Financial Assistant Baptist University of the Americas

Baptist University of the Americas

JOB DESCRIPTION TITLE

Financial Assistant

DEPARTMENT

Finance

REPORTS TO

Director of Finance and Administration CREATED:

December 5, 2024

STATUS:

Nonexempt

BASIC FUNCTION

As the Financial Assistant, you will be responsible for duties assigned by the Director of Finance and Administration.

RESPONSIBILITIES/TASKS

NOTE:

Some descriptions may have more specific duties and/or goals and objectives attached to this form. Such attachments normally reflect unique aspects of specific locations, shifts, departments, etc. The Financial Assistant is a full-time position for 8 hours per day on Monday thru Friday. The Financial Assistant will assist the Director of Finance & Administration with various business-related matters. The duties may include completion of or the assistance in completing the following: Receive receipts and reconcile credit card accounts. Receive and enter incoming bills into Blackbaud accounting software. Providing supporting documents for payment of invoices. Maintain the timely payment of invoices. Create and set up vendor accounts. Ensure compliance with company policies and procedures related to process of invoices. Maintain accounts payable files. Assist with a timely year end audit. Input of deposits into general ledger. Prepare and process electronic payments and checks for signature. Investigate inquiries regarding discrepancies of vendor accounts. Reconcile invoices to monthly statements and file all invoices. Assist with journal entries. Prepare annual tax documents (1099's). Assist with daily banking and accounting tasks. Assist with monthly, quarterly and year end closing tasks. Perform general office tasks as required. Accurately prepare and proofread letters, memos, spreadsheets and other correspondence daily; answer phones, take messages and respond to voicemail and email messages in a timely manner. Work successfully as part of a team and be responsible for developing and maintaining strong working relationships with co-workers in the department. Attend and participate in staff meetings and training as required. Perform special assignments, projects, and other duties as required. Numbers 1-16 are considered Primary Duties for this job.

POSITION EXPERIENCE & ABILITIES

NOTE:

These requirements represent minimum levels in order to perform the job on a satisfactory basis. Candidates must have the ability to satisfactorily perform the essential functions of the job. Bachelor's Degree in a related field of study is required. Strong organization and prioritization skills needed. Requires a familiarity with accounting software and principles. Requires proficient ability to speak, read, and write in English. Proficient ability to speak, read and write in Spanish is preferred. Requires proficient ability to define problems, collect data, establish facts, and draw conclusions dealing with abstract variables. Requires a strong sense of diplomacy and demonstrated success in developing strong collaborative relationships with organizational peers and outside colleagues. Requires recognized ability to meet multiple deadlines by maintaining a high level of organization. Ability to minimize risk to the University. Requires ability to maintain confidentiality. Requires proficient ability to exhibit detail-oriented skills necessary to understand and manage a wide-range of information. Proficient working knowledge and ability to accurately operate and perform computer related tasks with specific equipment and software applications, including Microsoft Word, Excel, Power Point, and Outlook is required. Requires professional commitment to Christian principles and teachings so as to perform tasks and responsibilities in alignment with BUA's mission and vision. Requires ability to speak clearly and make self understood in face-to face interactions; to articulate with extreme accuracy and precision to give directions, speak on the phone, etc. Requires ability to communicate professionally and effectively orally and in writing. Requires ability to establish and maintain effective working relationships with staff, trustees, vendors, students, families. Requires ability to effectively work under pressure and remain flexible as priorities change. Requires ability to work under minimal supervision with sound judgment Requires sufficiently good health to properly discharge duties. Employees who have infectious diseases or skin lesions shall not be permitted to work for the duration of the communicability.

POSITION CRITICAL SKILLS

NOTE:

These requirements represent minimum levels in order to perform the job on a satisfactory basis. Candidates must have the ability to satisfactorily perform the essential functions of the job. Self-management . Demonstrate self-control and an ability to manage time and priorities. Make sound decisions even under pressure. Planning and Organizing . Establish a course of action for oneself and/or others to accomplish specific goals. Plan proper assignments in order to appropriately allocate available resources. Communication . Clearly express ideas, either verbally or in writing, to include but not limited to grammar, organization, and structure. Communicate cross-culturally among various cultures. Research . Effectively identify, collect, organize, and document data and information in ways that make the information most useful for subsequent assessment, analysis, and investigation. Willingness to Learn . Promptly assimilate and apply new job-related information and skills. Creative & Innovative Thinking . Develop innovative ideas that provide solutions to all types of workplace challenges by adapting traditional or devising new approaches, concepts, methods, models, designs, processes, technologies, and/or systems. Demonstrate a willingness to take fresh perspectives and risks in his/her thinking and seeking out fresh ideas from a wide variety of sources. Ethics & Integrity . Consistently earn the trust, respect, and confidence of coworkers and students through consistent honesty, forthrightness and professionalism in all interactions, including meeting commitments and promises.

POSITION CRITICAL BEHAVIORS

NOTE:

These requirements represent minimum levels in order to perform the job on a satisfactory basis. Candidates must have the ability to satisfactorily perform the essential functions of the job. Team Player . Work effectively with others in the organization and outside the formal lines of authority (i.e., peers, students and senior leadership, and the like) to accomplish organizational goals and to identify and resolve problems. Includes considering the impact of your decisions on others. Critical Thinking . Demonstrate the ability to actively and skillfully conceptualize, apply, analyze, synthesize, and/or evaluate information as a guide to belief and action Bias for Action . Exhibit the propensity to act or decide without customary analysis or sufficient information to achieve critical goals or objectives. Includes responsible risk-taking. Self-Starter . Demonstrate initiative to take action to achieve goals beyond what is necessarily called for. Includes the ability to work in a less structured environment. Customer Service Orientation . Make efforts to listen to and understand the customer (both internal and external), anticipate customer needs and give high priority to customer satisfaction. Self-Confidence. Demonstrate initiative, confidence in oneself, resiliency and a willingness to take responsibility for personal actions. Have the courage to voice views that are unpopular Thoroughness . Demonstrate the ability to balance an attention to detail with the cost and benefit of doing so. Adaptability . Maintain effectiveness in varying environments, tasks and responsibilities, or with various types of people. Stay agile in the face of change.

BAPTIST UNIVERSITY OF THE AMERICAS VALUES

NOTE:

Baptist University of the Americas follows Christ-centered values administered with professional excellence. Organizational values are critical because they define Baptist University of the Americas (BUA) personality and provide our employees clarity about how to behave. Core Values . Our Core Values are behavioral traits that are inherent in BUA; they are: Christ -Centered (Self-sacrificing, forgiving and Biblical) Baptist (in identity, and foundation) Holistic in our teaching and learning (dedicated to the mission and purpose of BUA in higher education. Integrity (with our responsibility and respect toward others) Cross-Cultural Competency Hospitality (providing customer service, internally and externally) Community Servant Spirit (humble, treat others with respect, put others first, team player); and Passion-driven (dedicated to the mission and purpose of BUA as exhibited by perseverance, reliability, and hard work) Expected Values . BUA also holds all employees accountable for those traits which represent minimum behavioral standards: Honesty, Integrity, Respect for Others, Hardworking, Fair-minded, Accountable, and Responsible.

NOTE:

Baptist University of the Americas complies with all the employment provisions of the Americans with Disabilities Act. The purpose of Baptist University of the Americas job descriptions is to describe the basic function, major responsibilities/tasks and essential functions of each job so that employees can better know what is expected of them. The descriptions also provide information useful for recruiting, training, and performance appraisal. This document does not create an employment contract, nor does it modify the at-will employment status of all employees. A job description is not meant to inhibit employee creativity or innovation. The description will be revised as job responsibilities change materially. Apply