Financial Practitioner II

Agency

Department

A Glimpse of the job

The Financial Practitioner II provides complex clerical accounting financial and customer service duties. The Financial Practitioner II is responsible for managing the system processes and reports for departments and colleges to authorize payments and enter nonresident tuition waivers for graduate and teaching assistants (TWAPMTS). The Financial Practitioner II will also be responsible for auditing the system and processes to ensure correct application of payments and waivers to student accounts and ensure compliance of the departments and colleges with state and university rules and regulations.

Job Responsibilities

• TWAPMTS System Processing and Maintenance Approves processes and verifies Compass processes and system for departments to authorize payments and request assistantship nonresident waivers for graduate and teaching assistants (TWAPMTS). Maintain training and resource material (job aids procedures presentation material etc. and train new users as needed. Prepares schedule each semester in accordance with Billing and Fee Assessment dates. Coordinates Compass job runs with EIS (open and close TWAPMTS create reports for departments etc.. Troubleshoots issues with Compass processes as needed. Is point of contact for TWAPMTS users and their questions. Acts as a resource for departments on campus and students. Verifies TWAPMTS data and reports to ensure Compass processes are working as expected.

• Auditing and Analysis of Processes Daily weekly monthly quarterly semesterly and annual reporting checks for efficiencies and accuracy. This includes reports that check for multiple contracts multiple nonresident waivers for assistantships multiple contract priorities TWAPMTS contract priorities and ensuring departmental and college reports are current and up to date. Position is also responsible for the daily weekly monthly quarterly semesterly and annual audits and analyses to ensure compliance with rules and regulations in regard to the payments from departments and application of assistantship nonresident waivers. Also includes compliance of payments and ensuring they are made in accordance with The Graduate Schools FY21 Tuition and Fee Mandate and the Graduate Advisor Handbook.

• IDT Processing and Administration Working with various departments around the university to ensure the correct posting and applying of funds for students after TWAPMTS has closed. This includes posting contracts invoicing if needed processing and applying payments and setting up new sponsorships and contracts as necessary. Also includes the return of funds via IDT for overpayments departments have made to student accounts.

• Account Reconciliation of TWAPMTS And IDTS Routinely monitors and checks the contract AR and Banner system screens to ensure timely payment and payment processing. If past due amounts remain will contact the department/college to identify if contract will be paid. Might need to send a printout or invoice occasionally. This also includes following up with Part 28 and Part 06 for payments via security transfer.

• NonResident Waiver Audit Coordination Coordinates audit of nonresident waivers for assistantships with colleges and departments each semester. Checks to ensure all students receiving waiver meet all requirements and are not ineligible for any reason. Works with departments to obtain documentation of eligibility. Coordinates with Scholarships and Financial Aid for students who should have been awarded a Competitive Scholarship NonResident Waiver. Position is also responsible for the daily weekly monthly quarterly semesterly and annual audits and analyses to ensure compliance with rules and regulations in regard to the assistantship nonresident waivers. These include compliance with Senate Bill 1210 Selective Service requirements Satisfactory Academic Performance requirements evaluation of nonfunded programs and courses and ensuring student meets all assistantship nonresident waiver criteria. This is in accordance with Texas Education Code (TEC) 54.212.

• Fiscal Appeal Waivers Works with Executive Director of SBS and Assistant Director at Galveston to correctly apply waivers for approved fiscal appeals. These waivers include complex calculations and auditing to ensure fees and amounts are being waived accurately and correctly each semester for partial refunds partial withdrawals and nonfunded tuition calculations. This is in accordance with Texas Education Code (TEC) 54.5035.

• REU (Fully Funded) State Exemption for Summer Programs Ensuring all processes for REU Exemptions is set up each Summer term to run. This includes turning on processes to remove general deposits for REU students updating rate sheets for maximum amounts to be applied to REU students receiving a waiver and providing customer service to departments and students in the REU programs. This will also include attending the REU Launch Meeting prior to the start of the Summer term helping to update the materials provided to the departments and being available via email and phone to help departments and students as needed. This is in accordance with Texas Education Code (TEC) 54.217.

• Backup for Other SSB Team Members Will serve as backup to members of the SSB Team when team members are out or when help is needed. Backup duties include Military TA VA Ch.33 Hazlewood exemption Texas Workforce Commission Sales Tax Exemption State 529 Plan Surveys and State 529 waivers and exemptions. Will also assist with state waivers and exemptions during the first part of each semester.

What you need to know

Salary: Compensation will be commensurate to selected hires experience.

Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section.

Required Education and Experience:

• High school graduation or any equivalent combination of education and experience.

• Eight years of experience in a specialized field such as accounts payable payroll or student accounts.

Preferred Education and Experience:

• Bachelors Degree.

• At least 5 years working with accounts receivable or complicated accounting calculations.

• At least 5 years of customer service experience; including answering phones business emails and meeting with customers in person.

• At least 1 year in Higher Education.

• Previous Texas A&M University experience.

• Previous experience with state waivers and exemptions.

• Previous experience with Third Party Processing.

Preferred Licenses and Certifications:

• Any MicrosoftOffice classes or certifications.

Required Knowledge Skills and Abilities:

• Excellent oral and written communication.

• Excellent Customer service and problemsolving skills.

• Attention to detail skills.

• Ability to comprehend apply and enforce rules and regulations.

• Working knowledge of word processing spreadsheet programs and bookkeeping procedures.

• Ability to multitask and work cooperatively with others.

• Ability to take initiative.

• Ability to prioritize tasks.

• Ability to analyze complex financial information and make decisions on the data.

• Ability to maintain confidentiality.

• Knowledge of all Microsoft Office products.

Preferred Knowledge Skills and Abilities:

• Knowledge of handling state waivers and exemptions.

• Knowledge of CRM software.

• Banner knowledge.

• Public Speaking and Presentation Skills.

Why Texas A&M University

Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect Excellence Leadership Loyalty Integrity and Selfless Service.

We are a prestigious university with strong traditions Core Values and a community of caring and collaboration. Amenities associated with a major university such as sporting and cultural events stateoftheart recreation facilities the Bush Library and Museum and much more await you. Experience all that a big city has to offer but with a reasonable costofliving and no long commutes.

• Health dental vision life and longterm disability insurance with Texas A&M contributing to employee health and basic life premiums

• 1215 days of annual paid holidays

• Up to eight hours of paid sick leaveand at leasteight hours of paid vacationeach month

• Automatic enrollment in theTeacher Retirement System of Texas

• Health and Wellness: Free exercise programs and release time

• Professional Development: All employees have access to freeLinkedIn Learning training webinars and limited financial support to attend conferences workshops and more

• Employee Tuition Assistance and Educational Release time for completing a degree while a Texas A&M employee

All positions are securitysensitive. Applicants are subject to a criminal history investigation and employment is contingent upon the institutions verification of credentials and/or other information required by the institutions procedures including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.