Student Accounts Analyst

University of California; New York (NY); On-site; USD 55,000 - 60,000; Full time

Job summary

The University of California is seeking a Student Accounts Analyst in New York. This role is crucial for managing student billing and payment processes, ensuring excellent customer service while administering payment plans and handling cash receipts.

A Bachelor’s degree is required, along with 1-3 years in student accounts or a related field. The position offers a salary of $55k-$60k and the opportunity to work in a collaborative environment.

Qualifications

• Bachelor's degree or equivalent required.
• 1 to 3 years of experience in student accounts or similar customer service role.
• Strong analytical skills and Microsoft Excel proficiency.

Responsibilities

• Address student and parent inquiries, providing exceptional service.
• Administer payment plans and reconcile student accounts.
• Process tuition payments and maintain compliance with financial procedures.

Skills

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Student information systems

Financial software platforms

Job description

Position Overview

The Student Accounts Analyst serves as a critical point of contact for students, parents, and external stakeholders, ensuring the seamless administration of student billing and payment processes. This role requires a strong commitment to customer service and the ability to communicate effectively through in‑person consultations, phone conversations, online video meetings, and written communications (email, mail, etc.). The Student Accounts Analyst also is responsible for cash receipt functions related to student accounts and college‑wide, manages payment plans, processes adjustments, and ensures compliance with institutional policies and federal regulations. This position works closely with various College offices such as Financial Aid and the Registrar to resolve account inquiries efficiently.

Essential Functions

• Provide exceptional service by addressing student and parent inquiries and escalating concerns as needed.
• Administer payment plans, process tuition adjustments, and reconcile student accounts following institutional policies.
• Cash receipts: process tuition payments, donations, and other cash receipts, maintaining accurate records and ensuring compliance with financial procedures.
• Perform cashiering duties, including processing payments, generating receipts, and ensuring compliance with Federal Title IV regulations.
• Prepare and post journal entries with appropriate supporting documentation to ensure accurate financial reporting.
• Assist with third‑party invoicing and payment transactions, as well as processing refunds and account write‑offs.
• Respond to inquiries regarding 1098‑T forms, correct records as needed, and issue duplicate tax documents.
• Adhere to FERPA and federal cash management regulations, maintaining confidentiality and ensuring accurate records.
• Utilize information systems to record and report financial transactions accurately.
• Analyze large datasets from student information and financial systems to identify trends, support decision‑making, and improve institutional effectiveness.

Additional Responsibilities

• Work closely with Financial Aid, Residential Life, and the Registrar to resolve student financial matters efficiently.
• Identify opportunities to improve payment processing workflows and suggest enhancements to business practices.
• Participate in cross‑training initiatives to support departmental coverage during peak periods.
• Other duties as assigned by supervisor.

Physical and Cognitive Requirements

• Primarily sedentary, involving extended periods of sitting and significant computer use.
• Frequent verbal and written communication required.
• Capacity to organize and synthesize detailed information.
• Occasional walking/standing required.

Required Qualifications

• Bachelor’s degree or equivalent combination of higher education, accounting, or a related field required.
• Demonstrate a working knowledge of accounting principles.
• A minimum of 1 to 3 years of experience in student accounts or a similar customer service role.
• Strong analytical skills with proficiency in Microsoft Office, particularly Excel.
• Strong communication skills, both written and verbal, with the ability to handle sensitive information confidentially.
• Knowledge of basic accounting principles, including reconciliation and reporting.
• Ability to collaborate effectively within a team and manage multiple priorities.
• Ability to work occasional nights and weekends, as required.

Preferred Qualifications

• Experience in higher education financial services or student accounts management.
• Familiarity with student information systems and financial software platforms.
• Knowledge of FERPA, federal regulations, and Title IV cash management rules.

Salary

$55k-$60k

Position Type

Full Time

EEO Statement

Sarah Lawrence seeks to recruit and retain a diverse administration, staff, and faculty. Every job opening is seen as an opportunity to increase diversity, and every effort will be made to expand the applicant pool in accordance with these goals. (Please see our Nondiscrimination Policy.) For information on Sarah Lawrence College, our curriculum, teaching methods, and philosophy of education, please see our website at: https://www.sarahlawrence.edu/.