Finance Associate

Winthrop University • Rock Hill, SC

4d

About The Position

The Finance Associate role encompasses a variety of responsibilities across procurement, travel, accounts payable, budget, and accounting functions. This position is crucial for ensuring efficient and compliant financial operations within the organization. The associate will handle routine financial tasks, maintain accurate records, and provide support to employees and students regarding financial processes. Key areas of focus include managing vendor information, processing travel authorizations and expenses, reviewing invoices and payment requests, addressing budget inquiries, and assisting with financial reporting. The role also involves creating procedural documentation and providing backup support for other team members.

Requirements

• High school diploma and four years of finance experience; an equivalent combination of education and experience may be considered.
• Intermediate proficiency with Microsoft Excel, including pivot tables, aggregation formulas and lookup functions.

Nice To Haves

• Experience with Adobe and Microsoft Word, PowerPoint, and SharePoint.
• Experience working as part of a service team.
• Experience with Banner or similar integrated software system.
• Relevant experience at an institution of higher education.

Responsibilities

• Determines and executes appropriate procurement procedures for routine purchases, including referrals to Information Technology for technology procurement, institutional software contracts, and purchase order support.
• Ensures a complete W-9 is on file for all vendors, vendor profiles in Banner are complete and accurate, and vendors have been reviewed for independent contractor/employment classification.
• Ensures independent contractors have a current contract.
• Reviews requisitions for potential fixed-asset implications and notifies the appropriate functional offices.
• Reviews and reconciles purchasing card (P-Card) transactions for appropriate funding, policy compliance, and completion.
• Maintains financial records and files.
• Assists in preparing routine, standardized reports.
• Responds to department questions regarding P-Card use and escalates complex procurement processing concerns.
• Assists employees and students in submitting travel authorization requests, including recording commitments in Banner.
• Reviews and processes routine employee, student, and group travel authorization requests.
• Reviews and processes requests for and reconciliation of travel-related cash advances and out-of-pocket expenses, including those processed on a P-Card.
• Retains financial records and files according to adopted naming conventions, organization, and record retention protocols.
• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex travel processing concerns.
• Reviews and routes invoices from third-party vendors and completes or routes change order requests.
• Reviews routine check requests to ensure they are complete and comply with policy.
• Reviews requests to pay independent contractors and determines whether they meet IRS regulations.
• Retains financial records and files according to adopted naming conventions, organization, and record retention protocols.
• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex concerns to the appropriate person.
• Addresses or routes budget-related inquiries.
• Addresses or routes user questions related to Banner Finance and related modules.
• Reviews initial budget submissions for compliance with guidelines and mathematical accuracy.
• Retains financial records and files according to adopted naming conventions, organization, and record retention protocols.
• Assists in preparing routine, standardized reports.
• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex concerns to the appropriate person.
• Creates and maintains procedural documentation.
• Performs other related duties as required, including serving as backup for other members of the assigned Business Center.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED