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Job Description Summary
The Travel and Expense Specialist is responsible for the knowledge of federal and state tax code and University policies and procedures as it relates to Accounts Payable functions (i.e. audit and/or review of transactional data). This position will also be responsible for maintaining high levels of professional customer service with our campus community and external partners. In addition, this position is responsible for auditing in a high volume environment, while maintaining an emphasis on accuracy and use of critical thinking skills.
Audits Pcard statements and reimbursement requests for compliance with federal and state tax regulations, compliance with the University policies and procedures, accuracy, and correct accounting elements.
Investigates discrepancies in compliance accuracy or coding, and communicates those discrepancies to the appropriate personnel, including employees and students.
Processes student reimbursement requests including review for and accurate determination of scholarship tax reporting.
Ensures student refund feed from SFS is complete and accurate.
Maintains and updates Pcard database for tracking and reporting purposes.
Offers improvements in processes to increase efficiency and effectiveness of Accounts Payable processes.
Identifies root causes to Accounts Payable issues and identifies and implements solutions.
Prepares journal entries relating to travel and expense reimbursements.
Assists with the reconciliation of expenses and helps resolve discrepancies found during the reconciliation process.
Assists with the development of travel and other business expense procedures.
Prepares scholarship letters for non-Wake Forest University students awarded non-qualified scholarships.
Reviews all supplier records as an internal control method and data integrity as well as updates supplier data related to payment and 1099 reporting.
Required Education, Knowledge, Skills, Abilities:
Associates degree in Business or related.
Experience in general office procedures and 10-key proficiency.
Strong organizational skills and the ability to handle multiple projects while meeting critical deadlines.
Collaborate and effective communication skills, both verbally and written.
Strong interpersonal skills.
Ability to work effectively in a team environment across multiple levels of the University.
Perform quality work within deadlines and without direct supervision.
Work effectively as a team contributor on all duties and assignments.
Knowledge of superior customer service standards and practices.
Responsible for own work.
** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.
Additional Job Description
Time Type Requirement
Full time Note to Applicant:
This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.
In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.
Wake Forest seeks to recruit and retain a diverse workforce, and encourages qualified candidates across all group demographics to apply.
Offering the personal attention of a small liberal arts college, coupled with the breadth and global relevancy of a leading research institution, Wake Forest claims the distinction of being the nation's premier collegiate university. Wake Forest is consistently ranked among the top 30 universities in the nation. Our mission is to educate the whole person, graduating students who seek purpose-filled lives while building a community dedicated to serving humanity in the spirit of our motto, Pro Humanitate.