Financial Analyst 2 - Apidel Technologies

Description:

JOB PURPOSE:

Perform complex financefunctions and/or activities requiring advanced knowledge and application of internalpolicies, external regulations, precedents, and systems. May manage a key areawithin a finance operation or department/unit. Manage, perform, and report oncollection activities, internal controls, and system processes. Analyze andresolve varied complex issues and reconciliations, and communicate solutions tostudents and campus partners. Contribute to online communications and trainingregarding policies and systems.

This position reports tothe  Bursar.

CORE DUTIES:

Perform and design ad hoc analysesof large complex data sets: reconcile complex accounts.

Capture, track, and reportcollection activities for student receivables and third party contracts

Analyze accounts receivableand third party receivable agings and report findings and trends to management

Run and analyze financialreports, often from multiple systems; prepare management information reports

Ensure accuracy of reportsshared with internal and external partners

Document and audit studentpayment arrangements

Recommend annual writeoffsbased on thorough analysis of activity and trends

Identify and resolve complexissues which may span multiple areas.

Reconcile, and resolveproblems relative to complicated account

Monitor system activity andreport exceptions to management

Triage ticket and email queuesto expedite handling

Serve as a resource to localunits and other departments to resolve student account and third party accountissues.

Analyze and respond to ticketsand emails related to student accounts, third party accounts, student loans,payroll deduction, and other issues. Escalate issues as needed.

Develop templates for commonlyasked questions

Update and maintain content onvarious student-facing websites

Collaborate with the UserExperience Design Services team to update and maintain Student FinancialServices training for student services officers across campus.

Conduct analysis andresolution, and recognize exceptions. Participate in developing solutions thatmay require policy changes or the development of new processes; maintainbroader organizational perspective in decision making..Execute internal controlprograms established by management, research new regulations, and recommend andimplement approved changes. May manage compliance program for area ofresponsibility, and create complex compliance reports.

Perform collection activitiesfor all tuition and loan accounts ensuring compliance with internal policies aswell as all regulations including the Fair Debt Collections Practices Act.

Manage and document standardand customized procedures

Communicate with students andthird parties regarding internal policies and regulations to ensureunderstanding and foster successful resolution.

Audit collection processes,internal and those of vendors

Coordinate and communicatewith the loan servicing vendor regarding student loan accounts; make decisionsregarding student loan accounts and escalate issues as needed.

Develop reports andpresentations of complex financial data and metrics for management and thirdparties.

Perform service indicatoraudits and present findings to management

Analyze the student loanportfolio and report findings to management

Participate as a member of aproject team; support new initiatives. Make decisions determining approach tomanaging and completing processes.

Contribute to unit andorganization strategy; assist in the development of change management plans andmaterials as needed.

Develop and maintain desktopprocedures and process documentation for area of responsibility.

Define requirements, developand implement complex test cases, perform system testing and analyze results.

Participate in criticalanalysis of existing systems and processes, and identify opportunities forprocess improvement.

Provide consulting advice toclient group(s); serve as a resource on matters that require specifictechnical, financial, or subject matter expertise; support negotiations withexternal partners.

May supervise, train, coach,and review the work of other staff, as needed. Contribute primarily throughapplying individual expertise.

Other duties as assigned

Requirements:

Education and Experience:

Bachelors degree and fouryears of relevant experience or combination of education and relevant experience.

Knowledge, Skills andAbilities:

Advanced proficiency inbusiness applications, such as Microsoft Office suite, especially Excel.

Demonstrated knowledge offinancial systems; internet and computer literacy.

Knowledge of GenerallyAccepted Accounting Principles (GAAP).

Knowledge of accounting andfinancial data analysis.

Strong communication skills,including ability to prepare materials for and clearly and effectivelycommunicate information to internal and external audiences and client groups.

Demonstrated projectmanagement skills and ability to contribute to or lead part of amulti-functional team.

Preferred qualifications:

4%2B years of experience ideallywith a focus on financial or higher education operations with systemintegrations.

Experience in ERP software(PeopleSoft, Oracle Financials, Flywire, etc.) is highly desired.

Experience with regulationspertaining to collections and higher education is highly desired.