Location: San Francisco, CA Category: Staff Positions Posted On: Fri Apr 15 2022 Job Description:

POSITION SUMMARY

The Student Accounts Manager is a business-critical position to the University and its student body. This is a hands-on Manager who leads, runs, supervises student account team by setting a high level of customer service support to the Student Accounts Office. This Manager is also a hands-on team member of the Student Accounts Office performing the same or similar duties of the Student Account department staff while providing leadership, training, mentoring, and job performance review to the office staff.

The Student Account Office team performs all aspects of the billing and collection of payment for students' accounts, while ensuring the efficient processing of transactions through the Ellucian/Colleague student records and accounting system. Assignments are routine and customer service in nature, and are carried out in accordance with established policies, procedures, and regulations.

Under the direction of the Chief Finance Officer, the Student Accounts Manager organizes and coordinates the interactions of the Student Account Office with that of Enrollment, Registrar, Financial Aid, and other student related offices for the purpose of a seamless service and registration of students in accordance with State and Federal regulations and University policy. The position oversees student accounts receivable, refunding, collections, billings, verification, Colleague AR system, balancing, and compiling and analysis of financial and statistical records and reports; oversees the activities of the office staff; performs other related duties as may be assigned.

ESSENTIAL JOB FUNCTIONS:

• Manages small department and supervises full-time, part-time, and seasonal student account coordinators
• Ensures a high standard of delivery of comprehensive customer service to all students and interdepartmental partners, which timely and courteous response to inquiries, concerns, or needs regarding student financial matters and accurate cross-reconciliation with Registrar, Financial Aid, and Accounting offices
• Maintains contact with currently enrolled students to ensure that regular payments are in process, and with previous students with past due and problem account balances using various methods (i.e., telephone contact, letter contact, outside collection agency,) this includes updating and reviewing billing modules, payment plan tracking system for completeness
• Monitors student account balances daily for accuracy and interacts with the Office of Financial Aid and Registrar to ensure the proper credits and refund requests are applied and processed in a timely manner while adhering to federal rules and regulations, as well as watches registration holds
• Performs diligent oversight and management of student account activity including assisting the Financial Aid and Registrar departments during registration periods, and meticulous follow-up on missing or late payments due, including determination of which accounts will be sent to collections, this includes
• Develops and creates a management dashboard to report and monitor departmental activities for senior management
• Collaborates and reconciles monthly close with Account Receivable (A/R) Staff Accountant to prepared and distribute reports to management and IRS 1098T completion and disbursement
• Supervises and validates weekly the preparation of student refunds and prepares report for accounting department verification and approval
• Runs, on a daily, weekly, monthly, annual, or ad-hoc basis, all necessary processes in student accounting system per documentation to ensure proper GL posting accuracy with the A/R Staff Accountant.
• Compiles, prepares, and analyzes reports upon request from management or interdepartmental partners
• Demonstrates thoughtful, intelligent, and kind team leadership and sets a high integral customer service standard that others desire to emulate
• Manages student account team which includes recruiting, training, evaluating, disciplining, and terminating staff as appropriate, necessary, or required. Develops and administers a working calendar for the student account office. Coordinates workloads, establishes timeline and prioritizes a variety of activities.
• Prepares, maintains, processes, and records a variety of complex data, records and files pertaining to all student accounts
• Analyzes financial and statistical documents; provides authoritative information and assistance to students, senior staff, and outside agencies regarding assigned accounts and functions according to policy and regulatory code
• Attends meetings and conferences for purposes of enhancing knowledge based on information technology system, resolving issues with system processes, and recommending solutions.
• Develops, administers, and implements procedures and standards for the Student Account office to ensure compliance with government regulations.
• Synchronizes academic year calendar, registration cycle and dates with Registrar, Financial Aid, Associate Provost, and MarCom
• Commands ownership and maintains information system (Colleague) that enables successful processing of all student account data, which includes active collaborates with Finance, Accounting, and Information Technology to create and design programs for use in the Student Accounts office, and analyze system upgrades to ensure effectiveness of system software processes for student accounts receivable, reporting, and resolving issues independently; analyzes computer software program, makes adjustments to variables; contact software company regarding programming anomalies.
• Co-chairs various internal committees that review and determines student account exceptions, removal of holds on student accounts.
• Participates in University, Division, and Department functions, especially student-related functions
• Contributes to the evolving culture of the University community and works to embody the Seven Commitments in self, Department, and Division
• Performs other related duties as may be assigned.

Job Requirements:

MINIMUM QUALIFICATIONS

Required Skills/Abilities:

• Excellent verbal and written English communication skills.
• Excellent organizational skills and attention to detail.
• Natural sense of teamwork, creativity, and flexibility, and interpersonal skills
• Marked knowledge of general financial accounting.
• Adherence to generally accepted accounting principles (GAAP), University, Division, and Department policies, procedures, and instructions
• Experience with Ellucian Colleague software or strong acumen to learn it required
• Proficient with Accounting General Ledger software, Microsoft Office Suite, or similar software.
• Highly proficient in Excel.
• Must be kind, emotionally intelligent, and proactive

Education and Experience:

• Bachelor's degree in business, accounting, or finance.
• At least four years of finance, accounting, financial services, or related experience required.
• Ability to learn enterprise database systems quickly.
• Experience with Ellucian Colleague highly desirable.
• Ability to work independently and in collaboration with other department members and CIIS departments.
• Must be detail oriented and highly organized with time and data.
• Working to advance toward Accounting Master's Degree or additional accounting certification, preferred

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift to 15 pounds at times.

Additional Information:

PHYSICAL ABILITIES

This position requires attention to detail, good memory, ability to work under deadline pressure, sitting and standing for long periods of time, exceptional English oral and written communication, keyboarding for significant portions of the workday, pushing, pulling, bending, stooping, reaching, patience and tact to perform the essential functions.

Requires the ability to exert some physical effort, such as walking, standing and light lifting, and dexterity in the use of fingers, limbs, and body in the operation of office equipment.

LOCATION

On campus location with exceptions.

SALARY AND BENEFITS

Salary is commensurate with skills and experience. Full Benefits.

NOTES TO CANDIDATE

Working Conditions -- Duties are primarily performed in an office environment at a desk or computer terminal, typically, Monday through Friday.
Background Check -- Due to the sensitivity and requirements of our positions, you should expect to undergo and be cleared of an employment background/criminal check, if extended an offer for employment. You may also be asked to provide proof of educational degree(s), licenses, or credentials pertinent to the position. If your job requires driving on behalf of CIIS you will be required to provide proof of a valid driver's license.
Visa Sponsorship -- Visa sponsorship is not available for this position. Applicants must currently be authorized to work in the United States for any employer.
Relocation Assistance -- This position is not eligible for relocation assistance.

EQUAL EMPLOYMENT OPPORTUNITY POLICY

California Institute of Integral Studies (CIIS) strives to cultivate and preserve a culture of inclusion and belonging as part of the Seven Commitments of CIIS. More than accept difference, we honor and celebrate our staff's diversity of experiences, perspectives, and identities. Together, our community creates and maintains working and learning environments that are inclusive, equitable, accessible, and welcoming.

CIIS is proud to be an equal opportunity employer. CIIS is committed to providing an open, fair, inclusive, non-discriminatory environment for all individuals across differences of race, religion, sexual orientation, gender identity, national origin, socio- economic status, ethnicity, age, physical ability, or medical condition. We seek to increase the presence, representation, and inclusion of U.S. historically under-represented people of color, international, bilingual, and bicultural students, faculty, and staff; and, to provide an environment that will attract and retain individuals identified as lesbian, gay, bisexual, transgender, queer, questioning and intersex (LGBTQQI). CIIS is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

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