Margie and Bill Klesse College of Engineering and Integrated Design at UTSA

Financial Specialist – Intermediate

Margie and Bill Klesse College of Engineering and Integrated Design at UTSA

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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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.

Requirements

  • 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.
  • Will accept four (4) years' experience in lieu of education.
Benefits
  • Medical - UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas. Family members can be added to the plan through payroll deduction.
  • Employees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates.
  • Dental - Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company, two PPOs and one dental HMO plan.
  • Vision - Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options that offer either standard or enhanced vision benefits.
  • Disability - Employees can enroll in the Disability Insurance which provides income if a non-work related illness or injury prevents you from working.
  • FSAs - Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses.
  • Retirement - Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP). TRS is a defined benefit retirement plan which UT Health matches employee contributions. ORP is for eligible faculty staff employees. Voluntary retirement programs are also available to invest before- or after-tax dollars with the choice of five quality retirement plan providers.
  • Time Off - A generous leave program offers multiple paid leave options: 128 to 208 hours (16 to 26 days) of Paid Time Off based on years of service, given at the start of each fiscal year. PTO may be prorated in year one based on date of hire. - Extended Illness Bank: 8 hours (1 day) accrued per month which can be used for illness or injury after one day of Paid Time Off is taken.
  • Paid Family Leave: Up to 240 hours (6 weeks) to care for a spouse, child, or parent after 6 months of consecutive employment.
  • Holidays: 12 set paid holidays each year.
  • Discounts - Employees enjoy a range of discounts on services, tickets, and gym membership.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial transactionsfinancial reportingaccounting systemsdata analysisrecords managementaccounting practicesagency reimbursement programs
Soft Skills
customer servicerelationship buildingconsultative skillsproblem solvingcritical thinkingoral communicationwritten communicationtime managementproject management