Senior Student Account Analyst Bursar Office

TITLE

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 students 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 sponsorships and pre-paid tuition. Work is performed under general supervision and performance evaluation is based upon completion of assignments and results performance evaluation is conducted through the performance evaluation system and in accordance with the University Policies & Procedures.

ORGANIZATIONAL RELATIONSHIPS

Reports to: Director Student Accounts & Bursar

Supervises: No supervisory responsibilities

ESSENTIAL DUTIES -May include but not limited to the following:

• 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 includingcorrespondence and the submission of eligible transactions with the District Attorneys 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 sponsorships.

• 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 includingbut notlimited 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 maintenance modifications and upgrades related to various office software and support programming including the testing and functionality of screens and processes customized programming and SQL reporting in TEST and PRODUCTION environments.

• Prepares and maintains correspondence to students debtors and corporate entities for current and past-due balances.

ADDITIONAL DUTIES

• Assists in the preparation of Bursar communications.

• Assists in Bursar related federal state and internal reporting preparations; internal and external audit preparation; historic and current student records maintenance and proofing of all related publications as assigned.

• Contributes to and prepares documentation for all Bursar related functions and operations at all new student orientation and workshops as well as other Admissions related transfer and new student presentations.

• Assists with the material and content and maintenance of all policies procedures and training manuals in print online and information in other public venues/formats.

• Contributes to and routinely review the Bursars Office website for accuracy functionality and content updates/edits/revisions.

• Assists in the institutional distribution of Bursars Office related policies procedures and deadlines to campus community.

• Perform other duties as requested.

EDUCATION

High school diploma or equivalent required. Bachelors degree preferred.

EXPERIENCE

Three years of progressively responsible clerical office customer service and computer-related experience. Experience in financial analysis and a general knowledge of accepted accounting practices. University or college setting work history preferred. Supervisory experience preferred.

REQUIREMENT

Regular and reliable attendance at the University during regular scheduled days and work hours is an essential function of this position.

All employees share the responsibility of maintaining information security and privacy requirements within the university by adhering to Federal and State regulations and TWU Policies & Procedures.

KNOWLEDGE SKILLS AND ABILITIES -The following are essential:

• Knowledge of the higher education industry as related to student financial services.

• Skilled experience in the use a personal computer and other office equipment.

• High level of proficiency and knowledge of office practices and methods.

• Moderate proficiency in Microsoft Office Suite programs.

• Ability to perform multiple and varied tasks in an intensely stressful and often challenging environment while maintaining professionalism proficiency and composure is essential.

• Possesses the ability to perform in a professional and composed manner in confrontational situations and peak volume periods.

• Ability to communicate effectively orally by phone in person and in writing.

• Ability to represent the department and University in a friendly courteous and professional manner.

• Ability to coordinate and maintain effective work relationships with other employees providing direct instruction or supervision as assigned.

• Ability to prioritize organize delegate and effectively complete assigned duties and responsibilities conceptualize and prioritize objectives and exercise independent judgment based on an understanding of organizational policies and activities.

• Ability to evaluate and assess internal and external office procedures and implement new policies to reflect changes in procedures.

• Ability to work cooperatively with co-workers to research develop and employ best practices department goals and objectives.

• Ability to create and manage tables charts statistics and make recommendations for performance goals objectives and outcomes.

• Ability to obtain the skills required to support all web-based service solutions for the department and maintenance of the Bursars website.

• Ability to conduct the mentoring guidance coaching team building and training of current and new employees.

• Ability to use a personal computer and other office equipment including related university software and email.

PHYSICAL DEMANDS

The physical demands described in the Essential Duties and below are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

The employee may be required to travel.

WORK ENVIRONMENT

All employees are responsible for maintaining an environment that is free from discrimination intimidation harassment including sexual harassment. Work is normally performed in a typical interior work environment.

SAFETY

TWU promotes a safe working environment. Employees are responsible for completing assigned tasks safely and efficiently and supervisors are responsible for creating and maintaining a safe work environment. Employees must report any unsafe work conditions or practices as well as any near-miss incidents to their supervisor and Risk Management. Supervisors and employees should ensure that injury/accident reports are submitted to the Office of Human Resources and Risk Management within 24 hours of the incident.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Texas Womans University an AA/EEO employer provides equal opportunity to all employees and applicants for employment and prohibits discrimination on the basis of race color national origin religion gender age disability veteran status sexual orientation or any other legally protected category class or characteristic.

All offers of employment will be contingent on the candidates ability to provide documents which establish proof of identity and eligibility to work in the United States. Positions at Texas Womans University deemed security-sensitive require background checks and verification of all academic credentials.

If you are a male between the age of 18 and 25 federal law requires that you must be registered with the U.S. Selective Service System unless you meet certain exemptions under Selective Service law. Under HB 558 enacted by the 76th Texas State Legislature if you are currently of the age and gender requiring registration with Selective Service but knowingly and willfully fail to do so you are ineligible for employment with an agency in any branch of Texas state government. For additional information regarding registration or status you can contact the Selective Service System at or.