Jobs · Finance · Illinois

Financial Assistant

Northwestern University · Evanston, IL · 3 wk ago
Finance$23–$26/hrInternship
We need to output HTML fragment with sections: About the role? Actually job summary is prose. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have: - Job Summary: could be "About the role" (or maybe "Job Summary" but we must use allowed headings). Use

About the role

then

with summary. - Responsibilities: we have many bullet points under Specific Responsibilities with subheadings: Financial Administration, Research Administration, Personnel and Payroll Administration, Customer Service and Faculty Support, Compliance and Internal Controls, Operational Support, Miscellaneous. We need to output a

  • list of duties. Should we include subheadings? Not required; just list items. Could keep subheadings as part of li text. We'll produce a list of responsibilities. - Requirements: Minimum Qualifications and Minimum Competencies. Could combine into Requirements section. Use

    Requirements

    then list. - Qualifications: Preferred Qualifications. Use

    Qualifications

    then list. - Skills: maybe Minimum Competencies already covered skills; but we could also have Skills section separate. However we already used Requirements for qualifications and competencies. The instruction says use headings for those categories; we can decide to put Minimum Qualifications under Requirements, Minimum Competencies under Skills, Preferred Qualifications under Qualifications. That seems logical. - Benefits: we have Benefits section with description. Use

    Benefits

    then

    with description. - Pay: we have target salary range and hourly. Use

    Pay

    then

    with that info. - Schedule: we have hybrid work schedule. Use

    Schedule

    then

    . We must not include boilerplate like EEO, etc. Also remove duplicated lines, navigation, cookie, etc. Also remove application instructions. The posting includes "Miscellaneous Performs other duties as assigned." That's a responsibility; we can include as a list item. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from the posting. Let's extract: Job Summary paragraph: "The Financial Assistant provides financial, administrative, and research administration support to faculty, staff, and departmental leadership within the Department of Chemistry. Working under the guidance of senior financial staff, this position assists with financial management, personnel administration, payroll coordination, procurement, expense processing, and post-award research administration activities. The Financial Assistant serves as a key customer service resource for faculty research groups and helps ensure compliance with university policies, sponsor guidelines, and financial controls. This position supports the department's commitment to operational excellence, responsiveness, and stewardship of university resources." That's the summary. Responsibilities: list each bullet. Financial Administration: - Prepare and monitor financial transactions for assigned faculty portfolios. - Process expense reports, reimbursements, purchasing requests, and journal entries. - Review transactions for accuracy, completeness, and policy compliance. - Reconcile accounts and investigate discrepancies. - Assist with monthly financial reporting and account monitoring. - Support year-end financial activities and departmental closeout processes. Research Administration: - Assist with post-award administration of sponsored projects. - Monitor grant expenditures and funding balances. - Prepare financial reports and supporting documentation for principal investigators. - Ensure expenditures comply with sponsor and university guidelines. - Coordinate with central administrative offices regarding grant-related transactions. Personnel and Payroll Administration: - Process position appointments and personnel transactions. - Assist with faculty, staff, student, postdoctoral, and visiting scholar funding changes. - Coordinate payroll funding updates and labor distribution corrections. - Maintain personnel records and supporting documentation. Customer Service and Faculty Support: - Serve as a primary contact for assigned faculty and research groups. - Respond promptly to inquiries regarding financial transactions, payroll, travel, and purchasing. - Provide guidance on university policies and procedures. - Build collaborative relationships with faculty, students, and administrative partners. Compliance and Internal Controls: - Ensure transactions comply with university policies and procedures. - Maintain documentation supporting financial transactions and approvals. - Assist with audits, monitoring activities, and compliance reviews. - Support strong internal controls and risk management practices. Operational Support: - Participate in process improvement initiatives. - Assist with special projects and departmental reporting needs. - Support implementation of new financial processes and systems. - Contribute to a collaborative and service-oriented business office environment. Miscellaneous: - Performs other duties as assigned. Minimum Qualifications: - High school diploma or the equivalent. - At least three years of administrative, financial, accounting, or higher education experience preferred. Minimum Competencies (Skills): - Strong attention to detail and organizational skills. - Excellent customer service and interpersonal skills. - Ability to manage multiple priorities and meet deadlines. - Proficiency in Microsoft Excel and Microsoft Office applications. - Strong written and verbal communication skills. - Ability to analyze financial information and identify discrepancies. - Ability to work independently and collaboratively in a team environment. - Commitment to confidentiality and professional integrity. Preferred Qualifications: - Bachelor's degree in Business, Finance, Accounting, Higher Education Administration, or related field; or equivalent combination of education and experience. - Experience working with financial systems, budgets, or sponsored research administration is desirable. - Experience in a university or research-intensive environment. - Knowledge of sponsored research administration. - Experience with financial, payroll, and HR systems. - Familiarity with grant management and compliance requirements. Success Factors: maybe could be included under Skills or Qualities but not a required heading. Could be omitted or placed under Skills? The instruction says include sections only when posting has real specific content. Success Factors is substantive; but we don't have a heading for it. Could we put under Skills? Or maybe under Qualifications? The allowed headings are limited; we could incorporate Success Factors into Skills or Qualifications as a list. But we must not invent headings. Could add a

    Skills

    and include both Minimum Competencies and Success Factors. However we already used Skills for Minimum Competencies; we could merge Success Factors there. That would preserve all info. Benefits: paragraph. Pay: "The target salary range for this position is $48,024 - $54,288 annually, which is $23.00 - $26.00 hourly." Schedule: "This position works a hybrid work schedule, with a combination of in-office and remote work." We must not include repeated lines like "Job Summary" etc. Now produce HTML:

    About the role

    ...summary...

    Responsibilities

    • ... each item ...
    • ...

    Requirements

    • High school diploma or the equivalent.
    • At least three years of administrative, financial, accounting, or higher education experience preferred.

    Skills

    • Strong attention to detail and organizational skills.
    • Excellent customer service and interpersonal skills.
    • Ability to manage multiple priorities and meet deadlines.
    • Proficiency in Microsoft Excel and Microsoft Office applications.
    • Strong written and verbal communication skills.
    • Ability to analyze financial information and identify discrepancies.
    • Ability to work independently and collaboratively in a team environment.
    • Commitment to confidentiality and professional integrity.
    • Successful candidates will demonstrate a strong customer-service mindset.
    • Proactive problem-solving abilities.
    • Excellent organizational and time-management skills.
    • Commitment to accuracy and accountability.
    • Ability to build trusted relationships with faculty and administrative partners.
    • Dedication to supporting research and academic excellence.
    But note that Success Factors bullet points start with "Successful Candidates Will Demonstrate". We can rephrase as list items preserving meaning. Must not invent or summarize away detail; we can keep the exact phrasing but as list items. Eg: "
  • Successful Candidates Will Demonstrate A strong customer-service mindset.
  • " but that's awkward. Better to keep as separate items: "A strong customer-service mindset." etc. However that would be summarizing? The original says "Successful Candidates Will Demonstrate A strong customer-service mindset. Proactive problem-solving abilities. Excellent organizational and time-management skills. Commitment to accuracy and accountability. Ability to build trusted relationships with faculty and administrative partners. Dedication to supporting research and academic excellence." We can break into separate list items each starting with the phrase. That preserves detail. Thus Skills list includes Minimum Competencies and Success Factors.

    Qualifications

    • Bachelor's degree in Business, Finance, Accounting, Higher Education Administration, or related field; or equivalent combination of education and experience.
    • Experience working with financial systems, budgets, or sponsored research administration is desirable.
    • Experience in a university or research-intensive environment.
    • Knowledge of sponsored research administration.
    • Experience with financial, payroll, and HR systems.
    • Familiarity with grant management and compliance requirements.

    Benefits

    At Northwestern, we are proud to provide meaningful and competitive benefits. The available benefits package for this position will include health, dental, vision, disability, and life insurance; paid vacation and holidays; paid medical/sick and parental leave; tuition benefits for the employee and dependents; pre-tax and flex spending accounts for commuting and dependent care; generous retirement savings options; and wellness programs. For a comprehensive overview of available benefits, including eligibility details, visit us at https://www.northwestern.edu/hr/benefits/index.html to learn more.

    We should also include Work-Life And Wellness and Professional Growth & Development? Those are also benefits-related but not under Benefits heading. The instruction says include a section ONLY when posting has real specific content for it — we have Benefits section already with description; we could also add Work-Life And Wellness and Professional Growth & Development as separate sections? But allowed headings are Benefits, Pay, Schedule only. So we should not create extra headings. We could incorporate those paragraphs into Benefits section as additional info. That would preserve all substantive info. So extend Benefits paragraph to include those. Thus Benefits paragraph: combine the three paragraphs. Let's extract: Benefits paragraph: "At Northwestern, we are proud to provide meaningful and competitive benefits. The available benefits package for this position will include health, dental, vision, disability, and life insurance; paid vacation and holidays; paid medical/sick and parental leave; tuition benefits for the employee and dependents; pre-tax and flex spending accounts for commuting and dependent care; generous retirement savings options; and wellness programs. For a comprehensive overview of available benefits, including eligibility details, visit us at https://www.northwestern.edu/hr/benefits/index.html to learn more." Work-Life And Wellness: "Northwestern offers comprehensive programs and services to help you and your family navigate life’s challenges and opportunities and adopt and maintain healthy lifestyles. We support flexible work arrangements where possible and programs to help you locate and pay for quality, affordable childcare and senior/adult care. Visit us at https://www.northwestern.edu/hr/benefits/work-life/index.html to learn more." Professional Growth & Development: "Northwestern supports employee career development in all circumstances whether your workspace is on campus or at home. If you’re interested in developing your professional potential or continuing your formal education, we offer a variety of tools and resources. Visit us at https://www.northwestern.edu/hr/learning/index.html to learn more." We'll combine them into one

    maybe with multiple sentences. Pay:

    Pay

    The target salary range for this position is $48,024 - $54,288 annually, which is $23.00 - $26.00 hourly.

    Schedule:

    Schedule

    This position works a

Similar jobs

Financial Assistant

Wintrust Financial CorporationBarrington, IL· 3 wk ago
Sales$20.2–$24.04/hrapply on wintrust.wd1.myworkdayjobs.com

Financial Assistant

Wintrust Financial CorporationLake Forest, IL· 3 wk ago
Sales$20.2–$24.04/hrapply on wintrust.wd1.myworkdayjobs.com

FINANCIAL ASSISTANT

First Baptist Church MariettaIndiana, United States· 2 mo ago
Financeapply on mariettafbc.org

Financial Assistant

Greenville Borough ManagerGreenville-Washington, North Carolina Area· 2 mo ago
Financeapply on greenvilleborough.com

Financial Assistant

Liaison Technology GroupNashville, TN· 3 mo ago
Financeapply on liaisonhomes.bamboohr.com