Student Accounting Lead & Financial Analyst

Washington University in St. Louis; Clayton (MO); On-site; USD 58,000 - 100,000; Full time

Job summary

Washington University in St. Louis seeks an experienced accounting professional to oversee workflow and analysis within the Student Accounting department, ensuring accuracy and internal controls.

This role serves as a department leader and backup for the manager, handling delinquent receivables and month-end close tasks. The position requires a bachelor’s degree in accounting or business, 4+ years of related experience, and leadership in a billing or accounts receivable role within a university

Qualifications

• Bachelor’s degree in accounting or business required.
• 4 years of related accounting/finance experience.
• Experience leading in billing or accounts receivable in a university environment preferred.

Responsibilities

• Lead workflow and analysis in Student Accounting; ensure accuracy and internal controls.
• Manage delinquent receivables; oversee reports and bad debt adjustments.
• Serve as backup to department manager and main liaison in meetings.

Skills

Analytical Thinking

Financial Systems

Microsoft Excel

Microsoft Word

Spreadsheet Analysis

Education

Bachelor’s degree in accounting or business

MBA

Tools

Workday

Emma

ServiceNow

Job description

Position Summary

Location

SAINT LOUIS, MO 63105

Scheduled Hours

37.5

Position Summary

Responsible for the full range of workflow and analysis within the Student Accounting department and an understanding of various areas of Accounting Operations. This position serves as a leader in the department while maintaining accuracy and integrity of work.

This position is the backup for the department manager.

Job Description

Primary Duties & Responsibilities:

• Manage the late fee process within Workday Student, ensuring accuracy and compliance with established procedures. Serve as the primary contact for ServiceNow tickets and EIB uploads for the Student Accounting department. Oversee stale-dated check activity and determine accounts eligible for reporting and remitting to unclaimed property. Train and develop staff. Recommend and implement changes to workflow, policies and procedures while maintaining internal controls. Analyze and make decisions to solve problems and address special requests. Perform as a leader, serve as a liaison and represent Student Accounting in meetings / situations. Assist the supervisor with the annual 1098T process, including setting up, testing, issuance of forms and answering questions regarding a student’s 1098T form. Serve as the backup when management is out of the office.
• Manage delinquent student receivable balances. Responsible for running various processes/reports within Workday and generating a series of delinquent letters via Emma. Analyzes accounts, sets up special payment arrangements and complete bad debt adjustments. Support the student sponsor billing process, providing assistance and coverage as needed to ensure efficient and accurate processing. Serve as the primary resource for the student sponsor billing process. Manage exception reports and work with University departments. Responsible for completing various GL reconciliations, preparing journals and ensuring appropriate adjustments are made timely in Workday, while assisting with month-end and year-end close activities.
• Serve as the primary contact for Student Health Insurance program. Manage student account adjustments related to health insurance enrollment and waivers. Reconcile health insurance activity between Workday Student and the insurance provider to ensure accurate billing and reporting. Process and issue payments to the insurance provider and perform reconciliations of all related accounts to maintain financial accuracy and compliance.
• Provide professional and courteous customer service to students, parents and University departments with respect to financial transactions on student accounts. Requires answering customer emails and phone calls.
• Other duties as assigned by management.
  
  

Working Conditions:

Job Location/Working Conditions

• Normal office environment.
• Some overtime required
• Ability to travel to various locations on campus may be required
  
  

Physical Effort

• Typically sitting at desk or table.
• Repetitive wrist, hand or finger movement (PC Typing).
  
  

Equipment

• Office equipment.
  
  

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Education:

Required Qualifications

Bachelor’s degree or combination of education and/or experience may substitute for minimum education.

Certifications/Professional Licenses:

No specific certification/professional license is required for this position.

Work Experience:

Accounting/Finance (3 Years)

Skills:

Analytical Thinking, Financial Systems, Microsoft Excel, Microsoft Word, Spreadsheet Analysis

Driver's License:

A driver's license is not required for this position.

Preferred Qualifications:

More About This Job

• An undergraduate degree in accounting or business with an emphasis in accounting
• Four years of related experience.
• Prior experience working as a leader in a billing or accounts receivable department or business university environment.
  
  

Education:

Preferred Qualifications

M.B.A. - Master of Business Administration

Certifications/Professional Licenses:

Certified Public Accountant (CPA) - American Institute of Certified Public Accountants , Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation, Certified Public Accountant (CPA) - Missouri Division of Professional Registration

Work Experience:

No additional work experience unless stated elsewhere in the job posting.

Skills:

Accounting System, Challenge Driven, Confidentiality, Data Assessment, Deadline Management, Decision Making, Financial Reports, High Accuracy, Influencing Skills, Internal Controls, Interpersonal Communication, Multiple Project Management, Oral Communications, Organizational Tasks, Personal Initiative, Problem Solving, Relationship Building, Self Motivation, Service Oriented, Sound Judgment, Transaction Services, Workday Software, Working Independently, Written Communication

Grade

G12

Salary Range

$58,400.00 - $99,700.00 / Annually

The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.

Questions

For frequently asked questions about the application process, please refer to our External Applicant FAQ.

Accommodation

If you are unable to use our online application system and would like an accommodation, please email [e-mail] or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.

All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Pre-Employment Screening

All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.

Benefits Statement

Personal

• Up to 22 days of vacation, 10 recognized holidays, and sick time.
• Competitive health insurance packages with priority appointments and lower copays/coinsurance.
• Take advantage of our free Metro transit U-Pass for eligible employees.
• WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
  
  

Wellness

• Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
  
  

Family

• We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.
• WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.
  
  

For policies, detailed benefits, and eligibility, please visit: https://hr.wustl.edu/benefits/

EEO Statement

Washington University in St. Louis is committed to the principles and practices of equal employment opportunity. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, citizenship (where prohibited by federal law), age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.