Financial Specialist-Intermediate

Job Description

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.
• 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.
  
  

Education

• Bachelor's degree is required.
• Will accept experience in lieu of education.
  
  

Required Skills

Three (3) years of financial transactions experience or related experience is required.

About Us

Benefits Overview

UT Health San Antonio offers an excellent benefits package for its employees. Employees who work at least 20 hours a week, with an appointment of at least 4.5 months, are eligible for 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 and their dependents can also receive discounted copays and coinsurance when using UT Health Physicians, a network of 800 premier physicians including more than 100 specialists.

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. Both PPO plans allow employees to choose any licensed dentist.

Vision - Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options that offer either standard or enhanced vision benefits. Life Employees receive $40,000 of group term life insurance and $40,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates.

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:

• Front-loaded Paid Time Off: 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.
  
  

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.

Discounts - Employees enjoy a range of discounts on services, tickets, and gym membership.

EEO Statement

UT Health San Antonio is an equal employment opportunity and affirmative action employer. It is our policy to promote and ensure equal employment opportunity for all individuals without regard to race, color, religion, sex, gender identity, national origin, age, sexual orientation, disability, or veteran status.