Financial Assistant, Finance and Administration

Target budgeted hourly rate: $23.50 to $24.50 per hour. Offered salary will be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.

About the Role

The Financial Assistant supports Alumni Relations and Development's financial operations, helping to ensure compliance, troubleshooting logistical issues, monitoring budget activity, assisting with revenue management, and supporting various projects and initiatives for ARD’s Finance and Administration team. This role is eligible for a hybrid work arrangement, up to two days remote and three onsite.

Responsibilities

• Budget:
  • Maintains and tracks individual budget accounts.
  • Coordinates annual budget process including tasks associated with the open/close processes.
  • Updates calendar, spreadsheets, templates, and forms; monitors submissions.
  • Completes reconciliation procedures and creates summary reports.
• Analysis, Statements & Reporting:
  • Prepares account, budget, cost, expenditure, and/or funds analysis.
  • Provides reports to managers in tracking payment status and notification when balances and activities do not comply with policy or procedures.
  • Creates reports and queries; reviews for incomplete records, data entry errors, and/or accounting mistakes.
  • Analyzes open encumbrances that are no longer valid and recommends appropriate modifications.
• Transactions:
  • Completes and maintains transactions in enterprise systems.
  • Provides review and oversight of all types of financial transactions, including complex ones.
  • Reconciles electronic financial transactions made through iModules platform and creates cash receipt tickets.
  • Reviews and ensures approval based on policy; troubleshoots problems.
  • Performs vendor/account research; obtains additional information or provides guidance.
  • Accesses multiple banking systems to process transactions, retrieve information, and/or initiate wire transfers.
  • Provides financial policy interpretation to ensure compliance.
  • Enters information into databases.
• Administration:
  • Provides excellent customer service, answering questions regarding policies, procedures, and transaction status.
  • Instructs and advises on appropriate courses of action and follows up on inquiries.
  • Provides administrative support for HR matters such as hiring and onboarding.
  • Completes clerical activities such as organizing meetings and reserving AV equipment.
• Training:
  • Assists with training new staff members.
  • Creates and provides financial training on practice, procedure, policy, and regulations.
• Performs other duties as assigned.

Qualifications

Minimum Qualifications

• High school diploma or the equivalent.
• 3 years of accounting and/or bookkeeping experience or the equivalent combination of education and experience.

Minimum Competencies

• Excellent computer skills, including proficiency in spreadsheet, database, and word processing software.
• Familiarity with financial reporting.

Preferred Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Business Administration and/or Financial experience.

Preferred Competencies

• Working knowledge of accounting and business principles, methods, and techniques.
• Strong analytical, mathematical, critical thinking, and problem-solving skills.
• Ability to prioritize work, strong organizational and interpersonal skills.
• Adeptness at handling detail, multitasking, and resourcefulness.
• Excellent communication and customer service skills.
• Ability to write clearly and concisely for various mediums.
• Ability to maintain composure during high-stress situations.
• Ability to work with varying personalities and staff requirements.
• Ability to maintain highly confidential information.

Benefits

• Health, dental, vision, disability, and life insurance.
• Paid vacation, holidays, medical/sick leave, and parental leave.
• Tuition benefits for the employee and dependents.
• Pre-tax and flex spending accounts for commuting and dependent care.
• Retirement savings options.
• Wellness programs.
• Work-life and wellness programs, including flexible work arrangements, childcare, and senior/adult care support.
• Professional growth and development resources.