Financial Coordinator

Job description

Financial Coordinator

*Cover letter is required with application.*

Summary: The Financial Coordinator provides a broad range of customer service, operational, and financial support, for chartered student organizations and groups receiving Student Activity Fee funding. Assists with administration of the Student Declining Balance Card program. This position serves as primary contact for student organization financial operations.

Essential Functions:

  • Responsible for all aspects of financial management for student organizations and the Student Activity Fee including data entry and processing of all invoices, reimbursement requests, purchase orders, and deposit ensuring they are processed timely and in accordance with Student Budget Advisory Committee, Student Activity Fee, and university funding and auditing guidelines.
  • Performs budget to actuals account reconciliations, internal charge reconciliations, runs, and reviews financial reports to ensure fiscal responsibility.
  • Coordinates payroll set up for student organizations and Student Activity Fee funded events when they hire students to provide services.
  • Maintains student organization advisors in Workday and Collegiate Link.
  • Assists with the administration of the student declining balance card program to include reviewing request forms, loading cards, and transaction reconciliation.
  • Prepares monthly student organization sales tax deposit reports.
  • Participates in the development and delivery of student organization leadership financial training and student financial assistant employee training.
  • Assists with review and development of policies, procedures, and systems that ensure productive and efficient student organization and Student Activity Fee financial operation.
  • Provides friendly and efficient service that is solutions oriented for all student organizations and Student Activity Fee funded events.
  • Develops, implements, and coordinates a systematic approach to manage special projects while establishing realistic timetables to keep projects on schedule. Monitors progress and completion of assignments to ensure deadlines are met, documents are properly prepared, and impacted staff members are advised in a timely manner.
  • Exercises initiative and independent judgment, delegates assignments as appropriate, identifies key issues, determines when to escalate, and provides suggestions for resolution.
  • Actively engages and builds partnerships with student organization advisors, Accounts Payable, Student Financial Services, Procurement, Contract Review, Student Government Treasurer, Student Budget Advisory Committee, and other University departments.
  • May supervise student workers.

Required Education, Knowledge, Skills, Abilities:

  • High school diploma or GED with three to five years of related financial experience.
  • Passion for working with students; understands the training and mentoring that goes into developing our students and their leadership skills is an annual process.
  • High degree of professionalism, integrity, and dependability.
  • Ability to work independently and with minimal supervision.
  • Self-motivated and committed to continuous improvement.
  • Excellent interpersonal skills and student service focus, with the ability to project a collaborative and professional demeanor with a wide range of constituencies in a diverse University community.
  • Demonstrated ability to maintain strict confidentiality of privileged information and perform a wide range of duties that require tact, sensitivity, independent judgment, diplomacy, organizational skills, flexibility, and discretion.
  • Superior written and verbal communication skills, as well as the ability to present in a clear and compelling manner.
  • Thorough knowledge of and proficiency in Microsoft Office applications and experience in effectively creating documents, reports, organization charts, and presentations.
  • Ability to anticipate problems, critical issues, and opportunities as they arise and advise accordingly.
  • Ability to use good judgment and individual discretion in responding to inquiries.
  • Ability to organize workflow and manage multiple tasks and functions simultaneously.

Preferred Education, Knowledge, Skills, Abilities:

  • Bachelor’s degree.
  • Experience in higher education.


  • Responsible for own work.
  • Budgetary responsibilities.

Note: This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce, and encourages qualified candidates across all group demographics to apply.

Winston-Salem, North Carolina, United States






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Job No:
Posted: 2/28/2018
Application Due: 4/12/2018
Work Type: