Accounting/Finance Associate (1370224) - Apidel Technologies

Description:

CORE DUTIES (from JDL)  

% of Time Recommended          Duties(DO NOT EDIT OR CHANGE)      ExamplesRecommended

10%      Review,process, gather, and compile accounting transactions and documents forcompleteness, accuracy, and compliance.      Onan as needed bases, Finance team will request reporting information from theAccounting/Finance Associate (AFA).   TheAFA will need to learn Bi reporting and become proficient with excel, to runpivot tables.

10%      Reviewtransactions, support documents, journal postings, etc. for accuracy,consistency, authorizations and compliance. Monitor transactions in accountingsystems for clearing and outstanding items.          Reviewall transactions to ensure accuracy before approval by manager. Collaboratewith administrative assistance to resolve outstanding issues around p-cards andreimbursements. 

10%      Compile,maintain, and review data and daily reports for accuracy. Generate standardizedfinancial reports.            AFA will betrained on reporting and will be called upon to generate reports as requestedfrom the Depts controller.  Reports willinclude Bi canned reports and maintaining monthly push reporting (automatedreports setup in Bi).

10%      Resolvetransactional inquiries, escalate broader issues. Maintaining responsive turnaround for reimbursements requested byfaculty and staff in the department and escalate issues as needed to the DeptsSr. Finance manager

15%      Respond totransactional inquiries from client groups.     AFAwill need to respond to staff and faculty inquiries about their p-card andreimbursement transactions.  The AFA willundergo rigorous training to be a transaction policy expert, so that they canfield a variety of policy question from our faculty and staff.

25%      May beresponsible for p-card administration, processing, travel cards and expendablereimbursements.   One of the primaryresponsibilities for this position will be to process expense request andp-card transactions for our clinical faculty and staff.  This will require not only a deepunderstanding of university policy and attention to detail, but the ability tobe diplomatic and strong communicator both orally and in writing.

5%       Mayestablish accounts in financial systems; prepare invoices.    Prepares invoices needed to submit tovarious institutions. Streamlined processing by creating systems that includedspreadsheets with PTA etc. for faster submission and accuracy.

5%       Participatein new initiatives, as needed such as user testing.      Attend -provided trainings to further skillset and enhanceproductivity.

5%       Maintainaccounting/finance departmental files and desktop procedures and processdocuments for area of responsibility. Ensure compliance with Universitypolicies, and federal regulations and requirements.         Maintains records of processing transactions and ensurescompliance with University polices and has taken all necessary courses.

Other duties may also be assigned

Additional CORE DUTIES/FUNCTIONS:   This additional information is to be used todescribe significant additional duties specific to this position.  You may add additional lines as needed.

% of Time         Duties   Examples

5%       Performduties associated with scheduling and organizing events or meetings; provideadministrative support as needed.            Position provides administrative support to the Department Finance Manager,including scheduling and handling logistics for events and meetings related tothe Finance team.

Requirements:

QUALIFICATIONS:

This section includes qualifications from the JDL andcannot to be edited or changed.  Add yourdesired qualifications and knowledge, skills and abilities as needed.  This section can be pasted in the Taleorequisition in section number 3 - Description (External) under Qualifications External.    

DESIRED QUALIFICATIONS:

Bachelors degree in related field

Accounting/Finance experience in an academic setting

EDUCATION & EXPERIENCE (REQUIRED):

High School diploma or equivalent and two years\' workexperience.

KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED):

Knowledge of basic accounting procedures.

Ability to operate computerized office applications andaccounting systems.

Ability to clearly and effectively communicateinformation to internal audiences and client groups

PHYSICAL REQUIREMENTS:

Constantly perform desk-based computer tasks.

Frequently sit, sort, file paperwork or parts, grasplightly, and use fine manipulation, lift, carry, push and pull objects thatweigh 10 pounds or less.

Occasionally write by hand, twist, bend, stoop and squat.

Rarely stand, walk, reach or work above shoulders and usea telephone.

Consistent with its obligations under the law, theUniversity will provide reasonable accommodation to any employee with adisability who requires accommodation to perform the essential functions of hisor her job.    WORKING CONDITIONS:

May work extended hours during peak business cycles.

WORK STANDARDS:

Interpersonal Skills: Demonstrates the ability to workwell with  colleagues and clients andwith external organizations.

Promote Culture of Safety: Demonstrates commitment topersonal responsibility and value for safety; communicates safety concerns;uses and promotes safe behaviors based on training and lessons learned.

Subject to and expected to comply with all applicableUniversity policies and procedures, including but not limited to the personnelpolicies and other policies found in the University\'s Administrative Guide,http://adminguide..edu.

Full time or part time: Full

Number ofhoursper week: 40

Shift timing/schedule: Mon-Fri 8am 5 (but flexible)

Will the resource be working with minors  no

How many years of experience are required  Some experience is strongly preferred

Will this role extend or possibly convert to a  FTE Yes, this is a possibility..

Top 3 requirements to hire 

Someone who has processed reimbursements and verifiedp-card transactions

Strong customer service skills

Strong writing abilities.

Location Address: 1520 Pagemill

Remote/onsite/hybrid: hybrida