Finance Specialist

Job Description

Business and Finance Shared Services (BFSS) is a specialized unit within the University of South Florida’s Office of Business and Finance. Our mission is to empower USF’s success by performing accurate and efficient transaction processing guided by a steadfast commitment to compliance and process enhancement. BFSS serves as a "trusted partner" to the university community, providing expert support in areas such as travel, purchasing, PCard, contracts, accounts receivable, and USF Foundation transactions.

Business and Finance Shared Services (BFSS) is a specialized unit within the University of South Florida’s Office of Business and Finance. Our mission is to empower USF’s success by performing accurate and efficient transaction processing guided by a steadfast commitment to compliance and process enhancement. BFSS serves as a "trusted partner" to the university community, providing expert support in areas such as travel, purchasing, PCard, contracts, accounts receivable, and USF Foundation transactions.

The Finance Specialist I serves as an entry-level professional and trusted financial services partner within the Business and Finance Shared Services (BFSS) department. Dedicated to mastering university financial operations, this role functions as a subject‑matter expert in‑training, leveraging a structured Canvas-based curriculum and hands‑on experience to ensure all transactions are processed with the highest standards of efficiency, accuracy, and policy compliance.

Under the guidance of a supervisor, the incumbent performs professional‑level exploratory work to facilitate a "smooth journey" for financial requests through the university’s complex approval channels. As a key link in the university’s separation of duties framework, the Finance Specialist I reviews request packages for completeness, ensures alignment with funding source intent, and prepares documentation for official university and Foundation oversight.

Operating under the "easy button" philosophy, the Specialist is responsible for becoming a process expert in 1–2 primary focus areas while proactively supporting USF’s mission of student success and research excellence through innovation, collaboration, and a steadfast commitment to continuous improvement.

• Facilitate the end-to-end processing of financial requests, ensuring all submissions include a clear business purpose, correct funding sources, and appropriate supporting documentation.
• Interpret and apply complex university and state policies to verify that requests for travel, purchasing, and PCard transactions are in full compliance before moving to the next approval stage.
• Execute specialized financial tasks within 1–2 primary focus areas (e.g., Travel, Purchasing, or PCard) while maintaining proficiency in tertiary areas as defined by the BFSS career ladder.
• Review request packages for completeness and accuracy, acting as the initial check for policy alignment to protect university and Foundation assets.
• Coordinate travel logistics and expense report preparation, leveraging expertise to ensure a "smooth journey" through the university's approval channels.

• Compile and organize data for transactional reporting, including transaction counts and spend metrics, to support the department's data-driven decision-making.
• Analyze departmental financial transactions to ensure accurate record-keeping and alignment with the University's fiscal responsibility goals.
• Assist in the preparation of ad hoc reports and spreadsheets used by management to track Service Level Agreement (SLA) performance.

• Engage…