Accounting Clerk 2, Procurement

Case Western Reserve University, United States

Updated: 26 days ago
Location: Campus, ILLINOIS
Job Type: FullTime

POSITION OBJECTIVE

Working under limited supervision, compute, classify, and record numerical data to keep financial records complete. Perform procedures regarding the procurement operations of a large research unit. In addition, perform any combination of moderately complex calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. This individual must be proactive, have good judgment and decision-making skills. This individual must present a professional image, be well-spoken, helpful, and knowledgeable about the school’s programs, people, and policies so that questions can be correctly answered and referred.

 

ESSENTIAL FUNCTIONS

  • Issue all requisitions, payment requests, and petty cash. This involves several million dollars in expense per year. Responsible for procurement activities.  Perform moderately complex bookkeeping duties as they relate to verification, processing preparation and updating of various documents and information while keeping consistent with organizational accounting policies and procedures. Perform daily posting to general ledger, monthly financial statements, expenditure reports, and miscellaneous billing. Maintain accounting files and maintain requisitions database. (35%)
  • Verify accuracy of information on accounting forms; identify errors and makes necessary corrections. Responsible for placing all orders using the Pcard.  Assign account numbers on PVSnet website and accept all appropriate charges.  Verify expenses and income; audit expense statements and general ledger. Reconcile any erroneous tax charges and obtain credit. Assist with the preparation of various financial/fiscal reports. Provide supporting details. (35%)
  • Prepare and distributes financial reports, expense statements. Serve as a liaison with the Purchasing Department.  Balance and reconcile assigned accounts related to procurement expenditures. Regularly handle confidential information. Provide supporting for procurement charges details monthly and as needed. (15%)
  • Assist in the development of new procedures for end users to effectively make purchases. Answer telephone and respond to email inquiries as appropriate fields questions relative to assigned duties. May assist with daily operation of department. Provide supporting details. (10%)

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    NONESSENTIAL FUNCTIONS

  • Assist with the daily operations of the department and provide the administrative support needed for the programmatic research needs of faculty. (3%)
  • Draft, transcribe, proofread, edit and maintain correspondence, report and meeting minute; maintain on-line filing systems; screen, prioritize, and follow-up on phone calls; and assist with PowerPoint and other formal presentations. (1%)
  • Perform other duties as assigned (1%).

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    CONTACTS

    Department: Daily contact with research manager, faculty and administrative manager to discuss work assignments, provide information, and/or resolve complaints.

    University: Contact with Procurement and General Accounting offices on an as needed basis to verify status of purchase, payment, or credit.

    External: Occasional contact with vendors to exchange information to make, credit, or return an order.

    Students: Daily contact with students to exchange information to relay information to vendor, investigator, or supervisor.

     

    SUPERVISORY RESPONSIBILITY

    This position has no direct supervision of staff employees. May assist and train students or temporary help.

     

    QUALIFICATIONS

    Experience: 1 to 1.5 years of related experience required.

    Education: High school education required.

     

    REQUIRED SKILLS

  • Knowledge of accounting principles and practices. Ability to use mathematics to solve problems.
  • Excellent communication skills: Understanding written sentences and paragraphs in work related documents. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Communicating effectively in writing as appropriate for the needs of the audience. Talking to others to convey information effectively.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Ability to manage one's own time.
  • Ability to actively learn - understanding the implications of new information for both current and future problem-solving and decision-making.
  • Ability to operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  • Ability to meet consistent attendance.
  • Ability to interact with colleagues, supervisors, and customers face to face.
  • Proven administrative ability.
  • Outstanding interpersonal skills.
  • Requires a mature, honest, and ethical individual with good moral judgment and discretion.
  • Computer skills mandatory.
  • Familiar with online financial system (PeopleSoft Financials) preferred.

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    WORKING CONDITIONS

    Typical office environment. Fast-paced, multi-task, highly service oriented environment. The employee will need to be able to lift up to 5 lbs., bend/stoop, reach and perform repetitive motion using computer mouse and keyboard to type.

     

    This position is eligible for hybrid work arrangement up to two remote days per week at the discretion of the department. New employees may begin a hybrid schedule upon approval from the supervisor, successful completion of an orientation period and signing the remote work checklist certification form.

    In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity.  Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

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    Case Western Reserve University provides reasonable accommodations to applicants with disabilities.  Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation.  Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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