Job Description: Under the direction of the AVP/Controller, the successful candidate will oversee all aspects of Student Accounts, including the $150M billing process, contact with parents and students, cash flow (billing and receipt of payments); the relationship with outside servicers (bank, payment plan agency, electronic bill and payment agency, collection agencies) and interactions with other internal departments including (but not limited to) Residential Life, Dining Services, Music Department, Campus Safety, and Outdoor Education. Supervise Accounting Assistant/Student Accounts.Accountabilities will include: - Maintain all information within the Student area of Banner related to student status and data tables that would impact billing. Oversee processing of all transactions posted to Banner.- Develop and maintain relationships with outside service providers (billing agencies, collection agencies). - Complete the monthly reconciliation of Perkins Loans to the general ledger and complete the related section of the annual federal FISAP report. - Review and manage all interfaces with the Financial Aid Office, including tracking of receipt of outside funding sources through the general ledger, posting payments on accounts and disbursements of institutional and federal funds.- Process monthly billing invoices in Banner and submissions to vendor for e-billing statement generation. Manage and reconcile all monthly payment plan transactions. - Manage the hold process for students with past due balances. Work with students and families regarding payment inquiries.- Oversee the student accounts adjusted for enrollment changes (i.e. transfers, withdrawals, leaves, etc.)- Responsible for annual reporting and audits for the 1098-T and 1098-E as necessary to the IRS.- Manage the University's Tuition Pre-Payment Program.- Ensure all university communications pertaining to policies and procedures (Student Handbook, Website, etc.) are current and accurate. Essential Functions: Individuals will be expected to master the following technical competencies:Financial Analysis: Deep technical skill in conducting financial analysis within financial and other analytical tools. Ability to translate theory and principles into analytical techniques. Ability to interpret results and provide meaningful insights.Financial Systems: Ability to use financial systems and information to produce analysis and reports and respond to surveys. Expertise and demonstrated ability to set up, execute and improve accounts receivable systemsAccounting: Demonstrated ability to make the most complete GL entries. Demonstrated ability to reconcile accounts receivable general ledger issues.Managerial Skills: Demonstrated knowledge of Colgate managerial processes and requirements, to include:demonstrated ability to fairly and accurately assess employee performance in accordance with university practices. Demonstrated understanding of federal and state regulations, as well as university policies and guidelines related to human resources sufficient to effectively select new employees, recommend pay actions, determine employment status and initiate or approve employee changes in status. Demonstrated ability to select, develop and retain high performing work teams, to include: demonstrated skill in the development of employee skills, performance and behaviors. Demonstrated ability to effectively coach and communicate with employees on issues of pay, performance and development. Demonstrated ability to consistently identify, hire and retain high performing employees. Qualifications: - A minimum of three years of accounts receivable experience is required with a demonstrated understanding of accounts receivables principles, methods and standards with an ability to adapt established methods to varied accounting transactions.- Must have a minimum of an Associates degree, or a combination of education and experience from which comparable skills are acquired.- Demonstrated broad-based knowledge of accounting principles.- Demonstrated expertise in Microsoft Office Suite, and experience using and learning other accounting and financial systems is required.- Superior customer service skills with demonstrated strong and effective interpersonal skills, a keen ability to listen and remain professional.- Solid demonstrated skills in conflict resolution.- Ability to maintain confidentiality. - Must be capable of working collegially with a diverse group of faculty, staff and students within a university context. Additional Preferred Qualifications: - A Bachelor's degree is strongly preferred.- Previous Bursar or higher education experience is preferred.- Previous supervisory experience is preferred.- Banner experience is preferred. Special Instructions to Applicants: It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation and gender identity and expression, genetic information, victims of domestic violence and stalking, familial status, and all other categories covered by recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training at all levels of the employment. Colgate University is an Equal Opportunity Employer. Minorities/Females/Persons with Disabilities/Protected Veterans are encouraged to apply.
Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.