Junior Corporate Card Admin & Financial Trainer

Metropolitan State University of Denver•Denver, CO

3d•$52,000 - $60,000•Hybrid

About The Position

This entry-level position exists to assist the university’s Corporate Card Administrator and Campus Liaison and Financial Trainer with daily tasks, as well as to audit Procurement Card Verification reports submitted by campus cardholders.

Requirements

4 years of experience in an accounting related field
Experience in a Customer Service based role
Experience with Microsoft Office; specifically, to include Excel
Basic knowledge of accounting principles and terminology
Strong communication skills
Must be able to follow written instructions
Must be willing to ask follow-up questions when directions are not clear, or when necessary, to be able to complete the required job duties
Quickly learn new terms and skills
Strong organizational skills
Must pay attention to detail
Work well independently

Nice To Haves

Bachelors degree in accounting or equivalent work experience and education. 2 years of experience is equal to 1 year of education.
Knowledge of Workday or similar Finance system
Knowledge of University fiscal rules and MSU purchasing guidelines
General auditing experience
Knowledge and use of Canvas
Experience using the Microsoft Suite, to include Excel, Outlook, Word, and PowerPoint

Responsibilities

Assist with responding to incoming emails.
Pull test results for cardholders, send emails to cardholders with test results, and update tracking spreadsheets.
Send applications and cardholder agreements to new or existing cardholders.
Review incoming applications and cardholder agreements to ensure they are fully complete and signed.
Set up and maintain new cardholder record files.
Log terminated employees for Corporate Card Administrator to close cards.
Send incoming cardholder email requests to proper approval authorities for items such as limit increase requests, gift card requests, etc.
Maintain cardholder files; complete and maintain an orderly list of active corporate card participants and an up-to-date cardholder email list.
Check Workday feeds from Wells Fargo daily for any loading transaction errors and make corrections.
Close corporate cards in Workday (in the cardholder’s profile) after all transactions are fully approved and the card is closed at Wells Fargo.
Assist with updates to existing training to include any Workday system updates or changes made to Workday procedures and reports.
Assist with testing for the implementation of new training methods in Workday and Canvas, as well as set-up and maintenance of these new methods once implemented.
Assist with updating spreadsheets for logging completed training.
Communicate with Financial Trainer, Corporate Card Administrator and Front Desk when completed training is added to logs.
Back up for Office of the Controller Help Desk, including answering questions from university personnel regarding Accounts Payable, Accounting Services, Procurement card, Travel card, Workday, and reporting tools.
Provide guidance on system access, referring employees to the ITS TDX Ticketing System when needed. This will include directing questions to appropriate departments inside and outside of the Office of the Controller.
Work with Financial trainer on training courses that are provided to serve as backup when needed.
Audit Procurement Card Verification reports in Workday to ensure purchases follow fiscal rules and corporate card and purchasing guidelines.
Verify key factors for accuracy – such as ensuring proper and complete documentation is attached, and proper worktag combinations are being used.
Track and record violations, such as missing illegal purchases, ITS pre-approvals, and frequent tax violations.
Communicate with Cardholders directly about discrepancies or missing information in their reports.
Maintain current written procedures and logs.
Record Gift & Gift Card Logs and Student payment questionnaires. This process includes sending monthly reports to Financial Aid.
Assist with the review and approval of Workday Invoices over $1,000 and up to $25,000 daily.
Other duties as assigned.