Financial Planning Support Associate at Davy providing client support and ensuring regulatory compliance in financial planning initiatives.
About the role
- Finance Specialist providing financial and administrative services to the University of South Florida, assisting with various financial transactions and ensuring compliance with policies.
Responsibilities
- Providing high-quality financial and administrative services to the University
- Processing accounts receivable invoices
- Assisting with new customer onboarding and contract processing
- Managing employee reimbursements and expenditure transfers
- Processing purchase requisitions and P-card transactions
- Coordinating travel arrangements and handling expense reports
- Collaborating with BFSS team members to maintain accurate records
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- Degree Equivalency Clause: Four (4) years of direct experience for a bachelor's degree
- 0-2 years related work experience in lieu of postsecondary education requirements
Benefits
- Medical, dental and life insurance plans
- Retirement plan options
- Employee and dependent tuition programs
- Generous leave
- Hundreds of employee perks and discounts
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