Financial Associate (Business/ Cashier Office)- 20031302
: Job Details :


Financial Associate (Business/ Cashier Office)- 20031302

State of Ohio

Location: Caldwell,OH, USA

Date: 2024-12-15T08:51:00Z

Job Description:

What You'll Do:

This position works under immediate supervision and requires some knowledge of accounting systems and procedures

* Performs data entry chartfield coded Request to Purchases into OAKS

* Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers

* Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)

* Prepares local funds for voucher payments

* Validates all types of vouchers for management approval

* Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds

* Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges

* Reconciles discrepancies

* Verifies appropriation sources

* Matches invoices to delivery receipts and purchase orders

* Places invoices in recaps, determining total amount of recap and voucher numbers

* Verifies accuracy of money remitted

* Forwards invoices to appropriate divisions prior to processing the voucher for approval

* Obtain all types of receivers through electronic signature approval, email, signed invoices

* Examines and verifies invoice calculations, delivery receipts and other supporting documentation

* Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports

* Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained

* Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable

* Posts receipts and balances accounts on daily/weekly/monthly basis

* Reconciles internal accounts

* Verifies management approval of the voucher through OAKS and/or local funds.

* Performs variety of related clerical tasks (e.g., opens and sorts mail)

* Composes and edits correspondence relative to assigned work

* Maintains files

* Operates equipment to generate typed reports and correspondence

* Answers telephone inquiries

* Greets customers

* Responds to or refers complaints

* Answers general inquiries within established guidelines)

* Completes forms (e.g., purchase orders) and inventory levels and activity reports

* Handles inventory control and asset depreciation.

* Attends meetings and trainings

* Assists other financial associates as directed by supervisor

* Works on special projects and committees

* Performs other duties as assigned.

18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software.

* Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.

* Or completion of associate core program in business administration, accounting, finance or related field.

* Or equivalent of Minimum Class Qualifications for Employment noted above.

Job Skills: Accounting and Finance, Bookkeeping, Attention to Detail, Problem Solving, Customer Focus.

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