Senior Student Account Analyst - Bursar Office

Senior Student Account Analyst

Job Summary This position performs accountable, precise and proficient financial analysis of all student scheduling, related tuition and fee billing, financial aid awards, exemptions, waivers, payments, and refunds for accuracy and compliance. This position requires an understanding of generally accepted accounting practices. Responsibilities also include the precise and efficient handling of very large sums of money, timely and accurate receipting and reconciliation of all student payment transactions, all University departmental deposits, the daily preparation of all bank deposits, the detailed reconciliation of all transactions, and the completion of end-of-day reports.

This position requires the development of a complete understanding of all aspects related to a student's enrollment from the application process, through graduation to include, admissions, registration, student accounts receivable, financial aid, student academic and financial aid eligibility standings, state and federal regulations, exemptions, waivers, international education, housing, food plans, scholarships, third party sponsor ships, and pre-paid tuition. Work is performed under general supervision and performance evaluation is based upon completion of assignments and results obtained.

The performance evaluation is conducted through the performance evaluation system and in accordance with the University Policies & Procedures.

Reports to:

Director, Student Accounts & Bursar

Supervises:
No supervisory responsibilities

• Performs simultaneous interactive customer assistance including financial analysis on the phone and face-to-face, written and verbal communication and interaction with all components of the University community.
• Assists students seeking information regarding all financially related aspects of student billing and payments to include, financial aid, waivers, exemptions, audits, refunds, tuition rebates, and room and meal and other information.
• Organizes and conducts billing verifications, reviews, audits, and student guidance/advisement related to student accounts receivable.
• Conducts accurate financial analysis, calculations and adjustments as required.
• Processes, prepares and reconciles all university payments and departmental deposits and completes and prepares end-of-day bank deposits, reconciliations and reports.
• Manages all returned payments, including correspondence, and the submission of eligible transactions with the District Attorney's office and place registration restrictions on student information system.
• Maintains a comprehensive understanding of information, training, and student advisement related to special programs to include, Veteran Affairs, International Education, Study Abroad, Alliance, Distance Ed, SPEC/ROTC registrations, athletes, and related communication and programming.
• Provides support and assistance with the application, analysis, billing and reconciliation of third-party sponsor ships.
• Supports and co-manages office administration, supervisory discretion, and associated decision making in the absence of the Bursar and/or Assistant Bursar.
• Supports and cooperatively manages the overall functionality of the office including, but not limited to, billing, payments, applications for admission, transcript and diploma services, information updates, as well as maintenance all archival records and information.
• Collaboratively manages customer service and scheduling and training to provide leadership and service and continuous accuracy, efficiency & satisfaction improvement.
• Performs evaluation, analysis and processing of withdrawals, drop/add, tuition and fee billing, financial aid, housing and food services, applications for admission, course registrations, bad debt collection, student related information, and other areas.
• Maintains a functional understanding of fiscal standards, policies, and procedures; provides appropriate information and training as well as policy implementation, compliance, recommendations and training.
• Conducts the cross training of others in all departmental functions, processes and procedures, under the direct supervision of the Bursar and/or Assistant Bursar.
• Conducts the support and training of other departments in cash handling policies and procedures to assure compliance and accuracy.
• Facilitates the management and reconciliation of the third party service related solutions such as Payment gateway, refund disbursement program, collection agencies and serves as a liaison with the third party provider when required.
• Manages customer/student satisfaction survey and conduct, interprets, analyzes, and makes recommendations for improvements related to office functions/performance and related satisfaction.
• Provides internal professional development support and training related to all aspects of front-desk, online, and phone service for all Bursar office functions.
• Makes recommendations and assists with implementation,…