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Financial Operations Specialist

2 months ago

Beaumont, Texas, United States Lamar Institute of Technology Full time
Job Summary

The Financial Operations Specialist - Investment & Travel is a key member of the Lamar Institute of Technology team, responsible for providing financial support to the institution. This role works under the supervision of the Executive Director of Financial Services and is responsible for assisting with investments, travel, and other financial projects.

Key Responsibilities
  • Reconcile investment statements and prepare periodic journal entries to record investment activity;
  • Prepare investment documentation for the Texas State University System components on a monthly, quarterly, and annual basis;
  • Assist in preparing the Quarterly Investment Report for the Texas State University System;
  • Review and approve travel vouchers and submit them for payment;
  • Assist with financial transactions, including vendor payments, employee reimbursements, and budget transactions;
  • Review finance-related documents to ensure compliance with applicable policies, regulations, and laws;
  • Prepare routine and ad-hoc finance-related statements, reports, schedules, and exhibits;
  • Assist in the preparation of the Annual Financial Report and other financial reports submitted to various constituents;
  • Maintain complete and organized finance-related records in related areas;
  • Perform other duties necessary to support the efficient operation of the Texas State University System Business Shared Services Group;
  • Other duties as assigned.
Requirements
  • Bachelor's degree in accounting, finance, or a closely related field;
  • Three (3) or more years of recent, progressively responsible professional experience in finance operations;
  • Investment accounting experience;
  • Knowledge of professional standards, financial reporting, and accounting theory;
  • Working knowledge of Generally Accepted Accounting Principles;
  • Familiarity with NACUBO financial accounting and reporting guidelines;
  • Ability to think both creatively and analytically in resolving complex issues;
  • Excellent verbal and written communication skills;
  • Ability to efficiently organize, prioritize, schedule, and manage work activities, tasks, and assignments;
  • Ability to work under deadlines and communicate information quickly and accurately;
  • Ability to handle complexity and work independently under general supervision with moderate latitude for the exercise of initiative and independent judgment;
  • Advanced skill using computer information systems and computer applications to input, retrieve, and manipulate financial information;
  • A focus on timely customer service.