Financial Assistant
Texas Christian University
Fort Worth, TX
Full-time
Finance
Posted on May 15, 2024
Job Summary:
The Financial Assistant is responsible for supporting the financial functions of the Karyn Purvis Institute of Child Development (KPICD). These functions include supporting payment processes in the AP System based on university guidelines, supporting the Financial Manager with financial functions of the KPICD, collecting information, and summarizing accounts. This position will also provide contract-related administrative support through all phases of contract development, drafting, and execution.
Duties & Essential Job Functions:
1. Prepares and processes financial accounting information by gathering and sorting documents; verifying and correcting transaction information; scheduling and preparing transactions; obtaining authorizations.
2. Maintains financial data by researching, collecting, and keying data.
3. Maintains accounting ledgers by verifying and posting account transactions.
4. Maintains historical records by preparing, sorting, and filing documents.
5. Ensures timely and accurate payment of invoices per University Guidelines.
6. Enters payment requests accurately, based on standardized method, ensures consistency in methodology
7. Supports initial vetting of new vendors, form requests and submission of documentation for new vendor setup.
8. Assist in the development, updating, and monitoring of contracts with external agencies and individuals.
9. Assists in the organization and planning of of contract-related activities by conferring with appropriate staff and external agency personnel to form project objectives and timelines; assists staff with financial-related logistics for major project objectives and timelines.
10. Manages public relations by greeting customers; answering or referring inquiries, and providing information and assistance.
11. Collaborates with administrative team to Improve efficiency of operations by researching and developing improvements.
12. Demonstrates a commitment to understanding cultural differences, promoting anti-racist values, and supporting a culture of diversity, equity, and inclusion.
13. Performs other related duties as assigned.
Required Education & Experience:
• High school diploma or GED equivalent.
• 2 years' experience working with basic accounting processes.
Preferred Education & Experience:
• Accounts Payable experience.
Required Licensure/Certification/Specialized Training:
• None
Preferred Licensure, Certification, and/or Specialized Training:
• None
Knowledge, Skills & Abilities:
• Knowledge of basic research techniques.
• Knowledge of basic accounting processes.
• Knowledge of problem solving techniques.
• Skill in some or all components of Microsoft Office.
• Skill in Microsoft Windows navigation.
• Ability to work with a high degree of accuracy.
• Ability to clearly communicate verbally.
• Ability to draft grammatically correct correspondence.
TCU Core Competencies:
University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.
Physical Requirements (With or Without Accommodations):
• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.
Work Environment:
• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.
AA/EEO Statement:
As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.
The Financial Assistant is responsible for supporting the financial functions of the Karyn Purvis Institute of Child Development (KPICD). These functions include supporting payment processes in the AP System based on university guidelines, supporting the Financial Manager with financial functions of the KPICD, collecting information, and summarizing accounts. This position will also provide contract-related administrative support through all phases of contract development, drafting, and execution.
Duties & Essential Job Functions:
1. Prepares and processes financial accounting information by gathering and sorting documents; verifying and correcting transaction information; scheduling and preparing transactions; obtaining authorizations.
2. Maintains financial data by researching, collecting, and keying data.
3. Maintains accounting ledgers by verifying and posting account transactions.
4. Maintains historical records by preparing, sorting, and filing documents.
5. Ensures timely and accurate payment of invoices per University Guidelines.
6. Enters payment requests accurately, based on standardized method, ensures consistency in methodology
7. Supports initial vetting of new vendors, form requests and submission of documentation for new vendor setup.
8. Assist in the development, updating, and monitoring of contracts with external agencies and individuals.
9. Assists in the organization and planning of of contract-related activities by conferring with appropriate staff and external agency personnel to form project objectives and timelines; assists staff with financial-related logistics for major project objectives and timelines.
10. Manages public relations by greeting customers; answering or referring inquiries, and providing information and assistance.
11. Collaborates with administrative team to Improve efficiency of operations by researching and developing improvements.
12. Demonstrates a commitment to understanding cultural differences, promoting anti-racist values, and supporting a culture of diversity, equity, and inclusion.
13. Performs other related duties as assigned.
Required Education & Experience:
• High school diploma or GED equivalent.
• 2 years' experience working with basic accounting processes.
Preferred Education & Experience:
• Accounts Payable experience.
Required Licensure/Certification/Specialized Training:
• None
Preferred Licensure, Certification, and/or Specialized Training:
• None
Knowledge, Skills & Abilities:
• Knowledge of basic research techniques.
• Knowledge of basic accounting processes.
• Knowledge of problem solving techniques.
• Skill in some or all components of Microsoft Office.
• Skill in Microsoft Windows navigation.
• Ability to work with a high degree of accuracy.
• Ability to clearly communicate verbally.
• Ability to draft grammatically correct correspondence.
TCU Core Competencies:
University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.
Physical Requirements (With or Without Accommodations):
• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.
Work Environment:
• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.
AA/EEO Statement:
As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.
Your Privacy Choices