Financial Assistant

Student Friendly! This is a good opportunity for an undergraduate student hoping to gain office experience and basics in managing financial transactions. Strong preference for business related majors. I hope to hire this summer if possible, but can begin in fall if necessary.  

Primary Responsibilities:

The Financial Assistant supports financial transactions within Student Involvement. This would be a good fit for accounting or business majors hoping to gain office experience. The individual is directly supervised by the Business Manager of Student Involvement. Common duties include:

• Reconcile purchasing credit card statements, meeting rigid deadlines.
  • Collect and organize receipts from the Student Involvement professional staff team
  • Allocate purchasing card transactions (create Expense Reports) using Workday
• Process and file contract paperwork and invoices
  • Collect correct documents and create Supplier Invoice Requests on Workday to ensure payments to suppliers are made in a timely manner
• Use PantherOrgs software system to review and approve student organization expenses
• Place orders and maintain inventory records for student organizations
• Record expenses appropriately to ensure budgets are managed correctly
• Other projects as assigned

Required Qualifications:

• Candidates must demonstrate a high level of responsibility, the ability to work independently, and have an appreciation for confidentiality and security of sensitive information.
• Some experience using Excel 
• Experience providing customer service 
• Precise attention to detail and good organizational skills
• Ability to follow-through and be reliable
• Good written and verbal communication skills
• Ability to work independently with limited supervision
• Ability to work on-campus
• Must be enrolled at UW-Milwaukee with a minimum 2.75 Cumulative GPA

Preferred Skills and Abilities

• Advanced Excel skills
• Working knowledge of accounting and budgeting
• Experience with basic billing, payment and purchasing procedures
• Ability to explain complex financial ideas in simple ways to others
• Accounting - Finance - Supply Chain majors preferred
• Ability and commitment to work for at least 1.5 years in the role

Physical Requirements

Ability to communicate in person, via computer, telephone and e-mail. Reasonably good vision and hearing; exceptional oral communication skills; must be mobile and able to function in a fast-paced environment. 

Special Conditions

Must be willing to provide occasional staffing assistance for other program areas within Student Involvement. 

Additional Information

For this application to be considered complete, you must attach your resume and fall class schedule. 

If you have any questions, please contact Natalie Benavides, benavidn@uwm.edu.