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Budget Assistant
University of North Carolina at Charlotte • Charlotte, NC 28230 • Posted 4 days ago
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In-person • Full-time • Mid Level
Job Highlights
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The Business Services Coordinator in the University of North Carolina at Charlotte's Enrollment Management department is responsible for providing financial, budgetary, and personnel support. This role involves direct financial and budget management, personnel support, ensuring compliance with division and university policies, and supporting various financial and administrative tasks within Financial Aid and other units within Enrollment Management.
Responsibilities
- Provides direct financial and budget management and oversight for their assigned units.
- Initiates and provides personnel support to their assigned units.
- Works with Department Directors, Assistant Directors, and staff to inform, instruct and ensure division and university processes and policies are upheld.
- Assigns and maintains program budgets for Financial Aid, OASES, and the University Scholarship Office.
- Records and tracks all transactions in Excel, or Google Sheets.
- Manages funds and reconciles transactions in Budget with Banner.
- Reviews and approves travel requests and expense reports that are submitted by unit staff.
- Initiates and tracks contracts for Financial Aid, OASES, and the Scholarship Office through Contracts+.
- Holds a departmental P Card for Financial Aid, and approves P-Card Expense Reports for OASES and the University Scholarship Office.
- Tracks some personnel actions (GA's, Temps, EHRA and SHRA staff).
- Analyzes and presents budget reports to Directors, Assistant Directors, and Enrollment Management as needed.
- Provides support to units during vacancies or absences.
- Updates organizational charts as needed.
- Maintains on-boarding and off-boarding guidance.
- Supports Financial Aid with some administrative tasks such as document scanning, mail distribution, and assisting the Director with special projects.
Qualifications
Required
- Bachelor's degree in business administration or a related discipline; or an equivalent combination of training and experience.
- General knowledge of accounting principles and human resource processes.
- Intermediate level of Excel skills.
- Ability to multi-task.
- High level of organizational skills.
- Detail-oriented.
- Resourceful and able to research and work independently.
- Able to communicate effectively both verbally and via written communication with all University personnel.
Preferred
- Four year degree in a related business function and one year of experience in accounts reconciliation, business processing, office management, or human resources; or an equivalent combination of training and experience.
- Minimum of a bachelor's degree in a related field and at least 1 year experience in a higher education setting
- Two to three years of progressive experience working with budgets in a university office setting.
- Purchasing, reconciling funds, budgeting, and personnel actions in Niner Talent and Niner Works.
- Intermediate to Advanced skills in Microsoft Excel and Word/Google Suite.
- Experience with Banner Finance, Salesforce, Perceptive Content, and Concur or Bank of America Works.
- Exposure to working in programs such as Bank of America Works, Concur, Salesforce or similar CRM, and Perceptive Content.
- Ability to juggle multiple priorities and work in a fast-paced environment.
- Must present a friendly, student-service-oriented attitude.
- Knowledge of Federal regulations regarding the awarding and disbursement of Title IV aid is a plus.
- Ability to work and present an inviting and welcoming environment to all stakeholders, customers and students with a student-service oriented attitude.
- Strong attention to details needed for this position.
About University of North Carolina at Charlotte
UNC Charlotte is an urban research university in North Carolina offering diverse undergraduate, graduate, and professional programs that focus on innovation and service. The university aims to transform lives, communities, and industries through scholarship and creative work. UNC Charlotte has a prestigious leadership team and a diverse student body from over 90 countries.
Full Job Description
Position Number: 001122
Department: Enrollment Management (Adm)
Employment Type: Permanent - Full-time
Months Per Year: 12
Essential Duties and Responsibilities:
The Business Services Coordinator is part of the Finance and Business Team within Enrollment Management. This position is seated in Financial Aid, however this individual provides financial, budgetary, and personnel support to units within Enrollment Management as well. The Business Services Coordinator's essential duties are as follows:
+ Provides direct financial and budget management and oversight for their assigned units.
+ Initiates and provides personnel support to their assigned units.
+ Works with Department Directors, Assistant Directors, and staff to inform, instruct and ensure division and university processes and policies are upheld.
+ Assigns and maintains program budgets for Financial Aid, OASES , and the University Scholarship Office.
+ Records and tracks all transactions in Excel, or Google Sheets.
+ Manages funds and reconciles transactions in Budget with Banner.
+ Reviews and approves travel requests and expense reports that are submitted by unit staff.
+ Initiates and tracks contracts for Financial Aid, OASES , and the Scholarship Office through Contracts+.
+ Holds a departmental P Card for Financial Aid, and approves P-Card Expenses Reports for OASES and the University Scholarship Office.
+ Tracks some personnel actions (GA's, Temps, EHRA and SHRA staff).
+ Analyzes and presents budget reports to Directors, Assistant Directors, and Enrollment Management as needed.
+ Provides support to units during vacancies or absences.
+ Updates organizational charts as needed.
+ Maintains on-boarding and off-boarding guidance.
+ This position supports Financial Aid with some administrative tasks such as document scanning, mail distribution, and assisting the Director with special projects.
Applicant must also:
+ Have a general knowledge of accounting principles and human resource processes.
+ Have an intermediate level of Excel skills.
+ Have the ability to multi-task.
+ Have a high level of organizational skills.
+ Be detail-oriented.
+ Be resourceful and able to research and work independently while also being a team-player.
+ Be able to communicate effectively both verbally and via written communication with all University personnel.
Minimum Experience / Education:
Required Minimum Qualifications:
Bachelor's degree in business administration or a related discipline; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
University Preferred Qualifications:
Four year degree in a related business function and one year of experience in accounts reconciliation, business processing, office management, or human resources; or an equivalent combination of training and experience.
Preferred Education Skills and Experience:
+ A minimum of a bachelor's degree in a related field and at least 1 year experience in a higher education setting
+ Two to three years of progressive experience working with budgets in a university office setting. (High degree of detailed work with financial forms, numbers, and reconciling of expenses from different budgets.)
+ Purchasing, reconciling funds, budgeting, and personnel actions in Niner Talent and Niner Works.
+ Intermediate to Advanced skills in Microsoft Excel and Word/Google Suite.
+ Experience with Banner Finance, Salesforce, Perceptive Content, and Concur or Bank of America Works.
+ Exposure to working in programs such as Bank of America Works, Concur, Salesforce or similar CRM , and Perceptive Content.
+ Ability to juggle multiple priorities and work in a fast-paced environment.
+ Must present a friendly, student-service-oriented attitude.
+ Knowledge of Federal regulations regarding the awarding and disbursement of Title IV aid is a plus.
+ Ability to work and present an inviting and welcoming environment to all stakeholders, customers and students with a student-service oriented attitude.
+ Strong attention to details needed for this position.
Department: Enrollment Management (Adm)
Employment Type: Permanent - Full-time
Months Per Year: 12
Essential Duties and Responsibilities:
The Business Services Coordinator is part of the Finance and Business Team within Enrollment Management. This position is seated in Financial Aid, however this individual provides financial, budgetary, and personnel support to units within Enrollment Management as well. The Business Services Coordinator's essential duties are as follows:
+ Provides direct financial and budget management and oversight for their assigned units.
+ Initiates and provides personnel support to their assigned units.
+ Works with Department Directors, Assistant Directors, and staff to inform, instruct and ensure division and university processes and policies are upheld.
+ Assigns and maintains program budgets for Financial Aid, OASES , and the University Scholarship Office.
+ Records and tracks all transactions in Excel, or Google Sheets.
+ Manages funds and reconciles transactions in Budget with Banner.
+ Reviews and approves travel requests and expense reports that are submitted by unit staff.
+ Initiates and tracks contracts for Financial Aid, OASES , and the Scholarship Office through Contracts+.
+ Holds a departmental P Card for Financial Aid, and approves P-Card Expenses Reports for OASES and the University Scholarship Office.
+ Tracks some personnel actions (GA's, Temps, EHRA and SHRA staff).
+ Analyzes and presents budget reports to Directors, Assistant Directors, and Enrollment Management as needed.
+ Provides support to units during vacancies or absences.
+ Updates organizational charts as needed.
+ Maintains on-boarding and off-boarding guidance.
+ This position supports Financial Aid with some administrative tasks such as document scanning, mail distribution, and assisting the Director with special projects.
Applicant must also:
+ Have a general knowledge of accounting principles and human resource processes.
+ Have an intermediate level of Excel skills.
+ Have the ability to multi-task.
+ Have a high level of organizational skills.
+ Be detail-oriented.
+ Be resourceful and able to research and work independently while also being a team-player.
+ Be able to communicate effectively both verbally and via written communication with all University personnel.
Minimum Experience / Education:
Required Minimum Qualifications:
Bachelor's degree in business administration or a related discipline; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
University Preferred Qualifications:
Four year degree in a related business function and one year of experience in accounts reconciliation, business processing, office management, or human resources; or an equivalent combination of training and experience.
Preferred Education Skills and Experience:
+ A minimum of a bachelor's degree in a related field and at least 1 year experience in a higher education setting
+ Two to three years of progressive experience working with budgets in a university office setting. (High degree of detailed work with financial forms, numbers, and reconciling of expenses from different budgets.)
+ Purchasing, reconciling funds, budgeting, and personnel actions in Niner Talent and Niner Works.
+ Intermediate to Advanced skills in Microsoft Excel and Word/Google Suite.
+ Experience with Banner Finance, Salesforce, Perceptive Content, and Concur or Bank of America Works.
+ Exposure to working in programs such as Bank of America Works, Concur, Salesforce or similar CRM , and Perceptive Content.
+ Ability to juggle multiple priorities and work in a fast-paced environment.
+ Must present a friendly, student-service-oriented attitude.
+ Knowledge of Federal regulations regarding the awarding and disbursement of Title IV aid is a plus.
+ Ability to work and present an inviting and welcoming environment to all stakeholders, customers and students with a student-service oriented attitude.
+ Strong attention to details needed for this position.
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