Financial Coordinator - College of Optometry

University of Houston; Houston (TX); On-site; USD 25,000 - 32,000; Full time

Job summary

The University of Houston College of Optometry is seeking a Financial Coordinator (Level 1 or Level 2) to oversee financial operations for the Dean's unit. This role includes reconciliation, reporting, payroll coordination, and procurement tasks within a university ERP environment.

Ideal candidates have a bachelor’s degree in a related field, at least three years of relevant experience, and strong Excel and reporting skills. Equal opportunity employer.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum three years of directly job-related experience.
• Experience in higher education financial operations.
• Proficiency with Microsoft Excel.
• Experience with enterprise financial systems (e.g., PeopleSoft or similar ERP).

Responsibilities

• Maintain and reconcile financial accounts and monitor unit revenues and expenditures.
• Coordinate cash handling, petty cash, travel reimbursements, and related processes.
• Prepare ad hoc financial reports and assist with budget cycles.
• Update internal accounting systems for posting and reconciliation to the FRS.
• Oversee staff in preparation of vouchers and travel documents; train staff on financial procedures.
• Serve as liaison to Grants and Contracts for financial issues and participate in annual budget development.
• Process invoices, reimbursements, and journal entries; support payroll and procurement activities.

Education

Bachelor’s degree in Accounting/Finance/Business Administration

Tools

PeopleSoft Finance

FRS

Job description

Department: Dean, Optometry Salary: Commensurate with Experience/Education

Description

The College of Optometry is looking for a Financial Coordinator (Level 1 or Level 2)

FC1: Coordinates the financial operations of a unit in a college or division. May oversee the activities of clerical financial support personnel.

• Maintains and reconciles financial accounts and monitors revenues and expenditures for the unit.
• Coordinates the cash handling function for the unit, including, but not limited to petty cash, gift transmittals and travel reimbursements.
• Compiles recurring and ad hoc financial reports for management and faculty, assists with budget cycles and advises on accounts status.
• Updates and maintains an internal accounting system which provides the database for posting and reconciliation capabilities to the Financial Reporting System (FRS).
• Oversees and schedules duties for staff and/or student workers in the preparation of vouchers, requisitions, SCRs, and travel documents; oversees the filing of financial documents and data entry of related financial information.
• Trains staff in the preparation of financial documents in compliance with university and college/division policies and procedures.
• May coordinate and maintain the payroll function for the unit; may coordinate property inventory and serve as property custodian for the unit.
• Researches and corrects reconciliation discrepancies with reallocations and journal vouchers.
• May serve as liaison to Office of Grants and Contracts regarding financial issues.
• Participates in the annual budget development process.
• Performs other job-related duties as required.

Salary: $18.32 - $20.60

MQ: Requires a basic knowledge of grammar, spelling, punctuation and simple mathematical functions like percentages, ratios, etc. as might normally be acquired through attainment of a high school diploma or GED. Requires a minimum of three (3) years of directly job-related experience.

FC2: Coordinates the financial operations of a unit in a college or division. May oversee the activities of clerical financial support personnel.

• Maintains and reconciles financial accounts and monitors revenues and expenditures for the unit.
• Coordinates the cash handling function for the unit, including, but not limited to petty cash, gift transmittals and travel reimbursements.
• Compiles recurring and ad hoc financial reports for management and faculty, assists with budget cycles and advises on accounts status.
• Updates and maintains an internal accounting system which provides the database for posting and reconciliation capabilities to the Financial Reporting System (FRS).
• Oversees and schedules duties for staff and/or student workers in the preparation of vouchers, requisitions, SCRs, and travel documents; oversees the filing of financial documents and data entry of related financial information.
• Trains staff in the preparation of financial documents in compliance with university and college/division policies and procedures.
• May coordinate and maintain the payroll function for the unit; may coordinate property inventory and serve as property custodian for the unit.
• Researches and corrects reconciliation discrepancies with reallocations and journal vouchers.
• May serve as liaison to Office of Grants and Contracts regarding financial issues.
• Participates in the annual budget development process.
• Performs other job-related duties as required.

Salary: $20.67 - 23.51

MQ: Education: Requires a basic knowledge of grammar, spelling, punctuation and simple mathematical functions like percentages, ratios, etc. as might normally be acquired through attainment of a high school diploma or GED. Experience: Requires a minimum of five (5) years of directly job-related experience.

Position Summary

Additional Posting Information

Procurement And Vendor Management

• Serve as the procurement coordinator and P-card holder for the college. Manage procurement card expenses, submitting final expense reports in PeopleSoft Finance.
• Purchase office, teaching and lab supplies, research supplies, and equipment for departments and clinics.
• Utilize proper procurement methods, including spot purchases, informal solicitations, formal solicitations, sole source, and buy boards.
• Register vendors and new employees in PaymentWorks as part of the onboarding process.
• Prepare vouchers to reimburse UH employees for university expenses, create requisitions for equipment and maintenance contracts, goods and service contracts, pay for invoices, and monitor payment status.
• Process contracts and maintain contract log.
• Serve as the liaison to UH Purchasing and Accounts Payable departments.

Cash/Check/Credit Card Payments Handling

• Perform cash handling functions and process cash, check, and Gift Transmittal deposits.
• Process daily cash, credit card, CareCredit, electronic fund transfers (ACH), and patient refunds for the clinics.
• Process student application fees, tuition deposits, and all other non-clinic deposits.
• Keep deposit logs accurate and up to date to ensure real-time deposit information is available for unit and cost center managers.
• Create and submit invoices for revenue contracts.
• Prepare journals for ACH and credit card payments.
• Prepare Foundation Payment Request Forms for foundation-related transactions.

Financial Reporting And Accounting Corrections

• Update and maintain the college’s internal financial systems for tracking, posting, reporting, and reconciliation capabilities. Document filing of financial transaction documents and data entry of related financial information.
• Collaborate with the Department Business Administrators to resolve reconciliation discrepancies related to expense allocations and account codes and process correction journals and vouchers.
• Prepare ad hoc expenditure reports as requested

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Experience in higher education financial operations.
• Experience with enterprise financial systems (e.g., PeopleSoft or similar ERP).
• Proficiency in Microsoft Excel.
• Experience with one or more of the following: purchasing, travel, accounts payables, cash handling, or financial document preparation such as vouchers, requisitions, journals.

All positions at the University of Houston-System are security sensitive and will require a criminal history check.

The University of Houston System and its universities are Equal Opportunity Institutions. Everyone is encouraged to apply.