Financial Technician

Virginia Commonwealth University; Richmond (VA); On-site; USD 44,000 - 48,000; Full time

Job summary

Virginia Commonwealth University seeks a detail-oriented Financial Technician to support the DSA Finance team with routine financial transactions, purchasing, travel, and reimbursements on campus.

Reporting to the Budget Analyst, the role emphasizes accuracy, data entry, and customer service while using RealSource, Banner, Chrome River, and Smartsheet to maintain records and assist financial analysts.

Qualifications

• High School diploma or equivalent.
• Entry-level experience in administrative/financial work.
• Ability to accurately enter, review, and maintain data and financial information.
• Ability to manage multiple tasks, prioritize work, and meet deadlines.
• Demonstrated attention to detail and accuracy with high transaction volume.
• Ability to learn and effectively use financial, administrative, and other technology systems.
• Proficiency with spreadsheet applications to organize, sort, filter, and maintain data.

Responsibilities

• Process routine financial transactions using university systems.
• Prepare and process purchasing, journal entries, PCard, travel pre-authorizations, and reimbursements.
• Process student stipends and reimbursements using applicable systems.
• Enter, review, and maintain financial data with high accuracy.
• Review transactions for completeness and compliance with policies.
• Identify discrepancies and resolve routine issues.

Skills

Attention to detail

Customer service

Communication

Data entry

Time management

Education

High School diploma or equivalent

Associates degree or relevant education

Tools

Banner

RealSource

Chrome River

Candex

Smartsheet

Job description

Advertising Summary:

The Division of Student Affairs atVirginia Commonwealth University is seeking a detail-oriented andservice-focused Financial Technician to join its Finance team. Thisposition provides essential financial and administrative supportthrough the processing of purchasing, travel, reimbursement, PCard,student stipend, and other routine financial transactions.

Unit:

Student Affairs (Vice Provost) MBU

Department:

DSA Shared Services

Department Summary:

The DSA Finance team supportsdata-informed financial management and operational decision-makingwhile providing responsive service to students, faculty, staff, andother stakeholders. Through collaboration, accuracy,accountability, and continuous process improvement, the team helpsadvance the Division of Student Affairs' mission and strategicpriorities.

Position Summary

The Financial Technician provides financial and administrativesupport to the Division of Student Affairs (DSA) Finance team.Reporting to the Budget Analyst, this position performs routinefinancial transaction processing, purchasing, reconciliation, dataentry, and customer service activities in accordance withuniversity, state, and Division of Student Affairs policies andprocedures.

The position utilizes university financial and administrativesystems to process transactions, maintain accurate financialrecords, and support timely and compliant financial operations. TheFinancial Technician also provides transactional support tofinancial specialists and analysts by maintaining daily financialinformation and updates in Smartsheet and other applicablesystems.

This position supports the Associate Vice President for Finance andInnovation and the DSA Finance team in achieving accurate,efficient, and data-informed financial and budget management. Theposition is located on campus.

• Process routine financial transactions using RealSource,Banner, Chrome River, and other university systems.
• Prepare and process electronic purchase requisitions, journalvouchers, PCard transactions, travel pre-authorizations, travelreservations, and travel reimbursements in accordance withapplicable university and state requirements.
• Process student stipends and reimbursements using RealSource,Candex, Chrome River, and other applicable systems.
• Enter, review, and maintain financial transaction data with ahigh degree of accuracy and timeliness.
• Review transactions for completeness and compliance withestablished university and DSA policies and procedures.
• Identify discrepancies or incomplete information and takeappropriate action to resolve routine issues or expedite matterswhen necessary.

Purchasing and Reconciliation

• Reconcile purchase card transactions and purchase orders under$10,000 in accordance with university, state, and DSA policies andprocedures.
• Review supporting documentation to ensure transactions areproperly documented and processed.
• Assist with resolving routine purchasing, payment, andreconciliation discrepancies.
• Maintain accurate records and documentation related to assignedfinancial transactions.

Data Management and Reporting Support

• Maintain and update daily financial transaction information inSmartsheet and other applicable tracking systems.
• Update transactional information received from RealSource,PCard, and other financial systems.
• Assist financial specialists and analysts with maintainingaccurate and timely transactional data.
• Retrieve, organize, sort, and summarize financial informationusing Excel, Google Sheets, and other applicable tools.
• Provide routine financial and transactional information to thesupervisor and other authorized DSA staff as requested.

Customer Service and Communication

• Provide professional and responsive customer service tostudents, faculty, staff, vendors, university departments, andother stakeholders.
• Respond to routine financial and administrative questions andprovide guidance regarding established processes andprocedures.
• Communicate effectively with individuals at varyingorganizational and administrative levels.
• Maintain confidentiality when handling financial, personnel,student, or other sensitive information.

Team and Division Support

• Participate in DSA Finance Team meetings, DSA all-staffmeetings, and applicable university fiscal administratormeetings.
• Maintain knowledge of applicable university, state, and DSAfinancial policies and procedures.
• Assist with special projects, process improvements, and otherfinancial or administrative assignments as needed.
• Perform other related duties as assigned.

Qualifications:

Minimum Qualifications

• High School diploma or Equivalent. Any combination ofeducation, or related experience, and training that demonstratesthe knowledge, skills, and abilities required to perform thework.
• Entry-level experience performing administrative, financial,transactional, customer service, or related work.
• Demonstrated ability to accurately enter, review, and maintaindata and financial information.
• Demonstrated ability to manage multiple tasks, prioritize work,and meet established deadlines.
• Demonstrated attention to detail and accuracy when processing ahigh volume of transactions.
• Ability to learn and effectively use financial, administrative,and other technology systems.
• Demonstrated ability to use spreadsheet applications toorganize, sort, filter, and maintain data.
• Demonstrated ability to exercise sound judgment when resolvingroutine problems and to recognize when issues requireescalation.
• Effective written and verbal communication skills.
• Demonstrated ability to provide professional and responsivecustomer service to individuals with varying backgrounds, roles,and levels of responsibility.
• Ability to maintain confidentiality and appropriately handlesensitive information.
• Demonstrated ability to work effectively in a collaborative,respectful, professional, and service-oriented environment.
• Demonstrated ability to work in and foster an environment ofrespect, professionalism and civility with a population of faculty,staff, and students from all backgrounds and experiences, or acommitment to do so as a staff member at VCU.
• Any combination of education, experience, and training orrelated experience that demonstrates the knowledge, skills, andabilities required to perform the work or any relevant experience,training, certifications, or an equivalent combination ofqualifications may be substituted for educational requirementswhere appropriate.

Preferred Qualifications

• Associates degree or combination of relevant education,experience, and training that demonstrates the knowledge, skills,and abilities required to perform the work.
• Entry-level experience performing financial, purchasing,budget, or related administrative functions.
• Experience working with financial or enterprise resourceplanning systems.
• Experience processing purchasing, PCard, travel, reimbursement,or other financial transactions.
• Experience with Banner, RealSource, Chrome River, Candex,Smartsheet, or similar financial and workflow systems.
• Demonstrated proficiency with Microsoft Excel and/or GoogleSheets, including sorting, filtering, organizing, and maintainingdata.
• Experience working in a higher education or public-sectorenvironment.
• Experience interpreting and applying financial policies andprocedures.

Salary Range:

$44,000-$48,000

Benefits

All full-time university staff are eligible for VCU’s robust benefits package that includes comprehensive health benefits, paid annualand holiday leave, generous tuition benefits, retirement planningand savings options, tax-deferred annuity and cash match programs,employee discounts, well-being resources, abundant opportunitiesfor career development and advancement, and more.

FLSA Exemption Status:

Non-Exempt

Hours per Week:

40

Restricted Position:

No

ORP Eligible:

No

Flexible Work Arrangement:

Fully Onsite

University Job Title:

18111N - Financial Technician 1

Contact Information:

Contact Name: ShondaPulley

Contact Email: [e-mail]