Student Account Specialist III
Student Account Specialist III
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Job Description
Current Employees: If you are currently employed at any of the Universities of Wisconsin log in to Workday to apply through the internal application process.
Job Category:
Academic StaffEmployment Type:
RegularJob Profile:
Financial Specialist IIIJob Duties:
The Student Account Specialist III primarily works with student accounts assisting students staff and authorized individuals with questions. This position assists these groups in person via email and phone. This position requires attention to detail as it is responsible for posting transactions to student accounts posting payments at the window and those received by mail reversing charges when necessary and auditing these accounts to ensure accuracy. This position also works with outside agencies to place past due accounts and process the return files and incoming payments.
Key Job Responsibilities:
Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
Reviews and approves complex transactions and assigns funding codes in accordance with established rules regulations and policies
Reallocates expenses to appropriate funding strings
Serve as a unit liaison to leadership providing financial advice recommendations and financial status updates
Coordinates collection efforts with outside agencies
May train staff on financial processes and best practices
Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
Answers complex fiscal questions and provides information based on set materials and standards to various audiences
Reviews transaction processing internal controls and recommends policies and procedures
Department:
Division of Business Services/Bursars Office
The mission of the Division of Business Services (DoBS) is to support UW-Madisons institutional responsibilities of higher education and research. Business Services offers a broad range of services and transaction processing to campus including accounting internal auditing risk management purchasing materials distribution and surplus property management and tuition and student loan
services.
Located in the Division of Business Services the Bursars Office has information and resources on student account billing and payments refunds and loans serviced by UW-Madison. This will be accomplished in accordance with the mission of the University of Wisconsin - Madison by following regulations of all appropriate governing agencies and by implementing sound financial procedures and controls.
Compensation:
Employees in this position can expect to receive benefits such as generous vacation holidays and paid time off; competitive insurance and savings accounts; and retirement benefits. Benefits information can be found at Qualifications: Excellent oral and written communication skills. Ability to communicate in a clear business-like and courteous manner with a diverse internal and external customer base. Familiarity with UW System Board of Regents and UW-Madison rules and regulations regarding fees and tuition. Associates Degree Preferred Click the Apply button to start the application process. You will be prompted to upload the following documents: Resume Letter of Qualifications Applicants should attach a letter of qualifications and resume detailing their training and experience relating to the required and preferred qualifications referenced above. The application reviewers will be relying on written application materials to determine which qualified applicants will advance in the recruitment process. Please note there is only one attachment field available. All required documents must be uploaded within this single field. You may either combine your documents into one file or the field will allow you to upload multiple individual documents. Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States a lawful permanent resident a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment. The application deadline is 11:59 pm (CST) on September 14 2025. Phoua Khang Diversity is a source of strength creativity and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity culture background experience status abilities and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching research outreach and diversity as inextricably linked goals. The University of Wisconsin-Madison is an Equal OpportunityEmployer. Qualified applicants will receive consideration for employment without regard to including but not limited to race color religion sex sexual orientation national origin age pregnancy disability or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgroundsand encourage all qualified individuals to apply. For more information regarding applicant and employee rights and to view federal and state required postings click here. To request a disability or pregnancy-related accommodationfor any step in the hiring process (e.g. application interview pre-employment testing etc.) please contact the Divisional Disability Representative (DDR)in the division you are applying make your request as soon as possible to help the university respond most effectively to you. Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct including sexual violence and sexual harassment.
Excellent and effective organizational skills and techniques.
Ability to work independently prioritize work duties and demonstrate effective time management skills to meet Bursars Office Business Services Division University state and/or federal deadlines.
Ability to participate as an effective team member by contributing to the efficient operation of the work unit and providing constructive feedback for the purpose of continuous improvement in a manner that is supportive of the Bursars Office and the Business Services Division.
Strong human relations and interpersonal skills to maintain effective professional and cooperative working relationships with managers supervisors coworkers and all internal and external customers.
Knowledge of generally accepted office procedures and practices.
Proficiency in Excel and ability to create complex spreadsheets and reports.
Good mathematical skills and experience with cash handling and cash balancing.Preferred Qualifications:
Ability to learn and become proficient using Student Information System (SIS) and Transact.
Ability to multi-task and transition quickly between priorities to address specific situations.Education:
How to Apply:
Contact Information:
Institutional Statement on Diversity:
The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students faculty and staff serve Wisconsin and the world.
For more information on diversity and inclusion on campus please visit:Diversity and Inclusion
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).
The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies crime statistics for the previous 3 calendar years and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
