Senior Financial Technician

Commonwealth of VA Careers; Richmond (VA); On-site; USD 52,000 - 59,000; Full time

Job summary

Virginia Commonwealth University’s Facilities Management Administration seeks a Senior Financial Technician to manage procurement contracts, process transactions, and develop complex reports for budgeting and efficiency.

You will support the Manager of Financial Services and multiple units, perform monthly reconciliations, journal entries, and ensure compliance with university policies and procedures. Hours are Monday–Friday, onsite with a strong benefits package.

Qualifications

• Knowledge of computers including Microsoft Office (Excel, Word, PowerPoint, Access) and financial systems.
• Ability to research, compile, analyze, and evaluate large datasets to base forecasts and projections.
• Strong communication and organizational skills; ability to work with diverse groups.
• Experience with Banner/RealSource, AiM, CMMS and procurement regulations in higher education.

Responsibilities

• Manage procurement contracts and ordering for Facilities Management Administration.
• Review billing summaries and process transactions in the facilities management system.
• Oversee cash management of checks; perform journal entries and AR postings.
• Prepare monthly financial/operational reports and assist in payroll reconciliations.
• Ensure compliance with university fiscal policies and ARMICS testing.

Skills

Communication

Organization

Research & analysis

Excel

MS Office suite

Education

High School Diploma or equivalent

Associate or Bachelor degree preferred

Tools

Banner/RealSource

AiM

CMMS

Excel/Office tools

Job description

Department

FMD Administration

Duties & Responsibilities

The Senior Financial Technician manages procurement contracts and ordering for Facilities Management Administration; reviews billing summaries and processes transactions in the Facilities Management work management system; oversees cash management of various types of checks received in Facilities Management; analyzes financial data and develops complex reports from various systems for budget forecasting and operational efficiencies; ensures compliance through annual testing and data management of the university fiscal procedures, policy, and guidelines; provides fiscal support to the Manager of Financial Services, and to various units within FMD.

Responsibilities include (but are not limited to)

Cash Management/Accounts Receivable Support

• Tracking of checks per check log per Treasury Services compliance policy (daily/weekly)
• Process journal entries to record CCK transactions (daily/weekly)
• Record the check receipt payments for invoices tracked in the Accounts receivable excel spreadsheet to support AR reconciliation (daily/weekly)
• Provide the Accounts receivable posting details, check deposit information to the Accounts Receivable Accountant (daily/weekly)
• Electronic/Scan check deposits to the University bank (daily/weekly)

Purchase card reconciliation/AIM-Work Management Cost allocation

• Run monthly SAS purchase card report per MBU for the Facilities Management units (monthly)
• Communicate with Facilities Operations zones/shops of any discrepancies/missing receipts/work order numbers/phase issues identified in the purchase card packages
• Process external charges from purchase card packets in AiM to each assigned work order for the assigned shops/zones and units within FMD (monthly)
• Process journal entries to re-appropriate undistributed purchase card charges in Banner to the appropriate expense account (monthly)
• Scan the purchase card receipts to the various work orders/phases in AiM-work management system (monthly)
• Reconcile P-Card transactions and supervisor approvals in the Bank of America Works system for each shops/zones purchase card packets monthly

Financial and Operational Reporting

• Assist in preparing monthly financial and operational reports for leadership
• Development of Facilities Management of specific financial models for reporting to leadership on various operation initiatives
• Assist in financial data gathering that will assist with forecasting and budget development
• Assist with execution of comprehensive payroll reconciliations using Excel gathering data from AiM HR data in Tableau and SAS Labor Distribution (HTML) reports
• Extract billable timecards from Banner to update monthly the spreadsheet for monitoring/reconciling Construction and Planning & Design timecard recovery dollars
• Manage the Retention records for Accounting Services and submit the proper forms for document destruction

Fiscal support to FMD units

• Ensure Facilities Management is adhering to fiscal compliance by performing annual ARMICS testing
• Oversee the daily logging of checks for the FMD units
• Other assigned fiscal duties to support units within Facilities
• Create purchase orders in Real Source on an as needed basis, process receivers, key journal entries to liquidate PO encumbrance
• Testing various finance modules in the AiM-work management system as needed to support software quarterly upgrades
• Manage computer inventory in the AiM system for FMD division

Minimum Qualifications

• Knowledge of computers, including Microsoft Office software (Excel, Word, PowerPoint, and Access)
• Knowledge of Financial Accounting Systems (Banner / RealSource, AiM, CMMS) and Higher Education and state procurement regulations
• Ability to research, compile, analyze, and evaluate large datasets to base forecasts and projections
• Ability to communicate effectively
• Strong organizational skills
• High School Diploma, GED, or equivalent
• Demonstrated ability to work in and foster an environment of respect, professionalism and civility with a population of faculty, staff, and students from all backgrounds and experiences, or a commitment to do so as a staff member at VCU

Preferred Qualifications

• Associate or Bachelor college degree preferred
• Several years' office/clerical work experience preferred
• Knowledge of higher education and state procurement regulations

Salary Range

$52,000 - $59,000

Benefits

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

FLSA Exemption Status

Non-Exempt

Work Days/Hours

Monday-Friday, 8:00am-5:00pm

Hours per Week

40

Restricted Position

No

ORP Eligible

No

Flexible Work Arrangement

Fully Onsite

University Job Title

18114N - Sr Financial Technician 1