4039 Financial Technology Support Specialist


TITLE Financial Technology Support Specialist




IMMEDIATE SUPERVISOR Director, Financial Systems, Reporting, and Planning

MAJOR ADMINISTRATOR Chief Financial Officer


The Financial Technology Support Specialist promotes effective use of the various administrative finance systems and technologies used within the Finance Division by providing system administration, technical support, trouble-shooting, process documentation, training, and quality customer service to both division and campus departmental users. The Financial Technology Support Specialist uses an understanding of basic accounting principles, along with knowledge of the functional and technical aspects of the finance system software to guide users in the proper use of those systems as well as in the implementation of new or unused features. The Financial Technology Support Specialist supports financial reporting through query and report development as well as other independent projects as they pertain to the financial systems and dissemination of the information maintained in them. The Financial Technology Support Specialist provides additional technology support by maintaining web pages, assisting with data security, and providing hardware support.


Education: Completion of college courses that are equivalent to an Associate’s degree, with an emphasis on accounting, business, or computer information systems is required. A bachelor's degree in accounting, business, or computer information systems is preferred. Course work in both accounting and computer information systems is preferred.

Experience: One year of experience performing similar duties is required.

Skills: Strong technical aptitude is required. Must be able to work independently, manage multiple concurrent tasks and work with people possessing differing levels of technical knowledge. Excellent oral presentation and written communication skills are required. Must be detail oriented. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required. Experience using word processing, spreadsheet, and other financial software is preferred. Knowledge of basic accounting principles and financial reporting is preferred. Competency in the use of query and report tools is preferred. Experience with database packages and web page design software is preferred.


1. Supports the effective daily operation of financial systems and other technology resources by using technical and functional knowledge along with an understanding of the business processes of the division to guide users on the proper use of those systems and technologies, provide for problem determination and resolution, assist with the implementation of new or unused features, and provide related training and documentation.

2. Acts as a point of contact for inquiries and requests for assistance from both Finance and campus departmental users of financial system software by responding to inquiries, fulfilling help requests, and coordinating system access and authorizations.

3. Assists with various forms of finance system administration, including system setup, security and access, upgrades, and testing.

4. Provides support services to Finance Division users by assisting with the installation of new computer workstations and software, installing upgrades and patches, resolving problems, and making recommendations and assisting with the purchase of new equipment and software.

5. Assists finance system users with identifying and analyzing their reporting needs by researching possible solutions, fulfilling report requests using appropriate reporting tools, and working closely with users and Computer Services when needed to see that reporting needs are met.

6. Develops and maintains documentation and may provide training related to the financial systems, custom queries, reports, or other technology resources.

7. Assists in the development and maintenance of web pages and web applications as they pertain to the division.

8. Maintains an understanding of both University security policies and external regulations that govern the disclosure of financial information and assists in ensuring that these policies and regulations are followed within the division.

9. Applies basic accounting principles, and uses effective interpersonal communication, time-management and problem-solving skills when providing system and technical support, developing financial reports and queries, developing documentation and training, serving on committees, or independently bringing special administrative projects through to completion as assigned.

10. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.

11. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as directed by the supervisor.

12. Contributes to the overall success of the division by performing all other essential duties and responsibilities as assigned.


The Financial Technology Support Specialist is supervised by the Director, Financial Systems, Reporting, and Planning.




Factor 1: Educational/Experience Requirements of the Job

Level 5 - 985 Points: A combination of education and experience equivalent to a Level 5 as indicated by the Equivalencies Chart, when permitted by the Minimum Acceptable Qualifications.

Factor 2: Supervisory Responsibility

Level 1 - 299 Points: Little or no supervisory responsibility for the work of others.

Factor 3: Skill, Complexity, and Technical Mastery

Level 5.5 - 1750 Points: Skill, complexity, and technical mastery is somewhat above requirements for a level at 1600, but somewhat below the skill, complexity, and technical mastery requirements at level 1900.

Factor 4: Budgetary Control

Level 2 - 386 Points: Individuals in jobs at this level actively document, monitor, and control expenditures. At this level incumbents may recommend minor expenditures but have no real authority over budgets.

Factor 5: Work Environment and Physical Demands

Level 1 - 25 Points: The work environment has only everyday discomforts associated with an office or commercial vehicle. The work area is adequately lighted, heated or cooled, and ventilated. Work is largely sedentary involving mostly sitting with occasional walking, standing, bending, or carrying of small items. No special physical demands are required of the work.

Factor 6: Work Impact and Effect

Level 3 - 2340 Points: Work products or services directly impact the operation, accuracy, reliability, acceptability, or design of programs, systems, or equipment, that affect the operation of individual departments or units. The work activity may be complex, but normally involves addressing conventional problems or situations with established methods that allow departments, programs, or units to function properly. Improperly performed work and/or equipment or software failures likely produce significant errors and/or create delays that directly affect the ability of a department, program, or unit to function properly, and the welfare of faculty, students, or others that use the services and/or products of the department, program, or unit. While the scope of improperly performed work and/or equipment or software failure is limited, the nature of the activity may require that emergency repairs be performed.