Finance Operations Specialist: Travel & Card Programs

Southeastern Baptist Theological Seminary; Wake Forest (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Southeastern Baptist Theological Seminary in Wake Forest, NC, seeks a Finance staff member to support endowment reporting, budgeting, travel and card programs, and related financial operations. This role provides training, policy maintenance, and end-user support for financial systems.

Ideal candidates have a finance/accounting background, strong Excel skills, and the ability to implement processes that ensure compliance and accuracy across accounting functions.

Qualifications

• College degree, preferably in Finance/Accounting related field.
• Advanced skills in Microsoft Office applications (Word, Excel, etc.)
• Excellent interpersonal skills
• Ability to define processes by which to complete Essential Functions and Responsibilities
• Basic knowledge of financial terms and concepts
• Basic bookkeeping knowledge

Responsibilities

• Assist AVP with endowment reporting, financial statement preparation, and audit.
• Manage and update travel and card program policies and procedures for the institution and enforce those policies.
• Manage and update travel and card program applications.
• Create travel and card program training guides for ongoing compliance with policies.
• Provide scheduled training sessions for the card and travel program for new hires.
• Provide scheduled training sessions for the card and travel program updates (as needed).
• Provide end user support for the travel and card programs.
• File the Sales & Use Tax payments monthly.
• Update the Trust and Endowment funds quarterly.
• Manage the Budget Review process.
• Aid in the Budget creation process.
• Aid in the external audit.

Skills

Advanced Excel

Interpersonal skills

Financial terms knowledge

Bookkeeping basics

Process definition

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Office

Concur Travel

Job description

Southeastern Baptist Theological Seminary in Wake Forest, NC, seeks a Finance staff member to support endowment reporting, budgeting, travel and card programs, and related financial operations. This role provides training, policy maintenance, and end-user support for financial systems.

Ideal candidates have a finance/accounting background, strong Excel skills, and the ability to implement processes that ensure compliance and accuracy across accounting functions.