General Information
Job Description | FINANCIAL SVC ANL 2 | Working Title | Financial Services Business Associate |
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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 |
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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 |
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Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
Experience | Requirement |
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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 |
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Educational Condition Requirements
Condition | Requirement |
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Key Responsibilities
Description | % Time |
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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.
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55 |
Monitors the delivery of quality customer service to various constituencies to include internal department clients and external vendors.
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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.
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5 |
Trains staff and creates effective teamwork environment.
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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 |
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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 |
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Must pass a background check. | Required |
Overtime | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
Supervision |
Environment
Working Environment
UC IntelliCenter |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
Is Critical Position: Yes |