Financial Services Associate Job at Princeton University
Overview:
The services provided by the associate include granting and removing access to financial systems, providing guidance on issues and questions related to financial reports in the Information Warehouse, managing financial transactions for academic departments participating in the financial shared services program, providing first-line service support to University vendors and partners interacting with Finance & Treasury systems, providing customer support for the departmental credit card program, and cashiering, among other services. The financial service associate is responsible for working across all functional areas within the Office of Finance and Treasury to ensure the effective and efficient delivery of financial services to campus, and to collaborate with Finance and Treasury staff to enhance business processes and service. Additionally, the financial service associate will provide customer support as needed during non-business hours or during emergency closings, including remotely monitoring and responding to finance and treasury inquiries and support requests, including credit card fraud alerts and emergency financial system profile adjustments.
The Office of Finance & Treasury actively searches for staff members of exceptional ability and promise who share in Princeton University's commitment to excellence, and who present a diversity of viewpoints and cultures. We offer varied professional opportunities spanning all aspects of financial management, analysis, and processing in support of the teaching and research mission. As part of the University community, we respect the dignity and individuality of each member while trying to foster a sense of shared experience and common purpose. We are unwavering in our commitment to both diversity and community and embrace the variety of talents, backgrounds, and perspectives of all of our colleagues. Responsibilities:
Princeton University’s Office of Finance and Treasury seeks an experienced customer service profession for the role of financial service associate in our Financial Service Center. The Financial Service Associate is a member of a team of associates responsible for staffing the Financial Service Center located on campus during normal University operating hours. The associate represents the Office of Finance and Treasury and demonstrates a high standard of customer service delivery in the support of multiple Finance and Treasury functions. In this role, the financial service associate provides direct support in-person, by phone, or by e-mail to members of the University community on a range of Finance and Treasury related processes. The associate leverages the University’s Service Now portal to monitor and resolve service requests.
The services provided by the associate include granting and removing access to financial systems, providing guidance on issues and questions related to financial reports in the Information Warehouse, managing financial transactions for academic departments participating in the financial shared services program, providing first-line service support to University vendors and partners interacting with Finance & Treasury systems, providing customer support for the departmental credit card program, and cashiering, among other services. The financial service associate is responsible for working across all functional areas within the Office of Finance and Treasury to ensure the effective and efficient delivery of financial services to campus, and to collaborate with Finance and Treasury staff to enhance business processes and service. Additionally, the financial service associate will provide customer support as needed during non-business hours or during emergency closings, including remotely monitoring and responding to finance and treasury inquiries and support requests, including credit card fraud alerts and emergency financial system profile adjustments.
The Office of Finance & Treasury actively searches for staff members of exceptional ability and promise who share in Princeton University's commitment to excellence, and who present a diversity of viewpoints and cultures. We offer varied professional opportunities spanning all aspects of financial management, analysis, and processing in support of the teaching and research mission. As part of the University community, we respect the dignity and individuality of each member while trying to foster a sense of shared experience and common purpose. We are unwavering in our commitment to both diversity and community and embrace the variety of talents, backgrounds, and perspectives of all of our colleagues.
Direct Customer Service Support
- Utilizing the Princeton Service Portal as a unified Finance & Treasury ticketing system, provides direct support in-person, by phone, or by e-mail to members of the University community on a range of Finance and Treasury related processes.
- Provides a wide range of financial services to the University community related to buying and paying, payroll, travel, and student accounts.
- Represents the Office of Finance and Treasury at informational events, including Freshman sign-in and the Graduate Student Fair.
- Serve as a Notary Public for members of the University community.
- Manages customer support for the departmental credit card and travel card programs, including support of the card application process, card issuance and replacement, credit limit adjustments, emergency requests, purchasing card policy questions, and billing questions; manage vendor inquiries and support for the University’s ePayables program.
- Manage the annual campus-wide financial system access recertification process.
- Resolves issues and answers questions related to financial reporting in the Information Warehouse.
Systems security and access
- Manages security and systems access to all University financial systems supported by the Office of Finance and Treasury, including the managing the appropriate purchasing and payment approval authority.
Cashiering Support
- Provides cashiering services to the University community. Manage disbursement of currency and accounting validation for departmental replenishment of petty cash funds.
- Prepare armored card deposit for all currency received from campus.
Process Improvement and Training
- Develops and implements tracking mechanisms to monitor and evaluate the effectiveness of service delivery; analyzes data to inform areas of improvement.
- Partners with the Finance and Treasury training coordinator in the development and delivery of training programs on a range of Finance and Treasury related topics.
Essential Qualifications:
- Relevant work experience in service in finance, accounting, or related field or bachelor’s degree in a related area.
- 1-3 years of relevant work experience.
- Strong customer-service focus; listens to and understand the unique needs of each department and customer. Excellent written and oral communication skills.
- Outstanding organizational, prioritization and multi-taking skills, working in a fast-paced environment with frequent interruptions.
- Knowledge of financial analysis and reporting, accounting procedures and budget reconciliations, preferably in an academic setting.
- Experience in a high level of service delivery in a front-line customer service position, and by phone and/or e-mail.
- Ability to effectively and accurately analyze, troubleshoot, and support inquiries about financial transactions across a variety of financial systems.
- Experience in communicating policy or procedure effectively to a broad customer base; to be able to provide relevant information to all stakeholders, including faculty, staff, students, vendors, parents, and others Attention to detail, accuracy, and discretion, especially when provisioning system access, working with personally identifiable information, and cash handling and financial information.
Preferred Qualifications:
- Experience with PeopleSoft Financial or other financial or accounting ERP, transactions systems, or other software used for financial processing and analysis.
Princeton University is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. KNOW YOUR RIGHTS
Standard Weekly Hours: 36.25 Eligible for Overtime: No Benefits Eligible: Yes Probationary Period: 180 days Essential Services Personnel (see policy for detail): No Physical Capacity Exam Required: No Valid Driver’s License Required: No Experience Level: Associate : #LI-NC1
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