Financial Specialist

UConn Careers • Storrs, CT

4d • $51,344 - $62,505

About The Position

Student Activities at the University of Connecticut, Storrs, is seeking a Financial Assistant 2 or Administrative Program Support 3 to provide and/or manage program and administrative support functions, including, but not limited to, accounting, bookkeeping, and financial services in relation to student organization banking and Student Activities. The incumbent will facilitate workflow, process financial transactions, and maintain records in accordance with established University policies and procedures. This position will be hired at either the Financial Assistant 2 [P2] or Administrative Program Support 3 [P3] level, depending on the selected candidate’s experience, skills, abilities, and training, as determined by the University. The Financial Assistant 2 supports day-to-day financial and administrative operations related to student organization banking and Student Activities. This role works under general supervision, assists with reconciliations, transaction processing, purchasing and reimbursement activities, recordkeeping, and report preparation, and refers complex or non-routine matters for review. The Administrative Program Support 3 performs a similar scope of work with greater independence and responsibility. This role applies accounting principles to analyze financial activity, manages reconciliations and fiscal close processes, and exercises independent judgment within established University, State, and Foundation policies and procedures.

Requirements

• Current University of Connecticut employee on the regular payroll.
• Bachelor’s degree in accounting, bookkeeping, or a related field and two years of experience in providing financial support (i.e., accounting or bookkeeping) at the Financial Assistant 2 level.
• Bachelor’s degree in accounting, bookkeeping, business administration, or a related field and three to four years of related experience in accounting, bookkeeping or financial administration involving reconciliation, financial record management, and compliance with established policies and procedures.
• An equivalent combination of education and experience may be considered.
• Experience with accounting concepts and financial documentation.
• Demonstrated ability to communicate information effectively.
• Articulated commitment to, demonstrated understanding of, and/or experience working with diverse populations.

Nice To Haves

• Customer and interpersonal skills with the ability to work effectively with students, staff, and campus partners.
• Attention to detail and precision when handling quantitative data.
• Knowledge of UConn or comparable institutional financial systems and the ability to navigate established financial and administrative platforms.
• Experience applying institutional policies, procedures, and compliance requirements in an organizational or higher education setting.
• Experience managing multiple responsibilities simultaneously, prioritizing effectively, and meeting deadlines in a fast-paced environment.
• Experience supporting diverse populations and integrating principles of diversity, equity, and inclusion into daily operations and program management.

Responsibilities

• Supports daily financial operations for Student Activities Banking Services, including reconciliation of the Student Organizations Fund (SOF) and merchant accounts, entry and review of electronic transactions, and identification and resolution or coordination of resolution of discrepancies. At the higher classification level, executes approved investment activity (buy/sell) and calculates and oversees the distribution of interest earned.
• Reviews and analyzes, or assists with, SOF fund balances, including preparation of documentation supporting investment activity and interest-related transactions as directed and approved.
• Applies accounting principles to review student organization account activity to support compliance with University, State, and Foundation policies and procedures; escalates complex issues as appropriate.
• Performs or assists with fiscal year-end close activities for SOF by preparing reconciliations, reports, and supporting documentation for review and approval.
• Facilitates purchasing, accounts payable, and reimbursement processes for assigned areas, including processing purchase requisitions, purchase orders, invoices, and related requests in accordance with established procedures.
• Either serves as or supports Fiscal Officer functions for assigned accounts by tracking transactions, maintaining financial records, assisting with reconciliations, and preparing budget status information.
• Monitors or assists with assigned budgets and expenditures; prepares summaries and supporting materials for discussions with area managers regarding budget status, financial activity, and compliance considerations.
• Supports University Foundation and student organization purchasing and reimbursement activity, including preparation of transactions, coordination with student organizations, and monthly and annual reconciliations in accordance with established guidelines.
• Serves as a point of contact for student organizations regarding financial and Foundation-related processes, providing procedural guidance.
• Prepares, or assists with, narrative, financial, and operational reports by compiling, organizing, and evaluating data from multiple sources.
• Identifies and implements potential improvements to administrative, financial, and operational processes.
• Assists with the development and maintenance of training and reference materials related to the University and department purchasing policies and procedures.
• Assists in the preparation and monitoring of budgets and expenditures and supports the collection and compilation of assessment and program evaluation data.
• Participates in programs, services, and initiatives that support anti-racism, social justice, and the fostering of an inclusive campus community.
• Serves on University and Department committees and attends staff meetings as required.
• Assists with special projects, programs, or services that may be ongoing or short-term.
• May provide day-to-day supervision to student employees supporting financial operations.
• Performs other duties as required.

Benefits

• The University offers a competitive salary, and outstanding benefits, including employee and dependent tuition waivers at UConn, and a highly desirable work environment.
• For additional information regarding benefits visit: https://hr.uconn.edu/employee-benefits-overview/ .
• Other rights, terms, and conditions of employment are contained in the collective bargaining agreement between the University of Connecticut and the University of Connecticut Professional Employees Association (UCPEA).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level