Financial Job Family

Job Family Concept

The Financial job family is responsible for all aspects of accounting, budgeting, and financial activities related to maintaining and managing the university’s diverse fiscal resources to ensure compliance with applicable laws, regulations, and policies. Financial roles provide fiscally responsible services to the university community including but not limited to accounting, budgeting, reconciliation, sponsored project and grant management, financial services, medical billing, reporting, asset management, payroll, and general financial assistance.

Roles

Financial Associate

Responsible for providing basic to moderately complex technical support for daily accounting operations by performing a variety of tasks by following policies and procedures. This role provides financial and accounting support to budget and grant management, financial reporting, and/or audit/reconciliation. Knowledge and skills are typically gained through specialized or on-the-job training.

Financial Professional

Responsible for providing support to management in analyzing, auditing, and interpreting data while providing customized budget analysis and financial reports for both internal and external stakeholders. This role demonstrates a level of expertise in one or more areas and is responsible for the interpretation and application of financial policies and procedures. May supervise the work of others; however, this is a secondary function of the role. Competencies for this role are usually gained through formal education, specialized training, and/or experience in a program or specialty area specific to the position responsibilities.

Financial Management

Responsible for providing leadership, direction, training, and management for financial activities, resources, and operations of the division, college, institution, campus, or system-wide. Provides strategic expertise and guidance, and has increased accountability. Management-level roles have the management and development of people as a major accountability and have direct reports. This role accomplishes goals through overseeing their areas of responsibility, planning, managing resources, prioritizing, and directing the responsibilities of employees.