Financial Services Assistant

Job Summary

Provide budgeting, finance, and procurement support for a small to medium workload in a complex department within the School of Engineering and Computer Science.

Bachelor’s degree in accounting or a related business area with a minimum of two years related financial experience working in a university or non‑profit environment, or the equivalent combination of relevant education and experience.

• Experience in an administrative, accounting, or financial support role—preferably in higher education or a public institution.
• Working knowledge of budgeting, procurement, travel, and financial compliance.
• Ability to work independently, prioritize tasks, and solve routine problems.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple deadlines with accuracy.
• Customer‑service orientation and ability to build positive working relationships.
• Familiarity with enterprise financial systems (People Soft, Jaggaer, Concur) and proficiency with Microsoft Office.

To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification.

Works closely with department faculty and staff to provide financial and research management and administration for the department finances, financial processes, and records to meet the department’s day‑to‑day financial operations goals. Assist in ensuring compliance with all regulations, policies, and university requirements are met to secure the department’s long‑term financial viability and stability. This position will serve the junior level of a two‑tier structure for the finance and procurement team.

• Assist faculty with managing the financial aspect of sponsored research accounts by providing guidance regarding agency, program‑specific policies, and university rules for spending, re‑budgeting, reporting, and financial closing at the end of project performance periods.
• Monthly review and reconciliation of all transactions, including expenses, revenue, and fund equity or cash posted to cost centers for the management’s approval to ensure all transactions are correct.
• Meet with faculty and other cost center managers to discuss the current state of spending on their accounts and projected expenses to avoid over or under‑spending based on the annual or project budget available for the period.
• Oversee the day‑to‑day purchase request for sponsored projects and the department needed by obtaining the necessary quotes and preparing purchase requisitions and vouchers or using purchasing cards.
• Keep abreast of University, State, and Federal purchasing and financial regulations and maintain communication with the University’s financial and purchasing departments.
• Make travel arrangements such as booking airline tickets, making hotel reservations, securing the necessary travel documentation and authorizations, and processing direct pay or reimbursement for travel expenses that are allowable and necessary under the applicable sponsored project and university guidelines.
• Maintain departmental Standard Operating Procedures (SOP’s).
• Remains competent and current by attending professional development courses and training sessions as directed by the supervisor.
• Responsible for inventory and asset management, maintains accurate records of the departmental assets, and conducts annual review process for compliance and reporting.
• Assist with all aspects of the Colloquium Series, Special Workshop, Seminars, and other events.
• Other duties as assigned.

After the probationary period, this role may be eligible for a hybrid (partly remote/partly in office) work schedule, subject to business need and manager approval. Must be located within the DFW Area and have the ability to be on campus with 24 hours of notice. A UT Dallas Remote Work Agreement will be required within 14 days after approval.

• Internal Training
• BCBS…