Financial Specialist II
About The Position
This full-time position is responsible for billing, monitoring, reconciling and auditing special tuition accounts for Customized Instruction, International Programs, Grant Funded Courses, Educational Pathways and Outreach, High School courses and Special Course Fees. Responsible for billing students and maintaining an effective line of communication with the departments offering the special tuition courses and the students enrolled in the courses. Responsible for providing accounting, record keeping, and analytical services for campus staff. Accounting duties performed by this position ensure that comprehensive, accurate, timely and appropriate fiscal and decision-making information is provided and maintained. This position reports to the Associate Bursar and is focused on processing or auditing transactions. Work is performed under general supervision. The Student Business Services (SBS) Department, within the Business & Financial Services unit, provides comprehensive financial services to support students, faculty, and staff. Our mission is to ensure accurate and timely management of student accounts and institutional receivables while delivering exceptional customer service. Core Responsibilities: Student Account Management: Billing tuition and fees, processing payments, managing payment plans, and issuing refunds. Cashiering Services: Handling in-person and online payments, campus deposits, and related transactions. Accounts Receivable: Managing receivables for student accounts and other university departments, monitoring outstanding balances, sending statements, and coordinating collection efforts in compliance with university policies and state regulations. Refunds and Disbursements: Processing student refunds and financial aid disbursements promptly and accurately. Compliance and Reporting: Maintaining adherence to institutional, state, and federal financial regulations. Our goal is to provide transparent, efficient, and student-focused financial services that promote fiscal responsibility and support academic success.
Requirements
- Excellent judgment including sensitivity to personal and confidential information.
- Excellent interpersonal, communication and customer service skills in working with a diverse community.
- Working knowledge of desktop hardware and standard business software programs (e.g. word processing, spreadsheets, database) and the Internet.
- Demonstrated problem solving skills.
- Excellent attention to detail, proofreading and editing skills.
Nice To Haves
- Experience in a higher education environment.
- Experience with Federal Family Educational Rights and Privacy Act of 1974.
- At least 2 years of accounts receivable experience.
- Working knowledge of Student Financials/PeopleSoft Campus Solution.
Responsibilities
- Bill, Monitor, Reconcile, and Audit Accounts in the PeopleSoft Student Financials Module.
- Manage the Wisconsin GI Bill Program
- Maintain Financial Records for International Programs
- Process Student Refunds
- Perform Third-Party Contract Billing
- Provide Back-up Assistance
- Perform other Tasks as Necessary
- Reallocates expenses to appropriate funding strings
- Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
- Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
- Reviews transaction processing internal controls and recommends policies and procedures
- Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
- Creates general reporting for transactions
- Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
- Audits or reconciles original purchase documents with payments
Benefits
- The Universities of Wisconsin provides an excellent benefits package including participation in the Wisconsin State retirement plan, demonstrating our commitment to the diverse needs of our employees.
- Employee Benefits: https://www.wisconsin.edu/ohrwd/benefits/
- To calculate the estimated value of your total compensation, use the Health & Retirement Contributions Estimator | Employee Benefits (wisconsin.edu)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
