About this 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.
- 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.
- 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.
EDUCATION:
- Bachelor's Degree degree is required.
- Will accept four (4) additional years of experience in lieu of degree.