Financial Assistant - Part Time


JOB FAMILY: Financial Operations  

JOB CODE: 8327-0000 

FLSA STATUS: Non-Exempt 


Financial Assistant positions perform support functions related to treasury management, investments, cash flow analysis, banking, debt service, capital budgeting, general financial management, purchasing, and inventory control; develop and analyze financial reports; compile and analyze financial information; ensures that financial practices and procedures follow University guidelines.


  • Perform day-to-day financial transactions; report discrepancies
  • Resolve issues for both internal and external customers; communicate with customers as needed, including explanation of policy and procedure; refer complex issues
  • Prepare balance sheets and update financial spreadsheets
  • Assist with the preparation of reports; compile data as directed; develop and run basic quires for reports
  • Provide assistance with cost analysis, fiscal allocation, and budget preparation
  • Analyze budget estimates for completeness and accuracy for accounting reports
  • Ensure timely reconciliations are completed for assigned ledger and clearing accounts; recommend adjustments and refer problems
  • Diagnose and resolve issues with daily reports; direct payment posting and make adjustments as directed
  • Provide advice to ensure budget adjustments are made in accordance with operational changes
  • Assist with reviewing operating budgets to analyze trends
  • Assist with collecting data for analysis and forecasting purposes
  • Assist with seeking new ways to improve efficiency and increase profits
  • May perform audit functions for unit; report audit findings to management
  • May make purchases in accordance with established policies, procedures, and regulations; assist in periodic physical inventory; complete and maintain reports on inventory items