Financial Analyst (Team Lead)

DEFTEC Corporation•Fort Knox, KY

12h

About The Position

DEFTEC is seeking a Financial Analyst to provide functional support to the Finance Branch Chief with financial assistance management and check refund processing for the Tuition Assistance (TA) program. The analyst receives, tracks, and catalogs refund and recoupment checks from Academic Institutions; researches and verifies refund information; and uses ArmyIgnitED and its Admin portal to review recoupments, waivers, invoices, payment methods, and lines of accounting. The analyst matches refunds to the correct fiscal year and Army Component, prepares research and recommendations for government review, and carries out the government refund lead’s decisions. Checks that cannot be processed are returned to the Academic Institution. Checks that can be processed are prepared with DD1131 forms and sent to higher headquarters for deposit and processing. The analyst documents and files records in TEAMS, adds counseling notes to Soldiers’ ArmyIgnitED records, and provides process and SOP improvement recommendations to the government Program Manager. The position requires an associate’s degree or 60 semester hours and at least two years of relevant experience. DEFTEC describes itself as a provider of mission-critical services and products supporting clients’ missions. It offers a comprehensive whole-life benefits package and states that reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

Possess an associate’s degree or 60 semester hours.
At least two years of relevant experience in the functional areas described under Job Responsibilities.

Responsibilities

Provide functional support to the Finance Branch Chief with financial assistance management for check refund processing in support of the Tuition Assistance program.
Accept refunds received from Academic Institutions.
Track and catalog incoming refund and recoupment checks in the appropriate government-designated tracker within three business days of receipt, ensuring entries are complete and accurate.
Research the reason for each refund and verify the refund information.
Review ArmyIgnitED to determine whether Academic Institutions created or submitted refunds in the AI Portal, and check for recoupments or recoupment waivers that prevent refunds from processing.
Annotate matters according to SOPs and provide spreadsheets to the government lead identifying ArmyIgnitED removals or adjustments needed to receive and process refunds and prevent checks from becoming stale.
Run standard downloadable reports from the ArmyIgnitED Admin portal as required to validate invoice information.
Verify the original payment method and associated lines of accounting for each refund transaction.
Process refunds to the original payment method and match each refund to the correct fiscal year and Army Component using source documentation and transaction records.
Distribute flagged refunds to contract staff and formally notify the Government Program Manager of issues requiring government intervention, per Army policy guidance, within three business days after a flag is placed.
Provide written research and recommendations, including justification in the refund check tracker, to the subject matter expert within seven business days after research is completed.
Submit written action recommendations to the appropriate government employee within 25 calendar days after receiving refund checks.
Process the government refund lead’s reject/return or accept decision within five business days.
Create a memo for government signature and return checks to the appropriate Academic Institution when checks cannot be processed.
Prepare and receive the ArmyIgnitED system-generated DD1131 form according to SOP when checks can be processed; verify it, ensure applicable payment information is printed, and enter manual information when necessary.
Upload DD1131 forms to TEAMS for the government refund lead’s signature and track them through the process within three business days after receiving a refund check.
Prepare received and processed refund checks for mailing to higher headquarters for deposit and processing.
Add counseling notes to Soldiers’ ArmyIgnitED records, including relevant TAR and course numbers, refund amount, check number, received date, and grade updates when necessary.
Document and catalog the process in TEAMS according to Army policy guidance.
File completed documents in TEAMS using standard invoice/refund check naming conventions per SOP.
Receive recommended actions and SOP or guideline changes from the government Program Manager, provide updates as needed by the first Wednesday of each month, and include findings and recommended changes in the MSR.