Financial Specialist – Intermediate

Margie and Bill Klesse College of Engineering and Integrated Design at UTSA

. Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk.

Posted 10/9/2026full-timeSan Antonio • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial transaction processing, compliance with institutional policies, and effective customer relationship management. Proficient in utilizing accounting systems and analytics tools to enhance financial operations and support decision-making.

Highest-signal resume keywords

Financial Transactions ExperienceAccounting Practices KnowledgeCustomer-Service FocusPeopleSoft ProficiencyProject Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Process Inquiry ManagementTransaction Documentation MaintenanceBusiness Analytics Dashboard ManagementAccounting Systems KnowledgeRecords Management Policies Knowledge

Soft Skills

Problem SolvingCritical ThinkingOral CommunicationWritten CommunicationTime Management

Tools & Technologies

Microsoft Office SuitePeopleSoft

Industry Keywords

Financial Administration PoliciesGovernmental RegulationsInstitutional GuidelinesClient Relationship ManagementBusiness Process Improvement

About the role

Key responsibilities & impact

Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk.
Initiates, supports, and processes common financial transactions, including travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals.
Maintains transaction documentation and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
Reviews and monitors key performance indicators.
Maintains Business Analytics dashboards providing timely and accurate account and financial information.
Manages customer relationships and participates in client department meetings to confirm service expectations and anticipate needs.
Identifies recurring issues, escalates them, and participates in business process improvement exercises.
Advises clients on best practices and solutions to reduce errors and optimize resources.
Reviews client accounts to confirm accurate accounting of expenditures.
Promotes financial policies, procedures, and programs and educates customers on their appropriate interpretation.
Performs all other duties as assigned.

Requirements

What you’ll need

Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures.
Knowledge of records management policies and procedures.
Knowledge of accounting systems and data.
Customer-service focus that is responsive and empathetic.
Relationship building and consultative skills.
Strong problem solving, critical-thinking, oral and written communication, time management, and project management skills.
Fundamental knowledge of accounting practices and agency reimbursement programs.
Comfortable working with personal computer/software, PeopleSoft, and Microsoft Office Suite.
Bachelor's Degree degree is required.
Will accept four (4) additional years of experience in lieu of degree.
Three (3) years of financial transactions experience or related experience is required.