Student Accounts and Financial Services Specialist
About The Position
The Student Accounts and Financial Services Specialist performs a broad range of cashiering, student accounts, accounts receivable, and financial services functions in support of the College’s Business Office operations. This position is responsible for processing and reconciling financial transactions, supporting student account administration, maintaining accurate financial records, and providing high-quality customer service to students, faculty, staff, and the public. The position supports daily cashiering operations, student billing, collections, refunds, third-party payments, and accounts receivable activities while ensuring compliance with College procedures, internal controls, and applicable regulations. Work requires attention to detail, sound judgment, confidentiality, and the ability to work effectively in a fast-paced, high-volume environment utilizing systems such as Ellucian Colleague/Datatel, FundFive, Etrieve, and other financial and electronic document management systems.
Requirements
- Associate degree in accounting, business administration, finance, or a related field from a regionally accredited college or university.
- Two years of progressively responsible experience in cashiering, accounts receivable, accounting support, banking, financial services, or a related field.
- Experience working with computerized financial systems, office software applications, and standard office technology.
Nice To Haves
- Experience working in a higher education or community college business office environment.
- Experience using Ellucian Colleague/Datatel, FundFive, Etrieve, or similar enterprise resource planning (ERP) and document management systems.
- Experience with student accounts, collections, cashiering, or financial reconciliation processes.
Responsibilities
- Receive, verify, process, receipt, and reconcile cash, checks, credit card transactions, wire transfers, third-party payments, departmental deposits, and other financial transactions in accordance with established procedures.
- Provide professional and customer-focused service to students, faculty, staff, and the public regarding student accounts, payments, refunds, payment plans, account balances, and related financial matters.
- Communicate with students regarding account balances, delinquent accounts, payment arrangements, account holds, and account resolution.
- Review, research, reconcile, and adjust accounts receivable balances and student account discrepancies as appropriate.
- Process third-party billing, exemptions, reimbursements, sponsorships, and related account transactions.
- Assist with preparation, distribution, and support related to IRS Form 1098-T statements, monthly billing statements, and past-due notices.
- Respond to inquiries regarding student account activity, tax reporting documents, payment history, and billing procedures.
- Support collection activities, including preparation and submission of delinquent account information to debt setoff programs and third-party collection agencies.
- Process and reconcile collection payments and account adjustments.
- Assist with daily cashiering functions, including balancing, reconciliation, daily bank deposits, petty cash transactions, and financial reporting activities.
- Support preparation and reconciliation of the Daily Cash Analysis (DCA) to ensure completeness and accuracy of financial transactions.
- Process student refunds for Curriculum and Continuing Education programs in accordance with established policies and procedures.
- Assist during registration periods by processing payments and resolving student account issues.
- Maintain accurate financial records and ensure compliance with internal controls, audit standards, and confidentiality requirements.
- File, scan, process, and maintain paper and electronic financial records utilizing Etrieve and other electronic document management systems.
- Assist with maintenance and updates within the Ellucian Colleague system and related financial software platforms.
- Provide operational support and assistance to faculty, staff, and students across all College locations.
- Serve as backup support for cashiering, student accounts, and accounts receivable operations as assigned.
- Assume limited operational responsibility for cashiering functions in the absence of the Cashiering and Accounts Receivable Supervisor.
- Participate in departmental meetings, professional development opportunities, and required trainings related to systems, procedures, compliance, and customer service.
- Work flexible schedules, including occasional evenings, weekends, irregular hours, and adjusted lunch schedules as operational needs require.
- Perform other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
