Financial Coordinator - College of Optometry - (496552 )

University of Houston; Houston (TX); On-site; USD 39,000 - 52,000; Full time

Job summary

University of Houston is seeking a Financial Coordinator (Level 1 or Level 2) for the College of Optometry. The role includes maintaining financial accounts, coordinating cash handling and payroll aspects, and supporting procurement and reporting functions across a large unit.

The position requires basic financial literacy, several years of related experience, and familiarity with university financial procedures. All positions emphasize compliance with policies and efficient financial operations.

Qualifications

• Basic knowledge of grammar, spelling and simple math; high school diploma or GED.
• Minimum three years of directly job-related experience.
• For Level 2, five years of directly job-related experience.

Responsibilities

• Maintain and reconcile financial accounts for the unit.
• Coordinate cash handling including petty cash, gift transmittals and travel reimbursements.
• Prepare management and faculty financial reports and assist with budget cycles.

Skills

Financial basics

Grammar & math

Education

Bachelor’s degree in Accounting or related

Tools

PeopleSoft

Job description

Department: Dean, OptometrySalary: Commensurate with Experience/Education

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

FC1

1. 1. Maintains and reconciles financial accounts and monitorsrevenues and expenditures for the unit.
2. 2. Coordinates the cash handling function for the unit, including,but not limited to petty cash, gift transmittals and travelreimbursements.
3. 3. Compiles recurring and ad hoc financial reports for managementand faculty, assists with budget cycles and advises on accountsstatus.
4. 4. Updates and maintains an internal accounting system whichprovides the database for posting and reconciliation capabilitiesto the Financial Reporting System (FRS).
5. 5. Oversees and schedules duties for staff and/or student workersin the preparation of vouchers, requisitions, SCRs, and traveldocuments; oversees the filing of financial documents and dataentry of related financial information.
6. 6. Trains staff in the preparation of financial documents incompliance with university and college/division policies andprocedures.
7. 7. May coordinate and maintain the payroll function for the unit;may coordinate property inventory and serve as property custodianfor the unit.
8. 8. Researches and corrects reconciliation discrepancies withreallocations and journal vouchers.
9. 9. May serve as liaison to Office of Grants and Contracts regardingfinancial issues.
10. 10. Participates in the annual budget development process.
11. 11. Performs other job-related duties as required.

Salary: $18.32 - $20.60

MQ: Requires a basic knowledge of grammar, spelling, punctuationand simple mathematical functions like percentages, ratios, etc. asmight normally be acquired through attainment of a high schooldiploma or GED. Requires a minimum of three (3) years of directlyjob-related experience.

FC2

1. 1. Maintains and reconciles financial accounts and monitorsrevenues and expenditures for the unit.
2. 2. Coordinates the cash handling function for the unit, including,but not limited to petty cash, gift transmittals and travelreimbursements.
3. 3. Compiles recurring and ad hoc financial reports for managementand faculty, assists with budget cycles and advises on accountsstatus.
4. 4. Updates and maintains an internal accounting system whichprovides the database for posting and reconciliation capabilitiesto the Financial Reporting System (FRS).
5. 5. Oversees and schedules duties for staff and/or student workersin the preparation of vouchers, requisitions, SCRs, and traveldocuments; oversees the filing of financial documents and dataentry of related financial information.
6. 6. Trains staff in the preparation of financial documents incompliance with university and college/division policies andprocedures.
7. 7. May coordinate and maintain the payroll function for the unit;may coordinate property inventory and serve as property custodianfor the unit.
8. 8. Researches and corrects reconciliation discrepancies withreallocations and journal vouchers.
9. 9. May serve as liaison to Office of Grants and Contracts regardingfinancial issues.
10. 10. Participates in the annual budget development process.
11. 11. 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 ahigh school diploma or GED. Experience: Requires a minimum of five(5) years of directly job-related experience.

Position Summary

Financial Coordinators for the College of Optometry are responsiblefor managing and processing a variety of financial tasks for alarge and complex unit, encompassing multiple departments andclinics. Key responsibilities include procurement, travelcoordination, cash and check handling, and general ledger journalentries. The role ensures accurate financial record-keeping,compliance with university policies, and efficient financialoperations across the Units. Key responsibilities are asfollows:

Procurement and Vendor Management

• Serve as the procurement coordinator and P-card holder for thecollege. Manage procurement card expenses, submitting final expensereports 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 buyboards.
• Register vendors and new employees in PaymentWorks as part of theonboarding process.
• Prepare vouchers to reimburse UH employees for universityexpenses, create requisitions for equipment and maintenancecontracts, goods and service contracts, pay for invoices, andmonitor payment status.
• Process contracts and maintain contract log.
• Serve as the liaison to UH Purchasing and Accounts Payabledepartments.

Cash/Check/Credit Card Payments Handling

• Perform cash handling functions and process cash, check, and GiftTransmittal deposits.
• Process daily cash, credit card, CareCredit, electronic fundtransfers (ACH), and patient refunds for the clinics.
• Process student application fees, tuition deposits, and all othernon-clinic deposits.
• Keep deposit logs accurate and up to date to ensure real-timedeposit information is available for unit and cost centermanagers.
• Create and submit invoices for revenue contracts.
• Prepare journals for ACH and credit card payments.
• Prepare Foundation Payment Request Forms for foundation-relatedtransactions.

Financial Reporting and Accounting Corrections

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

Preferred Qualifications

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

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

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