Finance Assistant

Description

We are hiring a Finance Assistant, come join our team!

This position is in-person located in Oshkosh WI.

CESA 6 offers great benefits for full time employees such as:
Health, Dental and Vision insurance;
Wisconsin Retirement System (WRS);
Wellness Program;
Accident/Critical Illness/Hospital Indemnity insurance;
Pet insurance; paid vacation and holidays.

See CESA 6 Values Here

SUMMARY

The Finance Assistant serves as a primary Finance support resource for CESA 6 centers and departments, helping staff effectively navigate purchasing, expenses, registrations, financial processes, and Finance systems. The position provides responsive, solutions-focused service while ensuring that requests and transactions are completed accurately and in a timely manner through established agency processes. The Finance Assistant also supports the Finance team through expense administration, financial system setup, transaction processing, data integrity, and Finance training and documentation.

ESSENTIAL FUNCTIONS

• Serve as a primary Finance support resource for centers and departments.
• Support center and department purchasing, including Amazon orders, conference registrations, accommodations, subscriptions, resources, assessments, equipment, and other program-related purchases.
• Administer the agency's Amazon account.
• Coordinate consortium and grant-related purchasing, including Title III and Perkins.
• Support resale acquisition and maintain assigned supply inventory and subscriptions.
• Respond to routine purchasing, billing, invoicing, and Finance process questions.
• Manage assigned Finance tickets in Hub Spot and ensure requests are appropriately resolved or routed.
• Provide assigned support to external financial solutions.

• Provide centers and departments with support related to Ramp, expenses, reimbursements, and required documentation.
• Complete first-level review of Ramp transactions for appropriate documentation, coding, and compliance with established processes.
• Follow up on missing receipts, incomplete documentation, and outstanding transactions.
• Maintain established Ramp reminder and accountability processes.

• Create and maintain approved department, class, and other assigned financial and organizational structures in Net Suite.
• Support centers and departments with the financial system setup and related Finance processes.
• Maintain accurate financial and organizational master data.
• Coordinate with Finance team members to ensure changes are accurately reflected in applicable systems.

• Complete assigned Finance processing activities, including Title III payments, consortium purchasing, grant-related transactions, Co-op Program tracking, and Wisconsin Forward Exam billing.
• Provide backup support for accounts payable processing.
• Identify and assist with resolving duplicate client and vendor records and other assigned data-integrity issues.
• Maintain assigned financial information and supporting documentation in Net Suite, Hub Spot, and other approved systems.
• Use established Finance entry points, systems, forms, and workflows to support consistent financial practices across the agency.

• Assist centers and departments in understanding and using established Finance processes, systems, and tools.
• Maintain and update Finance procedures, forms, process documentation, training resources, documents, and presentations.
• Support Finance training and communication for agency staff.
• Identify recurring questions and process gaps and assist the Finance team with improving processes and documentation.

• Log vendor agreements and related information for the Finance team in the agency's established contract management system.
• Maintain assigned agreement records and supporting documentation.
• Support agreement tracking and administrative follow-up as assigned.

• Provide responsive and professional service to centers, departments, staff, clients, vendors, and other stakeholders.
• Maintain confidentiality and follow established Finance processes, internal controls, and approval requirements.
• Collaborate with Finance team members to ensure requests and assigned work are completed accurately and in a timely manner.
• Provide backup support for other Finance functions as assigned.
• Perform other duties as assigned.

Requirements

POSITION QUALIFICATIONS

Experience, Education,…