Student Accounts Analyst

Essential Duties

• Provide exceptional service by addressing student and parent inquiries, escalating concerns as needed.
• Administer payment plans, process tuition adjustments, and reconcile student accounts following institutional policies.
• Cash Receipts: Process tuition payments, donations, and other cash receipts, maintaining accurate records and ensuring compliance with financial procedures.
• Perform cashiering duties, including processing payments, generating receipts, and ensuring compliance with Federal Title IV regulations.
• Prepare and post journal entries with appropriate supporting documentation to ensure accurate financial reporting.
• Affirm third-party invoicing and payment transactions, as well as processing refunds and account write-offs.
• Respond to inquiries regarding 1098-T forms, correct records as needed, and issue duplicate tax documents.
• Adhere to FERPA and federal cash management regulations, maintaining confidentiality and ensuring accurate records.
• Utilize information systems to record and report financial transactions accurately.
• Analyze large datasets from student information, financial systems to identify trends, support decision-making, and improve institutional effectiveness.

Additional Responsibilities

• Work closely with Financial Aid, Residential Life, and the Registrar to resolve student financial matters efficiently.
• Identify opportunities to improve payment processing workflows and suggest enhancements to business practices.
• Participate in cross-training initiatives to support departmental coverage during peak periods.

Physical And Cognitive Requirements

• Primarily sedentary, involving extended periods of sitting and significant computer use.
• Frequent verbal and written communication required.
• Capacity to organize and synthesize detailed information.
• Occasional walking/standing required.

Required Qualifications

• Bachelor’s degree or equivalent combination of higher education, accounting or a related field required.
• Demonstrate a working knowledge of accounting principles.
• A minimum of 1 to 3 years of experience in student accounts or a similar customer service role.
• Strong analytical skills with proficiency in Microsoft Office, particularly Excel.
• Strong communication skills, both written and verbal, with the ability to handle sensitive information confidentially.
• Knowledge of basic accounting principles, including reconciliation and reporting.
• Ability to collaborate effectively within a team and manage multiple priorities.
• Ability to work occasional nights and weekends, as required.

Preferred Qualifications

• Experience in higher education financial services or student accounts management.
• Familiarity with student information systems and financial software platforms.
• Knowledge of FERPA, federal regulations, and Title IV cash management rules.