Financial Specialist-Intermediate (Business Service Center)

UT Health San Antonio; San Antonio (TX); Hybride; USD 52 000 - 72 000; Plein temps

Résumé du poste

UT Health San Antonio in San Antonio, TX, is seeking a Financial Specialist-Intermediate within the Business Services Center. You will facilitate end-to-end financial transactions for client units, provide guidance, and ensure compliance with policies and procedures.

You will review inquiries, process travel reimbursements, requisitions, transfers, and payments; maintain dashboards; manage client relationships; identify issues and drive process improvements; and educate customers on policy

Qualifications

• Bachelor's Degree is required, or four additional years of related experience in lieu of degree.
• Knowledge of institutional financial administration policies and procedures.
• Experience with financial transactions and customer service.

Responsabilités

• Reviews and responds to financial process inquiries via phone, email, or service desk.
• Initiates and processes travel requisitions, reimbursements, purchase requisitions, internal transfers, and payments.
• Maintains documentation for transactions and ensures accuracy and compliance.
• Maintains dashboards in Business Analytics software for timely financial insights.
• Manages client relationships and participates in meetings to set service expectations.
• Identifies recurring issues and participates in process improvement initiatives.

Connaissances

Customer-service focus

Relationship building

Problem solving

Oral and written communication

Time management

Project management

Formation

Bachelor's Degree

Outils

PeopleSoft

Microsoft Office Suite

Description du poste

Financial Specialist-Intermediate (Business Service Center)

Job Description

Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

Responsibilities

• Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk.
• Initiates, supports, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals. Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
• Assist with reviewing and monitoring key performance indicators as determined by the department and customers served.
• Maintains dashboards in Business Analytics software that provides timely and accurate information and insight to customers on their accounts and financial situation.
• Manages customer relationships, participates in client department meetings to confirm service expectations and to anticipate upcoming needs, and meet service level requirements.
• Identifies recurring issues and questions, and escalates them to higher level position to implement solutions. Participates in business process improvement exercises by integrating customer recommendations.
• Advises clients of best practices or better solutions to reduce errors and optimize resources.
• Reviews client accounts to confirm appropriate and accurate accounting of expenditures.
• Promotes financial policies, procedures, and programs to university community and communicate changes as they are made. Educates customers on the appropriate interpretation of policies and procedures.
• Performs all other duties as assigned.

Qualifications

• Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures.
• Knowledge of records management policies and procedures.
• Knowledge of accounting systems and data.
• Customer-service focus that is responsive and empathetic.
• Relationship building and consultative skills.
• Strong problem solving, critical-thinking, oral and written communication, time management, and project management skills.
• Fundamental knowledge of accounting practices and agency reimbursement programs.
• Comfortable working with personal computer/software, PeopleSoft, and Microsoft Office Suite.

EDUCATION:

• Bachelor's Degree degree is required.
• Will accept four (4) additional years of experience in lieu of degree.

Required Skills

• Three (3) years of financial transactions experience or related experience is required.

This position may require the ability to maintain the security and integrity of UT San Antonio and its infrastructure per Texas EO-GA-48.

Job Info

• Job Identification 8210
• Job Category Finance
• Posting Date 10/08/2026, 09:19 PM
• Locations 0003 7703 Floyd Curl Drive, San Antonio, TX, 78229, US (Hybrid)
• Job Schedule Full time
• Organization B5700 - Business Services Center, B5000 - SVP & CFO, UT Health Science Center, UT Health Science Center
• Department B5700 - Business Services Center