Primary Role

Maintain accounting records for funds, programs involving multiple transactions; compile, verify and reconcile financial data; prepare statistical and financial reports; research and resolve errors and discrepancies; read and interpret computer generated reports.

Typical Duties & Responsibilities

  • Supervise and direct the collection and recording of all incoming funds.
  • Provide supervision, instruction, guidelines and procedure for cashiers who receive and record revenue and payments on accounts.
  • Provide guidance, investigate errors and assist in resolving and/or resolves problems in daily reconciliation.
  • Assess tuition and fees to coordinate bill preparation with the Registrar, Financial Aid, Residential Life, and International Offices.
  • Collaborate with colleagues across multiple departments and programs to develop effective policies and operational guidelines to meet the needs of students and program requirements.
  • Ensure the accurate and timely processing of all activities associated with student receivables, including billing, collections, account reconciliation and the preparation of 1098T forms.
  • Collect third party payments and correctly identify code and bill authorized personnel for the approved amounts.
  • Keep up to date on changes to State and Federal regulations regarding student accounts, student refunds, student financial responsibility, 1098T processing, and cash/credit handling.
  • Ensure the processing of disbursements and refunds are in accordance with federal and state regulations and institutional policies and procedures.
  • Ensure timely response to all messages related to student bills and student financial services.
  • Maintain accounts for student-related income, deposit receivables, and student loan funds.
  • Develop daily and monthly reconciliation procedures and programs.
  • Prepare year-end closing and reversing entries for deferral of student fees, room and board, deposit accounts, summer programs, allowance for uncollectible accounts and other student accounts.
  • Determine dates for fee payment deadlines, financial aid disbursement refunds, direct deposit, tuition calculations and registration billing.
  • Processes all of the senior class gifts and works closely with the Development Office.
  • Processes all of the leave of absences, withdraws, and transfer students.
  • Educates incoming freshmen and parents on student billing during Orientation.
  • Works with many third party vendors, such as payment plans, loan servicers, and collection agencies.
  • Prepares invoices and quarterly reports for all of our grants, along with all of the year end journal entries.

Supervision Required/Given

This position reports to the Controller.

Position Qualifications

  • Exceptional interpersonal and customer service skills and the ability to work with representatives from public and private entities and handle potentially sensitive situations.
  • Demonstrative consultative skills in working with internal and external constituent groups in higher education.
  • Demonstrates strong supervisory, management, and leadership skills directing staff.
  • Ability to train others on new skills and procedures and provide lead work direction.
  • Extensive experience in managing administrative operations and systems analysis.
  • Ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.
  • Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles and policies to conceive of and develop strategic solutions.