Corporate Card Specialist (Administrative Analyst/Specialist I Non-Exempt), FAS - Procurement & Contracts

 

Job Summary:

The Corporate Card Specialist at California State University, San Bernardino (CSUSB) is responsible for the university's corporate card program. This includes the issuance, monitoring, and reconciliation of corporate credit cards, ensuring compliance with university policies and procedures, and providing support and training to cardholders. The Corporate Card Specialist will work closely with various departments, cardholders, and vendors to facilitate efficient and effective use of the corporate card program.

Duties and responsibilities:

Program Administration:

• Handle the daily operations of the corporate card program, including card issuance, activation, deactivation, and maintenance.
• Monitor card limits, ensuring they are in line with university policies and individual department needs.
• Conduct regular audits to ensure compliance with university policies and procedures and rectify any discrepancies.

Compliance and Risk Management:

• Maintain corporate card policies and procedures in accordance with CSU systemwide policies and relevant regulations.
• Ensure cardholders adhere to the university’s corporate card policy, including timely submission of receipts and expense reports.
• Identify and mitigate potential fraud risks, conducting investigations as necessary and taking appropriate corrective actions

Financial Reporting and Analysis:

• Reconcile monthly corporate card statements online in Concur and prepare detailed reports on card usage, identifying trends and areas for improvement.
• Collaborate with the accounting and finance departments to ensure accurate and timely recording of expenses.
• Provide regular reports and analysis to management, highlighting any significant issues or opportunities for cost savings.

Vendor Management:

• Maintain relationships with card-issuing banks and vendors.
• Coordinate with campus departments to resolve disputes and ensure favorable terms and conditions for the university.
• Stay informed about industry trends and best practices, making recommendations for program enhancements.

Training and Support:

• Provide training sessions and materials for new cardholders and refresher training for existing cardholders.
• Serve as the primary point of contact for cardholders, addressing inquiries and resolving issues related to the corporate card program.
• Offer ongoing support to departments and cardholders to ensure efficient use of the corporate card system.

Other Duties as Assigned:

• Participate in special projects and initiatives related to procurement and financial operations.
• Other classification related duties as assigned. 

Required Qualifications:

• Working knowledge of general practices, program, and/or administrative specialty.
• Basic knowledge of and ability to apply fundamental concepts. Working knowledge of budget policies and procedures.
• Ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or administrative specialty.
• Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.
• Ability to analyze data and make accurate projections using business mathematics and basic statistical techniques.
• Ability to organize and plan work and projects including handling multiple priorities.
• Ability to make independent decisions and exercise sound judgment.
• Ability to compile, write, and present reports related to program or administrative specialty.
• Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as a liaison for the organizational unit.

Minimum Qualifications:

• Bachelor's degree AND/OR the equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Preferred Qualifications:

• Bachelor of Arts Degree with 1 to 2 years’ experience in a professional environment
• Preferred experience in Procurement and/or Higher Education
• Equivalent to one year of administrative experience in a customer service, corporate card or buyer or buyer trainee role 
• Intermediate ability with Microsoft Excel, Word and PowerPoint
• Ability to negotiate, present and interact with all levels of management, i