Financial Coordinator 3

Job Number:
71703
Level/Salary Band:
03 –
G
– Non-exempt
Work Unit:
Penn State College of Medicine
Department:
Medical Education
Full/Part Time:
Full–Time

Support Educational Affairs finance shared services. Specifically, support of financial operations; student aid; advise on policy and procedures and resolve problems (scale and scope of job moves from supporting single area, general fund operations, to increasing complexity based on size, type, income and impact of decisions on University). Coordinate the summer college work-study program (CWSP); work collaboratively with human resources and various departments on facilitating this program; maintain job descriptions, records and tracking of participants. Serve as Manager for Student Aid, providing basic support to administrative area; enforce policy and procedure and assure internal controls are in place; approve financial and human resource forms for administrative area in a financial role (delegate or proxy) as needed. Provide service to students and parents by answering questions regarding student aid and resolving basic issues. Support the awarding of scholarships on Penn State’s E-steward system. Assist with the development and on-going maintenance of spreadsheets and reports related to student data and scholarship account balances. Assist with orientation and financial planning workshops. Coordinate various cash operations for finance shared services such as deposits and reconciliation of direct bill charges for various budgets within Educational Affairs. Oversee non-student receivable functions, including billing and payment processing; monitor account aging, answer complex customer queries; resolve reconciliation issues. Assist with budget implementation for finance shared services budgets; review and approve budget amendments and new account forms; monitor budgets for overdrafts and expenditure controls and assure compliance with grant requirements and restrictions; close restricted accounts and resolve issues in consultation with Research Accounting, including requests to adjust account dates and budget controls. Maintain controls for finance shared services; manage authorizations, including roles; prepare and approve routine journal vouchers and correcting entries as required. Resolve intermediate moderately complex issues for both internal and external customers; communicate with customers as needed, including explanation of policies and procedures. Prepare expense reports within Penn State’s Expense Reimbursement System for faculty and staff. Compile data for analysis and forecasting purposes as needed for finance shared services; develop and run advanced reports in support of administrative area financial operations. Assist Manager with weekly/monthly processes within finance shared services, including wage payroll, student tutoring and exam grader payment processing; and computer leasing monitoring. Assist with projects and other duties as assigned. Level 3 positions typically demonstrate proficient and comprehensive knowledge of defined skill areas/applications to integrate fundamental elements from other specialties into work assignments; apply knowledge of principles, practices, and procedures of a particular field of specialization to complete difficult assignments; promote a culture that is conducive to effective relationships among diverse team members; ensure safe practices and environmental consciousness are exhibited in decisions; may lead a project team involved in completion of difficult assignments, requiring proficient knowledge of field of specialization; interpret and communicate information, ideas and instructions clearly, accurately and persuasively both verbally and in writing including materials intended for distribution; incorporate new facts and ideas into group processes and apply creative thinking to develop new solutions; typically work with minimal supervision on difficult assignments, conferring with manager on unusual matters. Typically requires an Associate’s degree or higher plus four years of related experience, or an equivalent combination of education and experience. Associate’s degree in Accounting or related field. Proficient with Microsoft Excel and Word. Excellent verbal and written communication skills.