POSITION SUMMARY

The College of Education Grants Office has grown rapidly and now encompasses 10 grants and over 200+ students. There is a need for additional staff to help manage the program and complete the necessary budget and accounting duties within the Grants Office. Under general supervision, supervises complex accounting clerical, bookkeeping, payments receivable & departmental deposit processing or auditing activities. Serves as rant accounting associate for a major function such as complex multi-grant and contract accounting support, loan processing and payment plan support, or supervises and trains subordinate personnel.

JOB DESCRIPTION

Assists in monitoring and preparing budgets and related amendments by reviewing departmental budget transfers, maintaining accurate records of budgetary transactions and expenditures, and collecting data to prepare budget reports Insures approved budgetary transactions are accurately processed and updates manual and automated files and recordkeeping systems. Responds to routine inquiries in the areas of budget preparation and budget administration policies and procedures. Compiles charts and tables of revenue and expenses to show current budget status. Computes ratios and percentages and tabulates statistical data. Researches and resolves credit card payment issues. Supervises and monitors the bookkeeping activity of a unit, ensuring details of financial transactions are recorded in journals, ledgers and automated system. • Supervises and trains subordinate personnel, determines work priorities, plans, schedules, assigns and reviews work. Prepares a variety of reports using manual and automated systems and equipment, personal computers and related software. Provides a consistent level of customer service relating to inquiries about payments and processing regarding their billing and registration activity. This requires being aware of and adhering to all privacy rules including the campus provisions for FERPA, Graham Leach Bliley, and approved Red Flag Rules. Reviews all transactions posted to assigned accounts by ensuring all account activity is recorded, all adjustments are calculated and corrections made. Supervises and monitors the bookkeeping activity of a unit, ensuring details of financial transactions are recorded in journals, ledgers and automated system.

Note:

The intent of this list of primary duties is to provide a representative summary of the major duties and responsibilities of this job. Incumbents perform other related duties assigned. Specific duties and responsibilities may vary based upon departmental needs.

ADDITIONAL INFORMATION

MINIMUM

QUALIFICATIONS

EDUCATION:

High school diploma or

GED. EXPERIENCE

Four years clerical experience to include two years in budgeting or accounting work (preferably in a grants office).

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

Knowledge of bookkeeping, accounting, and grant budget management , including monitoring expenditures, reconciling transactions, reviewing available balances, and ensuring accuracy and compliance of financial transactions. Advanced proficiency in Microsoft Excel and experience using Workday for financial and budget-related processes, data analysis, reconciliations, transaction review, and financial recordkeeping. Experience preparing and reviewing financial reports, budget summaries, and expenditure reports , with the ability to identify discrepancies, maintain accurate documentation, and communicate financial information effectively.

OTHER:

Except for qualifications established by law, additional related experience and formal education in which one has gained the knowledge, skills, and abilities required for full performance of the work of the job class may be substituted for the education or experience requirement on a year for-year basis with 30-college credits being equivalent to one year of experience.