Financial Services Technician

Compensation Job Description

Pay Rate: $27.00-$30.00 per hour

This represents the good faith estimate of the hourly wage range we reasonably expect to pay for this position upon hire, depending on factors such as the selected candidate's experience, training, education, job-related skills, internal equity, and operational needs.

In select cases, and depending on market conditions or exceptional candidate qualifications, compensation may exceed this range, provided it aligns with applicable law and our compensation policies.

Additional information about our compensation scales is available at:

Under occasional direction of the Financial Services Manager, the Financial Services Technician will perform the full range of accounts receivable processing in addition to performing a variety of advanced accounting transactions, reconciliations and report preparation activities. This role requires the candidate to have extensive experience in accounting. The Financial Services Technician will ensure that the company receives payments for goods and services and will record these transactions accordingly.

These functions are to be carried out in an accurate and timely manner in accordance with legal requirements using sound professional judgment.

NOTE:

The duties listed below are examples of the variety and general nature of those performed by employees in this job description. The list is descriptive only and should not be used for any other purpose. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This is not an all-encompassing list and additional duties may be assigned based on business needs.

The responsibilities listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Owns the accounts receivable aging list and reviews regularly with the Financial Services Manager. Follows up on customer collections and over payments/refunds.
• Works directly with the collections agency to resolve non-payment issues.
• Applies/records payments and deposits for all divisions.
• Independently generates residential and commercial rent invoices and produces tenant account statements.
• Calculates and bills penalties, late fees, and interest when applicable.
• Corresponds with customers, resolves disputes, and makes adjustments to customer accounts.
• Maintains accounts receivable files and records.
• Reviews and prepares journal entries for general ledger and subledger.
• Produces monthly financial and management reports.
• Prepares AR reconciliation and investigates differences between the AR subledger and General Ledger.
• Reconciles Affiliate AR balances on a monthly basis.
• Prepares audit schedules independently for the year-end audit.
• Develops and maintains working relationships with customers, coworkers, student organizations, faculty, staff, and university personnel.
• Audit Cash Receipts/Verification.
• Provides customer Service Assistance.
• Input invoices on a daily basis for events.
• Responsible for recording sales from events on campus and offsite locations.
• Must comply with and ensure continued, consistent compliance with all company policies, and federal, state, and local laws/regulations including but not limited to: employment, safety, and health.
• Other duties as assigned.

Bachelor's degree in Accounting preferred; at least two years of progressive experience in an accounting department of a mid‑sized company; or equivalent combination of education and experience. The candidate must have a good understanding of Accounting Principles, Reconciliation and Balancing Requirements.

Ability to work independently. Requires understanding of financial record‑keeping methods, procedures, and practices. Demonstrated knowledge of double‑entry bookkeeping. Ability to operate personal computers and automated accounting systems, 10‑key calculator, and other office machines.