Student Accounts Specialist

University of Wisconsin Stout•Kenosha, WI
•Onsite

About The Position

The Student Accounts Specialist supports the University’s student accounts and cashiering operations by reviewing, processing, and reconciling student account activity to ensure accurate and timely financial transactions. Reporting to the Bursar, this position applies established policies and procedures; maintains accurate fiscal records; and provides responsive customer service to students, families, faculty, and staff. The position works closely with the Tuition & Student Accounts Specialist and campus partners to support effective student account operations, escalating complex or non-routine tuition assessment and reconciliation matters as appropriate.

Requirements

  • Associate degree in accounting, finance, business administration, or a related field OR At least three years of professional experience in billing, accounting, administrative support, financial operations, student accounts, or related areas.
  • knowledge of financial principles, reconciliation processes and internal controls
  • Experience working with financial systems, databases and reporting tools
  • Proficiency in Microsoft Excel, including formulas, data analysis, and managing financial data.

Nice To Haves

  • Experience supporting student accounts, bursar functions, financial operations, or administrative processes in a higher education environment.
  • Knowledge of student account processes and higher education financial policies and procedures
  • Experience using PeopleSoft Campus Solutions (Oracle), Workday Financial Management, or similar enterprise financial or student information systems
  • Advanced spreadsheet, data analysis, and financial reporting skills

Responsibilities

  • Identify and correct transaction and funding errors, including reallocations to appropriate funding strings, incoordination with Finance and Accounting.
  • Support daily cashiering operations, including receipting, deposits, balancing and maintenance of accurate fiscal records and supporting documentation.
  • Review, process, audit and reconcile student account activity — including charges, payments, refunds, and adjustments, and receivables: research discrepancies and ensure transactions are assigned to the appropriate funding sources
  • Prepare routine communications, reports and notices for internal and external stakeholders, and identify opportunities to improve transaction processing and internal controls.
  • Assist students and parents with billing, payment plans, holds, account balances and other student account matters, providing clear guidance consistent with university policies and procedures.

Benefits

  • generous paid time off
  • competitively priced health/dental/vision/life insurance
  • tax-advantaged savings accounts
  • participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund
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