Financial Specialist II

Job Description

A Glimpse of the Job

The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties.

Essential Duties/Tasks:

INVOICE PROCESSOR

• Process and update AggieBuy documents that are received in shared folders from our customers. Handle and process comments that are received and process them through the AggieBuy workflows in a timely manner. Meet daily total expectations and remain at a below 1% error rate for all processes. Provide support to internal and external customers to help improve on efficiency within our departments. Process invoices before the payment due date, maintaining compliance with TAMU. TAMU System and State of Texas disbursement guidelines. Must work to resolve any problems or gather missing documentation in a timely manner and kit it organized and flowing.

CHECK DISTRIBUTION

• Responsible for all processes involved with check distribution which includes printing daily local checks, reports, enclosures, accurate backup documentation. Handle returned checks within 30 days of returned. Contact departments/vendors for accurate address and look up addresses in FAMIS. Distribute reports to the individual mailboxes of those who have requested report. Maintain check and envelope inventory supplies monthly. Order checks and envelopes when needed. Monitor and maintain check printer and mail inserter machine. Provide assistance with the inserting of the Statements for Student Business Services and Payroll.

MAIL

• To open, batch, scan, quality control, validate and verify documents that are received in Financial Management Operations daily. Enter in accurate information into fields that are required in all software and computer systems that are used within our division and remain at or below a 1% error rate that is set within the Imaging and Data Control area. Ability to comprehend, apply and enforce rules and regulations that are in compliance with TAMU policies and procedures and guidelines. Maintains financial and non-financial internal controls in compliance with laws, policies, regulations, rules, procedures, and sponsor guidelines and make known any significant deficiencies, material weaknesses or fraud.

VENDOR STATEMENTS

• Provide backup support on payments inquiries received from all TAMU departments and outside vendors. Respond to vendor and departmental inquiries for payment or invoice research within one business day. To provide support to co-workers within the Imaging and Data Control Area when needed.

REPORTER REVIEWER

• Handling daily AggieBuy and Concur reports by analyzing, researching and make corrections if needed. Resolving discrepancies so that payments can be approved and processed through the workflows.

TRAINING & DUTY TITLE

• Provides guidance and training to Financial Specialist I, Financial Assistants, and student workers. Acts as a resource for new and ongoing staff to improve financial process. Performs other duties as assigned.

What you need to know

Salary: $18.67 hourly

Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section.

Required Education and Experience

• High School Diploma or any equivalent combination of education and experience.

• Five years of experience in any financial field such as accounting, general office/personal operations, business operations, and customer service.

Preferred Qualifications

• Professional experience working in higher education institutions

• Experience with financial systems and tools (Microsoft Office & accounting systems) including use of TAMUS software (e.g., FAMIS, Aggiebuy)

• Ability to manage multiple priorities in a fast-paced environment while delivering excellent customer service and follow-up

Knowledge, Skills, and Abilities

• Ability to multitask and work cooperatively with others.

• Knowledge of word processing, spreadsheet, and database applications.

• Strong verbal and written communication skills.

• Strong interpersonal and organizational skills.

Physical Requirements

• Ability to lift and/or move light to medium weighing objects.

Other Requirements and Factors:

• This position is security sensitive.

• This position requires compliance with state and federal laws/codes and Texas A&M University System/TAMU policies, regulations, rules and procedures.

• All tasks and job responsibilities must be performed safely without injury to self or others in compliance with System and University safety requirements.