Senior Expenditure Control Specialist

• This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.

Bachelor's degree in accounting or a related field, or equivalent and 2 years of professional experience

• Experience creating, editing, and using Pivot Tables, and formulas in Excel
• Experience using data analytics tools
• Experience creating financial reports, and providing analysis on trends
• Experience presenting financial information to interested parties

• Knowledge of financial accounting principles, fund accounting, and compliance requirements
• Strong analytical skills with the ability to review, reconcile, and interpret complex financial data
• Advanced Excel and data management skills for handling large, detailed datasets
• High attention to detail and accuracy in transaction processing and reporting
• Ability to apply policies, resolve discrepancies, and make sound decisions within guidelines
• Effective communication, organization, and customer service skills to support campus partners

• Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
• Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting is expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

• Work in a standard office environment
• Sit and work at a computer workstation for an extended amount of time
• Work using electronic mail, telephone, face-to-face discussions, paper form correspondence
• Communicate effectively in writing, speaking, and listening
• Apply skills and knowledge across a variety of tasks to perform successfully in new situations
• Organize and establish priorities; Remember detail; multi-task
• Lift and/or move up to 20 pounds
• Walk, stand, stoop, lift, kneel, climb

• Review and approve UGA Foundation (UGAF) expenditure requests within UGAF@Work for accuracy, completeness, and compliance with established policies and procedures.
• Ensure proper UGAF@Work accounting, including accurate spend category selection, cost center/work tag assignment, and expense classification.
• Verify transactions adhere to donor intent, UGAF policies, and GAAP standards through detailed review of supporting documentation.
• Validate required approvals, documentation, and workflow completion within UGAF@Work business processes.
• Identify, investigate, and resolve discrepancies, errors, or incomplete submissions in UGAF@Work transactions.
• Communicate with campus users to correct, return, or clarify transactions and provide guidance on proper submission procedures.
• Monitor transaction workflows to ensure timely processing and compliance with internal service standards.
• Support continuous improvement of expenditure processes by identifying trends or recurring issues within UGAF@Work submissions.

• Maintain working knowledge of UGA and UGAF expenditure policies and procedures to ensure compliance in daily operations.
• Coordinate with campus partners to identify and resolve overdrawn Foundation accounts resulting from expenditure activity.
• Serve as backup to the Expenditure Control Manager within the TeamDynamix ticketing system, managing and responding to requests as needed.
• Execute settlement processing and run check print jobs within UGAF@Work, including validating payment batches, reconciling check runs, coordinating check distribution and pickup, maintaining payment logs, and ensuring proper handling of supporting documentation.
• Support supplier setup and maintenance within UGAF@Work, ensuring accurate and timely onboarding of vendors.
• Review supplier requests for completeness, accuracy, and compliance with UGAF policies and required documentation.
• Ensure appropriate approvals and supporting documentation are obtained and maintained for supplier setup.
• Maintain and update supplier records, resolving issues related to incomplete or incorrect information.
• Communicate with campus users and vendors to resolve supplier setup issues and provide guidance on requirements and processes.
• Perform additional administrative duties as needed, including filing, scanning, and retrieving documentation to support reporting and audit activities.

• Coordinate posting of scholarship expenses to the Foundation's Financial Accounting system.
• Review and reconcile monthly scholarship activity.
• Work closely with the Office of Student Financial Aid and Bursar's Office to process scholarship payments and resolve reconciliation issues.
• Prepare and initiate monthly scholarship payment.
• Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.
• Maintain workflow and approvals within the scholarship system.
• Support UGAF activity in ScholarshipUniverse.

• Review and coordinate the UGA grant payment process. This includes recording, reviewing, and reconciling expense activity from the UGA financial system frequently.
• Evaluate expense activity and perform analysis on expenses processed through University Systems.
• Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.
• Initiate monthly payment requests for UGA Grant activity funded by Foundation funds.
• Support UGAF activity in UGA Financial Management System.

• Support internal controls for UGAF expense operations.
• Carry out and document internal controls procedures, with emphasis on continuous monitoring and communication.
• Recommend additional internal controls procedures as needed to support accuracy and timeliness of expense operations.
• Assist the Expenditure Control Manager in reviewing and analyzing expenses made through the University's grant process.
• Coordinate and work closely with campus partners, and UGA financial team, ensuring grant expenditures are processed and recorded in accordance with UGAF policies and procedures and donor fund agreements.
• Assist the Associate Director and Expenditure Control Manager with any follow-up regarding expenditures.
• Support internal and external audit functions through the fulfillment of requests for expenditure data and documentation.
• Assist with completion of expense audit reports.