Assistant Director of Student Accounts & Bursar Operations

Position Overview

Position: Assistant Director of Student Accounts & Bursar Operations Department: Accounting & Budget Reports to: Director of Accounting & Budget

Reporting to the Director of Accounting and Budget, the Assistant Director of Student Accounts and Bursar Operations assists in the leadership and oversight of all student accounts receivable operations, including billing, collections, deposits, refunds, and third‑party invoicing. This position ensures the accuracy and integrity of student account balances, compliance with federal, state, system, and institutional regulations, and effective internal controls. The Assistant Director serves as a senior operational leader within the Business Office and maintains advanced working knowledge of the ERP Student Accounts Receivable and related modules to analyze, interpret, reconcile, and report financial data supporting institutional decision‑making.

• Ensures accuracy and integrity of student accounts receivable by reviewing and reconciling account activity in the ERP system.
• Performs routine reconciliation of student accounts, reviews system reports to identify discrepancies, and corrects posting or application errors to maintain accurate balances.

• Manages and executes student refund and disbursement activities, including review and posting of refunds processed through ERP.
• Ensures credit cards, web checks, and other refund transactions are accurately processed and comply with institutional policies and applicable regulations.

• Processes and reconciles third party and state aid payments, including preparation and completion of required deposit documentation and reconciliation of aid postings.
• Verifies accuracy of external funding transactions and ensures awards are properly reflected on student accounts.

• Monitors delinquent student accounts through aging analysis, reviews balances pending submission to the Attorney General’s Office, and coordinates resolution efforts with appropriate departments.
• Reviews submissions and supports institutional collections activity.

• Coordinates and maintains ERP Student Accounts Receivable configuration by setting up and reviewing required term, fee, and detail code tables.
• Ensures tuition and fee assessments are calculated correctly and system tables are accurately established each semester.

• Prepares and reviews required student accounts receivable reports and regulatory filings, including annual tax reporting related to student payments.
• Ensures data accuracy and compliance with institutional, state, and federal reporting requirements.

• Supports student billing functions by maintaining payment plan updates and reviewing billing‑related account activity.
• Assists with ensuring payment arrangements are properly recorded and reflected within the ERP system.

• Provides operational oversight of assigned staff and student account receivable functions by approving timesheets, managing daily workflow, and monitoring completion of duties to ensure accuracy and timeliness.
• Ensures compliance with internal control procedures related to cash collections, including appropriate handling, documentation, and segregation of duties.
• Oversees and monitors student account system access to ensure access is limited to authorized personnel, roles are appropriate to job responsibilities, and controls are maintained to protect the integrity and confidentiality of student financial data.

• Serves as a liaison for student accounts inquiries by responding to emails and communications from students, staff, and departments.
• Provides accurate information related to student account balances, billing, and refund activity.

Required

Education:

Bachelor’s Degree in Accounting, Finance or related…