Analyst 1: Commercial Card

Duties & Responsibilities

• Provides customer support to existing and potential card users by addressing policy interpretations, general and technical inquiries, contacting the bank, and problem resolution
• Maintains an understanding of purchasing and travel policy, procedures, procurement thresholds, and grant-related requirements
• Researches, interprets, and applies applicable standards and federal, state, and local policies, procedures, and laws
• Develops and updates training material. Provides training and support to cardholders on proper card use, expense reporting procedures, and resolution of card-related issues
• Captures and maintains the card training calendar
• Coordinates card training sessions and maintains card training log
• Affords assistance with online card applications, reporting lost/stolen cards, and closing accounts
• Maintains compliance and proper card usage to ensure the continued success of the purchasing and corporate card programs
• Maintains monitoring of procedures used for purchasing and corporate cards, payment and interdepartmental reconciliation processes, and reviews and approves exception requests
• Serves as the primary point of contact with the card-issuing bank and expense management system
• Investigates and resolves discrepancies
• Analyzes and reconciles internal and external information
• Affords assistance in prioritizing and assigning work and ensuring staff is trained
• Prepares reports and presentations using automated financial systems and other computer applications, including word processing
• Prepares reports for management on card statistics and compliance; monthly, quarterly, and annually
• Investigates, analyzes, and compiles reports. Utilizes report writing systems and/or queries. Responds to and works with internal and external auditors
• Prepares, examines, and analyzes accounting records and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
• Communicates clearly and concisely both in writing and orally
• Evaluates accounting and operational procedures and recommends improvements
• Updates and reviews financial processes as needed
• Defines requirements for creative, logical, and effective research projects
• Works independently on major special projects

Job Requirements/Qualifications

• Bachelor’s degree in related field and
• Up to one year of related financial experience and
• A valid Arizona driver license or
• An equivalent combination of certification, education and experience sufficient to successfully perform the essential duties of the job such as those listed above

Preferred

• One to Three years of related experience

Knowledge, Skills And Abilities

• Knowledge of regulatory compliance principles and practices
• Knowledge of business management and fiscal practices
• Knowledge and application of organizational and time management principles
• Skills in analyzing data and drawing conclusions
• Skills in effective communication (both written and oral)
• Skills in problem solving
• Ability to apply analytical and critical thinking skills as well as draw conclusions and prepare accurate reports of results
• Ability to apply effective and accurate data entry and typing skills
• Ability to develop and maintain effective and positive working relationships