Junior Finance Associate jobs in Tulsa, OK

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Finance Portfolio Associate
  • The University of Tulsa
  • Tulsa, OK FULL_TIME
  • Posting Details

    Position Information

    Position Title
    Finance Portfolio Associate

    Job Description
    JOB SUMMARY:
    Responsible for providing finance and procurement support in compliance with all applicable institutional, state, and federal regulations, policies, and guidelines. A Finance Portfolio Associate will also provide transactional support, guidance, and review of financial processes. They work closely with employees within the departments served, as well as with different areas in the Controller’s Office.

    CHARACTERISTIC DUITES:
    • Creates requisitions (Reqs) and submits purchase orders (POs) to requestors and vendors. Initiates and troubleshoots new vendor setup process. Communicates directly with vendors and places orders as needed. Performs PO/BPO maintenance and monitors purchasing process to completion.
    • Provides guidance to college and departmental staff in determining the appropriate method of procurement for all routine purchases, including Procard usage, in accordance with TU purchasing policy.
    • Provides further assistance to departments to help ensure purchasing needs are met, including assistance with BPO increase requests quote and sealed bid process.
    • Processes check requests for Accounts Payable, Payroll, and Human Resources.
    • Performs ProCard purchases for SSC purchase requests. In some circumstances, provides oversight for other department’s ProCard users’ transactions. Reconciles ProCard statements, maintaining required documentation for future audits.
    • Receives and reviews invoices from third-party vendors for purchases, confirms data and necessary approvals, and works with initiators to address changes as needed.
    • Assists departmental areas with various financial transaction needs including processing budget transfers and forwarding journal entry requests. This includes verifying correct general ledger accounts and facilitating object code setup, if needed.
    • Performs budget reconciliation and reporting, as well as confirming budget availability related to routine expenses such as check requests and vouchers, while also reviewing for policy compliance.
    • Works closely with the student association and the student organizations with their purchases and check requests.
    • Trains members of the TU community on SSC SharePoint site and forms, on all the steps of financial processes, and on basic aspects of budget, Colleague, and Self-Service.
    • Works closely with Purchasing and AP, troubleshooting problems and facilitating communication among the different areas, including daily review of issues flagged in ImageNow system used for document management.
    • Interacts with the Office of Research and Sponsored Programs as needed to ensure research related purchasing is conducted in compliance with all grant restrictions and guidelines, including facilitating cost transfers between research and non-research accounts where necessary.
    • Manages and assists with the financial aspects of projects, such as billing, PO’s, budget/actual comparisons, reconciliations, and budget reporting. Works independently, requiring specialized knowledge or expertise.
    • Performs additional duties as assigned.


    KNOWLEDGE, SKILLS AND ABILITIES:
    • Strong data processing and analytical skills.
    • Knowledge of finance and procurement terminology and practices.
    • Proficient in Microsoft Suite
    • Excellent written and verbal communication skills with a keen attention to detail.
    • Strong interpersonal skills and ability to work as part of a team.
    • Excellent organizational skills; ability to handle multiple tasks while meeting deadlines.
    • Knowledge of records management policies and procedures.
    • Demonstrated ability to effectively analyze data, think critically, and make appropriate decisions.
    • Ability to maintain confidentiality in compliance with rules and regulations, including HIPPA and FERPA guidelines on the disclosure of information.
    • Effectiveness in working with a variety of administrative levels and diverse groups of people located both internally and externally to the university.
    • Demonstrated ability to build and maintain positive relationships within and outside of reporting lines.
    • Training knowledge preferred.


    Required Qualifications
    MINIMUM QUALIFICATIONS:
    1-3 years experience performing finance, procurement, payroll, and/or human resources tasks in a business setting.

    Preferred Qualifications
    PREFERRED QUALIFICATIONS:
    • Bachelor’s degree
    • Experience performing finance, procurement, payroll, and/or human resources tasks in a business setting
    • Experience serving multiple units as part of a service team
    • Experience conducting training
    • Experience with large integrated finance or human resources system
    • An understanding of TU’s existing administrative policies and practices
    • Knowledge of federal and state laws and guidelines related to business practices
    • Demonstrated interest in developing new procedures and best practices.

    Physical Demands
    Standard office environment.

    Posting Detail Information

    Posting Number
    S696P

    Open Date
    03/26/2024

    Close Date

    Open Until Filled
    Yes

    Special Instructions to Applicants

    Advertising Summary

    EEO Statement

    EEO Statement

    Eeo Statement Summary
    The University of Tulsa seeks to recruit and retain talented students, faculty and staff from diverse backgrounds. The University of Tulsa is an affirmative action/equal opportunity employer and encourages qualified candidates across all group demographics to apply. The University does not discriminate on the basis of personal status or group characteristic including, but not limited to race, color, religion, national or ethnic origin, age, sex, disability, veteran status, sexual orientation, gender identity or expression, genetic information, ancestry, or marital status. The University of Tulsa is an Equal Opportunity Employer including Disability/ Veteran.

  • 1 Month Ago

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Customer Service Representative (Multi Branch Support)
  • Security Finance
  • Tulsa, OK FULL_TIME
  • DescriptionDo you thrive on making a positive, lasting impact on people?Do you have customer service experience?Are you looking for an opportunity to learn a new industry, with paid on the job trainin...
  • 20 Days Ago

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Secondary Delivery Coordinator
  • Finance of America Reverse, LLC
  • Tulsa, OK FULL_TIME
  • Works to resolve any post-closing issues and reviewing data to ensure the timely processing of the department. Responsible for following up on any outstanding conditions and uploading any missing and/...
  • 1 Day Ago

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Car Sales Executive
  • Liberty Auto Finance
  • Tulsa, OK FULL_TIME
  • Job Summary:We are seeking a motivated and experienced Car Sales Executive to join our team. As a Car Sales Executive, you will be responsible for selling new and used cars to customers, providing exc...
  • 3 Days Ago

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Car Sales Executive
  • Liberty Auto Finance
  • Tulsa, OK FULL_TIME
  • Job Summary:We are seeking a motivated and experienced Car Sales Executive to join our team. As a Car Sales Executive, you will be responsible for selling new and used cars to customers, providing exc...
  • 3 Days Ago

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Consumer Loan Specialist
  • Heights Finance Corporation
  • Tulsa, OK FULL_TIME
  • Overview We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and e...
  • 6 Days Ago

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0 Junior Finance Associate jobs found in Tulsa, OK area

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Financial Representative
  • Modern Woodmen of America
  • Broken Arrow, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/30/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Tulsa, OK
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 4/30/2024 12:00:00 AM

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Senior Offering Manager
  • Honeywell International Inc.
  • Tulsa, OK
  • Must Haves:Product/Program Management Experience: Proven 5+ years of experience working as a product/program manager, or...
  • 4/29/2024 12:00:00 AM

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Financial Care Representative
  • Alorica
  • Broken Arrow, OK
  • Job Description Job Description Position: Financial Care RepresentativeLocation: Tulsa, OKTerms: Full-timePay: $17.00/hr...
  • 4/28/2024 12:00:00 AM

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Financial Aid Advisor
  • Tulsa Community College
  • Tulsa, OK
  • Salary: $17.51 - $18.61 Hourly Location : Tulsa, OK Job Type: Full-time Job Number: 3951F-02-22 Department: Financial Ai...
  • 4/28/2024 12:00:00 AM

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Supv Internal Revenue Agent (Spec Grp Mgr Examiner) 12-Month Roster, Temp NTE 1 Yr, MBE 5 Yrs, MBMP
  • Department Of The Treasury
  • Tulsa, OK
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/27/2024 12:00:00 AM

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Risk Control Technical Consultant
  • The Travelers Indemnity Company
  • Tulsa, OK
  • Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this...
  • 4/27/2024 12:00:00 AM

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Sales Manager
  • Hmt Llc
  • Tulsa, OK
  • **Sales Manager** * Tulsa, OK * Full-Time * Sales Manager The Sales Manager leads and manages all sales operations and o...
  • 4/26/2024 12:00:00 AM

Tulsa is located in the northeastern corner of Oklahoma, 99 miles (159 km) northeast of Oklahoma City; situated between the edge of the Great Plains and the foot of the Ozarks in a generally forested region of rolling hills. The city touches the eastern extent of the Cross Timbers, an ecoregion of forest and prairie transitioning from the drier plains of the west to the wetter forests of the east. With a wetter climate than points westward, Tulsa serves as a gateway to "Green Country", a popular and official designation for northeast Oklahoma that stems from the region's green vegetation and r...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Junior Finance Associate jobs
$146,941 to $190,533
Tulsa, Oklahoma area prices
were up 1.2% from a year ago