Financial Specialist-Associate

UT Health San Antonio•San Antonio, TX

About The Position

Under direct supervision, the Financial Specialist facilitates end-to-end financial transactions for a defined set of client units by providing information and support to customers. The role guides customers through processes, performs primary transaction tasks, interacts with internal and external organizations, and reconciles accounts. It also identifies inefficiencies and recommends potential solutions to clients during the financial transaction process.

Requirements

Bachelor's degree in a finance-related field.
One year of directly related experience.
Understanding of the organization's financial processes.
Strong attention to detail and a commitment to accuracy and responsiveness.
Dependability and flexibility to meet deadlines.
Strong customer focus.
Self-motivation and ability to learn quickly.
Fundamental knowledge of accounting practices and agency reimbursement programs.
Knowledge of fundamental concepts, practices, and procedures in the relevant field of specialization.
Proficiency in applicable software programs, including Microsoft Office.

Responsibilities

Post detailed entries to financial records and handle routine transactions.
Process financial transactions, including travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals.
Prepare and verify standard financial entries for the financial data processing system.
Reconcile report discrepancies and problems.
Maintain transaction documentation and confirm completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
Identify administrative process issues that create challenges for customers and may actively implement solutions.
Guide customers on the appropriate interpretation of UTHSA policies and procedures.
Provide optimal business solutions to customers.
Document and reconcile financial documents.
Ensure transactions and customer support are followed through to completion.
Perform other duties as assigned.