Finance Associate

Winthrop University; Rock Hill, Northern (SC, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Winthrop University is seeking a Finance Associate to process financial transactions across travel, procurement, accounts payable and receivable, accounting and asset management for assigned departments.

The role emphasizes accuracy, compliance with institutional, state and federal regulations, and confidentiality, including HIPAA and FERPA. Candidates should have strong Excel skills and experience in a university setting, with a willingness to learn new systems.

Qualifications

• High school diploma and four years of finance experience, or equivalent combination.
• Intermediate proficiency with Microsoft Excel, including pivot tables, aggregation formulas and lookup functions.

Responsibilities

• Procurement: determine and execute routine purchases and ensure vendor data accuracy in Banner.
• Travel: assist in submitting travel authorizations and reconciling expenses.
• Accounts Payable: review invoices, change orders, and IRS-compliant vendor payments.
• Budget: review submissions for guidelines and mathematical accuracy.
• Accounting: assist in preparing routine reports and respond to questions.
• Other Duties: document procedures and serve as backup for the team.

Skills

Excel proficiency

Pivot tables

Lookup functions

Aggregation formulas

Education

High school diploma or equivalent

Tools

Banner

Adobe

Microsoft Word

PowerPoint

SharePoint

Job description

Reporting to the Business Center Manager, the Finance Associate processes financial transactions related to travel, procurement, accounts payable and receivable, accounting and asset management for the Center’s assigned departments, ensuring accuracy and compliance with all applicable institutional, state and federal regulations, policies and procedures.

Required Qualifications

• High school diploma and four years of finance experience; an equivalent combination of education and experience may be considered.
• Intermediate proficiency with Microsoft Excel, including pivot tables, aggregation formulas and lookup functions.

Preferred Qualifications

• Experience with Adobe and Microsoft Word, PowerPoint, and SharePoint.
• Experience working as part of a service team.
• Experience with Banner or similar integrated software system.
• Relevant experience at an institution of higher education.

Knowledge, Skills & Abilities Summary

• Knowledge of finance and payroll terminology and practices.
• Knowledge of federal and state laws and guidelines related to business practices preferred.
• Effective oral and written communication skills.
• Exceptional organizational skills.
• Effective interpersonal skills and the ability to establish and maintain positive relationships within and outside of reporting lines.
• Willingness and demonstrated ability to learn new hardware and software systems.
• Demonstrated ability to maintain confidentiality in compliance with rules and regulations, including HIPAA and FERPA .
• Proven ability and dedication to meeting deadlines.
• Demonstrated ability to work with accuracy and attention to detail in a high-volume environment.

Job Summary

Procurement

• Determines and executes the appropriate procurement procedures for routine purchases, including referrals to Information Technology for technology procurement, institutional software contracts and purchase order support.
• Ensures a complete W-9 is on file for all vendors, vendor profiles in Banner are complete and accurate, and vendors have been reviewed for independent contractor/employment classification.
• Ensures independent contractors have a current contract.
• Reviews requisitions for potential fixed-asset implications and notifies the appropriate functional offices.
• Reviews and reconciles purchasing card (P-Card) transactions for appropriate funding, policy compliance and completion.
• Maintains financial records and files.
• Assists in preparing routine, standardized reports.
• Responds to department questions regarding P-Card use and escalates complex procurement processing concerns.

Travel

• Assists employees and students in submitting travel authorization requests, including recording commitments in Banner.
• Reviews and processes routine employee, student and group travel authorization requests.
• Reviews and processes requests for and reconciliation of travel-related cash advances and out-of-pocket expenses, including those processed on a P-Card.
• Retains financial records and files according to adopted naming conventions, organization and record retention protocols.
• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex travel processing concerns.

Accounts Payable

• Reviews and routes invoices from third-party vendors and completes or routes change order requests.
• Reviews routine check requests to ensure they are complete and comply with policy.
• Reviews requests to pay independent contractors and determines whether they meet IRS regulations.
• Retains financial records and files according to adopted naming conventions, organization and record retention protocols.
• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex concerns to the appropriate person.

Budget

• Addresses or routes budget-related inquiries.
• Addresses or routes user questions related to Banner Finance and related modules.
• Reviews initial budget submissions for compliance with guidelines and mathematical accuracy.
• Retains financial records and files according to adopted naming conventions, organization and record retention protocols.
• Assists in preparing routine, standardized reports.

Accounting

• Assists in preparing routine, standardized reports.
• Fields employee questions and escalates complex concerns to the appropriate person.

Other Duties

• Creates and maintains procedural documentation.
• Performs other related duties as required, including serving as backup for other members of the assigned Business Center.

Travel/Overtime Requirements

Occasional work outside normal business hours.

Telecommuting

Employees are not eligible for telecommuting/remote work during their 12-month probationary period. After that time, certain positions may be eligible for telecommuting/remote work at the discretion of the supervisor and in accordance with Winthrop policies.

NOTICE

Position Status

Position Status Full-Time

FLSA Status

FLSA Status Non-Exempt

Hours Per Week 37.5

Months per Year 12

Posting Number

Posting Number 2027036S

Open Date

Open Date 10/07/2026

Close Date

Close Date 10/15/2026