Accounting Assistant III

About the role

Responsible for receiving hard copy or retrieving online contracts, and mapping contract specifications to the Banner Student System; invoicing and collecting payments for Third Party accounts, including military and ROTC programs, federal, state and local agencies, foreign embassies, college savings programs, university service providers, etc.; reconciling accounts to outstanding invoices; communicating and corresponding with sponsors, work study employers, service providers, students, parents and employees; maintaining digital and hard copy files of contracts, invoices and correspondence; setting up exemptions for graduate level scholarships, employee/dependent tuition waivers and ROTC room and board scholarships.

Responsibilities

• Working knowledge of Microsoft Office Suite, including Word, Outlook, and Excel, with demonstrated ability to perform data entry, basic reconciliation tasks, and account tracking.
• Analyze account data, identify discrepancies, and resolve reconciling items with clear documentation of actions taken.
• Communicate clearly and professionally in both verbal and written formats, handling sensitive financial inquiries from students, parents, sponsors, and military contacts across all communication channels.
• Proactively seek out information and learn new software, systems, and processes independently, adapting quickly to enterprise platforms and evolving sponsor requirements.
• High level of precision in data management, fee assessment, invoice generation, and financial documentation, maintaining audit-ready records at all times.
• Manage workload with minimal supervision, balancing multiple concurrent priorities and deadlines across billing, reconciliation, customer service, and exemption processing functions while maintaining accuracy and follow-through.

Requirements

Required Education and Experience

• High school diploma or equivalent, demonstrating foundational academic preparation and the ability to perform essential administrative and financial tasks.
• Minimum of two years of experience in accounting, accounts receivable, billing, or a closely related financial operations role.

Preferred Qualifications

• Prior experience with university-specific platforms such as Banner Student/Receivables, Cognos, TouchNet, or Appworx, or demonstrated ability to rapidly learn enterprise student information systems.
• Advanced Excel capabilities: experience with VLOOKUPs, Pivot Tables, data validation, and complex formulas for large-scale data analysis and reconciliation.
• Direct experience processing contracts, billing authorizations, or purchase orders from military programs, government agencies, foreign embassies, college savings programs, or corporate sponsors.
• Familiarity with FERPA, data privacy regulations, and/or NCAA compliance requirements within a higher education or similarly regulated environment.
• Experience using productivity tools to streamline workflows, such as mail merge for mass sponsor communications, standardized templates for invoicing, or extracting data from core systems for departmental reporting.
• Associate's or Bachelor's degree in business, accounting, finance, or a related field.