Student Financial Services Coordinator - Enrollment Management

Summary

West Virginia University is a public university committed to student service and institutional impact. The Student Financial Services Coordinator coordinates student revenue systems and processes, including reconciliations, fee assessment, refunds, deposits, disbursements, reporting, and compliance with applicable regulations.

Responsibilities

• Responsible for coordination, development, and application of systems, policy, and procedure to ensure the University follows Federal, State, and Local student accounts receivable, student loan, student account disbursement, and cash management regulations
• Responsible for the daily processes and reconciliation related to the student system nightly cycle and Accounting Interface to the general ledger. Must be able to develop extensive knowledge of the student information system and accounting system in order to process the interface and troubleshoot problems and daily reconciliation outages
• Works with the primary lead on tuition and fee assessment by developing, creating, testing, and implementing fee assessment rules for the entire University. Must develop and maintain an expert understanding of the various areas impacting the Tuition and Fee Assessment process
• Develops and maintains a thorough understanding of the various modules of the University financial systems, as well as the Student Information System (SIS) and the State of West Virginia accounting system and their integration
• Responsible for numerous student revenue related reconciliations and resolving reconciliation items
• Responsible for the analytical review of the student loan system
• Responsible for reviewing, analyzing, authorizing, and managing students refunds within the SIS. This includes troubleshooting, researching, and correcting any discrepancies
• Analyzes and records all year end close student transaction entries as determined by institutional policy. Uses analytical and problem-solving skills to ensure that the appropriate entries are recorded
• Responsible for the daily receipt of deposits and disbursement processing in the University’s SIS, student loan system, and the State’s accounting system. Deposits include but are not limited to electronic transfers, federal draw requests, checks, e-commerce, and intergovernmental transfers for West Virginia University and regional campuses
• Maintains customer confidence and protects operations by keeping all information confidential
• Ensures that office security is maintained by adhering to the University policy and procedures as well as cash management requirements
• Reports and advises senior management on any concerns or discrepancies related to student revenue
• Carries out special projects to achieve institutional missions and unit objectives as time and workload dictates. Participation may include coordinating, leading and/or participating in assigned project team, innovating new or improved methods of operation, developing policy or procedure drafts
• Provides and analyzes student revenue information monthly, quarterly, and annually for financial statement reporting and auditing requests; meets with external auditors as needed to explain issues and answer questions
• Participates in job-related continuing education seminars and workshops. This may require in-state or out-of-state travel. Incumbent may participate in the development of training sessions for Expert Business Offices and Regional Campuses to explain information relating to student revenue
• Acts as backup to other positions within the unit and may on occasion be required to perform others' duties
• Positions within Enrollment Management participate in several institutional processes such as student service days which may require limited amounts of extended days and/or weekend work hours
• Anticipates and analyzes operations and management information needs and produces informational reports on an as needed or periodic basis as determined by operational needs
• Other duties as assigned

Skills

• Bachelor's degree in Business, Accounting, Finance, or related fields
• A minimum of three (3) years of related experience involving:
• Banking, accounts receivable, finance, or related field
• Work experience which provided analytical and communication skills
• Any equivalent combination of related education and/or experience will be considered
• Proven ability to efficiently operate a personal computer with advanced knowledge of Microsoft Word, and Excel, including the proven ability to apply these applications to create sophisticated analytical tools – Knowledge of standard office procedures and operations
• Ability to rapidly acquire extensive working knowledge of the University's student system primarily the accounts receivable module
• Proven analytical ability to interpret, apply, and implement federal, state, university, and professional guidelines to unique University situations
• Demonstrated ability to learn reporting systems used for generating reports
• Demonstrated ability to reason logically, organize information, analyze data, perform financial calculations, prepare analyses and summaries, and solve complex issues or problems, and to follow complex written or oral instructions
• Ability to interact professionally and diplomatically with associates, students, parents, and University community
• Ability to work independently and reliably, exercising good judgment, and being innovative and self-starting
• Must have good time management skills to organize work under pressure and recognize priority duties in high-risk situations
• Strong mathematical and analytical skills necessary to perform financial calculations and reconciliations
• Ability to interpret and apply University, State and Federal laws/guidelines and policies and procedures to situations
• Strong oral and written communication skills necessary to explain complex guidelines to University staff and customers, to justify recommendations, and to interact with regulatory agencies and auditors
• Ability to rapidly acquire thorough knowledge and understanding of institutional policy and practice regarding accounts receivable and loan issues
• Demonstrated ability to foster cooperation and harmony among groups and exercise professional judgment in new and/or unusual situations
• Complex university/college/private entity business, accounting or finance department is preferred
• Demonstrated ability to maintain institutional attendance and punctuality standards

Qualifications

Must Haves

• Bachelor's degree in Business, Accounting, Finance, or related fields
• A minimum of three (3) years of related experience involving:
• Banking, accounts receivable, finance, or related field
• Work experience which provided analytical and communication skills
• Any equivalent combination of related education and/or experience will be considered
• Proven ability to efficiently operate a personal computer with advanced knowledge of Microsoft Word, and Excel, including the proven ability to apply these applications to create sophisticated analytical tools – Knowledge of standard office procedures and operations
• Ability to rapidly acquire extensive working knowledge of the University's student system primarily the accounts receivable module
• Proven analytical ability to interpret, apply, and implement federal, state, university, and professional guidelines to unique University situations
• Demonstrated ability to learn reporting systems used for generating reports
• Demonstrated ability to reason logically, organize information, analyze data, perform financial calculations, prepare analyses and summaries, and solve complex issues or problems, and to follow complex written or oral instructions
• Ability to interact professionally and diplomatically with associates, students, parents, and University community
• Ability to work independently and reliably, exercising good judgment, and being innovative and self-starting
• Must have good time management skills to organize work under pressure and recognize priority duties in high-risk situations
• Strong mathematical and analytical skills necessary to perform financial calculations and reconciliations
• Ability to interpret and apply University, State and Federal laws/guidelines and policies and procedures to situations
• Strong oral and written communication skills necessary to explain complex guidelines to University staff and customers, to justify recommendations, and to interact with regulatory agencies and auditors
• Ability to rapidly acquire thorough knowledge and understanding of institutional policy and practice regarding accounts receivable and loan issues
• Demonstrated ability to foster cooperation and harmony among groups and exercise professional judgment in new and/or unusual situations

Nice to Haves

• Complex university/college/private entity business, accounting or finance department is preferred
• Demonstrated ability to maintain institutional attendance and punctuality standards

Benefits

• Remote work arrangement
• 37.5-hour work week
• 13 paid holidays (staff holiday calendar)
• 24 annual leave (vacation) days per year (employee leave)
• 18 sick days per year
• A range of health insurance and other benefits
• 401(a) retirement savings with 6% employee contribution match
• Eligibility to continue health insurance and other retiree perks
• Wellness programs