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 | 05/10/2023 |
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
| As a Financial Services and Business Associate, this position will help administer the processing of entertainment-related transactions, including but not limited to processing vendor purchase orders, ePays and travel expenses related to School of Medicine(SOM's) events. The incumbent will serve as a subject matter expert in entertainment policy and assist with drafting polices and procedures as well as training staff and faculty across the School. Moreover, this position will be an important part of the overall Business Operations team where they will participate in numerous projects in an environment where team collaboration is an essential part to the success of the unit. |
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 |
| In depth experience working with and knowledge of UC financial policies, procedures and systems. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
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.
|
30 |
| 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. | 15 |
Functions as a resource to support staff on issues such as researching financial discrepancies, escalated customer service problems and vendor concerns.
|
15 |
Trains staff and creates effective teamwork environment.
|
10 |
| Assesses and recommends changes to maintain compliance with federal and state requirements and internal financial/audit policies. | 10 |
| Conducts or assists with researching, developing and implementing new and changing business processes and policies for the unit as well as for the overall SOM community. Helps ensure that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. Other adhoc duties as assigned. | 10 |
| May serve as a department ProCard holder, and assist with purchases as needed, in support of the SOM faculty and staff or may serve as ProCard DCA to assist in review of backup documentation and re-appropriation to correct FAU, depending on departmental need. | 10 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Strong knowledge of financial data management and reporting systems. | Required |
| Working knowledge of financial processes, policies and procedures. | Required |
| Ability to function effectively as a member of a team. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Ability to adapt to changing priorities. | 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. | Preferred |
| Working knowledge of general accounting principles. | Preferred |
| Demonstrated skill with query tools to extract data from databases. Advanced skills in Word and Excel, to include the use of pivot tables and formulas. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| 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 Path 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 |