Financial Specialist (Intermediate) – Transactions & Analytics

UT Health San Antonio; San Antonio (TX); On-site; USD 55,000 - 76,000; Full time

Job summary

UT Health San Antonio is seeking a Financial Transactions Specialist to support end-to-end processes for a defined set of client units. You will guide clients through financial workflows, analyze data, and ensure accuracy and compliance with policies.

The role emphasizes customer interaction, problem solving, and process improvements. The position requires a Bachelor's degree and at least three years of related experience.

Qualifications

• Bachelor's degree required.
• Three (3) years of financial transactions experience or related experience is required.
• Strong problem solving, communication, time management, and project management skills.

Responsibilities

• Assist with reviewing and responding to financial process inquiries via phone, email, or service desk.
• Review cost reports and financial data to advise customers and generate reports.
• Process common financial transactions including travel reimbursements, purchase requisitions, internal transfers, and payments.
• Maintain dashboards and provide timely, accurate information to customers on their accounts.

Skills

Financial transactions

Customer service

Problem solving

Communication (verbal/written)

Education

Bachelor's degree

Tools

PeopleSoft

Microsoft Office Suite

Job description

UT Health San Antonio is seeking a Financial Transactions Specialist to support end-to-end processes for a defined set of client units. You will guide clients through financial workflows, analyze data, and ensure accuracy and compliance with policies.

The role emphasizes customer interaction, problem solving, and process improvements. The position requires a Bachelor's degree and at least three years of related experience.