Compliance & Disbursement Services Assistant
About The Position
As the Compliance & Disbursement Services Assistant, you are the operational backbone of the disbursement and platform administration function, ensuring internal financial workflows run accurately, efficiently, and in full alignment with IUF policy. Your work spans several interconnected functions. You review and code internal general ledger disbursements, verify vendor information, and confirm that supporting documentation aligns with requested totals before processing checks, ACH transfers, and wires through our Financial Endowment systems. You own the full Concur administration function, managing user accounts, corporate cards, department codes, delegating assignments, and authorized signer roles to keep the platform current and compliant. You also conduct recurring audits, lead signer cleanup initiatives, manage scholarship reimbursement workflows, and maintain the outstanding check registry to support stale-dated check and escheatment reporting. You work cross-functionally with colleagues across IUF, IU, and the Accounting teams, fielding policy questions from IU signers, supporting audit documentation requests, and bringing a customer service mindset to every interaction. If you take ownership of detail-oriented work, bring a policy-grounded approach to financial operations, and are looking for a role where you can grow, we'd encourage you to apply.
Requirements
- Associate degree in a business-related field preferred, or equivalent work experience required
- Solid foundation in basic accounting principles and general ledger maintenance
- Ability to interpret and communicate complex financial policies to diverse stakeholders
- Strong attention to detail in financial review and data accuracy
- Advanced proficiency in Microsoft Office Suite including Excel and Word
- Strong problem-solving skills and sound judgment regarding sensitive information
- Composure and reliability in a high-volume, deadline-driven environment
Nice To Haves
- Familiarity with Accounting platforms such as Blacbaud Financial Edge, Concur, or business analytics software such as Tableau preferred
Responsibilities
- Review and code internal general ledger disbursements
- Verify vendor information
- Confirm that supporting documentation aligns with requested totals before processing checks, ACH transfers, and wires through our Financial Endowment systems
- Manage user accounts, corporate cards, department codes, delegating assignments, and authorized signer roles to keep the platform current and compliant
- Conduct recurring audits
- Lead signer cleanup initiatives
- Manage scholarship reimbursement workflows
- Maintain the outstanding check registry to support stale-dated check and escheatment reporting
- Field policy questions from IU signers
- Support audit documentation requests
- Bring a customer service mindset to every interaction
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
