Financial Specialist-Intermediate (Facilities Management & Capital Planning)

About the role

Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

Responsibilities

• Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk.
• Reviews and analyzes cost reports, contracts, or other financial data to advise customers.
• Enters and analyzes data, and creates reports.
• Initiates, supports, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals.
• Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
• Assist with reviewing and monitoring key performance indicators as determined by the department and customers served.
• Maintains dashboards in Business Analytics software that provides timely and accurate information and insight to customers on their accounts and financial situation.
• Manages customer relationships, participates in client department meetings to confirm service expectations and to anticipate upcoming needs, and meet service level requirements.
• Identifies recurring issues and questions, and escalates them to higher level position to implement solutions.
• Participates in business process improvement exercises by integrating customer recommendations.
• Provides monthly variance analysis and reconciliation of account services to departments.
• Advises clients of best practices or better solutions to reduce errors and optimize resources.
• Reviews client accounts to confirm appropriate and accurate accounting of expenditures.
• Promotes financial policies, procedures, and programs to university community and communicate changes as they are made.
• Educates customers on the appropriate interpretation of policies and procedures.
• Performs all other duties as assigned.

Qualifications

• Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures.
• Knowledge of records management policies and procedures.
• Knowledge of accounting systems and data.
• Ability to prepare financial reports using existing systems and data.
• Customer-service focus that is responsive and empathetic.
• Relationship building and consultative skills.
• Strong problem solving, critical-thinking, oral and written communication, time management, and project management skills.
• Fundamental knowledge of accounting practices and agency reimbursement programs.
• Comfortable working with personal computer/software, PeopleSoft, and Microsoft Office Suite.
• Bachelor's degree is required.
• Three (3) years of financial transactions experience or related experience is required.