Assistant Director of Student Financial Services
Job Summary
The Assistant Director of Student Financial Services and Accounts Receivable is responsible for supporting the Director of Student Financial Services and Accounts Receivable in managing the Student Financial Services and Cashiering functions of the University. The Assistant Director is responsible for supporting student account billing and collection functions, monitoring student accounts receivable balances, and generating and analyzing applicable management reports from the student financial and cashiering systems. The Assistant Director is also responsible for supporting compliance with applicable federal regulations, including Title IV financial aid refunds, IRS Form 1098-T processing, and federal Truth-in-Lending statements. This position is responsible for serving as the Student Financial Services liaison with Accounting and Accounts Payable. The Assistant Director is responsible for systems administration over the Student Financial Services and Accounts Receivable functions.
Duties & Essential Job Functions
- Manages team of student account professionals, structuring work, providing guidance, motivating the team, completing annual performance evaluations, providing mentoring and helping develop internal talent.
- Provides excellent customer service, directly assisting students and parents with concerns and resolving difficult issues.
- Assists the Director with developing the strategic direction of the department, analyzing strategies and build options with changes to programs or the creation of new programs, and other duties as needed in the Director’s absence.
- Performs advanced aspects of the Student Financials and Accounts Receivable function including complex reconciliations, authorizing fee waivers and student aid disbursements, ensuring accuracy of student account charges, and enforcing payment terms with third party payers.
- Identifies needed process and system improvements and drives changes to improve student experience and overall efficiency and effectiveness of the department.
- Serves as one of the ERP subject matter experts for SFS and assists with system upgrades.
- Supports and maintains student billing rate tables in PeopleSoft.
- Monitors, reviews, and verifies AR transactions for accuracy and timeliness and ensures compliance with internal policies, agency rules and regulations, and Generally Accepted Accounting Principles.
- Determines various AR work priorities, and identifies and implements changes to improve productivity and increase efficiency.
- Recommends internal control improvements to ensure appropriate checks and balances.
- Analyzes, resolves, and responds to complex or difficult problems presented by team members and University departments.
- Creates, monitors, and reports on appropriate departmental metrics to support the institution and takes action on metrics as needed.
- Ensures written documentation is up-to-date on internal policies and procedures.
- Performs institutional 1098-T reporting.
- Oversees various initiatives and processes related to Financial Services, including but not limited to, the student account refund cycle, the monthly billing process, and presentations regarding Student Financial Services information in student and parent orientations.
- Analyzes aging reports; prepares and maintains comparative receivable reports for management.
- Performs various system related tasks such as updating and creating Item types as required, managing and building charge tables in the PeopleSoft Student Account Service module, and managing updates to the University’s ERP system in relation to the Student Financial Services area.
- Serves as the point person for surveys and projects that require information from the Student Account Service module by prioritizing requests, and creating and maintaining queries for Staff and other projects.
- Provides guidance and direct support to staff in building and optimizing PeopleSoft queries; maintains deep expertise in query design, data structure, and reporting to support operational and strategic decision-making.
- Performs other related duties as assigned.
Required Education & Experience
- Bachelor’s Degree in Finance, Accounting, Business or related field.
- 7 years accounting or finance experience.
- Supervisory experience.
Preferred Education & Experience
- Strong accounting and ERP technical background.
- Strong Knowledge of PeopleSoft Student Financial Module
Required Licensure/Certification/Specialized Training
None.
Preferred Licensure, Certification, and/or Specialized Training
CPA
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