Financial Services Assistant

The University of Texas at Dallas; Richardson (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

BCBS PPO Medical insurance – 100% paid

Dental Insurance

Vision Insurance

Disability insurance

Retirement Plan

Paid time off

Paid Holidays

Fertility Benefits

Job summary

The University of Texas at Dallas seeks a junior-level financial administrator to support department finances and sponsored research management. You will assist in compliance with university policies and manage day-to-day financial operations for the department.

Responsibilities include reviewing transactions, coordinating with faculty and cost centers, and handling purchasing, travel, and SOP maintenance. Remote work is not available.

Qualifications

• Bachelor’s degree in accounting or related business area with at least two years of financial experience in a university or non-profit environment.

Responsibilities

• Assist faculty with managing financial aspects of sponsored research accounts, guiding spending, reporting, and closing at project end dates.
• Monthly review and reconciliation of all transactions posted to cost centers for management approval and correcting posting errors.
• Meet with cost center managers to discuss current spending and projected expenses to avoid over- or under-spending.
• Oversee day-to-day purchase requests for sponsored projects, obtain quotes, prepare requisitions, and manage contracts with outside vendors as needed.
• Maintain awareness of University, State, and Federal purchasing regulations and coordinate with financial and purchasing departments.
• Make travel arrangements and process travel expenses within university guidelines.
• Maintain departmental Standard Operating Procedures in line with University policies.
• Stay current by attending professional development and software training courses as directed.
• Other duties as assigned.

Skills

Budgeting

Financial reporting

Sponsored research

Regulatory knowledge

Education

Bachelor’s degree in accounting

Job description

Works closely with department faculty and staff to provide financial and research management and administration for the department finances, financial processes, and records to meet the department’s day-to-day financial operations goals. Assist in ensuring compliance with all regulations, policies, and university requirements are met to secure the department’s long-term financial viability and stability. This position will serve the junior level of a two-tier structure for the finance and procurement team.

Minimum Education and Experience

Bachelor’s degree in accounting or related business area with a minimum of two years related financial experience working in a university or non-profit environment OR the equivalent combination of relevant education and experience.

To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.

Essential Duties and Responsibilities

• Assist faculty with managing the financial aspect of sponsored research accounts by providing guidance regarding agency, program-specific policies, and university rules for spending, re-budgeting, reporting, and financial closing at the end of project performance periods.
• Monthly review and reconciliation of all transactions, including expenses, revenue, and fund equity or cash, posted to cost centers for the management’s approval to ensure all transactions are correct. Make the necessary correction to expenses posted in error within the period allowed, then work with the owners of the source document to ensure the posting error is discontinued.
• Meet with faculty and other cost center managers to discuss the current state of spending on their accounts and projected expenses to avoid over or under-spending based on the annual or project budget available for the period.
• Oversee the day-to-day purchase request for sponsored projects and the department needed by obtaining the necessary quotes and preparing purchase requisitions and vouchers or using purchasing cards. As required, prepare university work orders and contracts with outside vendors for services or work needed for sponsored projects, classrooms, labs, or offices within the department.
• Keep abreast of University, State, and Federal purchasing and financial regulations and maintain communication with the University’s financial and purchasing departments to ensure that duties in this area are performed correctly and in keeping with all applicable rules.
• Make travel arrangements such as booking airline tickets, making hotel reservations, securing the necessary travel documentation and authorizations, and processing direct pay or reimbursement for travel expenses that are allowable and necessary under the applicable sponsored project and university guidelines.
• Maintain departmental Standard Operating Procedures (SOP’s), which incorporate the University policies and procedures for conducting the day-to-day duties in the current position.
• Remains competent and current by attending professional development courses, software training classes, and courses and/or training sessions as directed by the supervisor or required by the University.
• Other duties as assigned.

Remote work is not available for this position.

What We Can Offer
UT Dallas is an Equal Opportunity Employer with an employee-friendly and supportive work environment. Our comprehensive compensation and benefits package that is effective as of your hire date includes:

• Internal Training
• BCBS PPO Medical insurance – 100% paid for full-time employees
• PPO and DHMO Dental Insurance Plan – PPO plans include ortho benefits
• Vision Insurance
• Long and short-term disability
• TRS Retirement Plan – defined benefit plan offering lifetime annuity upon retirement
• Voluntary Retirement Plan Options – additional savings opportunities with Tax-Sheltered Annuity Plans and Deferred Compensation Plans
• Paid time off
• Paid Holidays
• Paid Winter Break
• Fertility Benefits

All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

If you are looking for a rewarding career opportunity with great benefits? Look no further! Join our team!

1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.
2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.

Supplemental Questions

Required fields are indicated with an asterisk (*).

Required Documents

• Resume

Optional Documents

• Cover Letter/Letter of Application
• Veteran Employment Preference - Form DD-214

Human Resources,
800 West Campbell Road, AD3.418
Richardson,
TX 75080-3021