Financial Aid Specialist – Technical and Counseling

Jobtailor; Bethlehem (Northampton County); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor invites a skilled Workday Student financial aid analyst to develop, maintain, and optimize reports and dashboards supporting Bethlehem campus financial aid operations. You will partner with campus stakeholders to ensure data integrity, respond to requests, and help improve accessibility and decision-making.

The role emphasizes data analysis, communication, and process improvement within Workday Student, including testing, enhancements, and student communications.

Qualifications

• Bachelor’s degree or equivalent in a related field.
• Experience with enterprise systems, databases, reporting tools, or data analytics.
• Ability to analyze complex data and develop reports/dashboards.
• Strong communication, organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities and work with campus partners.
• Understanding of data accuracy and regulatory requirements.

Responsibilities

• Develop, maintain, and optimize Workday Student financial aid reports and dashboards.
• Analyze financial aid data and monitor data integrity and accuracy.
• Respond to reporting and data requests from campus partners and leadership.
• Identify opportunities to improve data accessibility, reporting efficiency, and operational decision-making.
• Process and package financial aid according to requirements.
• Provide financial aid counseling and assist students with understanding the process.
• Build and maintain student communication campaigns within Workday Student.

Skills

Data analysis

Communication skills

Problem-solving

Organizational skills

Time management

Collaboration

Attention to detail

Customer service

Education

Bachelor's degree in Information Systems or related field

Tools

Workday Student

Reporting Tools

Data Processing Software

Database Management

Job description

• Develop, maintain, and optimize Workday Student financial aid reports and dashboards
• Analyze financial aid data and monitor data integrity and accuracy
• Respond to reporting and data requests from campus partners and institutional leadership
• Identify opportunities to improve data accessibility, reporting efficiency, and operational decision-making
• Process and package financial aid according to federal, state, and institutional requirements
• Provide financial aid counseling and assist students with understanding the financial aid process
• Provide financial aid services at the Pocono and Main Campuses as assigned
• Assist students with financial aid questions, requirements, eligibility, and processes
• Build and maintain student communication campaigns and automated notifications within Workday Student
• Support outreach initiatives to improve student engagement and completion of financial aid requirements
• Monitor communication effectiveness and student response metrics
• Recommend improvements to student communications based on data and trends
• Maintain and enhance Workday Student business processes related to financial aid
• Identify opportunities for workflow improvement, automation, and increased operational efficiency
• Participate in system testing, upgrades, implementations, and new functionality
• Troubleshoot Workday-related issues and coordinate with Information Technology and Workday support teams
• Document technical procedures, workflows, and business processes
• Support federal, state, and institutional financial aid reporting requirements
• Assist with audit preparation, data validation, and reconciliation activities
• Ensure financial aid data and processes comply with applicable regulations and institutional policies
• Maintain accurate and secure student and financial aid records
• Collaborate with Financial Aid staff and campus stakeholders on projects and process improvements
• Provide technical and operational support during peak financial aid processing periods
• Perform other related duties and responsibilities as assigned

Requirements

• Bachelor’s degree in Information Systems, Data Processing, Computer Science, Business Analytics, Higher Education Administration, or a related field
• Experience working with enterprise systems, databases, reporting tools, or data analytics
• Demonstrated ability to analyze complex data and develop reports and dashboards
• Strong organizational, communication, analytical, and problem-solving skills
• Ability to manage multiple priorities, meet deadlines, and work effectively with students, staff, faculty, and campus partners
• Strong analytical and data-management skills
• Ability to develop and interpret reports, dashboards, and data analyses
• Ability to learn and support complex enterprise systems
• Strong attention to detail and commitment to data accuracy
• Understanding of financial aid processes and regulatory requirements
• Excellent written and verbal communication skills
• Strong customer service and student-support skills
• Ability to identify problems, evaluate solutions, and recommend process improvements
• Ability to work collaboratively across departments and with technical and non-technical stakeholders
• Ability to maintain confidentiality when working with sensitive student and financial information
• An equivalent combination of education, training, certifications, and progressively responsible professional experience may be considered in lieu of specific degree concentrations

Core Competencies

Demonstrates expertise in financial aid processes, data analysis, and reporting within Workday Student. Capable of improving operational efficiency and ensuring compliance with federal, state, and institutional regulations.

Highest-signal resume keywords

• Workday Student Reporting
• Data Analysis
• Financial Aid Processes
• Communication Skills
• Problem-Solving Skills

Hard Skills

• Data Analytics
• Report Development
• Dashboard Creation
• Data Integrity Monitoring
• Workflow Improvement
• System Testing
• Data Validation
• Financial Aid Compliance
• Enterprise Systems Experience
• Database Management

Soft Skills

• Organizational Skills
• Customer Service
• Collaboration
• Attention to Detail
• Time Management

Industry Keywords

• Financial Aid
• Higher Education Administration
• Regulatory Compliance
• Student Engagement
• Operational Efficiency

Tools & Technologies

• Workday Student
• Reporting Tools
• Data Processing Software
• Communication Campaign Tools