Financial Technician

Advertising Summary: The Division of Student Affairs at Virginia Commonwealth University is seeking a detail-oriented and service-focused Financial Technician to join its Finance team. This position provides essential financial and administrative support through the processing of purchasing, travel, reimbursement, PCard, student stipend, and other routine financial transactions.

Unit: Student Affairs (Vice Provost) MBU

Department: DSA Shared Services

Department Summary: The DSA Finance team supports data-informed financial management and operational decision-making while providing responsive service to students, faculty, staff, and other stakeholders. Through collaboration, accuracy, accountability, and continuous process improvement, the team helps advance the Division of Student Affairs' mission and strategic priorities.

Position Summary

The Financial Technician provides financial and administrative support to the Division of Student Affairs (DSA) Finance team. Reporting to the Budget Analyst, this position performs routine financial transaction processing, purchasing, reconciliation, data entry, and customer service activities in accordance with university, state, and Division of Student Affairs policies and procedures.

The position utilizes university financial and administrative systems to process transactions, maintain accurate financial records, and support timely and compliant financial operations. The Financial Technician also provides transactional support to financial specialists and analysts by maintaining daily financial information and updates in Smartsheet and other applicable systems.

This position supports the Associate Vice President for Finance and Innovation and the DSA Finance team in achieving accurate, efficient, and data-informed financial and budget management. The position is located on campus.

• Process routine financial transactions using RealSource, Banner, Chrome River, and other university systems.
• Prepare and process electronic purchase requisitions, journal vouchers, PCard transactions, travel pre-authorizations, travel reservations, and travel reimbursements in accordance with applicable university and state requirements.
• Process student stipends and reimbursements using RealSource, Candex, Chrome River, and other applicable systems.
• Enter, review, and maintain financial transaction data with a high degree of accuracy and timeliness.
• Review transactions for completeness and compliance with established university and DSA policies and procedures.
• Identify discrepancies or incomplete information and take appropriate action to resolve routine issues or escalate matters when necessary.

Purchasing and Reconciliation

• Reconcile purchase card transactions and purchase orders under $10,000 in accordance with university, state, and DSA policies and procedures.
• Review supporting documentation to ensure transactions are properly documented and processed.
• Assist with resolving routine purchasing, payment, and reconciliation discrepancies.
• Maintain accurate records and documentation related to assigned financial transactions.

Data Management and Reporting Support

• Maintain and update daily financial transaction information in Smartsheet and other applicable tracking systems.
• Update transactional information received from RealSource, PCard, and other financial systems.
• Assist financial specialists and analysts with maintaining accurate and timely transactional data.
• Retrieve, organize, sort, and summarize financial information using Excel, Google Sheets, and other applicable tools.
• Provide routine financial and transactional information to the supervisor and other authorized DSA staff as requested.

Customer Service and Communication

• Provide professional and responsive customer service to students, faculty, staff, vendors, university departments, and other stakeholders.
• Respond to routine financial and administrative questions and provide guidance regarding established processes and procedures.
• Communicate effectively with individuals at varying organizational and administrative levels.
• Maintain confidentiality when handling financial, personnel, student, or other sensitive information.

Team and Division Support

• Participate in DSA Finance Team meetings, DSA all-staff meetings, and applicable university fiscal administrator meetings.
• Maintain knowledge of applicable university, state, and DSA financial policies and procedures.
• Assist with special projects, process improvements, and other financial or administrative assignments as needed.
• Perform other related duties as assigned.

Qualifications:

Minimum Qualifications

• High School diploma or Equivalent. Any combination of education, or related experience, and training that demonstrates the knowledge, skills, and abilities required to perform the work. 
• Entry-level experience performing administrative, financial, transactional, customer service, or related work.
• Demonstrated ability to accurately enter, review, and maintain data and financial information.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet established deadlines.
• Demonstrated attention to detail and accuracy when processing a high volume of transactions.
• Ability to learn and effectively use financial, administrative, and other technology systems.
• Demonstrated ability to use spreadsheet applications to organize, sort, filter, and maintain data.
• Demonstrated ability to exercise sound judgment when resolving routine problems and to recognize when issues require escalation.
• Effective written and verbal communication skills.
• Demonstrated ability to provide professional and responsive customer service to individuals with varying backgrounds, roles, and levels of responsibility.
• Ability to maintain confidentiality and appropriately handle sensitive information.
• Demonstrated ability to work effectively in a collaborative, respectful, professional, and service-oriented environment.
• Demonstrated ability to work in and foster an environment of respect, professionalism and civility with a population of faculty, staff, and students from all backgrounds and experiences, or a commitment to do so as a staff member at VCU.
• Any combination of education, experience, and training or related experience that demonstrates the knowledge, skills, and abilities required to perform the work or any relevant experience, training, certifications, or an equivalent combination of qualifications may be substituted for educational requirements where appropriate.

Preferred Qualifications

• Associates degree or combination of relevant education, experience, and training that demonstrates the knowledge, skills, and abilities required to perform the work. 
• Entry-level experience performing financial, purchasing, budget, or related administrative functions.
• Experience working with financial or enterprise resource planning systems.
• Experience processing purchasing, PCard, travel, reimbursement, or other financial transactions.
• Experience with Banner, RealSource, Chrome River, Candex, Smartsheet, or similar financial and workflow systems.
• Demonstrated proficiency with Microsoft Excel and/or Google Sheets, including sorting, filtering, organizing, and maintaining data.
• Experience working in a higher education or public-sector environment.
• Experience interpreting and applying financial policies and procedures.

Salary Range: $44,000-$48,000

Benefits: All full-time university staff are eligible for VCU’s robust benefits package that includes comprehensive health benefits, paid annual and holiday leave, generous tuition benefits, retirement planning and savings options, tax-deferred annuity and cash match programs, employee discounts, well-being resources, abundant opportunities for career development and advancement, and more.

FLSA Exemption Status: Non-Exempt

Hours per Week: 40

Restricted Position: No

ORP Eligible: No

Flexible Work Arrangement: Fully Onsite

University Job Title: 18111N - Financial Technician 1

Contact Information:
Contact Name: Shonda Pulley
Contact Email: spulley2@vcu.edu