Student Financial Operations Specialist II

University of Massachusetts Medical School; Worcester (MA); On-site; USD 75,000 - 105,000; Full time

Job summary

UMass Chan Medical School is seeking a Bursar’s Office Operation Specialist II to manage the full cycle of student financial operations, including tuition, billing, financial aid, SHIP, and 1098-T reporting.

The role requires 5+ years of higher education accounting experience, expertise in PeopleSoft, and strong data accuracy, communication, and teamwork. This on-site position supports PCI, payments, and reconciliations.

Qualifications

• Bachelor's degree in Accounting, Business, or a related major.
• Minimum of 5 years of progressive experience in a business/accounting office in higher education.
• Experience with full cycle student financial activities in higher education.
• Proficiency with PeopleSoft or similar ERP systems.
• Strong analytical and data reconciliation abilities.
• Excellent written and verbal communication.

Responsibilities

• Manage full cycle of student financial operations including tuition/fee setup, billing, and posting of financial aid.
• Reconcile tuition and fee data and support IRS 1098-T reporting.
• Oversee student health insurance enrollment and waiver processes.
• Support treasury functions such as cash handling, PCI compliance, and vendor payments.
• Provide customer service to students on SF questions and issues.

Skills

Analytical thinking

Communication skills

Detail-oriented

Team collaboration

Education

Bachelor's degree in Accounting/Business

Tools

PeopleSoft Campus Solution

PeopleSoft Finance

Microsoft 365

Job description

UMass Chan Medical School is seeking a Bursar’s Office Operation Specialist II to manage the full cycle of student financial operations, including tuition, billing, financial aid, SHIP, and 1098-T reporting.

The role requires 5+ years of higher education accounting experience, expertise in PeopleSoft, and strong data accuracy, communication, and teamwork. This on-site position supports PCI, payments, and reconciliations.