Financial Services Assistant

Financial Services Assistant

Job Summary

Provide budgeting, finance, and procurement support for a small to medium workload for a complex department within the School of Engineering and Computer Science. Assist with financial and research management and administration of department finances, processes, and records to meet day‑to‑day financial operations goals.

• Bachelor’s degree in accounting or a related business area with a minimum of two years of 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.

• When the position requires research or access to critical infrastructure, the ability to maintain the security or integrity of that infrastructure is a minimum qualification.

• Work closely with department faculty and staff to provide financial and research management and administration for the department finances, financial processes, and records.
• Assist in ensuring compliance with all regulations, policies, and university requirements.
• Serve as the junior level of a two‑tier finance and procurement team.
• Assist faculty with managing the financial aspects of sponsored research accounts, including guidance on agency, program‑specific policies, and university rules for spending, re‑budgeting, reporting, and financial closing.
• Monthly review and reconciliation of all transactions, including expenses, revenue, and fund equity or cash, posted to cost centers.
• Correct expenses posted in error and work with source‑document owners to eliminate posting errors.
• Meet with faculty and cost‑center managers to review spending and projected expenses to align with annual or project budgets.
• Oversee day‑to‑day purchase requests and procurement for sponsored projects, obtaining quotes, preparing requisitions, and using purchasing cards.
• Prepare university work orders and contracts with outside vendors for services or work required for sponsored projects, classrooms, labs, or offices.
• Maintain awareness of university, state, and federal purchasing and financial regulations and coordinate with the university’s financial and purchasing departments.
• Make travel arrangements, including booking airline tickets, hotel reservations, securing necessary documentation, and processing travel expenses under applicable guidelines.
• Maintain departmental standard operating procedures (SOPs) incorporating university policies and procedures.
• Pursue continuing professional development through courses, software training, and required training sessions.
• Manage inventory and asset records, conduct annual compliance reviews, and report findings.
• Assist with all aspects of the Colloquium Series, Special Workshop, Seminars, and related events.
• Perform 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. The employee must be located within the DFW area and be able to be on campus with 24‑hour notice. A UT Dallas Remote Work Agreement must be signed within 14 days after approval. Remote work arrangements are subject to regular review and re‑approval and may be canceled.

• Competitive salary
• Tuition benefits
• Internal training opportunities
• BCBS PPO medical insurance (100% paid for full‑time employees)
• PPO and DHMO dental insurance (including orthodontic benefits)
• Long‑term and short‑term disability insurance
• TRS retirement plan…