Assistant Director of Student Accounts
Montclair, CA - USA
Job Summary
IMPORTANT APPLICATION INSTRUCTIONS:
- Upload Resume or Curriculum Vitae for automatic population of information to the application.
- The contact information work experience and education listed on your Resume/CV will be parsed and input into your Montclair application.
- Review information and double-check all fields containing information that the system parsed the software is intelligent but you need to verify that the data is accurate.
- In the My Experience section you will find a Resume/CV upload option where you can submit your cover letter and all other supporting documents.
Note: If you have an expansive CV we recommend that you apply manually and only include the positions you have held in the last ten (10) years. You will then be able to attach your Resume/CV as well as all other supporting documentation in the My Experience section of your application.
Job Description
SUMMARY
Reporting to the Director of Student Accounts the Assistant Director serves as a managerial leader responsible for directing staff operations overseeing complex financial processes and implementing strategic initiatives that align with university goals. This position provides supervisory oversight policy guidance and operational leadership ensuring compliance with institutional state and federal regulations. The Assistant Director exercises authority in managing personnel analyzing business operations and collaborating across university functions to safeguard fiscal integrity and advance student success.
PRINCIPAL DUTIES AND RESPONSIBILITIES
Lead manage and evaluate a team of four (4) Student Accounts Associates ensuring consistent delivery of services in veteran benefits appeals health insurance payment plans third-party billing refunds and waivers (on-site and remote).
Establish performance metrics accountability standards and professional development plans for staff; conduct training to strengthen operational capacity and service excellence.
Oversee and direct the Tuition Appeal Workflow in collaboration with IT ensuring timely policy application and financial adjustments.
Oversee and manage automated processes for applying removing and reviewing financial holds as well as late fee workflows.
Manage and administer student billing and fee assessment tables verifying accuracy of tuition totals and coordinating the student e-bill process.
Develop implement and monitor reporting tools to enhance functionality across the Office of Student Accounts (OSA) and strengthen cross-departmental collaboration.
Serve as project lead and University liaison with IT and other offices to ensure accuracy of insurance charges and waiver application reports.
Prepare review and approve annual 1098-T and 1099-C federal forms; evaluate accounts for write-off eligibility.
Ensure compliance and enforce adherence with federal state and University regulations; provide procedural guidance and policy interpretation to staff.
Review monitor and validate financial aid and scholarship disbursements for compliance including Title IV monitoring.
Participate as a key decision-maker in annual health insurance contract evaluations working with external agents to ensure competitive pricing and effective student coverage.
Communicate complex financial policies and payment options to students parents and campus partners via email phone and in person with professionalism and authority.
Collaborate strategically with internal departments (Admissions Registrar Financial Aid Student Life Academic Affairs Student Communications and University Marketing & Communications) to maintain accurate and timely information for the University website.
Oversee cashiering functions including cash application drawer closing check processing and deposit review ensuring financial controls and compliance are maintained.
Analyze business processes design improvements and implement organizational changes to enhance efficiency compliance and customer service.
Provide executive-level support to the Director/Associate Director in managing special projects communications and accounting functions.
Represent the Office of Student Accounts at University events committees and task forces including evening and weekend functions as required.
Perform other duties as assigned.
Management retains the right to add or change job duties at any time.
QUALIFICATIONS
REQUIRED:
Bachelors degree from an accredited college or university in Business Accounting Finance or a related field.
Minimum of three (3) years of progressively responsible experience in accounts receivable billing cash handling collections or financial operations.
Demonstrated supervisory and leadership experience including staff management performance evaluation and workflow coordination.
Proficiency in financial systems and reporting tools with the ability to create reports guides and documentation that enhance efficiency and functionality.
Strong organizational abilities with proven capacity to manage high-volume high-stakes workloads in a deadline-driven environment; demonstrated problem-solving skills and ability to prioritize competing tasks.
Excellent oral and written communication skills to effectively interact with students parents staff and external partners. Ability to explain and interpret complex financial information clearly and persuasively.
Demonstrated ability to establish and maintain cooperative working relationships with colleagues other departments and external organizations.
Ability to prepare clear accurate and informative financial statements analyses and reports related to payment plans and student accounts.
PREFERRED:
Experience working with Workday Student and/or Banner student information systems.
Prior managerial or supervisory experience in a Student Accounts or higher education financial services setting.
Working knowledge of university and departmental policies procedures and regulations with the ability to apply established guidelines to routine and complex account functions.
Familiarity with higher education financial systems including TouchNet Workday and related technologies.
PROCEDURE FOR CANDIDACY
Applicants should include a resume and cover letter describing how their background skills and education match the needs of the University. When applying please take a moment to carefully read and follow the steps in the application instructions.
Salary Range
$81475.32-$93701.95 AnnuallyThe position may also be eligible for comprehensive benefits including health insurance retirement plans and tuition assistance. For further details please visit:
Montclair State University considers factors such as but not limited to scope and responsibilities of the position candidates relevant work experience education skills and internal equity when extending an offer.
Salary offers for internal employees who are part of a collective bargaining unit (CBU) and are applying to a position that is withina CBU will be determined in accordance with contractual provisions.
Department
Student Accounts/ManagerPosition Type
Professional - Non-FacultyContact Information:
For questions or concerns please contact Human Resources Workday Recruiting Support at (Option 2) or email talent@.
Inclusion Statement
Montclair State University values access and educational excellence. We are committed to an environment of diverse perspectives which ensures that graduates will be civically engaged committed to democracy and prepared to thrive as global citizens. We foster a community that promotes varied experiences and voices. We seek applicants who will contribute diverse ideas and perspectives and who value an environment that promotes educational growth and advancement for all.
EEO/AA Statement
Montclair State University is an Equal Opportunity/Affirmative Action institution with a strong commitment to diversity.
Additional information can be found on the website at
IX and 34 C.F.R. 106 Policy
Montclair State is required by Title IX and 34 C.F.R. 106 not to discriminate on the basis of sex or gender and does not discriminate on the basis of sex or gender in the operation of education programs and activities. The requirement to not discriminate on the basis of sex or gender in the operation of education programs and activities extends to admission and employment. For further details please visit: Experience:
Director
About Company
Montclair State University is a research doctoral institution ranked in the top tier of national universities. Building on a distinguished history dating back to 1908, the University today has 12 degree-granting schools and colleges that serve more than 21,000 undergraduate and gradua ... View more