Key Accountabilities with Objectives

1. Performs calculations and compiles data for moderately complex reports. 

 a. Perform reconciliation report by the 10th of each month.

2. Maintains and reconciles moderately complex statistical and/or financial records/reports. 

a. Coordinate and produce end of the month report by the 5th of each month.

3. Operates computers to produce sophisticated reports requiring extensive software knowledge. 

a. Produce DSS report (from BPPS) as requested/required.

4. Analyzes and interprets data requiring knowledge of departmental, project, and/or university policies and procedures. 

a. Analyze unpaid vendor accounts on a monthly basis, by the 15th of each month.

5. Codes and processes forms and documents using standard policies and procedures. 

a. Code MRS to determine which accounts money is being debited from by the 15th of each month.

6. Establishes and maintains filing systems. 

a. Keep filing system up-to-date so that staff members have easy access to information from the last 30 days.

7. Initiates correspondence and schedules meetings. 

a. As requested by staff members and team leader. Schedule team meetings on a bi-weekly basis.

8. Provides answers to inquiries and policy interpretations involving complex situations. 

a. Be prepared to answer questions regarding vendor payments on a regular basis. 
 

Competencies

Effective verbal and written communication skills, plus good command of English grammar, and good proofreading and spelling skills 
. 
Math/Analytical Skills 

Proficiency in the use of business math, and the understanding and use of basic analytical skills. 

Software/Office Equipment 

Proficiency in the use of computers and standard office machines. Demonstrates thoroughness and 
accuracy in systematizing information. 

Knowledge of Organizational Policies and Structure 

Ability to determine UT-H policies using The Handbook of Operating Procedures (HOOP) and other reference manuals. Ability to interpret UT-H policies, procedures, and to acquire a detailed knowledge of the particular department 

Customer Service Orientation 

Focuses on understanding and meeting customer's needs. Makes extra effort to meet customer needs. 
Follows up on customer  complaints/questions/requests. 

Relationship Building 

Builds and maintains friendly relationships/networks with people who are or might be useful in achieving work-related goals. 

Concern for Order, Quality and Accuracy 

Seeks clarity of roles and information. Checks quality of work and information. Keeps records. 

Initiative 

Does more than is required/expected in a job. Identifies and acts upon new opportunities to enhance results and minimize problems without needing to be asked. Persists in problem solving efforts. Seizes opportunities. Handles crises swiftly and effectively. 

Teamwork/Cooperation 
 
Genuine interest in working cooperatively with others and being part of a team. Solicits input. Credits others. Facilitates problem solving and encourages input from others. 
 

Professional and Career Development Goals

2. Volunteer (within the next six months) with University Classified Staff Council to extend exposure to different groups (i.e., work on coordination of the annual Classified Staff Workshop). 

3. On a quarterly basis, "chair" team meeting and survey team members on improvements to current processes. 

4. Plan and coordinate annual departmental retreat (in May) by enlisting the ideas of all team members. Present a retreat budget by the end of the first quarter.