Financial Technician

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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.

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 Real Source, 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 Real Source, 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 elevate matters when necessary.

• 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.

• Maintain and update daily financial transaction information in Smartsheet and other applicable tracking systems.
• Update transactional information received from Real Source, 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.

• 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.

• 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…