This position is within Procurement and Payment Services and will report to the manager of the Corporate Card Program. The Corporate Card Analyst will perform various accounting, analytical, reporting, and auditing activities related to the program. All functions listed below are performed with a high degree of independence and must be performed with integrity. This position must maintain a close working relationship with the other departments and schools, and all other units within Procurement and Payment Services.
Analysis, Statements & Reporting
Records journal entries and creates reports.
Analyzes bank data and prepares chargeback files for journal upload.
Creates tailored queries using bank software and financial system tools
Researches errors and consults with cardholders to correct journal errors on chartstrings, to use appropriate account types, and to include transaction descriptions for reporting.
Creates reports for program monitoring, statistics, and other management information
Performs financial account reconciliations, statement analysis, and transaction research.
Conducts audits of data to identify outlier transactions, spending patterns, unusual vendors, or other unusual activity and performs followup to investigate and resolve issues and questions about transactions
Conducts audit reviews of cardholders in their departments to ensure transactions, documentation and procedures are in compliance with cardholder and University policies; writes reports of findings and provides recommendations for improvement.
Enters individual &/or summary of transactions into journals &/or general ledger or other NU enterprise system.
Prepares chargeback files for journal upload
Provides financial policy interpretation to determine the validity of customer requests & ensure compliance.
Clarifies policy for cardholders
Provides support for internal audit requests.
Provides transaction details to Internal Audit and Purchasing upon request.
Manages operation of or interaction with a computer system or system processes that support the area or program.
Issues bankcards and performs card and bank system maintenance
Provides customer service and helpline support
Maintain effective working relationships with departments and schools at Northwestern, especially to identify future partnership opportunities.
Represent Procurement and Payment Services at various internal meetings
Serve as representative of Northwestern to the vendor community.
Represent Northwestern at relevant industry conferences and events.
Provides training and support to related university units or program participants; maintains website and training materials
Conducts training for new and existing users when necessary
Provides feedback to users on compliance with University policy and procedures andbest practices for cardholders
Maintains webpage and updates training documentation
Maintain cutting edge knowledge of industries and analyzes trends and new developments as they may pertain to and affect Northwestern University.
Mediate resolution of issues and implement changes to prevent reoccurrence.
Provide input into policy, forms, newsletter, procurement strategy, web site, training, etc.
Performs other duties as assigned.
Bachelor’s degree in business or related field, or the equivalent combination of education, training and experience from which comparable skills can be acquired
At least two years clerical or accounting/bookkeeping experience.
Strong computer skills, especially with word processing and spreadsheets.
Strong oral and written communication skills
Strong time management skills.
Strong interpersonal as well as oral and written communication skills.
Knowledge of the principles and practices of procurement and payment processes, strategies, and systems.
Proven record of effective relationship-building with internal and external stakeholders
Demonstrated experience collaborating as part of a team.
Ability to communicate effectively with faculty, staff, vendors, and the general public.
Customer service experience.
Minimum Competencies: (Skills, knowledge, and abilities.)
Ability to handle multiple tasks and perform typing and routine data entry with speed and accuracy.
Ability to compose, proofread and/or edit letters and documents.
Ability to calculate routine arithmetic.
Strong knowledge of grammatical usage.
Ability to work independently, without major oversight, and utilize good judgment when making decisions. Must also be self-motivated.
Candidate needs to demonstrate professions demeanor.
Ability to compile and analyze data from a problem solving perspective. Also, demonstrate good judgment and decision making related to interpreting data and making recommendations or acting on the analysis of data.
Ability to develop a thorough understanding of University policies and procedures and ability to use sound judgment in applying them to individual situations.
Experience working at a higher education institution.
Preferred Competencies: (Skills, knowledge, and abilities)
Proficiency with PeopleSoft Financials.
Exhibit continual improvement by attending relative training courses and seminars/conferences.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.
Internal Number: 39506
About Northwestern University
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.