Financial Specialist II

Texas A&M University System•Laredo, TX

4d•$16•Onsite

About The Position

The Financial Specialist II, under direction, provides advanced clerical, accounting, and customer service support duties. Essential Duties and Responsibilities Records, sorts, verifies, enters, and retrieves financial data. Provides customer service and/or accounting related duties. Acts as a resource regarding financial matters. Exercises transactional approval. Compiles statistics and data. Audits transactions. Assists with writing and implementing standardized procedures. Applies and enforces rules and regulations. Researches and resolves problems and discrepancies. Provides periodic guidance and acts as a resource to Financial Specialist I, Financial Assistants and Student Workers. Maintains files and records. This document represents the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Other duties may be assigned. Additional Duties and Responsibilities Responsible reconciling general ledger accounts and conducting necessary research to ensure accurate activity is reflected for the account balances. Reconcile checking accounts to accounting system general ledger accounts. Responsible for assisting in maintaining and updating web page information.

Requirements

High school diploma.
Five years of related experience.
Equivalent combination of education and experience may be considered.
Knowledge of: Word processing, spreadsheet, presentation and database applications.
Strong verbal and written communication skills.
Strong interpersonal and organizational skills.
Ability to: Multitask and work cooperatively with others.
Position requires on campus, face-to-face interactions
Position requires maintaining a regular schedule of attendance on campus and in the workplace.

Nice To Haves

Bachelor’s degree in Accounting or Business related field.
Advanced working experience with Microsoft Excel
Working with Banner or similar proprietary system.
Working with Cascade or similar software to maintain web page information.
Ability to independently prioritize tasks, stay organized and meet deadlines.

Responsibilities

Records, sorts, verifies, enters, and retrieves financial data.
Provides customer service and/or accounting related duties.
Acts as a resource regarding financial matters.
Exercises transactional approval.
Compiles statistics and data.
Audits transactions.
Assists with writing and implementing standardized procedures.
Applies and enforces rules and regulations.
Researches and resolves problems and discrepancies.
Provides periodic guidance and acts as a resource to Financial Specialist I, Financial Assistants and Student Workers.
Maintains files and records.
Responsible reconciling general ledger accounts and conducting necessary research to ensure accurate activity is reflected for the account balances.
Reconcile checking accounts to accounting system general ledger accounts.
Responsible for assisting in maintaining and updating web page information.