Works with multiple sources of funding which may include donor or research restricted funds. Performs or coordinates several areas of financial accounting, recordkeeping, processing or administration. May conduct one or more of the following duties. Prepare budget for department, unit or school working with core or sponsored research funds usually utilizing information and assumptions provided by others. Review or reconcile accounts, transactions, or balances. Provide research and basic data analysis for use in financial planning and decision making. Prepare complex financial reports that may require selection, preparation, and interpretation of data using a complex data query tool and spreadsheet application. Generate entries to accounting and record keeping systems, and establish procedures for tracking and reporting. Process or assist with payments of vendor invoices, and individual reimbursements. Research accounting discrepancies. Associates degree in accounting or 3 to 5 years of experience required. Good written and oral communication skills. Intermediate to advanced proficiency with spreadsheet software required.

Job Summary
The Financial Associate is responsible for review and approval of all financial transactions generated by a variety of the client departments and centers. The Associate will be fully knowledgeable of the client financial policies, and will use judgment to determine whether transactions are allowable within those parameters.
This role will work independently with minimal supervision in selecting and applying established procedures appropriately.

Job Specific Responsibilities:
As a Financial Associate you will:
Serve as the primary financial contact for a portfolio of the client departments.
Closely monitor and review financial transactions for accuracy, completeness, and allowability including invoice payments via B2P, client-issued credit cards via Concur, and cash receipts.
Troubleshoot systems or process issues with department administrators and other support staff;
Advise on financial policy matters and escalates policy concerns as appropriate
Understand the client financial policies and guides the client departments accordingly, collaborating among peers in the finance office to ensure consistency of policy interpretation
Continually observe financial operations with a lens of process improvement, and in partnership with peers in the finance office, makes recommendations for workflow changes, as appropriate
Provide other financial expertise or support to peers in the finance office as needed, including processing journals, documenting processes, etc.

Basic Qualifications
3 or more years of related experience. Education beyond high school may count toward experience.

Additional Qualifications
We are looking for people who have:
A college degree, with business, finance, or accounting training a plus.
Experience in demonstrating a strong attention to detail.
A commitment to a high standard of customer service and can exercise sound judgement.
The ability to handle sensitive and/or confidential information with discretion.
Strong computer and analytical skills, including experience with Microsoft Office Suite

ADDITIONAL DETAILS:
Client experience
Strong B2P experience
Strong Concur experience
Direct financial operations experience
Strong office or administrative experience
Exposure to financial processing functions
Ability to learn systems quickly
Attention to detail Strong customer service and communication skills

Notes:
SCHEDULE: Mon-Fri 9-5p, 35 hours a week, First few weeks 100% onsite with Hybrid option when team is confident of training.