Director, Student Accounting & Cashiering Services

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Leadership & Supervision

• Provide student-focused and employee-minded strategic leadership to the Student Accounting & Cashiering Services department.
• Ensure Student Accounting staff is adequately trained to fulfill office duties, including staying current with all vital changes in financial aid policies and procedures.
• Give clear guidance, direction, training, and coaching to ensure excellent customer service and successful operations of the department.
• Conduct performance evaluations, counsel staff on work habits, performance, and professionalism.
• Continuously improve business processes through automation, innovation, and new methods to enhance customer service and efficiency.
• Manage department budgets to align with the mission, vision, and priorities of the division and the institution.
• Attend seminars and workshops to stay updated on financial aid programs and policies.
• Analyze and solve operational problems, implement administrative decisions, define services, collect and evaluate data, draw conclusions, and present recommendations to the Associate Vice President of Financial Services.

Represent the department and division on various campus committees; inform and educate others on the services of the department.

• Participate in relevant CSU affinity groups to maintain an understanding of latest issues, policy changes, and brainstorm ideas and best practices pertaining to student accounting and cashiering.

Student Billing & Receivable Management

• Oversee the student billing process; generate digital student account statements.
• Maintain clear communication by posting fees and deadline information on the university portal and BroncoDirect website.
• Manage the PeopleSoft Student Financials Module and collaborate with the Enrollment Services Team for system updates.
• Coordinate with records, financial aid, admissions, and IT&IP to ensure accuracy of student billing charges and credits.
• Oversee the reconciliations of Accounts Receivable (A/R) and all tuition and fees; Direct the team to update semester/term class schedules, Accounts Receivable detail code/item type maintenance, and A/R tables for charges and refunds.

Payment Processing

• Ensure accurate payment processing by accepting and posting tuition, student fee, housing, parking, and auxiliary fees, and other university-related payments, etc.; Assess and apply fee waivers & exemptions, and scholarships accordingly.
• Administer the disbursement of funds and maintain accountability for loan, grant, and scholarship programs.
• Manage collections, delinquent accounts, referral to Franchise Tax Board (FTB), A/R holds, fee refunds, emergency loan check processing, manual charges posting, housing, and recording Allowance for Bad Debts.
• Issuing refunds for overpayments, financial aid, or withdrawals.

Financial Aid Coordination

• Provide leadership in applying scholarships, grants, and loans to student accounts
• Request grant monies from the Department of Education and remit funds to the Chancellor's Office.
• Compute and request funds to ensure adequate cash flow for financial aid programs.
• Report expenditures and review allocations to maintain fiscal control and compliance with Federal directives.
• Counsel students and borrowers on financial aid disbursement, collection, and repayment of over-awarded grant funds.
• Develop and provide information on rights and obligations under the Perkins/NDSL loan program.
• Work directly with borrowers, as required, as well as with the Chancellor's Office personnel on matters concerning the loan programs.

Accounting, Reporting & Compliance

• Ensure that the Student Accounting system is balanced monthly to the general ledger and make necessary journal entries.
• Manage staff to prepare journal entries to establish respective grants on the general ledger, bring financial aid records into balance, and record administrative fees monthly.
• Oversee the preparation and review of fiscal and management reports for Federal Government, State Government, Chancellor's Office, and University Administrators.
• Submit job processes for fee assessment, financial aid disbursements, and charges.
• Prepare reports on outstanding loans and cash balances for emergency and miscellaneous loan funds.
• Provide monthly reports and assist outside auditors.

Compile information for the annual Fee Report and FISAP report.

• Respond to directives from the Chancellor's Office and prepare campus announcements.
• Ensure compliance with Purchasing Card Industry standards and Red Flags Rule training.
• Report deposits over $200,000 to the Chancellor's Office.
• Prepare and submit the Report of Defaulted Loans to the Department of Education.
• Identify, interpret, and apply a wide variety of written policies and procedures related to Student Accounting.
• Review and implement changes in published Interim and Final Federal and State Regulations.
• Oversee the preparation of tuition statements commonly known as IRS Form 1098T's to the Internal Revenue Services.

Cashiering Services

• Oversee cashiering functions for various payments from students and departments; monitor NSF checks to ensure that an attempt is made to recover funds.
• Review, analyze, and implement new programs, policies, and procedures for cashiering.
• Collaborate with Parking and Transportation Services for efficient parking decal sales.
• Provide cash-handling guidance to satellite collection sites and ensure compliance with Payment Card Industry standards.

Payment Plans & Collections

• Monitor, counsel, and assist outside collection agencies and in-house collection efforts.
• Ensure compliance with due diligence requirements for delinquent loans.
• Deal effectively with delinquent borrowers to evaluate financial situations and establish the University's needs in fulfilling obligations to the Federal program while respecting the rights and obligations of the borrower.
• Counsel borrowers on financial situations and establish eligibility for loan postponement, cancellation, or write-off due to various conditions.
• Contact and interview skip-tracing agencies to locate lost borrowers and ensure compliance with Federal regulations.
• Responsible for the write-off of loans due to bankruptcy, death, or for those loans which have been determined uncollectible, and are awaiting assignment to the Department of Education.

Payroll and Performance Management

• Review and authorize payroll documents prior to submission to the Payroll Department.
• Consult with Payroll Department personnel and Student Accounting staff on leave credits.
• Review and verify student assistant payroll documents. Working Relationships
• Initiate and develop strong working relationship with colleagues across a variety of divisions and departments, including the Director of Accounting Services, Director of Financial Aid, Registrar, and Records Office, to ensure student and institutional needs are balanced.
• Interface with the IT&IP department for process-related issues.
• Liaise with ECSI for billing services and ensure accurate reporting.

QUALIFICATIONS:

• Bachelor's Degree - From an accredited university with a major in accounting, business administration, finance or a closely related field. An MBA or a CPA would be a plus.
• Driver's License, Valid and in State
• A minimum of five (5) years of progressive professional experience in the operations and supervision/coordination of a Cashiering/Student Financial Services operation in a university environment and
• Experience should include supervising/leading a staff with a heavy emphasis on customer service.
• Demonstrated knowledge of payment management technology and the ability to keep abreast of technical changes in electronic banking and cashiering applications.
• Demonstrated skill in analyzing cashiering policies, practices and procedures in response to changing demands and technology and to design and implement cost-effective cash handling approaches.
• Demonstrated skill in transactional analyses, determining user specifications, and designing interfaces between systems and sub-systems.
• Demonstrated significant hands-on experience in computerized accounting and cashiering operation of high volume and complexity.
• Demonstrated skill in managing employees.
• Accuracy with figures.
• Ability to work collaboratively in a team-oriented environment across organizational units.
• Demonstrated working knowledge of Generally Accepted Accounting Principles (GAAP).
• Demonstrated skill in payments analysis and control, including reconciling ledgers and monitoring payment receipting.
• Working knowledge of computerized student accounting and cashiering internal controls and cash handling techniques as practiced in a College/University setting, banking industry, or other similar cashiering environments.
• Ability to analyze and convey finance information in a clear and concise manner.

PREFERRED EXPERIENCE:

• Previous experience in systems implementations and conversions is highly preferred.
• Four (4) years of business/accounting office procedural experience with high volume cash handlings and account reconciliation.
• Knowledgeable with cash handling procedure, policy and audit.
• Have strong o