Fiscal Analyst III

Job Description:

• Deliver a high-level of prompt, accurate, and courteous customer service to students, parents,

• Employ a solutions-oriented approach with each customer, demonstrating the ability to quickly identify the nuance in each interaction.
• Assess issues and deliver answers, exercising judgment and latitude where appropriate.
• Analyze and understand student account financial transactions thoroughly when researching

• Engage fully in all team responsibilities and duties; strive to meet team goals and assume

• Maintain positive flow of communication with fellow team members.
• Exercise judgment and appropriate care in dealing with confidential student information.
• Communicate and interact by telephone, e-mail, and in-person with students and parents in

• Demonstrate tact and diplomacy in managing complicated and difficult conversations.
• Analyze and research student account issues to effectively respond to customer inquiries and

• Quickly identify issue at hand and determine appropriate course of action.
• Follow established procedures for collecting past due student accounts.
• Counsel students and parents regarding these accounts and work with them to explore all available options.
• Coordinate these conversations with other central offices (Financial Aid, Student Loans) and

• Monitor and enforce compliance with the University's policy on payment of student account

• Assist agencies in the collection of outstanding debts for departed students.
• Maintain working knowledge of applicable University policies, government regulations, federal

• Monitor accuracy of student account data through continuous analytical review, analysis, and

• Maintain environment of strong internal controls over accuracy and timeliness of recording and reporting of student account activity.
• Maintain data for accurate statistics for reporting and analysis to management.
• Work with other team members to coordinate, prioritize and organize activities to meet

• Reconcile student refunds, daily cashiering reports, daily bank deposits, transactions and

• Analyze, identify, and correct daily load error reports.
• Research credit card disputes for cashiering and web transactions.
• Assist with the reconciliation of the University's operating bank account as well as with the

• Prepare journal entries and account analyses as needed.
• Assist with fiscal year-end financial statements.
• Handle other duties as assigned by the Bursar.