Bursar's Office Operation Specialist II

and reconciliation of tuition and fee data. This position will provide customer service to UMass Chan students on SF related questions and issues.

As needed, this position also performs payment identification and /receipting and support treasury functions such as processing remote check deposits and cash and issuing checks from the Imprest checkbook.

Additionally, this role assists with credit card and e-Commerce related activities including coordination of the annual PCI compliance audit, processing new merchant requests, and providing guidance on credit card reconciliation

Responsibilities

Responsibilities

• Student financial related activities
  • Perform Student Financial (SF) tasks throughout the full cycle of each academic year, including compiling tuition and fee rates for each academic program, calculating and verifying student accounts, billing, posting financial aid, processing student payments, and other transactions and managing outstanding receivables.
  • Assist with new academic term setup of tuition and fees in the SF modules in the PeopleSoft Campus Solution (PSCS) system. Test and review steps to ensure all students are charged with accurate tuition and fees each term.
  • Assist with onboarding activities for the incoming students and clearance for the graduating students.
  • Assist with student account adjustments due to course add/drop or status changes, by verifying data with other student-serving offices (Student Affairs, Registrar's, Financial Aid), compiling adjustment worksheet, and posting adjustments to student accounts.
  • Participate in the administration of the student health insurance program (SHIP) throughout each policy year, including annual enroll and waiver process, qualifying-event enrollments throughout the policy year, file processing, and data reconciliation.
  • Process health, accident and disability premium payments to the third-party insurance companies.
  • Compile tuition and fee invoices for the internal graduate student department billing and external third-party billing (federal military divisions, VA, HRSA, National Guard, foreign embassies, and private scholarship agencies).
  • Provide customer service to UMass Chan students by promptly researching, resolving and responding to inquiries, including questions related to student account transactions, tuition waivers, impact of add/drop and status change on tuition and fees, financial aid disbursement, refunds, health insurance, and 1098-T reporting.
  • Facilitate SF reconciliations, reporting, and projects.
  • Assist with managing SF related web content.
  • While performing SF activities, adhere to relevant federal regulations governing personal and sensitive data, UMass policies, campus internal control measures, and office procedural protocols.
  • Perform other duties as assigned.
• As needed. assist with payment processing, treasury, and PCI activities:
  • Process payment deposits by accurately identifying payment destination, creating payment receipts in the cashiering module of the PSCS system, balancing daily receipts against actual payments received, and processing cash and remote check deposits to the bank account. Maintain virtual payment receipt records on the shared drive, in accordance with office protocol.
  • Process credit card payments via the office POS machine and process reclassification journals.
  • Perform activities related to the Imprest bank account and checkbook, including managing operating cash, processing checks issued from the checkbook (e.g. payroll advances via eShip Global, emergency loans to students and residents, other emergency checks issued with valid business purposes), and balancing account as needed.
  • Assist with PCI and e-Commerce related activities, such as coordinating the annual PCI compliance audit with campus credit card merchants, processing new merchant requests to ensure all PCI compliance requirements are met, and providing guidance to campus merchants on reconciliation of credit card transactions.
  • While conducting payment receipting and treasury activities, adhere to federal and state regulations, UMass Chan and University policies, internal control standards, and generally accepted accounting principles (GAAP).
  • Performs other duties as assigned.

Qualifications

REQUIRED QUALIFICATIONS:

• Bachelor's degree in Accounting, Business, or a related major
• Minimum of 5 years of progressive experience in a business/accounting office of a higher education setting, with 3 years acting as a subject matter expert and exhibiting leadership potential
• Demonstrated knowledge and experience in administering the full cycle of student financial activities in a higher education setting.
• Demonstrated knowledge of common businesses conducted in a higher education setting and related payment types, such as revenues, donations, grants, and student payments. Solid capability in identifying, and processing payments.
• Demonstrated knowledge of accounting principles and solid skills to process journal entries, analyze and interpret financial documents such as system reports, and conduct account reconciliations.
• Expertise in utilizing Microsoft 365 apps such as Word, Excel, PowerPoint, Teams OneDrive, SharePoint, and PowerPoint. Highly proficient in designing/maintaining/analyzing spreadsheets, databases, and reports, utilizing Excel.
• Strong analytical, problem-solving skills to research and resolve operational, system, and data-related issues as they arise.
• Excellent communication and professional interpersonal skills while interacting with students, coworkers, internal/external counterparts, and senior administration. Ability to precisely articulate complex operational or system related matters verbally and in writing. Collaborative team spirit and willingness to support a diverse and inclusive campus community.
• Ability to adapt as business environments evolve. Ability to embrace and learn new technology, tools, and applications to enhance work quality and efficiency.
• Ability to work independently but seek direction when appropriate.
• Ability to complete assignments with attention to detail and a high level of accuracy.
• Ability to establish priorities and manage multiple activities and projects under pression to meet competing deadlines.

PREFERRED QUALIFICATIONS:

• PeopleSoft Campus Solution system and PeopleSoft Finance system (or other comparable ERP used in higher education)
• Microsoft 365 Copilot

Organization

Realize Your Opportunities - A Career at UMASS Medical School

Inside Workings at UMASS Medical School

The University of Massachusetts Medical School (UMMS), the Commonwealth's only public medical school, is proud of our role in serving the people of Massachusetts. Although, its the inside workings of UMMS that makes the difference.

Mission and Culture

• We're serious about our mission and about our people.
• Real World Impact - Our people get excited about our mission of real-world impact in health sciences education, research and public service.
• International Prominence and New Opportunities - As this institution has grown to national - and international - prominence, we've found new opportunities to train tomorrow's physicians, nurses and scientists, discover causes of and cures for disease and help improve the quality of health care.
• Deep Commitment - With our clinical partner, UMass Memorial Health Care, and our other teaching affiliates, we share a deep commitment to national distinction in patient care.
• Valued Partnerships - UMMS partners with Commonwealth Medicine, the health care consulting arm of UMMS. Also, UMMS partners with MassBiologics in scientific collaborations, technology management and creating partnerships for the development of products for the benefit of patients. These valued partnerships help us to provide services and programs to help meet our needs at UMMS and the public.
• Proud Contributors - People at UMMS enjoy the feeling of going to work every day knowing what they do is truly important and worthwhile.
• Complementary and Inseparable - These varied parts of our mission and culture are complementary and inseparable.

Careers

UMMS, the state's first and only public academic health sciences center, educates physicians, scientists and advanced practice nurses to heal, discover, teach and care, with compassion. UMMS is a world-class institution with opportunities to match.

Competitive Compensation - UMMS offers salaries that are competitive with Worcester-area employers. When combined with our generous benefits, perks, and paid time off, many job seekers are surprised to find a total rewards package that matches or exceeds their current situation.

Targeted Hiring Process - At UMMS, there are actually multiple hiring processes for different segments of our workforce. In nearly all cases, UMMS hiring process is decentralized, with qualified candidates screened and referred to an academic officer or manager with hiring authority.

24/7 Access to Employment Opportunities - iCIMS is our online job search and application system. iCIMS is available 24/7 to provide you with a convenient and up-to-date view of the available employment opportunities across our campuses. Updates are made daily and include all faculty and non-faculty position listings from every school and department within the UMMS. When you identify a position you are interested in and qualified for, apply online. New opportunities become available frequently so it pays to check back often!

Benefits

With outstanding benefits, competitive pay, extensive learning opportunities, and a stimulating and attractive work environment, UMMS may be exactly the employer you've been looking for.

• Superior Benefits - UMMS offers a wide range of benefits and perks that invite comparison with the best employers in the Worcester area - and with academic institutions anywhere. UMMS provides superior medical and dental coverage for you and your family, fully funded retirement plans, generous time off, a Tuition Assistance Plan - and much more.
• People Centered - UMMS is an employer, but it is also a community. Its comprehensive medical and dental benefits, retirement plans, and even paid holidays reflect an institution built around people, with a deep respect for their differences and needs.
• Commitment to Healthy Living - UMMS provides resources to help you balance work and life and encourages healthy living through great programs and discounts for fitness, physical activity, weight management, nutritional counseling and general wellness available through our health insurance plans.
• Breadth of Offerings - Above all, the breadth of UMMS offerings set the School apart and makes it an environment favored by all sorts of smart, career-savvy people.

Apply for a Job

As an equal opportunity and affirmative action employer, UMMS recognizes the power of a diverse community and encourages applications from individuals with varied experiences, perspectives and backgrounds.

Online - To view all job opportunities and apply online, visit www.umassmed.edu/hr and click on the "Careers" tab.

Start Now and Realize Your Opportunities!

A History of Making Vital Improvements - UMASS Medical School Milestones

1962: Legislation establishes University of Massachusetts Medical School
1970: First medical students begin classes in Shaw Building
1974: First class graduates 16 MDs
1979: PhD program begins
1986: Graduate School of Nursing opens
1986: PhD program becomes Graduate School of Biomedical Sciences
1994: Graduate School of Nursing initiates PhD program
1998: UMass Clinical System and Memorial Health Care merge to form UMass Memorial Health Care
2001: Lazare Research Building opens
2002: Campus Modernization begins on the University Campus
2004: Graduate Entry Pathway Program established at the Graduate School of Nursing
2005: PhD Program in Clinical & Population Health Research established at the Graduate School of Biomedical Sciences
2005: Massachusetts Biologic Laboratories opens new manufacturing and filling facility in Mattapan
2006: Craig Mello, PhD, Blais University Chair in Molecular Medicine and Howard Hughes Medical Institute Investigator, is awarded the Medical School's first Nobel Prize. Dr. Mello shared the 2006 Nobel Prize in Physiology or Medicine with Andrew Fire, PhD, of Stanford University, for their discoveries related to RNA interference.
2007: Michael F. Collins, MD, is named chancellor and Terence R. Flotte, MD, is named dean of the School of Medicine.
2009: Groundbreaking for the Albert Sherman Center, a 500,000-square-foot research and education facility slated for completion in 2012.
2010: Ambulatory Care Center opens
2012: The Albert Sherman Center, a 500,000-square-foot research and education facility, completed and opens