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 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:

– 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