Penn State Job Catalog

The defined natural career progression within or between job profiles.

Financial Support

The Financial Associate processes various financial transactions, adheres to the approved systems of internal control and financial management; may focus work in one area, such as accounts receivable (including student accounting), accounts payable, expense processing, and wage payroll entry and review.

• Perform student accounting functions; handle inquiries from students, parents, and others; perform daily reconciliation
• Perform non-student receivable functions; prepare invoices and bills; handle customer inquiries
• Perform cash handling functions; manage gift receipts; approve Reports of Cash Receipts; resolve issues and problems related to cash
• Review human resource and wage payroll forms; verify wage form documentation (W-4, I-9, etc.); approve forms based on limited authority granted by Financial Manager
• Review and audit purchasing card transactions; perform reconciliation of auto-posted transactions, troubleshoot issues for departmental reconcilers and cardholders
• Approve purchasing and payment forms and transactions based on limited authority granted by the Financial Manager; resolve billing and payment issues
• Approve Employment Reimbursement System reports based on limited authority granted by the Financial Manager; resolve issues
• Assure inventory systems are properly updated; perform reviews and counts as needed
• Monitor restricted accounts; create/submit forms to establish new restricted accounts; assist in closing accounts; adjust controls as directed
• Perform Pay and Effort functions; submit payroll transfers as required; assist with clearing account
• Manage filing systems to assure documents are retained according to established procedures and retention guidelines

Level:

– Supervisor

Base Description:

– Supervises direct reports, but primarily completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates appropriate knowledge to perform own work; spends majority of time on tasks related to own job responsibilities. Demonstrates baseline planning, organizing, directing, and facilitating skills. Reviews completed work of others to verify accuracy and quality. Follows recommended approaches to assigned work. Supervises assigned staff and coordinates routine work activities. Monitors employee interactions and facilitates a productive working environment. Communicates instructions and policies in a consistent, effective and timely manner. Identifies and addresses concerns appropriately. Makes recommendations for possible solutions.

Supervisory Responsibilities:

– Typically oversees at least 2 full–time direct reports or equivalent team of part–time and/or student workers (for Support track, performs work at Senior Support level or higher; for Professional track, performs work at the Advanced Professional level or higher)

Fiscal Responsibilities:

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

Problem Solving:

– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows standard operating procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems
– Applies proven and tries new approaches when solving problems

Independence of Action:

– Works with minimal supervision on difficult work assignments, conferring with manager on unusual matters
– Follows precedents and procedures
– Organizes work of direct reports and may set priorities within general guidelines established by manager
– Reviews the work of others to verify accuracy, quality, and conformance to required procedures and special instructions

Communication and Collaboration:

– Communicates internally within working unit and the University
– Communicates with external audiences for scheduling/coordination
– May communicate with external audiences for business purposes
– Collaborates closely with team members; may interact with other staff outside of area
– Utilizes a communication style that is appropriate for a given situation
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials

• Comp Grade – 7
• Minimum – $46,400.00
• MidPoint – $56,800.00
• Maximum – $67,300.00