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  • Assistant Bursar
    Student Accounts
    University at Buffalo, The State University of New York

    Position Summary
    Student Accounts within Business Services at the University at Buffalo is seeking a Senior Staff Assistant (Assistant Bursar) to work closely with various university departments who have a vested interest in student retention by ensuring that student’s finances are in order. This position requires a self-starter that will be required to perform the following duties:

    •Programming the set up for multiple student billings throughout the year in both PeopleSoft and QuickPAY
    •Analyze each of the billing jobs and review the results prior to sending to QuickPAY
    •Analyze bills once in QuickPAY make certain they populated correctly
    •Establish statement / message that will appear on each student bill – various with each cycle
    •Send notifications to staff, listservs with regards to progress of billing cycle
    •Establish yearly billing calendar
    •Troubleshoot issues that arise throughout the entire process from start to finish

    Athletics contact:
    •Act as point of contact for Athletics, troubleshooting issues that arise

    •Assists the Bursar in programming the tuition and fee assessment within PeopleSoft
    •Have an operational understanding of the business processes associated with PeopleSoft Student Financials.
    •Assist in testing when new releases come out
    •Be the primary person to create the Communication Generations that come from Student Accounts
    •Work on the implementation of fees throughout the entire process

    •Be a point of contact for our third party vendor. Lead the testing of upgrades the occur

    Comprehensive Fee Waiver:
    •Work with the Resource Planning office during the fee consultation process, attend meetings and update the website with waiver statistics
    •Complete and submit documentation to technical group with updated information for the automated waiver process
    •Manually run queries and analyze the results to identify students who should not have a waiver
    •Assist clerical staff with processing requests

    •Be a part of a rotation for the refunding process

    Alternative Loans:
    •Act as the primary point of contact for the multiple alternative loan options and handle all of the questions relating to these loans between Student Accounts and Financial Aid
    •Assist in processing loans when needed
    •Must have a thorough understanding of the process for each loan vendor and the workings of each for Student Accounts and Financial Aid roles

    •This position supervises (1) Office Assistant 2 and (3) Office Assistant 1
    •Meet with staff on a regular basis, provide feedback and annual performance programs and appraisals
    •Act as next point of contact when needed to handle billing questions that arise and are escalated up to supervisor

    •Academic Withdrawal – this position plays an intricate role in this process, when a student submits various documentation to leave the university for multiple reasons, this position works to make the final financial decision following specific SUNY guidelines
    •Student Persistence, Residency, Leaving UB and others as needed
    •Lead meeting on Critical Issues between Student Accounts and Financial Aid
    •Serve as a presenter during orientation for new students, parents and transfer students
    •Participate in multiple Open Houses throughout the year
    Leadership role:
    •Serve on the Student Accounts leadership team
    •Oversight of Student Accounts staff as needed.

    University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities.

    Minimum Qualifications
    Bachelor’s degree required, preferably in business, finance, accounting or a related field.

    Two (2) years of related experience in a financial setting (i.e. billing, collections, accounting, financial aid, finance, or budget). Proven ability to work in an environment controlled by federal, state, and/or institutional guidelines. Excellent communication (oral and written) and interpersonal skills. Computer literate in Microsoft office software, particularly Excel and Access applications. Prior supervision experience.

    Preferred Qualifications
    Experience with PeopleSoft

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