|Program Administration: Ã¯ Plan & coordinate implementation of ongoing improvements to card programs, streamline & improve end-user and back-end processes with the goal of reducing small dollar invoices. Ã¯ Analyze highly complex spending patterns on card programs for trends & make recommendations for consolidation of vendors, changes to card usage policies, Merchant Category Code access changes & other changes that will minimize risk & increase card spend or adoption, and maximize efficiencies & incentive income for the university. Ã¯ Maintain card program desktop procedures & policy manual. Serve as primary interface between UC Berkeley & Card Program banking partner regarding the card program, emerging technology, changes in the program & any other issues. Ã¯ Develop & perform audit routines to ensure compliance with policy requirements. Identify audit issues/problems and recommend resolution to management. Review & approve exception & compliance reporting; ensure tracking, investigation & resolution of policy violations. Ã¯ Provide reporting & metrics to illustrate the value of the programs. Handle card data security issues. |
Customer Support: Ã¯ Manage card accounts: set up & closing, revising limits & other controls. Ã¯ Monitor processes for cardholder change notifications for new & terminated employees & card account updates. Ã¯ Educate cardholders on use of the card programs, policy information & changes to procedures. Ã¯ Design & deliver training programs related to the card programs & supporting software applications.
Special Projects and Assignments: Ã¯ Perform other duties as assigned by the manager as required to maintain the continuity & quality of service & operations of the Accounts Payable organization.Ã¯ Bachelor's degree with a major in a business, accounting or related field and two or more years of experience in credit card or procurement card administration, or related field; or an equivalent combination of education and experience. Ã¯ Analytical skill to weigh information and options and make sound decisions affecting the department, division, and other functional units of the University. Ã¯ Skill in negotiating, which includes the exchange of ideas, information, and opinions with others to formulate policies and programs, and/or arrive at decisions, conclusions, or solutions. Ã¯ Analytical and calculation skills to independently compile data, prepare, and evaluate university-wide and campus reports. Ã¯ Skills to set priorities that accurately reflect the relative importance of essential functions, deadlines, and shifts in workload. Ã¯ Basic understanding of enterprise financial systems (ERP), which manage institutional financial business, such as procurement transactions. Ã¯ Demonstrated skill in the use of computers including, but not limited to, the following software: Microsoft Office Suite (Excel, Word, Outlook, PowerPoint); internet browsers; accounting and procurement systems. Ã¯ Proven skill in working as part of a team, collaborating with colleagues, and the skills to maintain effective working relationships with supervisors, and departmental and campus personnel. Ã¯ Demonstrated skill to independently develop innovative solutions and solve problems in the context of frequent policy and program changes and to streamline labor-intensive processes. Ã¯ Excellent interpersonal, oral, and written communication skills with the ability to communicate effectively either in one-on-one or group settings; by using appropriate nomenclature and terminology and by being perceptive and taking into consideration the diversity in social, cultural, professional, and educational backgrounds. Ã¯ Comprehensive and detailed knowledge of banking regulations, cashiering requirements, internal control procedures and payment card industry standards. Ã¯ Demonstrated experience with leading improvement to processes, policies, and/or programs, with the result of improving user experience, creating efficiencies, or realizing cost savings. Ã¯ Experience delivering presentations in a one-on-one, small or large group format, which are well organized, clear and understandable, informative, and effectual. Ã¯ Working knowledge of general accounting principles to manage and reconcile financial activity. Ã¯ Experience with PeopleSoft or similar complex full-suite financial systems, with particular emphasis on procure-to-pay. Ã¯ Experience conducting in person and online training events, developing online learning tools, and using a Learning