Financial Coordinator

Financial Coordinator

Location: Providence, RI 02912 Duration: 3 Months Contract Schedule Monday Friday 8 AM - 4 PM, but starting 8/7, we will be operating from 8:30 AM - 5 PM

Job Description

Major Responsibility: Process day-to-day financial transactions 70%

• Supporting Actions: Process financial transactions in Workday. Initiate and monitor the transactions in Workday including supplier invoices, employee and vendor reimbursements, requisitions, and purchase orders.
• Collect paperwork, communicate with staff if additional information is needed.
• Compile Professional Service Agreements, supplier registration forms, Guest Speaker forms, etc. in collaboration with Business Office staff.
• Process wire transfers as needed. Ensure applicable University spending and documentation policies are followed.
• Work with Athletics & Recreation Business staff on business process changes and be up to date on necessary system/policy changes.
• Assign appropriate worktags to transactions to ensure accurate reporting. Review transactions monthly and reconcile accounts.
• Ensure proper documentation is in the system, communicate with staff if additional information is needed.

Major Responsibility: Keep current on the business processes and policies of the Controller's Office and Workday 20%

• Supporting Actions: Keep up to date with new functionality and changes with Workday updates. Attend Workday refreshers.
• Meet regularly with Athletics & Recreation business staff to review policy changes and Workday business processes.

Major Responsibility: Assist with reports 10%

• Supporting Actions: Assist with reconciling budget coding errors. Serve as expert Financial Coordinator responding to user questions.
• Prepare statistical transaction reports.
• Process financial transactions in Workday.
• Initiate and monitor the transactions in Workday including supplier invoices, employee and vendor reimbursements, requisitions, and purchase orders. Collect paperwork, communicate with staff if additional information is needed.
• Compile Professional Service Agreements, supplier registration forms, Guest Speaker forms, etc. in collaboration with Business Office staff. Process wire transfers as needed.
• Ensure applicable University spending and documentation policies are followed. Work with Athletics & Recreation Business staff on business process changes and be up to date on necessary system/policy changes.
• Assign appropriate work tags to transactions to ensure accurate reporting. Review transactions monthly and reconcile accounts.
• Ensure proper documentation is in the system, communicate with staff if additional information is needed.
• Keep up to date with new functionality and changes with Workday updates. Attend Workday refreshers.
• Meet regularly with Athletics & Recreation business staff to review policy changes and Workday business processes.
• Assist with reconciling budget coding errors. Serve as expert Financial Coordinator responding to user questions. Prepare statistical transaction reports.
• Highly proficient in financial reporting and spreadsheet applications with attention to detail
• Strong analytical, problem-solving and organizational skills
• Demonstrated proficiency with Excel, including pivot tables, formulas, spreadsheets, and databases
• Customer service experience with a strong service-minded philosophy
• Ability to problem-solve and troubleshoot issues when appropriate
• Excellent communication skills, both verbal and written
• Ability to manage multiple tasks and priorities in a fast-paced, multi-faceted work environment

Top Skills:

• Highly transactional, Workday, Excel

Experience Needed

• Workday experience, preferably familiarity with Client- 1-2 years, or equivalent combination of skills and experience - Workday, Excel, Google Suite
• Candidate Personality - detail-oriented, ability to maintain a fast-paced environment and shift as priorities change. Customer Service skills, Problem-solving.

Education requirement

• Bachelor's degree, or equivalent combination of skills and experience.