Summary

Initiates, processes, and maintains records of a variety of complex fiscal, budgetary, and/or other associated transactions, in either direct or indirect support of accountants and/or unit management. Investigates and resolves problems related to funds, budgets, expenditures, and/or procurement practices, and provides reports and analyses on complex fiscal issues, as assigned. Provides assistance in the development, implementation, and management of fiscal systems and procedures, applying basic concepts, methods, and techniques. May serve as unit/area transaction initiator or requisitioner.

Duties and Responsibilities

1. Monitors revenue and expenses for departmental or unit accounts; ensures expenditure control and compliance with funding and reporting requirements, University policy, and standard accounting procedures.
2. Responds to requests and concerns from internal and external constituencies regarding fiscal transactions; analyzes and provides reports and correspondence on unresolved problems.
3. Reviews and approves expenditure, personnel, and/or purchasing documents for availability of funding, mathematical correctness, and compliance with University policy and state and federal funding requirements
4. Interacts with and trains client department staff regarding financial policies and procedures; serves as liaison with client department representatives, vendors, funding source representatives, and/or patients in the resolution of financial issues.
5. As appropriate to the needs of the individual organization, performs proactive reviews of department expenditures and procedures for the handling such items as purchasing cards, petty cash, patient incentives, and/or related items.
6. Maintains confidentiality of appropriate records, contracts, documents, and data in compliance with Federal, State, and University regulations and policies.
7. Assists in client department problem solving and planning, and in the development and execution of goals and objectives.
8. May supervise and/or lead lower graded staff and/or student employees.
9. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

• High school diploma or GED; at least 5 years of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

• Ability to understand and apply general accounting processes.
• Ability to communicate effectively, both orally and in writing.
• Ability to understand and apply University policies and procedures and Federal/State financial regulations.
• Strong organizational and follow-up skills.
• Ability to access, search, and navigate on the web.
• Strong working knowledge of MS Excel and Word software.
• Strong interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Research, analytical, and critical thinking skills.
• Ability to use independent judgment and to manage confidential information.

Distinguishing Characteristics

Position requires: a) Preparing financial reports, statements, and projections using standard and fund accounting principles, methods and applications on an automated accounting system or spreadsheets; b) Reconciling, balancing and maintaining standard accounting records, and c) Preparing and monitoring budgets and/or other fiscal tracking mechanisms using finance, accounting, budgeting and cost control procedures.

Working Conditions and Physical Effort

• No or very limited physical effort required.
• No or very limited exposure to physical risk.
• Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017