0124
FINANCIAL SPECIALIST II - UNIVERSITY
04/15/02
SUMMARY
General Description: Provides complex clerical, accounting, and customer service support duties in a specialized field within the Division of Finance.
DUTIES
Typical: Performs assigned duties within specialized field including recording, sorting, verifying, entering and retrieving financial data; provides customer service and/or accounting related duties at a University level; acts as a resource to the University regarding financial matters relating to a specialized field; exercises transactional approval; compiles statistics and data; audits transactions; assists with writing and implementing standardized procedures; applies and enforces rules and regulations; researches and resolves problems and discrepancies; provides periodic guidance and acts as a resource to Financial Specialists I, Financial Assistants and Student Workers; performs word processing and prepares spreadsheets; maintains files and records; performs related duties as required.
SUPERVISION
Received: General instruction and periodic review from administrative supervisor.
Given: Periodic instruction to Financial Specialists I, Financial Assistants and Student Workers.
EDUCATION AND EXPERIENCE
Required: High school graduation, including business courses at the high school or college level, or any equivalent combination of training and experience. One year as a Financial Specialist I or five years of experience in a specialized financial field such as accounts payable, payroll, student accounts.
Preferred: Business course at a college level. Previous Texas A&M University experience.
LICENSES, CERTIFICATES OR REGISTRATION
Required: None.
Preferred: None.
EQUIPMENT
Typical: Use of standard office equipment, microcomputers and terminals in a mainframe environment.
KNOWLEDGE, ABILITIES AND SKILLS
Typical: Excellent oral and written communication, customer service and problem-solving skills. Attention to detail. Ability to comprehend, apply and enforce rules and regulations at a University level. Demonstrated abilities in a specialized field. Working knowledge of word processing, spreadsheet programs and bookkeeping procedures preferred.