Student Account Specialist III

Employer: University of Wisconsin-Madison

Location: Madison, Wisconsin, United States

Salary: Competitive Salary

Date Posted: Aug 22, 2025

Position Type: Administrative, Business & Administrative Affairs, Business & Administrative Support, Financial Affairs, Enrollment Management, Financial Aid

Employment Type: Full Time

Job Category: Academic Staff

Job Profile: Financial Specialist III

Job 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-Madison's 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 Bursar's 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 https://hr.wisc.edu/benefits/.

Required 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.
• Excellent and effective organizational skills and techniques.
• Ability to work independently, prioritize work duties, and demonstrate effective time management skills to meet Bursar's 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 Bursar's 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:

• Familiarity with UW System, Board of Regents, and UW-Madison rules and regulations regarding fees and tuition.
• 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: Associate’s Degree Preferred

How to Apply: 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.

Contact Information: Phoua Khang, asu.hr@ohr.wisc.edu

Institutional Statement on Diversity: 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 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-Madison is an Equal Opportunity Employer.