Financial Specialist Senior (AR) - REVISED REVIEW DATE

Location
Wisconsin, United States
Salary
Salary Not Specified
Posted
Mar 02, 2021
Employment Level
Administrative
Employment Type
Full Time


Posting Details

Recruitment Number

1003

Working Title

Financial Specialist Senior (AR) - REVISED REVIEW DATE

Position Type

Staff/Administrative

Appointment Percentage

100

Division/College

Administration and Finance Division

Description of College / Department / Program / Division / Unit

The Division of Administration and Finance is committed to providing quality campus services to faculty, staff, students and external constituencies in support of the university’s mission of teaching, research, and public service. The division includes Facilities Planning & Management, Budget, Human Resources, Information Technology Services and Police & Parking Services.

Position Summary

Under the general supervision of the Accounts Receivable Manager, the Financial Specialist Senior is responsible for assisting students and staff at the Cashier’s window, on the telephone and via email. This position will apply and process student payments, department (non-student) deposits and scholarship checks; manage and reconcile daily bank deposits; and assist in the review and update of the processes and procedures in the Cashier’s Office. This position will be responsible for opening and closing the Cashier’s Office. The normal work schedule for this position is Monday through Friday, 7:45 a.m. to 4:30 p.m.

Required Qualifications

• An Associate’s degree in accounting or related field.
• Substantial banking or cashiering experience.
• Demonstrated knowledge and skills in cash management.
• Knowledge of basic accounting principles.
• Good analytical skills and ability to solve problems with data.
• Proficient in use of computer software including Microsoft Word and Excel and 10-key by touch.
• Knowledge and experience in the use of e-mail (i.e. Outlook, Gmail).
• Ability to direct telephone calls, emails and assist students and staff in a professional manner while using discretion and good judgement regarding confidential information.
• Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness.
• Possess a positive work ethic and be a strong communicator with well-developed interpersonal skills.
• Collaboratively work with team members to ensure work is completed timely and accurately.
• Ability to work with people across multiple levels of the organization.
• Excellent organizational and time management skills.
• Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops and training sessions, related to current position responsibilities.

Preferred Qualifications

• Experience with PeopleSoft products.

Physical Demands

• The ability to sit/stand for extended periods of time. Note: the Cashier’s window is at counter height.

Working conditions and environment

• Necessary travel occasionally for training and professional development.

Miscellaneous Information

TIme off requests approved based on the needs of the department due to billing cycles of the University.

Duties/Responsibilities

These are the job duties required for the position.

Responsibility Statement

Process Student Payments

Duties to Support Responsibility

• Provide superb customer service by answering all inquiries in a timely, professional manner which includes responding or directing the telephone calls and emails to appropriate university staff as necessary.
• Open, sort and distribute lockbox and mail payments and process accordingly.
• Review and process payments accurately for students into CashNet system.
• Work collaboratively with accounts receivable accountant to process change requests.
• Reconcile cash drawer at end of shift with CashNet reports.

Percentage Of Time

40

Essential

Yes

Responsibility Statement

Process Non-Student Deposits

Duties to Support Responsibility

• Verify daily remittance totals from non-student deposits. Count all cash, verify check amounts, total receipts and verify that each individual deposit is in balance.
• Verify the non-student deposit forms have the correct account numbers and amounts. •Ensure coding is correct and resolve items working with accounts receivable accountant to determine correct account numbers.
• Verify tamper-proof bank bag correlates with non-student deposit form.
• Email non-student deposit receipts.
• Assist departments with non-student deposits, as necessary.
• Provide banking supplies to departments and guidance on their use.
•Monitor supply inventory.
• Assist departments with cash handling procedures.

Percentage Of Time

25

Essential

Yes

Responsibility Statement

Process Scholarship Checks

Duties to Support Responsibility

• Review and process scholarship checks. •Handle scholarship check inquiries and serve as a liaison with the Financial Aid Office.
• Review financial aid shared files and complete scholarship accounts payable payment voucher for students to longer eligible to receive the scholarship awarded.

Percentage Of Time

25

Essential

Yes

Responsibility Statement

Special Projects and Professional Development

Duties to Support Responsibility

• Actively participate in team meetings.
• Participate in the annual review and updating of processes and procedures in the Cashier’s Office.
•Maintain a list of application fees and non-refundable deposit fees for various departments.
• Work with departments before and after the WIAA State Track Meet to ensure all supplies are distributed and funds are deposited.
• Perform other duties as assigned by the supervisor.

Percentage Of Time

10

Essential

No

Posting Detail Information

Special Instructions

Posting Date

03/02/2021

Close Date

04/30/2021

Continuous Recruitment

Yes

Continuous Recruitment First Review Date

04/15/2021

Position Contact Name

Lisa Drazkowski

Position Contact Email

ldrazkowski@uwlax.edu
Required Documents
Required Documents
  1. Resume/Curriculum Vitae
  2. Cover Letter/Letter of Application
  3. Reference Contact Information
Optional DocumentsSupplemental Questions

Required fields are indicated with an asterisk (*).