Financial Specialist - Hybrid

University Bursar

- Hybrid

Posting Category:

The Financial Specialist reports to and functions under the general administrative supervision of the Director of Business Operations within the University Bursar Office, and is responsible for supporting operational and financial processes related to the University's Accounts Receivable functions through the effective use of the Banner A/R module and related integrated systems. The position requires demonstrated technical knowledge of Banner functionality, financial processing workflows, data management, reporting, and reconciliation activities.

The Financial Specialist must possess strong analytical, problem‑solving, and communication skills to support business operations, maintain data accuracy, respond to information requests, and assist with system‑related processes within the University Bursar Office.

• Manage and support daily accounts receivable data processing activities within Banner and related integrated systems, including preparation and submission of feeder data received from multiple University payment portals.
• Perform monthly reconciliation, validation, and analysis of financial and transactional data related to billing, payment processing, foreign national payments, departmental payment requests, and GAR transactions.
• Develop, generate, and maintain Banner data downloads, reports, and supporting datasets utilized by Business Operations for reporting, reconciliation, analysis, and operational decision‑making purposes.
• Serve as the departmental security contact for the University Bursar's Office by coordinating system access, maintaining security‑related documentation, and ensuring compliance with University security procedures and protocols.
• Compile, validate, process, and troubleshoot financial feeder files and expense adjustments related to collection expenses and finance charge distributions for the three Universities.
• Provide technical and operational support during audit and review activities by responding to auditor inquiries, researching transactional issues, and preparing supporting documentation, data extracts, and analysis.
• Prepare, calculate, reconcile, and process the annual Allowance for Doubtful Accounts feeder activity and supporting financial data for the Universities.
• Serve as the backup in monitoring the Production Calendar, which schedules overnight and daily job processing for the modules within the University's integrated Banner System; coordinate scheduling and implementation of activities of University modules throughout the year.
• Serve as the backup for managing Returned Checks. Responsible for all organization, investigation, processing, communication, and documentation of all NSF/Returned checks for all System Office locations.
• Assist with Bursar related human resources activities, such as onboarding activities, when needed.

• Bachelor's degree in business administration, management, or a field related to the position.
• Two (2) years of professional business, financial, and or managerial work experience.
• (
  
  NOTE:
  
  A Master's Degree in an area consistent with the duties of the position may be substituted for one (1) year (12 months) of work experience.)
• Professional experience using information management principles to support business processes.
• At least three years of management analysis, with a strong understanding of Microsoft Office and SQL.
• Experience with existing Banner A/R systems and/or procedures.
• Demonstrated knowledge of accounting, reconciliation, and financial analysis principles.
• Strong analytical and problem‑solving skills with attention to detail and data accuracy.
• Ability to interpret, compile, analyze, and distribute operational and financial data.
• Effective organizational skills with the ability to manage multiple responsibilities and meet deadlines.
• Strong oral and written communication skills with the ability to work collaboratively with internal and external stakeholders.
• Ability to learn and apply University systems, policies, procedures, and business processes related to accounts receivable operations.
• Proficiency in Microsoft Office applications and business systems…