Financial Services Coordinator (Administrative Support Coordinator II)

California State University, Fullerton•Fullerton, CA

1d•$4,367 - $6,362

About The Position

The Financial Services Coordinator performs program coordination, technical, operational, analytical, and customer service functions under general direction. The role focuses on coordinating financial transaction reconciliation packages and follow-up, applying relevant policies and procedures, and processing financial transactions. It provides operational and technical support to department management and staff in Contracts and Procurement, e-Business, Accounts Payable, and Travel Operations, while serving Academic Affairs colleges, division departments, and the campus community. The coordinator arranges scheduled activities, projects, and reports using technology and systems including the ERP Financial System, Concur, and PeopleSoft. The position handles multiple priorities independently, exercises judgment and discretion in complex or sensitive situations, and communicates, interprets, and applies federal, state, CSU, and CSUF policies and procedures. It helps departments, employees, and vendors resolve open issues, contributes to team and operational goals, and builds campus relationships through exemplary customer service. Other duties may be assigned.

Requirements

High school diploma or equivalent and three years of general office, clerical, or administrative support experience, or equivalent; vocational training or full-time college education may substitute for experience on a year-for-year basis.
Comprehensive and detailed knowledge of applicable university infrastructure, policies, and procedures.
Thorough mastery of English grammar, punctuation, and spelling.
Expertise using office software packages, technology, and systems.
Ability to independently handle multiple work-unit priorities and projects.
Ability to independently interpret and apply policies and procedures and use judgment and discretion when precedents do not exist.
Ability to troubleshoot office administration problems and respond to inquiries and requests related to the work area.
Ability to understand problems broadly and anticipate the impact of administrative problems and solutions on other areas.
Ability to analyze operational and procedural problems and develop, recommend, and evaluate proposed solutions.
Ability to perform business math, analyze budgetary data, and make accurate projections requiring some inference.
Ability to effectively write and present reports.
Ability to handle interpersonal interactions at all levels, including sensitive situations.
Ability to use negotiation and persuasion skills to achieve results and expedite projects.
Satisfactory completion of a required background check, including a criminal records check.

Nice To Haves

Technical ability to use an integrated ERP finance system such as PeopleSoft or SAP Concur.
Familiarity with the PeopleSoft finance module and data warehouse queries.
Proficiency with internet/intranet resources and business software applications, including Microsoft Word, Excel, and Outlook.
Previous experience working in a university business environment.

Responsibilities

Coordinate financial transaction reconciliation packages and follow-up, applying relevant policies and procedures.
Provide operational and technical support to management and staff in Contracts and Procurement, e-Business, Accounts Payable, and Travel Operations.
Provide customer service to Academic Affairs colleges, division departments, and the campus community.
Coordinate scheduled activities, projects, and reports using technology and systems including Concur and PeopleSoft.
Process financial transactions.
Manage multiple priorities independently and exercise judgment and discretion in complex or sensitive situations; recommend resolutions as appropriate.
Communicate, interpret, and apply federal, state, CSU, and CSUF policies, regulations, procedures, and compliance requirements.
Support CSUF departments, employees, and vendors in addressing and resolving open issues.
Contribute to team efforts and department operational, program, and service goals.
Establish and maintain working relationships across campus and provide customer service under multiple demands and time constraints.
Perform other duties as assigned.