Assistant Bursar

Haverford College

6d • $69,500 • Hybrid

About The Position

The Assistant Bursar aids the Bursar in ensuring timely and accurate processing of all student account functions including: the issuance of student refund checks (per title IV regulations), generation of student billing (tuition and fees), collection operations, generation of 1098-T forms, general ledger account certifications, coordination of the Student Health Insurance Program, and participation in year-end audit work, reviewing outstanding checks for escheatment. The Assistant Bursar works in conjunction with the Registrar’s Office, Study Abroad Office, Residence Life, and the Department of Student Financial Aid and must provide excellent customer service to students, third parties, and other College departments. This position requires working additional hours, including evenings, weekends, and during winter break, as needed.

Requirements

• Associate’s degree and three (3) years of progressively responsible experience in student accounts, assistant bursar, or related finance field, or Five (5) years of experience in student accounts, assistant bursar, or related finance field
• Demonstrated experience in reconciling accounts and participation in audits
• Demonstrate commitment to excellent customer service
• Ability to work both independently and collaboratively
• High level of integrity, discretion, confidentiality, and sound professional judgment
• Excellent verbal and written communication skills, with the ability to build and maintain effective working relationships with students, families, faculty, staff, and external partners
• Strong attention to detail and a high degree of accuracy in financial transactions and recordkeeping
• Excellent organizational and time management skills, with the ability to prioritize competing responsibilities and consistently meet deadlines
• Ability to work independently while contributing effectively as a member of a collaborative team
• Proficiency in Microsoft Office Suite, particularly Excel, and the ability to learn and effectively utilize enterprise resource planning (ERP) and student information systems

Nice To Haves

• Bachelor’s degree in accounting, finance, business, or a related field and 5 years of relevant experience
• Prior billing experience in student accounts
• Familiarity with higher education principles, practices, procedures, and regulations for Student Accounts management
• Knowledge of Federal Regulations regarding Title IV aid
• Knowledge of best practices in higher education student accounts
• Knowledge of higher-education and student information ERP Systems, such as PeopleSoft or Workday Student

Responsibilities

• Assist the Bursar in ensuring that college policies are adhered to by students and internal departments, at all times approaching both with diplomacy and professionalism
• In a timely manner, respond to in-person, phone, and email inquiries and requests for assistance with the eBill system and payment plan enrollment, and questions regarding account balances, account status, and refund activities from students/parents, coordinating with other College departments as necessary
• Assist with the student account audit, student refund, and graduation clearance processes, coordinating with the Registrar, IITS, Financial Aid, and Accounts Payable Offices as required
• Evaluate credit student refunds and issue refunds in a timely manner in accordance with Title IV regulations
• Assist in performing general ledger account certifications and resolve and report any discrepancies; initiate journal entries as needed
• Ensure that students enroll in or waive the Student Health Insurance policy by the stated due date; reconcile the health insurance policy, issue payment to the vendor, and collaborate with the Health Center
• Assist the Bursar in ensuring that the following are posted to student accounts in a timely and accurate manner: tuition, room, board, and fee charges; health insurance, grants, and incidental charges
• Assist the Cashier, as necessary, with crediting daily deposits and researching third-party payments and wires
• Collaborate with the Bursar to perform outreach on collections for past-due accounts
• Collaborate with the Bursar and all college departments to document and enhance standard operating procedures
• Assist with annual 1098t production and delivery to students
• Assist in managing vendor relationships related to student account processes
• Respond to annual audit requests and inquiries for areas of responsibility
• Attend meetings and committee functions as assigned
• Perform special projects as requested by the Bursar
• Other related duties as required

Benefits

• possible work-from-home opportunities
• automatic 10% retirement contribution to your retirement account upon eligibility (no match required)
• a 50% tuition benefit for dependent children upon eligibility
• 14 paid holidays (including the week before New Year’s Day)
• affordable medical plans
• Health Savings Account contribution of $700 for individuals and$1400 for families (no match required, available to employees enrolled in the High Deductible Health Plan)
• a beautiful arboretum campus with walking trail and easy public transportation access

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree