Financial Services Assistant

Financial Services Assistant

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Please see Special Instructions for more details.

Please provide a list of 3 professional references with their contact information.

 Posting Details 

Posting Number  | S07071P
Position Title  | Financial Services Assistant
Functional Title  | Financial Services Assistant
Department  | Materials Science and Engineering
Salary Range  | $42,513 DOQ
Pay Basis  | Monthly
Position Status  | Regular full-time
Location  | Richardson
Position End Date (if temporary)  |
Posting Open Date  | 06/02/2026
Posting Close Date  |
Open Until Filled  | Yes
Desired Start Date  |
Job Summary  | Provide budgeting, finance, and procurement support for a small to medium
workload for a complex department within the School of Engineering and Computer
Science.
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  | Experience in an administrative, accounting, or financial support role—preferably in higher education or a public institution. Working knowledge of budgeting, procurement, travel, and financial compliance. Ability to work independently, prioritize tasks, and solve routine problems. Strong written and verbal communication skills. Demonstrated ability to manage multiple deadlines with accuracy. Customer‑service orientation and ability to build positive working relationships. Familiarity with enterprise financial systems (PeopleSoft, Jaggaer, Concur) and proficiency with Microsoft Office.
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  | Works closely with department faculty and staff to provide financial and research management and administration for the department finances, financial processes, and records to meet the department’s day-to-day financial operations goals. Assist in ensuring 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.

Duties and Functions:
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 corrections 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 under-spending based on the annual or project budget available for the period. Oversee the day-to-day purchase request for sponsored projects and the department needed 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. Responsible for inventory and asset management, maintains accurate records of the departmental assets, and conducts annual review process for compliance and reporting. Assist with all aspects of the Colloquium Series, Special Workshop, Seminars, and other events. Other duties as assigned.

Physical Demands and Working Conditions   
Physical Activities  |
Working Conditions  |
Additional Information  | Remote Work Notice:
After the probationary period, this role may be eligible for a hybrid (partly remote/partly in office) work schedule, subject to business need and manager approval. May be required to use personal computer and other standard office equipment. Must be located within the DFW Area and have the ability to be on campus with 24 hours of notice. A UT Dallas Remote Work Agreement will be required within 14 days after approval. Remote work arrangements are subject to regular review and re-approval and may be canceled.

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 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.

If you are looking for a rewarding career opportunity with great benefits? Look no further! Join our team!

Special Instructions Summary  | Please provide a list of 3 professional references with their contact information.
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

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Applicant Documents

Human Resources, 
 800 West Campbell Road, AD3.418 
 Richardson, 
 TX 75080-3021