Accountant Examiner

Essential Functions and Responsibilities

The class works under direction and requires considerable knowledge of accounting and federal and/or state guidelines applicable to documents reviewed in order to process reimbursements for students or from service providers, or reviews and processes all billing to include addressing complaints from general public or makes changes and corrections to authorizations prior to billings being paid, or receives and responds to telephone and/or other inquiries concerning delinquent premium balances;

communicates with appropriate department and/or agency for further collection efforts. Examines credit balance ledgers to include appropriate action necessary to include refunds, bad debt reversals, and/or account adjustments.

60% - Uses independent and guided judgement concerning processes, financial responsibilities, account status and account recovery procedures; exercises independent judgment in resolving problems; accesses information from a variety of sources to determine appropriate action.

Coordinates and/or performs a variety of fiscal and/or business activities and support functions; maintains ledgers; clarifies and handles billing and/or payment discrepancies; including cashier duties and maintaining accurate transaction records.

Reviews payments received to ensure correct amount is applied to student accounts; reconciles reports; manually applies prior term receivable debits to accounts.

Analyzes and processes accounts and financial documents according to general guidelines and procedures; verifies accuracy and validity of accounting documents; determines appropriate actions based on review of information and application of general guidelines.

Works with Office of Veterans Affairs to ensure correct payment is applied; performs monthly reconciliation of any outstanding payments; submits a final report to the Controller's Office for reconciliation with the University's checking account. Works with other university constituents as needed.

Responds to inquiries from internal and external constituents concerning department or student accounts; provides general information to authorized parties; explains University and departmental policies and procedures.

Prepares and compiles material for financial and/or statistical reports; generates statistics. Prepares documents and/or enters financial data into spreadsheet; revises data as necessary.

Analyzes and revises complex student accounts receivables, etc. Explains complicated account activity to students/parents, counseling them on options available. Works in conjunction with, provides, and coordinates a wide variety of account information to other university departments.

Identifies students who are potential financial suspension and Ohio Board of Regents candidates, monitors these accounts for activity, including payments or potential for payment. Counsels students and/or their parents as to the necessary steps to avoid financial suspension and the consequences of a financial suspension.

25% - Prepares and processes non-routine debit/credit memos, student refund checks, and financial aid refunds.

Assists in the preparation and/or processing of current and past due account statements, incoming/returned mail, replacement of lost/stolen/never received mailings. Generates monthly billings for students, non-student billing, and third‑party billing for tuition assistance programs. Assists department in the processing of incoming/returned billings and billing inquiries, data entry report preparation, audits, file maintenance, and other related duties as assigned. Assists in coordination of billing to minimize outstanding receivables.

Assists in resolution of miscellaneous account problems, completion of special projects, report audits, and preparation and file maintenance.

Prepares reports and performs fiscal analysis to effect payment of services. Reviews/approves billing requests, contracts, documentation, and rational behind request to ensure that standard accounting procedures are followed. Audits receivables and advises appropriate action regarding reversals, adjustments, and collections.

Inputs and updates data and…