Associate Bursar

Summary of Position

Responsible for the oversight of student account activities, including billing and refunding, while ensuring compliance withapplicable policies, procedures, and regulations. Maintains calendar and website content.

Assists with reporting requirements to external agencies. Supports the Bursar in the overall operational functions of the Office of University Bursar.

Position Information

Essential Functions and Responsibilities: Supervises staff; assigns and reviews work; establishes timeframes for the completion of assigned tasks; trains and orients new employees; approves/disapproves requests for paid leaves; interviews candidates for employment and makes recommendations for hire; evaluates employee work performance; receives and responds to grievances; provides assistance with the development of unit work procedures and policies.

Represents the University in public settings and to outside organizations such as the National Association of College and University Business Officers (NACUBO), Central Association of College and University Business Officers (CACUBO), and The Ohio Bursar Association.

Serves as the University PCI Compliance Officer ensuring that the University complies with payment card industry standards regarding credit card processing in accordance with established policies and procedures and professional standards. Serves as the Red Flags Rules committee chairperson. Serves as the Ohio Department of Higher Education HEI Liaison for reporting College Credit Plus information needed for billing and the Tuition and Fee Inventory reporting.

Works directly with students responding to emails, phone calls, and in-person inquiries. Provides the highest level of customer service.

Assists in developing systems and procedures to ensure that registration and other student fees are assessed, billed, and refunded correctly. Functions as back up to manager responsible for ensuring billing rules accurately assess tuition and fees per the Board of Trustee approved fee schedule.

Coordinates the schedule for fee payment deadlines, financial aid disbursement refunds, tuition calculation, and registration billing to ensure effective and efficient revenue collection.

Assists with the development of new registration billing procedures and systems, and/or makes changes as needed to provide improved services to students and to increase the efficiency of the operation.

Collaborates with university departments as needed to ensure the competent management of programs and services related to students' financial issues and transactions.

Works with the Controller's office to ensure the accurate posting of financial transactions to the general ledger. Responds to requests made from the Controller's office and/or internal and external audit requests.

Identifies and facilitates continuous improvement in the delivery of services to students, parents, alumni, academic departments, and the University community including policies, procedures, and communications.

Responsible for maintaining the Bursar calendar; including the updating of the UC4 scheduler system; and maintenance of the Bursar website.

Oversees the Return to Title IV process and ensures compliance with all state and federal regulations.

Assists with reporting requirements to external agenciessuch as IRS, Higher Education Information Systems (HEI) and Ohio Department of Higher Education (ODHE).

Responsible for e-book assessment and reconciliation processes.

Other Functions and Responsibilities:Assists with training new hires.

Performs other related duties as assigned.

Equipment Operated:Computer and all other standard office equipment.

Work Schedule:Typically, Monday through Friday.

Supervision Exercised:Supervision is exercised over staff and student employees.

Reports to: Bursar

Qualifications and Competencies

Required Certifications, Training, and/or Licensures:None

Knowledge, Skills, and Abilities:

Knowledge of: University policies and procedures*; office practices and procedures; department/division goals and objectives*; department/division policies and procedures*; workplace safety practices and procedures*; English grammar and spelling; records management; office management; project management.

Skill in: Use of office equipment; typing, data entry; computer operation; use of computer software and other programs applicable to the assigned department/division*.

Ability to: Work well with a diverse student/parent population; prioritize multiple and unexpected demands; deal with problems involving several variables within familiar context; define problems, collect data, establish facts, and draw valid conclusions; determine material and equipment needs; calculate fractions, decimals, and percentages; compile and prepare reports; use proper research methods to gather data; understand a variety of written and/or verbal communications; prepare accurate documentation; maintain records according to established procedures; travel to and gain access to work site; effectively interact with personnel and public to answer routine questions; train or instruct others; move quickly and effectively from one tasks to another; work independently and in a team environment; develop and maintain effective working relationships.

(*) Developed after employment.

Minimum Qualifications:At least a bachelor's degree in business, finance, accounting, management, or a related discipline; two or more years of supervisory experience.

Preferred Qualifications:A master's degree in a relevant discipline and previous work experience in an academic environment; Ellucian Banner and TouchNet experience.