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Accountant
Dartmouth, MA
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Accountant II - Bursar
Job no: 530032
Work type: Staff Full Time
Categories:
Other Staff Positions
POSITION TITLE
Accountant II
AGENCY:
University of Massachusetts Dartmouth
SALARY:
Grade 16 GENERAL
STATEMENT OF DUTIES AND RESPONSIBILITIES
Overall fiscal responsibility for Financial Aid programs, except Federal Work study, preparation of federal, state and institutional reports concerning financial aid disbursements and loan funds. Processing of loan funds, including refunding and returning of funds. Coordination of all Bursar related requirements for all the study abroad or away programs.
Follows the University's best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population.
SUPERVISION RECEIVED
Bursar
DIRECT REPORTING STAFF
N/A
THEIR STAFF:
N/A
DETAILED
STATEMENT OF DUTIES AND RESPONSIBILITIES
Monthly reconciliation of bank transactions for loan-related bank accounts
Monthly reconciliation of financial aid funds including federal, state and institutional grants and scholarships, and loan funds
Responsible for daily data entry of cash receipt journals; perform research associated with journal entries and verify accuracy and appropriate recording; troubleshoot journal entries and budget errors and communicate corrections to appropriate parties
Daily recording of receipts including financial aid funds, ACH, and wire transfers
Weekly refund processing for all financial aid related credit balances and fund returns that require research, as well as monitoring withdrawals and processing campus stop payment requests
Monthly coordination with the University Treasurer's Office to resolve all refund checks not cashed
Request funds from government agencies after completing weekly reconciliation of cash balances
Responsible for payment posting which includes remote deposit processing and waiver posting for selected waiver types
Assist with audits pertaining to financial aid receipts and disbursements, as well as payment plan and direct payments
Responsible for fiscal year end reporting including FISAP and AOR reporting
Responsible for coordinating and performing Bursar-related functions for the study away/study abroad programs, including document approvals, student account management, and refund processing
Prepare and submit all financial aid disbursement and loan reporting including federal, state and institutional reports
Prepare and manage correspondence with students and parents regarding student financial account information, billing, payments, and related account matters via Salesforce, phone calls, etc.
Remain current on all federal and state regulations concerning financial aid disbursements
Responsible for maintaining and updating job specific SOP documentation
Create and provide ad hoc reporting concerning tuition, fees, waivers, and financial aid disbursement
information using campus reporting tools
Other job-related duties and responsibilities as assigned
QUALIFICATIONS REQUIRED AT HIRE
Knowledge of the principles and practices of accounting including terminology.
Knowledge of the methods of general report writing.
Ability to analyze and determine the applicability of accounting data, to draw conclusions and to make appropriate recommendations.
Ability to read and interpret documents such as financial reports, accounts and ledgers.
Ability to understand, apply and explain the laws, rules, regulations, policies, etc. governing assigned unit activities.
Ability to perform mathematical calculations using formulae to solve accounting problems.
Ability to follow oral and written instructions.
Ability to gather information by examining records and documents and through questioning individuals.
Ability to maintain accurate records.
Ability to prepare general and financial reports.
Ability to write concisely, to express thoughts clearly and to develop ideas in logical sequence.
Ability to communicate effectively in oral expression.
Ability to exercise sound judgment.
Ability to exercise discretion in handling confidential information.
Ability to deal tactfully with others.
Ability to establish and maintain harmonious working relationships with others.
Ability to work independently.
Ability to work in a team setting.
Ability to operate a motor vehicle.
Ability to give written and oral instructions in a precise, understandable manner.
QUALIFICATIONS ACQUIRED ON JOB
Knowledge of the laws, rules, regulations, policies, procedures, specifications, standards and guidelines governing assigned unit activities.
Knowledge of the types and uses of agency forms.
Knowledge of state budgetary procedures including terminology.
Knowledge of state accounting procedures including terminology.
Knowledge of the laws, rules and regulations governing Federal Grant Administration.
Knowledge of the principles and practices of cost accounting.
Knowledge of availability and application of electronic data processing to accounting.
Knowledge of the principles, practices and techniques of supervision
Experience with computerized accounts receivable systems
Knowledge of the standard procedures and methods followed in handling and recording cash
MINIMUM ENTRANCE REQUIREMENTS
Applicants must have at least (A) two years of full-time, or equivalent part-time, professional experience in accounting or auditing, or (B) any equivalent combination of the required experience and the substitutions from the Massachusetts State Classification Specifications.
Substitutions:
I. An Associate's degree with a major in accounting, business administration or business management may be substituted for a maximum of one year of the required (A) experience.•
II. A Bachelor's degree with a major in accounting, business administration or business management may be substituted for a maximum of two years of the required (A) experience.•Education toward such a degree will be prorated based on the proportion of the requirements actually completed.
DEPARTMENT
Bursar Department
NO. OF POSITIONS
1
INTERNAL/EXTERNAL POSTING:
Yes
STATE FUNDED
No SALARY:
$60,131.50 - $82,245.94
HOURS:
M-F, 9:00 am - 5:00 pm
GRADE:
16
UNION:
AFSCME UMass Dartmouth offers exciting benefits such as:
75% Employer-Paid Health Insurance
Flexible Spending Accounts
Life Insurance
Long Term Disability
State Pension Retirement Plan
Optional Retirement Savings Plans
Tuition Credit (Employee, Spouse, & Dependents)
Twelve (12) paid holidays
Paid personal, vacation, and sick time
And More!
Benefits for AFSCME Union- AFSCME
Applicants must be authorized for permanent employment in the United States. Employment-based visa sponsorship is not available.
To apply, please submit a letter of interest, a current resume, and the contact information for three professional references.
The deadline for early consideration of internal AFSCME applicants is August 1, 2026.
The review of applications will be ongoing until the position is filled.