Student Accounts and Financial Aid Manager

Posted: 22-Jun-26 • Location: Brooklyn, New York • Type: Full Time

About the role

The Student Accounts and Financial Aid Manager at Berkeley Carroll—a Pre-K through grade 12 college preparatory school of approximately 1,000 students in Park Slope, Brooklyn—reports to the Chief Financial and Operating Officer. This role provides superior customer service to families while managing all aspects of student billing, collections, enrollment contracts, and the financial aid application process. The ideal candidate will have excellent organizational and communication skills and thrive both independently and collaboratively within the school community, including the Business and Admissions Offices.

Responsibilities

Student Billing

• Manage all processes for student billing, including tuition, auxiliary and incidental fees, and recording payments and credits; respond to account inquiries and follow up on collections for 1,000+ student records.
• Maintain accurate student account records in the TADS billing system.
• Coordinate with various departments regarding auxiliary and incidental billing.
• Prepare regular aging reports of student receivable balances and identify emerging collections issues for appropriate action by the CFOO.
• Manage regular communications with families regarding student accounts.
• Handle all issues with outside collection agencies on past-due accounts and make recommendations for collections actions and system enhancements.
• Prepare deliverables for parent requests, including promissory notes, dependent care, and forms related to employment-related tuition reimbursement.
• Produce enrollment and financial aid data for annual association and state reporting.
• Collaborate with the database manager to update and prepare TADS to send out 1,200+ enrollment contracts for the upcoming year; send out all enrollment contract communications; handle all deposit entries and monitor and report on returned contracts.
• Prepare a daily executive summary of incoming re-enrollment contracts with historical data points.
• Prepare journal entries, reconciliations, and assist with annual audit.
• Communicate school policy regarding contract terms and conditions throughout the year.
• Act as the main point of contact for schoolwide tuition, enrollment, and financial aid inquiries and policies.

Financial Aid Management

• Guide 500+ financial aid applicants through the process, including proactively communicating with families to ensure timely submission of required documents to the third-party financial aid system, Clarity.
• Analyze approximately 500 application submissions and related supporting documentation to determine eligibility for financial aid for the Financial Aid Committee.
• Analyze new information provided by families during the appeal and emergency aid process for re-evaluation of financial aid granted and communicate decisions to families.
• Prepare and update reports tracking historical financial aid awards and other financial aid analytics.
• Act as the Financial Aid liaison to the school for all ancillary financial aid communications during the year.
• Process payments to over 50 outside vendors associated with ancillary financial aid support.
• Evaluate available financial aid systems and make recommendations for improvements in current processes and systems.

Qualifications

• Strong financial and analytical skills, with a demonstrated ability to identify discrepancies, maintain data integrity, and ensure accurate reporting.
• Exceptional attention to detail, with demonstrated accuracy in financial recordkeeping, account reconciliation, data management, and financial aid administration.
• Highly organized, with an ability to manage multiple priorities, deadlines, communications, and complex financial processes accurately.
• Highly professional manner that conveys integrity, patience, discretion, and warmth.
• Strong verbal and written communication skills.
• Strong interpersonal skills that lead to the cultivation of relationships with parents and colleagues.
• Ability to effectively manage sensitive and confidential situations.
• Committed to working in a collaborative, team-oriented environment.
• Experience working in an educational setting preferred.
• Proficiency in Excel and Word; knowledge of Blackbaud NXT, TADS, and Clarity preferred.

Pay

Annual salary range: $90,000–$125,000.

About Berkeley Carroll

Berkeley Carroll is committed to creating an environment that includes a diversity of perspectives and cultivates an equitable, inclusive learning community in which everyone has the opportunity to experience a sense of belonging. Candidates with a demonstrated commitment to and experience with diversity, equity, or inclusion work are especially encouraged to apply.