Financial Assistant; Hybrid

Department: Student Finance

Salary/Grade: NEX/11

The expected salary for this position is between $25.50 - $27.50 per hour, in alignment with departmental equity and market data.

Reporting to the Account Operations Manager, the Financial Assistant supports the accurate, timely, and compliant administration of student financial accounts and related Account Operations processes. The position reviews and analyzes account activity; processes financial transactions, refunds, adjustments, tuition-related activity, and other specialized student account transactions; and researches and resolves account discrepancies and processing exceptions.

The Financial Assistant manages assigned operational worklists and recurring processes, utilizing reports, account data, and supporting documentation to identify items requiring review, correction, balancing, or follow-up. The position performs quality-control reviews and verifies transactions to ensure accurate processing in accordance with the University policies, established procedures, internal controls, and applicable deadlines.

The position coordinates with students, sponsors, University departments, vendors, financial institutions, and other stakeholders as necessary to obtain information and documentation, resolve discrepancies, and complete assigned operational processes. The Financial Assistant maintains accurate records and supports documentation and participates in cross‑training, process improvement initiatives, and special projects.

The position requires strong analytical, organizational, and problem‑solving skills; a high degree of accuracy and attention to detail; and the ability to exercise independent judgment while applying established policies and procedures.

• Accounts receivable
• Analysis
• Balancing
• Bank deposits
• Reporting
• Student accounts
• Student funding
• Wire transfers

Supervisor provides objectives & deadlines. Work is reviewed for fulfillment of objective & deadlines & overall compliance with policy & procedures. EE completes some activities without direction, informing supervisor only of potentially controversial matters, &/or far‑reaching implications.

• Reviews and analyzes student accounts in People Soft to identify discrepancies, outstanding transactions, posting errors, credit balances, incomplete processing, and other items requiring action.
• Prepares, reviews, and utilizes operational reports and worklists to identify accounts requiring refunds, adjustments, corrections, balancing, or follow‑up.
• Performs account and transaction research to determine the source of discrepancies and appropriate corrective action in accordance with the University policies and established procedures.
• Reviews financial and account data for accuracy and completeness and identifies exceptions requiring additional research, documentation, or escalation.
• Performs balancing of assigned processes and transactions, investigates differences, and takes appropriate action to ensure accurate account activity and resolution.
• Monitors outstanding items and processing activity to ensure transactions are completed accurately and within established timelines.
• Identifies recurring discrepancies, processing issues, and trends and communicates findings to the Account Operations Manager to support process improvements and operational controls.
• Prepares and maintains reports, documentation, and supports related to assigned Account Operations responsibilities.

• Processes, posts, uploads, and maintains student account transactions in People Soft and other applicable systems in accordance with established University policies, procedures, and processing requirements.
• Processes and reviews student refunds, account…