Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.

The defined natural career progression within or between job profiles.

Finance

Financial Support

The Financial Associate supports the day-to-day financial operations by maintaining accurate records, assisting with budget tracking, processing various financial transactions, and preparing reports; adheres to the approved systems of internal control and financial management.

• Assist in processing financial transactions, including purchase orders, invoices, reimbursements, and journal entries
• Maintain accurate and organized financial records in accordance with university policies and audit requirements
• Help monitor project budgets by tracking expenses and preparing budget status reports
• Prepare standard financial reports and assist with data collection for more complex analyses
• Support grant and restricted fund tracking by ensuring proper documentation and coding
• Schedule and coordinate meetings, prepare materials, and assist in the communication of financial updates
• Respond to routine financial inquiries, escalating complex issues as needed
• Assist with year-end financial closeout activities and preparation for audits
• Support the implementation and maintenance of financial systems and databases
• May supervise staff members, including hiring, development, and performance management

Level:

– Support

Base Description:

– Completes administrative activities and tasks of a technical or functional nature.

Level Summary:

– Demonstrates baseline working knowledge of routine tasks. Follows the standard principles and practices. Acts under direct and frequent supervision using established procedures with detailed instructions. Participates as a team member and actively contributes to completion of team goals. Clearly communicates information.

Supervisory Responsibilities:

– None

Fiscal Responsibilities:

– Typically none
– May handle routine financial transactions

Problem Solving:

– Encounters routine problems
– Follows recommended course of action and procedures to resolve problems
– Demonstrates working knowledge of institutional policies and procedures

Independence of Action:

– Work is closely monitored by supervisor
– Detailed instructions and procedures are provided
– Applies standard operating procedures with limited guidelines for deviation

Communication and Collaboration:

– Communicates mostly internally within working unit
– May communicate with external audiences for scheduling/coordination
– Collaborates closely with team members
– Clearly communicates information, ideas, or instructions verbally and in writing

• Comp Grade – 4
• Minimum – $34,800.00
• MidPoint – $42,600.00
• Maximum – $50,500.00

• Attention To Detail
• Business acumen
• Customer Service
• Data Analysis
• Document management
• Financial analysis
• Information analysis
• Office administration
• Records management

• General Equivalency Diploma (GED)
• High School (HS)