Financial Technician Job Description

Financial Technician Job Description

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Financial technician provides financial and accounting support to assigned management teams in the preparation of financial statements and performance of balance sheet reconciliation.

Financial Technician Duties & Responsibilities

To write an effective financial technician job description, begin by listing detailed duties, responsibilities and expectations. We have included financial technician job description templates that you can modify and use.

Sample responsibilities for this position include:

Work requires substantial knowledge of civilian pay, leave, and travel rules, regulations, procedures, programs and systems, and civilian personnel rules and regulations that affect pay
Utilize established accounting procedures and regulations to examine invoices, vouchers, and other financial documents
Provide technical information and guidance to employees, supervisors and financial specialists on financial related rules, regulations and procedures
Distributes all travel policy/procedures relating to the command's travel program
Respond to pay inquires for separating service members to ensure proper pay rules, regulations and procedures are followed
Maintain correct and close pay accounts for active, reserve, or retired armed forces personnel and their annuitants to make sure pay entitlements are within regulations and procedures
Communicate with Sr
Assist the Sr
Perform technical work in support of budget analysis to include compiling, validating, and arranging funding data
Prepare statements and reports and comparative analysis of accounting transactions

Financial Technician Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Technician

List any licenses or certifications required by the position: POC, CMT, GS, MBR, IAW, CPI, CPR, NDAA

Education for Financial Technician

Typically a job would require a certain level of education.

Employers hiring for the financial technician job most commonly would prefer for their future employee to have a relevant degree such as Collage and Associate Degree in Education, Accounting, Department of Education, Business, Finance, Economics, Graduate Education, The College, Management, Organizational Management

Skills for Financial Technician

Desired skills for financial technician include:

Accounting principles at a level normally acquired through the completion of a one-year accounting certificate
Procedures
Tax laws
Balancing of financial transactions and documents
Business administration
Organization's programs and financial requirements to oversee the preparation
Reconciliation
Analyzing pay documents to determine corrective actions
Body of standardized rules
Civilian pay

Desired experience for financial technician includes:

Provide advice to civilian employees and supervisors pertaining to pay/leave rules, programs and systems
Review accounting support work
Review claims against obligated funds
Assist financial specialists in the research, compilation, or summarization of the commands financial data
Use financial automated systems to process adjustments in customer budget accounts
Answer telephone inquiries from customers to provide routine financial information

Financial Technician Examples

1

Financial Technician Job Description

Job Description Example
Our innovative and growing company is hiring for a financial technician. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial technician
  • Receive and post documents to accounting/budget systems
  • Process treasury checks for payment and pay for invoices
  • Maintain files and prepare financial reports/travel vouchers
  • Review contracts, invoices and receive reports
  • Determining availability of funds within assigned trust accounts
  • Ensure proper withholdings
  • Respond to inquiries and conduct research
  • High volume of daily payment processing - strong data entry skills a must!
  • Examines, verifies, and maintains and reconciles accounts and accounting data, prepare and analyze reports
  • Examines documents for accuracy, adequacy of documentation, compliance with regulations for good and services provided, satisfaction or default in fulfilling contractual obligations, reimbursements for medical and domiciliary care, education, travel, and transportation
Qualifications for financial technician
  • Must acquire a Secret Security clearance within 6 months
  • Frankfort, KY
  • Wear of the military uniform is a requirement of this position
  • You must obtain/maintain a compatible military position
  • Acceptance of Technician position may affect military bonus/incentives
  • This position is located on a tobacco free facility
2

Financial Technician Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial technician. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial technician
  • Performs work to establish, maintain, correct and close pay accounts for personnel and their annuitants
  • Performs technician work in support of budget analysis and administration such as maintaining ledgers, budget formulation, compiling, consolidating, checking and arranging funding data
  • Verifying and inputting time and attendance into automated systems
  • Processing all supplemental timesheets for direct data input
  • Responding to customer inquiries related to payroll and leave issues
  • Maintaining payroll related personnel files
  • Acting as an employee liaison between multiple payroll systems
  • Resolves issues related to the computation of travel entitlements
  • Receives/reviews travel orders generated at command for compliance with Joint Travel Regulations and policies
  • Maintains the travel database for monitoring issuance of recording pertinent travel data
Qualifications for financial technician
  • Latham, NY
  • Must be eligible to become a member of the NY Army National Guard
  • Springfield, IL
  • Must be willing to become a member of the National Guard
  • Completed NGIL Form 73 required, see How to Apply, Required Documents
  • Indefinite position/ Temporary promotion
3

Financial Technician Job Description

Job Description Example
Our innovative and growing company is looking for a financial technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial technician
  • Presents travel orders to designated Point of Contact (POC) for certification of funds and authorizing signatures
  • Review financial actions to correct or amend actions in automated financial systems
  • Examine accounts and accounting data and prepares and analyze reports to resolve financial management problems
  • Assists and supports the compilation and categorization of data
  • Assists and supports the illustration of products
  • Assists and supports the building, maintenance and running of Actuarial Models
  • Assists and supports financial reporting
  • Assists and supports the pricing of products
  • Assists and supports the analysis of risks for lines of business
  • Assists and supports the establishment of reserves and/or statutory, GAAP, & tax valuation for products
Qualifications for financial technician
  • Camp Williams, WI
  • 3+ years of experience with the above stated duties
  • Very strong Excel skills a must!
  • High volume and accurate data entry skills a Must!
  • Naval Medical Center, Portsmouth, VA
  • Naval Station Complex, San Diego, CA
4

Financial Technician Job Description

Job Description Example
Our innovative and growing company is looking for a financial technician. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial technician
  • Enter data into Standardized Accounting & Reporting System, Defense Travel System, Standard Labor Data Collection and Distribution Application (SLDCADA), Wide Area Workflow, Financial Planning System, Funds Administration and Standardized Document Automation System (FASTData), Defense Civilian Payroll System, and Work Year Personnel Cost System
  • Applies budgeting and accounting principles to include but not limited to
  • Updates contract data, government purchase card information, and status of funding reports
  • Monitor, audit, balance, and maintain a variety of accounts
  • Reviews waiver applications and supporting documents from all Services, active and reserve, military retirees/annuitants, and current/former civilians
  • Prepares detailed administrative report based on waiver documents received, review of all aspects of the request and prior DOHA (Defense Office of Hearings and Appeals) decisions
  • Prepares detailed written notification to applicant of the waiver decision and appeal rights
  • Reviews appeals and supporting documents of full or partial waiver denials received from applicants
  • For waivers and remissions, updates military pay record, updates the DDMS or notifies applicable payroll office of decision
  • For positions filled at less than the full performance level, duties will be developmental in nature
Qualifications for financial technician
  • Served 3 months after initial competitive appointment into Federal Service
  • Analyze financial data to identify transaction errors
  • Examine, balance, or compute data from records and financial systems
  • Use office automation software (e.g., Microsoft [MS] Word, Outlook, Excel, Access, Pages, Numbers, or similar software) to analyze financial data
  • Certify the accuracy of financial reports (e.g., invoices, disbursements, collection transactions) accuracy
  • Camp Pendleton, CA 1 vacancy
5

Financial Technician Job Description

Job Description Example
Our company is hiring for a financial technician. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial technician
  • Review monthly procurement card reconciliation from campuses and prepare journal entries as needed
  • Assist with writing and training of business policies and procedures
  • Develop and execute a schedule for the completion of routine database reconciliations
  • Research and present requirements needed to authorize new data client financial data feeds
  • Create audits and queries to isolate and resolve financial data discrepancies
  • Build additional data integrity processes to best ensure ongoing accuracy
  • Provide guidance on internal projects requiring the need to convert and/or integrate financial data with new and existing applications
  • Assist students in applying for various types of federal, state, and other financial aid programs and resources
  • Verify application information and supporting documentation
  • Provide information to students and parents regarding both state and federal financial aid programs, applications and eligibility
Qualifications for financial technician
  • Governmental accounting experience is highly desirable
  • Ability to provide information to staff, faculty, students, senior campus officials, outside agencies, and community members in a courteous manner with emphasis on customer service
  • Ability to work effectively with a variety of people in a multi-functional office environment
  • Ability to handle confidential information with discretion and sensitivity
  • Experience with word processing software, Microsoft Word
  • Experience with an on-line student and finance system such as Peoplesoft and ECSI system

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