Financial Associate: Financial Information Office, Haslam College of Business - UTK

University of Tennessee•Knoxville, TN

10d•Onsite

About The Position

Under the supervision of the Business Managers, these positions serve as key members of the Financial Information Office (FIO), supporting financial operations, reporting, and administrative functions for the college. These roles are responsible for assisting with accounts receivable reporting, including monthly and annual reporting requirements, as well as supporting compliance-related activities such as state/local tax reporting and annual UBIT reporting. These roles are responsible for processing all types of deposits on a daily basis, ensuring accurate documentation, timely recording, and adherence to university policies and procedures. These positions provide operational support for private funding activities, including account setup, database maintenance, and monitoring shared inbox communications. They will ensure timely and accurate financial processing, reconciliation, and reporting while maintaining compliance with university and college policies. These positions also serve as a backup for accounts receivable transaction processing and provide administrative and operational support to ensure efficient day-to-day FIO operations. Regular interaction with internal and external stakeholders is expected, with a focus on responsiveness, accuracy, and continuous process improvement.

Requirements

High school diploma or GED is required
Minimum of 4 years of relevant, progressively responsible experience with general bookkeeping, accounting, or financial administration, or an equivalent combination of education, training, and experience.
Knowledge of financial, bookkeeping, and general accounting principles
Knowledge of financial policies and procedures
Strong attention to detail
Advanced computer skills including ability to quickly learn new software systems
Ability to work independently with limited supervision
Excellent knowledge of Excel, Word, and other Microsoft based products
Excellent written and verbal interpersonal and communication skills
Ability to work effectively with a wide range of constituents internal and external to university
Ability to gather data, compile information, analyze information, and prepare reports accurately
Ability to compare information and apply critical thinking skills to recognize/resolve discrepancies
Ability to use tact and discretion when dealing with a variety of issues
Ability to prioritize competing responsibilities and assignments
Ability to protect and maintain confidential information.
Applicants must be legally authorized to work in the United States on a full-time basis without need now or in the future for sponsorship for employment-based visa status.

Nice To Haves

Vocational or technical training in bookkeeping/accounting
Associate’s degree in accounting, business, or related field
Bachelor’s degree in accounting, business, or related field
Minimum of 4 years of relevant, progressively responsible experience with general bookkeeping, accounting, or financial administration, including some in higher education environment.
Experience in higher education environment
Intermediate to advanced Excel skills

Responsibilities

Processes internal transfers for the college, ensuring correct coding and compliance with policy
Processes accounts payable entries for GEE, including invoices, T-27s, gift cards, and internal transfers
Reconciles monthly ledgers, identifying and resolving discrepancies in a timely manner
Assists with maintaining accurate financial records to support reporting and audit requirements
Proactively identifies and informs Business Managers of potential budget/financial issues, recommends solutions, and oversees implementation
Provides guidance on allowable expenditures and relevant fiscal policies
Researches, reviews, and resolves accounts payable discrepancies
Maintains financial records in support of department accounting activities
Manages payroll reconciliation and reporting per policy, including payroll check registers
Applies intermediate to advanced Excel and/or analysis skills to enhance reports including pivot tables, formulas, and custom metrics
Collaborates with FIO staff and departments to ensure consistent and accurate financial transactions
Provides financial processing and/or reconciliation support to Haslam Undergraduate Business Programs ensuring compliance with fiscal policy
Assists with department purchasing of gift cards and tracking inventory for yearend
Serves as backup support for Accounts Payable transaction processing, including invoices and travel/procurement reconciliation
Assists with preparation of monthly and annual accounts receivable (A/R) reports to support financial
Prepares weekly open invoice reports to send to GEE program teams, problem solves and answers inquiries about reports
Supports state and local tax reporting processes to ensure compliance with applicable regulations
Assists with annual Unrelated Business Income Tax (UBIT) reporting requirements
Reviews A/R data for accuracy and identifies discrepancies for resolution
Maintains financial records in support of department accounting activities
Serves as backup support for A/R transaction processing, including entries, deposits, and reconciliation of receivable accounts
Researches, reviews, and resolves accounts receivable discrepancies
Records revenue and processes deposits
Provides administrative support for private funding activities across the college
Monitors the FIO Private Funding general inbox, ensuring timely responses and proper routing of requests
Creates restricted fund accounts in accordance with university and college guidelines
Updates and maintains account crosswalks to ensure accurate financial reporting structures
Maintains and updates gift and endowment databases, ensuring accuracy and completeness of records
Provides backup support for the FIO Office Manager as needed
Assists with general office operations to support efficient workflow within FIO
Supports coordination of financial documentation and internal processes
Assists with ad hoc requests and reporting needs from leadership
Must participate in all HCB training and professional development, including but not limited to regular trainings/seminars by FIO and TIS.
Complete all required UTK training modules via K@TE and other delivery platforms.
Proactively seek and actively participate in professional development/educational/training opportunities, with approval from DH/ADH. Resources may included LinkedIn Learning, K@TE, UTK Learning and Organizational Development, or external professional organizations.