Student Accounts Specialist

UWPKS University of Wisconsin Parkside; United States; Vor Ort; USD 44.000 - 45.000; Vollzeit

Zusammenfassung

UW-Parkside is seeking a Student Accounts Specialist to support student accounts and cashiering operations, review and reconcile activity, and ensure accurate financial transactions under the Bursar.

Reporting to the Bursar, you will handle billing questions, assist students and families, prepare reports, and contribute to internal controls.

Qualifikationen

• Associate degree in accounting/finance/business administration or 3 years of related experience.
• Knowledge of financial principles, reconciliation and internal controls.
• Experience with financial systems, databases and reporting tools.
• Proficiency in Excel for data analysis and financial handling.

Aufgaben

• Identify and correct transaction and funding errors in coordination with Finance and Accounting.
• Support daily cashiering operations including receipting, deposits and balancing.
• Review, process, audit and reconcile student account activity and receivables.
• Prepare routine communications, reports and notices for stakeholders; improve processes.
• Assist students/parents with billing, holds, balances, and payment plans.

Kenntnisse

Analytical skills

Attention to detail

Organizational skills

Communication skills

Discretion with financial information

Customer service orientation

Independent and collaborative work

Ausbildung

Associate degree in accounting/finance/business administration

Tools

Microsoft Excel

PeopleSoft Campus Solutions (Oracle)

Workday Financial Management

Financial systems and reporting tools

Jobbeschreibung

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Student Accounts Specialist Job Category: University Staff Employment Type: Regular Job Profile: Financial Specialist II

Job Duties:

The Student Accounts Specialist supports the University’s student accounts and cashiering operations by reviewing, processing, and reconciling student account activity to ensure accurate and timely financial transactions. Reporting to the Bursar, this position applies established policies and procedures; maintains accurate fiscal records; and provides responsive customer service to students, families, faculty, and staff. The position works closely with the Tuition & Student Accounts Specialist and campus partners to support effective student account operations, escalating complex or non-routine tuition assessment and reconciliation matters as appropriate.

Knowledge, Skills, and Abilities:

• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Excellent organizational, communication, and time management abilities
• Ability to handle sensitive financial information with integrity and discretion
• Customer-focused, with the ability to explain complex financial information clearly
• Ability to work independently and collaboratively in a fast-paced environment

Key Job Responsibilities:

• Identify and correct transaction and funding errors, including reallocations to appropriate funding strings, incoordination with Finance and Accounting.
• Support daily cashiering operations, including receipting, deposits, balancing and maintenance of accurate fiscal records and supporting documentation.
• Review, process, audit and reconcile student account activity — including charges, payments, refunds, and adjustments, and receivables: research discrepancies and ensure transactions are assigned to the appropriate funding sources.
• Prepare routine communications, reports and notices for internal and external stakeholders, and identify opportunities to improve transaction processing and internal controls.
• Assist students and parents with billing, payment plans, holds, account balances and other student account matters, providing clear guidance consistent with university policies and procedures.

Department: Cashier's Operations

Compensation:

The expected salary for this position is $21.15 - $22.11 per hour (equivalent to $44,000 - $45,000 annually). Actual pay will depend on experience and qualifications. This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund.

Required Qualifications:

• Associate degree in accounting, finance, business administration, or a related field OR At least three years of professional experience in billing, accounting, administrative support, financial operations, student accounts, or related areas.
• knowledge of financial principles, reconciliation processes and internal controls
• Experience working with financial systems, databases and reporting tools
• Proficiency in Microsoft Excel, including formulas, data analysis, and managing financial data.

Preferred Qualifications:

• Experience supporting student accounts, bursar functions, financial operations, or administrative processes in a higher education environment.
• Knowledge of student account processes and higher education financial policies and procedures
• Experience using PeopleSoft Campus Solutions (Oracle), Workday Financial Management, or similar enterprise financial or student information systems
• Advanced spreadsheet, data analysis, and financial reporting skills.

Contact Information:

Marybeth Meyer ([e-mail])

Legal Notices and Important Information

Employment will require a criminal background check in accordance with the Wisconsin Fair Employment Act. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.(see TC1 - App. 4 and p. 12) Note: Criminal Background Check – The Department of Workforce Development, Equal Rights Division prohibits employers from using criminal background check information, policies or practices that have a “disparate impact” and is not “job-related and consistent with business necessity” in hiring decisions. All information used to screen or hire job applications should relate to the duties of the job.

Reasonable Accommodations

It is the policy of UW-Parkside to provide reasonable accommodation to qualified applicants with disabilities. If you need assistance or accommodation in applying because of a disability, please contact the Office of Human Resources at 262-595-2204. Employment opportunities will not be denied because of the need to provide reasonable accommodation for a qualified individual with a disability.

Parkside Crime Statistics Report

In compliance with the Clery Act of 1998, the University of WisconsinParkside Crime Statistics Report is available here. Call the UW-Parkside Campus Police Office at [phone] for a paper copy of the annual report.

Transcript Requirement

Please note: Transcriptions will be required upon hire.

UW is an Equal Opportunity Employer

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

The Universities of Wisconsin serve approximately 161,000 students. Awarding nearly 37,000 degrees annually, the Universities of Wisconsin is Wisconsin’s talent pipeline, putting graduates in position to increase their earning power, contribute to their communities, and make Wisconsin a better place to live. Nearly 90 percent of in-state Universities of Wisconsin graduates stay in Wisconsin five years after earning a degree – with a median salary of more than $66,000. The Universities of Wisconsin provides a 23:1 return on state investment. The Universities of Wisconsin also contribute to the richness of Wisconsin’s culture and economy with groundbreaking research, new companies and patents, and boundless creative intellectual energy. The Universities of Wisconsin and its employees are purpose-driven, people-focused, and committed to stewardship.