Financial Specialist-Associate

UT San Antonio
San Antonio, TX
On-siteCareer-pivot friendly

Who this role is best for

Strong fit for entry-level finance professionals who execute transactions and improve processes, working in a customer-focused environment at a public research university in San Antonio, TX.

Best fit for

  • Entry-level finance professionals with a bachelor's degree and one year of related experience who thrive in customer-facing roles.
    — “Bachelors degree in a finance related field is required.”
  • Candidates who can identify inefficiencies and implement process improvements in a university financial setting.
    — “Identify issues with administrative processes that create challenges for our customers and may play an active role in implementing solutions.”
  • Individuals with strong attention to detail and the ability to ensure compliance with institutional policies.
    — “Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.”

Things to consider

  • The role requires a minimum of 20 hours per week for benefits eligibility.
    — “Employees who work at least 20 hours a week, with an appointment of at least 4.5 months, are eligible for benefits.”
  • There is a potential for long-term career development in a growing research university.
    — “The University of Texas at San Antonio is a nationally recognized, top-tier public research university.”

How to stand out

  • Highlight experience with financial data processing systems and process improvement initiatives.
    — “Prepares and verifies various standard financial entries for financial data processing system.”
  • Emphasize your ability to guide customers through complex financial procedures.
    — “Guides customers through processes, executes primary tasks, interacts with internal/external organizations.”
  • Demonstrate your proficiency in Microsoft Office and attention to detail in your resume.
    — “Proficiency in applicable software programs including Microsoft Office.”
  • Showcase your understanding of accounting practices and reimbursement programs in interviews.
    — “Fundamental knowledge of accounting practices and agency reimbursement programs.”
  • Demonstrate your ability to reconcile discrepancies and ensure compliance with policies.
    — “Reconciles report discrepancies and problems.”
Pace · SteadyCollaboration · LowAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • accurate and timely financial record entries
  • identification and resolution of financial discrepancies
  • recommendation of process improvements
Typical background
Bachelors degree in a finance related field1 year of directly related experience

Skills & requirements

Required

Fundamental Accounting PracticesKnowledge Of Financial ProcessesAttention To DetailCustomer ServiceProficiency In Microsoft Office

Preferred

Fundamental Concepts, Practices, And Procedures Of Particular Field Of Specialization

Stack & domain

Fundamental Knowledge Of Accounting PracticesKnowledge Of Fundamental Concepts, Practices, And Procedures Of Particular Field Of SpecializationProficiency In Applicable Software Programs Including Microsoft OfficeStrong Attention To DetailDependable And FlexibleSelf-motivated, Quick LearnerCustomer-focusedAbility To Be Dependable And FlexibleAbility To Be Dependable And Flexible In Order To Meet DeadlinesAttention To DetailUnderstands Importance Of Accuracy And ResponsivenessExcellent Verbal And Written Communication SkillsFinance

About the role

Original posting from UT San Antonio

Under direct supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

Posts detailed entries to financial records, handles routine transactions, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals. Prepares and verifies various standard financial entries for financial data processing system; reconciles report discrepancies and problems. Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures. Identify issues with administrative processes that create challenges for our customers and may play an active role in implementing solutions. Guides customers on the appropriate interpretation of UTHSA policies and procedures. Provides optimal business solution to customers. Documents and reconciles financial documents. Responsible for ensuring process follow through to completion for transactions and customer support. Performs all other duties as assigned.

Understands the organization's financial processes.Strong attention to detail.Ability to be dependable and flexible in order to meet deadlines.Extremely customer-focused.Self-motivated, quick learner. Attention to detail, understands importance of accuracy and responsiveness.Fundamental knowledge of accounting practices and agency reimbursement programs.Knowledge of fundamental concepts, practices, and procedures of particular field of specialization.Proficiency in applicable software programs including Microsoft Office.Education:

Bachelors degree in a finance related field is required. 

Experience:

One (1) year of directly related experience is required.

The University of Texas at San Antonio (UT San Antonio) is a nationally recognized, top-tier public research university that unites the power of higher education, biomedical discovery and healthcare within one visionary institution. As the third-largest research university in Texas and a Carnegie R1-designated institution, UT San Antonio is a model of access and excellence — advancing knowledge, social mobility and public health across South Texas and beyond. UT San Antonio serves approximately 42,000 students in 320 academic programs spanning science, engineering, medicine, health, liberal arts, AI, cybersecurity, business, education and more. With 17,000 faculty and staff, UT San Antonio has been recognized by Forbes as one of America’s Best Employers for Company Culture. 

Benefits Overview

UT Health San Antonio offers an excellent benefits package for its employees. Employees who work at least 20 hours a week, with an appointment of at least 4.5 months, are eligible for benefits. 

Medical - UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas. Family members can be added to the plan through payroll deduction. Employees and their dependents can also receive discounted copays and coinsurance when using UT Health Physicians, a network of 800 premier physicians including more than 100 specialists. Employees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates.

Dental - Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company, two PPOs and one dental HMO plan. Both PPO plans allow employees to choose any licensed dentist. 

Vision - Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options that offer either standard or enhanced vision benefits.

Disability - Employees can enroll in the Disability Insurance which provides income if a non-work related illness or injury prevents you from working.

FSAs - Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses. 

Retirement - Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP). TRS is a defined benefit retirement plan which UT Health matches employee contributions. ORP is for eligible faculty staff employees. Voluntary retirement programs are also available to invest before- or after-tax dollars with the choice of five quality retirement plan providers. 

Time Off - A generous leave program offers multiple paid leave options:

Front-loaded Paid Time Off: 128 to 208 hours (16 to 26 days) of Paid Time Off based on years of service, given at the start of each fiscal year. PTO may be prorated in year one based on date of hire.

Extended Illness Bank: 8 hours (1 day) accrued per month which can be used for illness or injury after one day of Paid Time Off is taken.

Paid Family Leave: Up to 240 hours (6 weeks) to care for a spouse, child, or parent after 6 months of consecutive employment.

Holidays: 12 set paid holidays each year.

Discounts - Employees enjoy a range of discounts on services, tickets, and gym membership.

EEO Statement

UT Health San Antonio is an equal employment opportunity and affirmative action employer.  It is our policy to promote and ensure equal employment opportunity for all individuals without regard to race, color, religion, sex, gender identity, national origin, age, sexual orientation, disability, or veteran status.

Source: UT San Antonio careers

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