Financial Services Partner

Salary

$53,318.00 - $67,383.00 Annually

Location

Central Campus - Uptown/Elizabeth

Job Type

Full-Time Staff

Job Number

2026-00380

Unit

FO-Financial Services

Department

Financial Services

Opening Date

07/15/2026

Closing Date

7/18/2026 11:59 PM Eastern

For part-time/adjunct faculty only:

N/A (not a PT faculty role)

Projected average hours of work per week:

40 (full-time)

General Function

The Financial Service Partner ("FSP") is the College's subject matter expert and trusted advisor for the acquisition of goods and services. The FSP combines deep expertise in procurement law, financial services, and regulatory compliance with exceptional customer service skills, critical reasoning, and problem-solving judgment to guide faculty and staff through purchasing decisions that require navigating multiple, intersecting administrative domains-including procurement, accounts payable, risk management, budgets, information technology, and accounting.

The FSP's primary value is integrative judgment: understanding not merely which rules exist, but which rules govern a specific situation, how competing requirements interact, and how to construct a course of action that advances the customer's legitimate need while protecting the College's compliance obligations and financial interests. By serving as a single, accountable point of contact who holds the full institutional context of each engagement, the FSP reduces administrative burden on the faculty and staff it serves, raises the College's compliance performance, and ensures that complex procurement situations receive the expert, reasoned attention they require.

Duties and Responsibilities

Customer Partnership and Advisory Support

• Serves as the College's primary point of accountability for faculty and staff navigating the procurement and financial services process; assesses each situation in full context, exercises professional judgment to identify the most appropriate course of action, and guides customers through requirements that span multiple College administrative functions.
• Coordinates across Procurement, Accounts Payable, Enterprise Risk Management (ERM), Budgets, Information Technology Services, Accounting and Reporting, Shipping and Receiving, and Inventory-maintaining institutional context across each engagement so customers receive coherent, integrated guidance rather than a series of disconnected handoffs.
• Analyzes situations involving competing policy, regulatory, and institutional requirements; translates applicable law, statute, and procedure into clear, actionable guidance tailored to the customer's specific circumstances, and sets accurate expectations regarding timelines, required documentation, and approvals.
• Exercises sound professional judgment in difficult, ambiguous, or sensitive situations-balancing customer needs, compliance requirements, and institutional risk with discretion, tact, and risk-aware communication.

Procurement Expertise and Compliance Judgment

• Interprets, applies, and explains the federal and state laws, North Carolina General Statutes, the North Carolina Administrative Code, and College policies governing procurement activities; advises customers and leadership on the compliance requirements, risk exposure, and appropriate courses of action that specific purchasing situations present.
• Assists customers with the development of specifications for public solicitations (RFQ, IFB, RFP, RFI, IQRF); facilitates pre-bid meetings and site visits; guides bid evaluation committees; manages the solicitation award process; and supports bid protest resolution.
• Evaluates procurement situations and recommends the appropriate method-including State Term Contract navigation, Purchasing Flexibility, and Waiver of Competition-based on a reasoned analysis of applicable law, transaction characteristics, and institutional context.
• Reviews contracts and amendments for compliance with North Carolina terms and conditions; provides analysis to support contract renewals, negotiation, and dispute resolution; supports legal outreach as needed.
• Analyzes transactions involving grant funding, restricted funding sources, and emergency circumstances; determines applicable compliance requirements and appropriate documentation; routes transactions consistent with funding restrictions and institutional policy.

Financial Services Analysis and Coordination

• Analyzes departmental budgets and identifies root causes of discrepancies across procurement, accounts payable, budget, and general ledger systems; resolves complex cross-system issues and advises customers on the financial services implications of purchasing decisions.
• Produces and interprets reports from the College's financial, procurement, and state reporting systems; synthesizes data to provide actionable insights on spending, compliance, and opportunities for cost reduction or process improvement.
• Identifies and recommends the elimination of low-value practices and processes; applies cross-domain expertise to improve the efficiency and compliance consistency of College procurement activity.

Service Improvement and Professional Development

• Participates in cross-training across Procurement, ERM, Budget, Accounts Payable, and ITS functions; serves as a knowledgeable resource and informal mentor to peers and College customers as expertise deepens across Financial Services domains.
• Identifies and recommends process improvements that reduce the time faculty and staff spend on purchasing activity, improve cross-functional coordination within Financial Services, and raise the consistency of compliance outcomes.
• Pursues preferred Customer Service and Procurement certifications, each of which carries a pay incentive upon completion.
• Performs other duties as assigned; some travel to College campuses may be required.

Minimum Requirements and Preferred Qualifications

Bachelor's Degree from an accredited institution in Accounting, Business Administration, Finance, Public Administration, or a related field, and two (2) years of purchasing, contract management, customer service, or related administrative experience.

Or

Associate Degree from an accredited institution in Accounting, Business Administration, Finance, Public Administration, or a related field, and four (4) years of purchasing, contract management, customer service, or related administrative experience.

Or

High School diploma or GED and six (6) years of purchasing, contract management, customer service, or related administrative experience.

Preferred Qualifications:

• Customer Service certification.
• Procurement certification - CPM, CPSM, CPPB, CPPO, or equivalent.
• Completion of NC Procurement coursework.
• Experience with NC E-Procurement and Ellucian Colleague.
• Experience with Procurement, Contract Management, or Accounts Payable in a North Carolina public sector or higher education environment.
• Demonstrated experience providing expert advisory or business-partner service in a complex, regulated environment where customer guidance requires applying professional judgment across multiple policy and regulatory frameworks.

Additional Information

Knowledge, Skills, Abilities, and Worker Characteristics:

• Knowledge of College rules, regulations, procedures, and the College chart of accounts.
• Knowledge of federal and state procurement laws, regulations, and guidelines, including NC General Statutes and the NC Administrative Code.
• Knowledge of budgetary policies, procedures, and accounting principles.
• Ability to establish and maintain effective working relationships with staff, administrators, vendors, and external partners.
• Strong customer service orientation, professional presence, and ability to represent the College with credibility in any setting.
• Strong written and oral communication skills, including the ability to translate complex regulatory requirements into clear guidance and to facilitate productive meetings with diverse stakeholders.
• Ability to handle difficult conversations and ambiguous situations with discretion, tact, and risk-aware communication.
• Strong analytical, problem-solving, and critical-reasoning skills; ability to recognize when rules require interpretation, exercise sound professional judgment in novel situations, and hold competing requirements in mind simultaneously.
• Ability to manage multiple concurrent, complex engagements across different College customers and administrative functions while maintaining accuracy, accountability, and follow-through.
• Familiarity with AI tools such as Microsoft Copilot and the ability to critically evaluate AI-generated outputs-recognizing when automation has missed institutional context, misapplied a rule, or produced a result that requires professional correction.
• Ability to work independently, take ownership, and operate with dependability, accountability, and a continuous-improvement mindset.

Working Conditions:

Typical office environment; some local travel to College campuses may be required.

Benefits of Working with TP

• health care
• dental
• vision
• and supplemental retirement
• flexible spending accounts (dependent care and health)
• life insurance and supplemental life insurance (for employee and family)
• short-term and long-term disability
• free parking
• holidays (12 + 2 necessity days)
• (120 hours per year to start)
• (96 hours per year)
• (2 days)
• * (4 to 8 weeks)

To learn more details, visit our to see the Summary of Benefits.

01

Do you have a Bachelor's Degree from an accredited institution in Accounting, Business Administration, Finance, Public Administration, or a related field, and two (2) years of purchasing, contract management, customer service, or related administrative experience.

Or Do you have an Associate Degree from an accredited institution in Accounting, Business Administration, Finance, Public Administration, or a related field, and four (4) years of purchasing, contract management, customer service, or related administrative experience.

Or Do you have a High School diploma or GED and six (6) years of purchasing, contract management, customer service, or related administrative experience?

• Yes
• No

Required Question