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The University of Texas at Dallas

Financial Services Assistant

🇺🇸 Richardson, TX

🕑 Full-Time

💰 $43K

💻 Finance

🗓️ August 27th, 2025

Edtech.com's Summary

The University of Texas at Dallas is hiring a Financial Services Assistant. This role involves providing budgeting, finance, and procurement support to the Department of Electrical and Computer Engineering by working closely with faculty and staff to manage financial processes and ensure compliance with regulations for the department's financial stability.

Highlights

  • Provide financial and research administration support for sponsored research accounts.
  • Review and reconcile monthly transactions including expenses, revenue, and fund equity.
  • Advise faculty and cost center managers on account spending and budget projections.
  • Manage purchase requests, requisitions, vouchers, and vendor contracts for the department.
  • Maintain knowledge of University, State, and Federal purchasing and financial regulations.
  • Arrange travel bookings and process travel reimbursements per project and university guidelines.
  • Maintain departmental Standard Operating Procedures aligned with university policies.
  • Bachelor’s degree in accounting or related field with at least two years of financial experience in a university or non-profit setting required.
  • Preferred experience includes prior higher education work and familiarity with PeopleSoft software.
  • Salary up to $43,000 annually, commensurate with experience, with a comprehensive benefits package and potential hybrid remote work option.

Financial Services Assistant Full Description


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Financial Services Assistant
Posting Details
 Posting Details 
Posting Number  | S06583P
Position Title  | Financial Services Assistant
Functional Title  |
Department  | Electrical and Computer Engineering
Salary Range  | Commensurate with experience up to $43,000
Pay Basis  | Monthly
Position Status  | Regular full-time
Location  | Richardson
Position End Date (if temporary)  |
Posting Open Date  | 08/26/2025
Posting Close Date  |
Open Until Filled  | Yes
Desired Start Date  | 10/01/2025
Job Summary  | Looking for a rewarding career opportunity with great benefits? Interested in joining a dynamic & fun group of professionals? Look no further! Join our team!

The University of Texas at Dallas has an excellent job opportunity for individuals looking to join the Erik Jonsson School of Engineering and Computer Science as a Financial Services Assistant.

This position will provide budgeting, finance, and procurement support for the Department of Electrical and Computer Engineering. The candidate will work closely with department faculty and staff to provide financial and research administration support for department finances, financial processes, and records to meet the department’s day-to-day financial goals. Additionally, this role will assist in ensuring that compliance with all regulations, policies and university requirements are met to secure the department’s long-term financial viability and stability. This position will serve the junior level of a two-tier structure for the finance and procurement team.
Minimum Education and Experience  | Bachelor’s degree in accounting or related business area with a minimum of two years related financial experience working in a university or non-profit environment OR the equivalent combination of relevant education and experience.
Preferred Education and Experience  | Previous experience in higher education as well as experience with PeopleSoft
Other Qualifications  | To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
Essential Duties and Responsibilities  | Assist faculty with managing the financial aspect of sponsored research accounts by providing guidance regarding agency, program-specific policies, and university rules for spending, re-budgeting, reporting, and financial closing at the end of project performance periods. Monthly review and reconciliation of all transactions, including expenses, revenue, and fund equity or cash, posted to cost centers for the management’s approval to ensure all transactions are correct. Make the necessary correction to expenses posted in error within the period allowed, then work with the owners of the source document to ensure the posting error is discontinued. Meet with faculty and other cost center managers to discuss the current state of spending on their accounts and projected expenses to avoid over or underspending based on the annual or project budget available for the period. Oversee the day-to-day purchase request for sponsored projects and the department’s needs by obtaining the necessary quotes and preparing purchase requisitions and vouchers or using purchasing cards. As required, prepare university work orders and contracts with outside vendors for services or work needed for sponsored projects, classrooms, labs, or offices within the department. Keep abreast of University, State, and Federal purchasing and financial regulations and maintain communication with the University’s financial and purchasing departments to ensure that duties in this area are performed correctly and in keeping with all applicable rules. Make travel arrangements such as booking airline tickets, making hotel reservations, securing the necessary travel documentation and authorizations, and processing direct pay or reimbursement for travel expenses that are allowable and necessary under the applicable sponsored project and university guidelines. Maintain departmental Standard Operating Procedures (SOP’s), which incorporate the University policies and procedures for conducting the day-to-day duties in the current position. Remains competent and current by attending professional development courses, software training classes, and courses and/or training sessions as directed by the supervisor or required by the University. Other duties as assigned.
Physical Demands and Working Conditions  |
Physical Activities  |
Working Conditions  |
Additional Information  | Hybrid Remote Work Notice
Following successful completion of an initial training period, a hybrid work schedule may be available, subject to business needs and departmental approval. Employees must be located within the Dallas/Fort Worth Metroplex area and have the ability to be on campus for work activities as scheduled and/or with 24-hour notice. Completion and approval of a UT Dallas Remote Work Agreement will be required, and use of personal computer, internet, and other standard equipment may be required. Remote work arrangements are subject to regular review and re-approval and may be cancelled.

What We Can Offer
UT Dallas is an Equal Opportunity Employer with an employee-friendly and supportive work environment. Our comprehensive compensation and benefits package that is effective as of your hire date includes:

Competitive Salary Tuition Benefits Internal Training BCBS PPO Medical insurance – 100% paid for full-time employees PPO and DHMO Dental Insurance Plan – PPO plans include ortho benefits Vision Insurance Long and short-term disability TRS Retirement Plan – defined benefit plan offering lifetime annuity upon retirement Voluntary Retirement Plan Options – additional savings opportunities with Tax-Sheltered Annuity Plans and Deferred Compensation Plans Dental/Vision/AD&D Paid time off Paid Holidays Paid Winter Break Fertility Benefits Remote Work Options – approved by department
All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

Visit https://hr.utdallas.edu/employees/benefits/ for more information.
Special Instructions Summary  |
Important Message  | 1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.

2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.
Supplemental Questions
Required fields are indicated with an asterisk (*).

Applicant Documents
Required Documents
  1. Resume
  2. Cover Letter/Letter of Application 
Optional Documents
  1. Veteran Employment Preference - Form DD-214
Human Resources, 
 800 West Campbell Road, AD3.418 
 Richardson, 
 TX 75080-3021
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