Financial Specialist - Hybrid

Responsibilities

• Manage and support daily accounts receivable data processing activities within Banner and related integrated systems.
• Perform monthly reconciliation, validation, and analysis of financial and transactional data related to billing, payment processing, foreign national payments, departmental payment requests, and GAR transactions.
• Develop, generate, and maintain Banner data downloads, reports, and supporting datasets utilized by Business Operations for reporting, reconciliation, analysis, and operational decision-making purposes.
• Serve as the departmental security contact for the University Bursar's Office by coordinating system access, maintaining security-related documentation, and ensuring compliance with University security procedures and protocols.
• Compile, validate, process, and troubleshoot financial feeder files and expense adjustments related to collection expenses and finance charge distributions for the three Universities.
• Provide technical and operational support during audit and review activities by responding to auditor inquiries, researching transactional issues, and preparing supporting documentation, data extracts, and analysis.
• Prepare, calculate, reconcile, and process the annual Allowance for Doubtful Accounts feeder activity and supporting financial data for the Universities.
• Serve as the backup in monitoring the Production Calendar, which schedules overnight and daily job processing for the modules within the University's integrated Banner System; coordinate scheduling and implementation of activities of University modules throughout the year.
• Serve as the backup for managing Returned Checks. Responsible for all organization, investigation, processing, communication, and documentation of all NSF/Returned checks for all System Office locations.
• Aid with Bursar related human resources activities, such as onboarding activities, when needed.

Qualifications

• Bachelor's degree in business administration, management, or a field related to the position.
• Two (2) years of professional business, financial, and/or managerial work experience. (A Master's Degree in an area consistent with the duties of the position may be substituted for one (1) year (12 months) of work experience.)
• Preferred: Professional experience using information management principles to support business processes. At least three years of management analysis, with a strong understanding of Microsoft Office and SQL. Experience with existing Banner A/R systems and/or procedures.
• Demonstrated knowledge of accounting, reconciliation, and financial analysis principles. Strong analytical and problem-solving skills with attention to detail and data accuracy. Ability to interpret, compile, analyze, and distribute operational and financial data. Effective organizational skills with the ability to manage multiple responsibilities and meet deadlines. Strong oral and written communication skills with the ability to work collaboratively with internal and external stakeholders. Ability to learn and apply University systems, policies, procedures, and business processes related to accounts receivable operations. Proficiency in Microsoft Office applications and business systems utilized to support reporting and operational functions.