Student Accounts Specialist

Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening.

Inquiries Regarding Application Status Due to the high volume of applications we receive, we cannot respond to inquiries regarding the status of submitted applications. Applicants selected for interviews will be contacted using the email and/or phone information provided in the online application.

Location:

Claremont, CAJob Posting

Title:

Student Accounts Specialist Job Details and Requirement:

Department:
Student Accounts Supervisor:
Senior Manager of Student Accounts GENERAL DESCRIPTION The Student Accounts Specialist independently performs financial analysis, account reconciliations, reporting, and daily student accounts operations. The position maintains accurate billing, cash receipts, student account transactions, and financial records and reconciles activity in the Student Information System (SIS) with the College’s general ledger in Workday. Because Student Accounts serves as a primary point of contact for students and families regarding financial matters, the position requires a high degree of patience, professionalism, empathy, and customer service, including the ability to navigate complex or sensitive conversations while maintaining accuracy and consistently following through to resolution.

The Specialist applies accounting knowledge and independent judgment to review trial balances, investigate discrepancies, resolve reconciling items, and prepare supporting documentation for financial reporting and audits. Responsibilities include scholarship, tuition remission, federal financial aid, housing and meal plans, and other student account reconciliations.

The Specialist serves as the Senior Manager of Student Accounts’ key operational partner across all areas of the department, sharing responsibility for daily operations, financial analysis, problem-solving, departmental projects, and process improvements.

The Specialist partners with the Senior Manager to develop and implement procedures, address changing priorities, and maintain continuity of service. The position also plays an active role in the consortial SIS implementation scheduled to go live in July 2027, including testing, data validation, financial integrations, and the transition to new workflows.

ESSENTIAL FUNCTIONS Answer incoming student account calls, manage the department’s primary email account, and assist students, parents, and office visitors with billing, balances, payments, refunds, and account policies. Take ownership of inquiries through resolution, including researching issues, coordinating with other offices when necessary, and providing timely follow-up.

Perform recurring and year-end reconciliations between SIS activity and the Workday general ledger, including student receivables, revenue, clearing accounts, and balance sheet accounts.

Performs reconciliations between SIS and other systems used across campus.

Analyze trial balances, general ledger detail, SIS transaction reports, and supporting records to identify missing transactions, incorrect mappings, posting errors, timing differences, and unexplained variances.

Prepare and process appropriate journal entries and financial adjustments; maintain reconciliation schedules, supporting documentation of outstanding items and their resolution.

Partner with the Senior Manager of Student Accounts on year-end reconciliations, annual balance sheet reconciliations, interim audit fieldwork, and supporting audit requests.

Prepare and review student billing statements in CX or the successor SIS and publish statements through Transact.

Post and verify billing updates, wire payments, lockbox payments, returned checks and…