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:

– Senior Support

Base Description:

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

Level Summary:

– Demonstrates proficient and comprehensive knowledge of defined skill areas. Applies knowledge of principles, practices, and procedures of a particular field to decision–making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.

Supervisory Responsibilities:

– May serve as lead support staff and/or provide basic direction to lower level support staff
– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers

Fiscal Responsibilities:

– Handles financial transactions
– May validate and pay invoices
– May monitor/track budgets for specific area and/or grant(s)

Problem Solving:

– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May use experience to resolve more complex and/or varied problems, with supervisor oversight
– Demonstrates proficient and comprehensive knowledge of institutional policies and procedures in determining course of action

Independence of Action:

– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– May set priorities and organize work within general guidelines established by supervisor

Communication and Collaboration:

– Communicates internally within working unit and/or the University
– May communicate with external audiences for scheduling/coordination
– Collaborates closely with team members; may interact with other staff outside of area
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials that may be intended for distribution

• Comp Grade – 6
• Minimum – $42,100.00
• MidPoint – $51,600.00
• Maximum – $61,000.00

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