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Manager of Student Accounts
Job in
Aliso Viejo, Orange County, California, 92656, USA
Listed on 2026-01-12
Listing for:
Soka Global Citizen Award
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Compliance, Accounting & Finance
Job Description & How to Apply Below
SUA Main Campus time type:
Full time posted on:
Posted 4 Days Agojob requisition :
JR-347
Soka University of America (SUA) seeks an experienced and student-centered Manager of Student Accounts to lead the Student Accounts Office and serve as the institution’s chief administrator for billing, collections, payment plans, cash management, and student financial services operations. The Manager ensures the accuracy, compliance, and timeliness of all student account activities while providing exceptional service to students, families, and campus partners.
The ideal candidate combines strong technical and regulatory expertise with a commitment to SUA’s mission of fostering a supportive, compassionate, and globally minded educational environment.
*
* JOB DESCRIPTION:
**** Essential duties include but not limited to:
*** Leadership & Administration (30%)
** Lead, supervise, and develop the Student Accounts Office staff; promote a culture of accuracy, accountability, service, and continuous improvement.
* Oversee all student billing cycles, statements, refunds, and collections in accordance with federal, state, and institutional policies.
* Manage the university’s student account systems (e.g., People Soft or other ERP), ensuring data integrity, reconciliation, and proper integration with Financial Aid, Registrar, Finance, and other units.
* Develop and maintain clear policies and procedures for student billing, payment plans, third-party sponsor ships, international payments, and delinquency management.
* Financial Management (20%)
** Oversee cashiering and receipt processing, including cash handling controls and compliance with internal audit standards.
* Serve as the primary liaison to the Finance/Controller’s Office for reconciliation of student receivables, general ledger postings, and month-end/year-end closing.
* Manage student refund processes, including Title IV credit balance refunds in coordination with Financial Aid.
* Customer Service & Cross-Campus Collaboration (20%)
** Serve as a key resource for students and families regarding billing questions, financial holds, payment options, and account resolutions.
* Partner closely with Financial Aid, Registrar, Residential Life, Study Abroad, and other departments to align charges, disbursements, and student notifications.
* Communicate clearly and compassionately about balances, deadlines, and institutional financial policies.
* Technology & Process Improvement (20%)
** Optimize use of the university’s ERP and payment platforms; implement automation and workflow improvements to reduce errors and enhance efficiency.
* Set up and test processes and create reports using the ERP and payment platforms.
* Collaborate with IT on system upgrades, testing, and integration projects.
* Lead initiatives to modernize billing communication, self-service tools, and online payment experiences for students.
* Compliance & Regulatory Oversight (10%)
** Ensure all billing and refund operations comply with federal Title IV regulations, IRS requirements (e.g., 1098-T), state regulations, PCI standards, and institutional policies.
* Maintain current knowledge of regulatory developments affecting student financial services; implement updates to policies and procedures as needed.
** Minimum Qualifications
**
* Education:
* Required –
* Bachelor’s degree in accounting, finance, business administration, or related field.
Preferred –
* Master’s degree in accounting, finance, business administration, or related discipline.
* Experience:
* Required –
* Minimum 5–7 years of progressively responsible experience in student accounts, bursar operations, or higher-education financial services.
Preferred –
* Experience in a small private liberal arts university or residential campus setting.
* Supervisory experience directing a team in a student-facing service environment.
* Experience with payment plan systems, international payment platforms, and third-party billing.
* Skills, Knowledge & Abilities:
** Strong knowledge of federal Title IV regulations, FERPA, and PCI compliance.
* Demonstrated experience with ERP systems (People Soft…
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