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:

– Intermediate Support

Base Description:

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

Level Summary:

– Demonstrates ability to perform intermediate tasks in defined skill areas. Demonstrates intermediate knowledge of internal procedures. Works under general supervision, performing assignments that may be varied and sometimes difficult. Supports team decisions and follows through with team responsibilities. Interprets and communicates information clearly and accurately. Demonstrates intermediate problem–solving skills.

Supervisory Responsibilities:

– May provide basic direction to lower level support staff

Fiscal Responsibilities:

– Handles routine financial transactions
– May validate and pay invoices

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
– Applies knowledge of institutional policies and procedures in determining course of action

Independence of Action:

– Work is generally monitored by supervisor
– Detailed instructions and procedures are generally provided
– Uses available guidelines to make appropriate adaptations to routine situations and refers other situations to 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
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials that may be intended for distribution

• Comp Grade – 5
• Minimum – $38,300.00
• MidPoint – $46,900.00
• Maximum – $55,500.00