Assistant Bursar

The Chronicle Of Higher Education, Inc.; Haverford (Montgomery County); Hybrid; USD 62,550 - 76,450; Full time

Benefits offered by this job

Work-from-home opportunities

Retirement contribution (10% automatic

Dependent tuition benefit

Paid holidays

Health insurance

Transit access

Job summary

Haverford College invites applications for a full-time Assistant Bursar, hybrid work schedule. The role supports the Bursar in student accounts, refunds, tuition billing, and compliance with Title IV regulations.

The position requires an Associate’s degree with 3 years of related experience or 5 years in the field, excellent customer service, and strong ERP/finance system skills. Evening/weekend hours and benefits are included.

Qualifications

• Requires an Associate's degree and 3 years of experience in student accounts or related finance field or 5 years of experience in student accounts or related finance field.
• Preferred: Bachelor's degree in accounting, finance, business, or related field with 5 years of relevant experience.

Responsibilities

• Assist the Bursar in ensuring policies are followed by students and internal departments with diplomacy and professionalism.
• Respond to inquiries about eBill system, payment plans, balances, and refunds; coordinate with other departments as needed.
• Assist with student account audits, refunds, and graduation clearances; coordinate with Registrar, Financial Aid, and Accounts Payable.
• Ensure timely posting of tuition, housing, meal charges, health insurance, and grants; manage 1098-T production and delivery.
• Support annual audit requests and contribute to the documentation of SOPs.

Skills

Customer service

Attention to detail

Communication

Time management

Teamwork

Problem solving

Education

Associate's degree

Bachelor's degree

Tools

PeopleSoft

Workday

Excel

Job description

Haverford College invites applications for our full-time (37.5hours per week), exempt, benefits-eligible Assistant Bursaropportunity.

Total Compensation

• Salary : Salary range begins at $69,500
• Benefits : The College offers a comprehensive benefits program that includes possible work-from-home opportunities, automatic 10% retirement contribution to your retirement account upon eligibility (no match required), a 50% tuition benefit for dependent children upon eligibility, 14 paid holidays (including the week before New Year's Day), affordable medical plans, Health Savings Account contribution of $700 for individuals and $1400 for families (no match required, available to employees enrolled in the High Deductible Health Plan), and a beautiful arboretum campus with walking trail and easy public transportation access. Please visit the Benefits page ( https://www.haverford.edu/human-resources/benefits ) for more information.
• Work Location : This position will be eligible for a hybrid work schedule, pursuant to the College's Work Location Policy.

About the Position

The Assistant Bursar aids the Bursar in ensuring timely and accurate processing of all student account functions including: the issuance of student refund checks (per title IV regulations), generation of student billing (tuition and fees), collection operations, generation of 1098-T forms, general ledger account certifications, coordination of the Student Health Insurance Program, and participation in year-end audit work, reviewing outstanding checks for escheatment. The Assistant Bursar works in conjunction with the Registrar's Office, Study Abroad Office, Residence Life, and the Department of Student Financial Aid and must provide excellent customer service to students, third parties, and other College departments. This position requires working additional hours, including evenings, weekends, and during winterbreak, as needed.

Primary Responsibilities

• Assist the Bursar in ensuring that college policies are adhered to by students and internal departments, at all times approaching both with diplomacy and professionalism
• In a timely manner, respond to in-person, phone, and email inquiries and requests for assistance with the eBill system and payment plan enrollment, and questions regarding account balances, account status, and refund activities from students/parents, coordinating with other College departments as necessary
• Assist with the student account audit, student refund, and graduation clearance processes, coordinating with the Registrar, IITS, Financial Aid, and Accounts Payable Offices as required
• Evaluate credit student refunds and issue refunds in a timely manner in accordance with Title IV regulations
• Assist in performing general ledger account certifications and resolve and report any discrepancies; initiate journal entries as needed
• Ensure that students enroll in or waive the Student Health Insurance policy by the stated due date; reconcile the health insurance policy, issue payment to the vendor, and collaborate with the Health Center
• Assist the Bursar in ensuring that the following are posted to student accounts in a timely and accurate manner: tuition, room, board, and fee charges; health insurance, grants, and incidental charges
• Assist the Cashier, as necessary, with crediting daily deposits and researching third-party payments and wires
• Collaborate with the Bursar to perform outreach on collections for past-due accounts
• Collaborate with the Bursar and all college departments to document and enhance standard operating procedures
• Assist with annual 1098t production and delivery to students
• Assist in managing vendor relationships related to student account processes
• Respond to annual audit requests and inquiries for areas of responsibility
• Attend meetings and committee functions as assigned
• Perform special projects as requested by the Bursar
• Other related duties as required

Line of Report : The Assistant Bursar reports to the Bursar.

Minimum Qualifications

One of the following:

• Associate's degree and three (3) years of progressively responsible experience in student accounts, assistant bursar, or related finance field, or
• Five (5) years of experience in student accounts, assistant bursar, or related finance field

Professional Competencies

• Demonstrated experience in reconciling accounts and participation in audits
• Demonstrate commitment to excellent customer service
• Ability to work both independently and collaboratively
• High level of integrity, discretion, confidentiality, and sound professional judgment
• Excellent verbal and written communication skills, with the ability to build and maintain effective working relationships with students, families, faculty, staff, and external partners
• Strong attention to detail and a high degree of accuracy in financial transactions and recordkeeping
• Excellent organizational and time management skills, with the ability to prioritize competing responsibilities and consistently meet deadlines
• Ability to work independently while contributing effectively as a member of a collaborative team
• Proficiency in Microsoft Office Suite, particularly Excel, and the ability to learn and effectively utilize enterprise resource planning (ERP) and student information systems

Preferred Qualifications

• Bachelor's degree in accounting, finance, business, or related field and 5 years of relevant experience
• Prior billing experience in student accounts
• Familiarity with higher education principles, practices, procedures, and regulations for Student Accounts management
• Knowledge of Federal Regulations regarding Title IV aid
• Knowledge of best practices in higher education student accounts
• Knowledge of higher-education and student information ERP Systems, such as PeopleSoft or Workday Student

We are aware that some people are less likely to apply for jobs unless they meet qualifications as described in the job advertisement. We are most interested in finding the best candidate for the job, and recognize that a successful candidate may come from a less traditional career trajectory, and have skills and abilities gained outside a classroom context, or an equivalent skill set. We encourage you to apply and share how you meet the position's qualifications.

Haverford College strives to maintain an equitable, accessible, and welcoming environment where staff, faculty and students of all backgrounds, perspectives, abilities, and experience can work, learn, and thrive. Haverford College is an equal opportunity employer and does not discriminate based on race, ethnicity, religion, gender identity, sexual orientation, national origin or ancestry, age, marital status, disability, veteran status, or any other identity or characteristic protected by law. Haverford College recognizes that we live and work on Lenape land.