The Role
Facilitates end-to-end financial transactions for assigned client units, including journal entries, requisitions, reimbursements, payments, reconciliations, and discrepancy resolution. Supports customers by explaining financial policies, maintaining accurate documentation, ensuring transaction completion, and identifying process inefficiencies. Recommends and helps implement solutions while ensuring compliance with organizational procedures.
Summary Generated by Built In
Under direct supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.
Responsibilities- Posts detailed entries to financial records, handles routine transactions, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals.
- Prepares and verifies various standard financial entries for financial data processing system; reconciles report discrepancies and problems.
- Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
- Identify issues with administrative processes that create challenges for our customers and may play an active role in implementing solutions.
- Guides customers on the appropriate interpretation of UTHSA policies and procedures. Provides optimal business solution to customers.
- Documents and reconciles financial documents.
- Responsible for ensuring process follow through to completion for transactions and customer support.
- Performs all other duties as assigned.
- Understands the organization's financial processes.
- Strong attention to detail.
- Ability to be dependable and flexible in order to meet deadlines.
- Extremely customer-focused.
- Self-motivated, quick learner. Attention to detail, understands importance of accuracy and responsiveness.
- Fundamental knowledge of accounting practices and agency reimbursement programs.
- Knowledge of fundamental concepts, practices, and procedures of particular field of specialization.
- Proficiency in applicable software programs including Microsoft Office.
Education:
- Associate's Degree degree is required.
Experience:
- Three (3) years of financial transaction experience or related experience is required.
The University of Texas at San Antonio (UT San Antonio) is a nationally recognized, top-tier public research university that unites the power of higher education, biomedical discovery and healthcare within one visionary institution. As the third-largest research university in Texas and a Carnegie R1-designated institution, UT San Antonio is a model of access and excellence — advancing knowledge, social mobility and public health across South Texas and beyond. UT San Antonio serves approximately 42,000 students in 320 academic programs spanning science, engineering, medicine, health, liberal arts, AI, cybersecurity, business, education and more. With 17,000 faculty and staff, UT San Antonio has been recognized by Forbes as one of America’s Best Employers for Company Culture.
Benefits Overview
UT Health San Antonio offers an excellent benefits package for its employees. Employees who work at least 20 hours a week, with an appointment of at least 4.5 months, are eligible for benefits.
Medical - UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas. Family members can be added to the plan through payroll deduction. Employees and their dependents can also receive discounted copays and coinsurance when using UT Health Physicians, a network of 800 premier physicians including more than 100 specialists. Employees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates.
Dental - Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company, two PPOs and one dental HMO plan. Both PPO plans allow employees to choose any licensed dentist.
Vision - Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options that offer either standard or enhanced vision benefits.
Disability - Employees can enroll in the Disability Insurance which provides income if a non-work related illness or injury prevents you from working.
FSAs - Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses.
Retirement - Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP). TRS is a defined benefit retirement plan which UT Health matches employee contributions. ORP is for eligible faculty staff employees. Voluntary retirement programs are also available to invest before- or after-tax dollars with the choice of five quality retirement plan providers.
Time Off - A generous leave program offers multiple paid leave options:
- Front-loaded Paid Time Off: 128 to 208 hours (16 to 26 days) of Paid Time Off based on years of service, given at the start of each fiscal year. PTO may be prorated in year one based on date of hire.
- Extended Illness Bank: 8 hours (1 day) accrued per month which can be used for illness or injury after one day of Paid Time Off is taken.
- Paid Family Leave: Up to 240 hours (6 weeks) to care for a spouse, child, or parent after 6 months of consecutive employment.
- Holidays: 12 set paid holidays each year.
Discounts - Employees enjoy a range of discounts on services, tickets, and gym membership.
EEO Statement
UT Health San Antonio is an equal employment opportunity and affirmative action employer. It is our policy to promote and ensure equal employment opportunity for all individuals without regard to race, color, religion, sex, gender identity, national origin, age, sexual orientation, disability, or veteran status.
Skills Required
- Bachelor's degree in a finance-related field
- One year of directly related experience
- Fundamental knowledge of accounting practices and agency reimbursement programs
- Knowledge of financial processes and fundamental concepts, practices, and procedures in the field
- Proficiency in applicable software programs, including Microsoft Office
- Strong attention to detail and accuracy
- Ability to meet deadlines and be dependable and flexible
- Customer-focused approach and responsiveness
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The Company
What We Do
UT Health San Antonio™, one of the country’s leading health sciences universities, is the leader in south/central Texas funding for the National Institutes of Health (NIH). The university’s schools of medicine, nursing, dentistry, health professions and graduate biomedical sciences have produced more than 33,000 alumni. The $806.6 million operating budget supports four campuses in San Antonio and Laredo, and is the primary driver of its community’s $37 billion biomedical and health care industry. For more information on the many ways “We make lives better®,” visit uthealthsa.org.
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