<p>The Budget Support Associate at the Whitman School of Management is a key member of the business operations team, responsible for processing, analyzing, and supporting a high volume of financial transactions across multiple university systems. This role ensures accuracy, compliance, and timely financial activity across a variety of funding sources including operating, sponsored, and gift accounts. In addition to transactional responsibilities, the associate contributes to budget reconciliation, financial reporting, and policy interpretation. The position requires strong technical and analytical skills, a collaborative approach, and a deep understanding of financial systems and procedures.</p> <p>This position is part of a bargaining unit and is represented by the union SEIU, Local 200United.</p> <p>Education and Experience</p> <ul> <li>Minimum 3 years of financial transaction, reconciliation, or budget support experience in a complex organizational setting. </li><li>Demonstrated experience with enterprise financial systems such as PeopleSoft and Salesforce. </li><li>Proficiency in Microsoft Excel, including pivot tables and data analysis functions. </li><li>Strong attention to detail, organizational skills, and ability to manage multiple competing deadlines. </li><li>Knowledge of University or sponsored fund compliance preferred. </li></ul> <p>Skills and Knowledge</p> <ul> <li>Experience with financial and/or payment systems. </li><li>Familiarity with Salesforce or other case management tools. </li><li>Experience in fast paced transactional processing environment with short turnaround times. </li><li>Average of 2-day time to process reimbursements and expense transactions. </li><li>Accuracy rate of transaction entry. </li><li>Number of resolved customer inquiries per month expected at 200+. </li><li>Compliance with policy and audit results. </li></ul> <p>Responsibilities</p> <ul> <li>Process and reconcile purchasing card transactions, reimbursements, and requisitions in accordance with University policies and procedures. </li><li>Ensure proper documentation, GL coding, and workflow completion across systems including PeopleSoft and Salesforce. </li><li>Manage travel and business reimbursements from submission through resolution, including compliance review and communication with faculty and staff. </li><li>Support budget monitoring and reconciliation by analyzing expense activity, preparing financial summaries, and partnering with the Budget Office and department administrators. </li><li>Maintain accurate financial records across multiple accounts and funding sources. </li><li>Assist with internal reporting and ad hoc financial analysis. </li><li>Coordinate onboarding and hourly payroll approval for student and temporary employees. </li><li>Ensure budget alignment and compliance with HR and funding guidelines. </li></ul> <p>Physical Requirements</p> <p>Not Applicable</p> <p>Tools/Equipment</p> <p>Not Applicable</p> <p>Application Instructions</p> <p>In addition to completing an online application, please attach a resume and cover letter.</p>