Financial Analyst

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Job Summary The Payment Services Analyst supports the Payment Services Specialty Team and reports to the Tax Reporting Manager. This position performs advanced accounts payable and payment compliance functions in a highly automated, digital environment. The Analyst is responsible for auditing and analyzing complex payment transactions to ensure accuracy, timeliness, and compliance with Institute policies, accounting standards, and applicable federal and state tax regulations.

The role requires strong analytical skills, attention to detail, and the ability to interpret and apply tax and accounting regulations. Significant interaction with campus departments and vendors is expected, including training and outreach to end users on systems, policies, and procedures.

Essential

Job Duties Payment Processing & Compliance Manage and prioritize a high volume of complex payment requests, reimbursements, confidential payments, GL entries, and related transactions

Audit and analyze complex payment requests, reimbursements, confidential payments, and GL transactions for policy and regulatory compliance

Evaluate supplier tax status and determine appropriate income tax treatment and withholding, when applicable

Interpret and apply federal and state tax regulations; determine correct reporting requirements (e.g., 1099-MISC, 1099-NEC, 592-B, 1042-S)
Analyze transactions for proper application and accrual of use tax and e-waste fees Determine appropriate payment methods (P-Card, wire, e-Pay, direct deposit, or check) and coordinate changes with Supplier Management Review daily invoice hold and exception reports; research and resolve issues in a timely manner

Research and resolve complex payment, tax withholding, system interface, and supplier-related issues

Perform reconciliation of Payment Services’ GL accounts including journaling process; monitor and resolve reconciling items

Perform AP fiscal year-end activities and coordinate AP functions with Finance; review system accruals and prepare manual accruals; assist auditors with schedules and inquiries as needed

Perform invoice corrections, including expenditure type and GL adjustments

Perform invoice corrections such Expenditure Type and GL adjustments; prepare journal entries and manual usage for adjustments

Maintain and manage schedules of vendor retention accounts for all active construction projects

Maintain accurate records to support audits and compliance requirements

Stay current on tax regulations, procurement policies, and system enhancements

Program Administration Administer the monthly recurring cell phone allowance program

Manage program setup and maintenance in Tech Mart, including adding and removing participants

Maintain enrollment forms and supporting documentation for audit purposes

Documentation & Process Improvement Contribute to the development and maintenance of desktop procedures, guidelines, and training materials

Document business processes to promote consistency and best practices

Participate in process improvement initiatives and cross-functional collaboration

Customer Interaction & Campus Outreach Provide high-quality customer service and maintain strong working relationships with campus partners and vendors

Train end users on Tech Mart and payment-related policies; conduct monthly training sessions and one-on-one Zoom training as needed

Updating training materials and user guides as needed

Communicate policies and…