A Financial Aid Counselor or Specialist provides information and assistance to students and families, including information on student loans and other sources of financial aid. Leads group presentations or provides individual counseling and assistance with the application process; may also solicit and review applications for specific scholarships.
Bursar Assistant Mandl School, The College of Allied Health - 3.6 New York, NY Job Details Part-time | Full-time $40,000 - $60,000 a year 1 hour ago Qualifications VLOOKUP function Teamwork Interpersonal skills Attention to detail QuickBooks Financial data analysis tools Data analysis software Time management Full Job Description Job Overview We are seeking a detail-oriented and proactive Bursar Assistant to join our financial services team. The Bursar Assistant provides essential bookkeeping, student billing, and administrative support to the Bursar's Office. This position is responsible for maintaining day-to-day financial tracking, posting and verifying semester charges, managing student ledgers, and assisting with financial reporting. Additionally, the role coordinates with the Financial Aid Office to manage delinquent accounts and communicate with students regarding outstanding balances.
Key Responsibilities:
Bookkeeping Operations:
Perform daily bookkeeping tasks, including tracking accounts receivable, monitoring past-due accounts, entering journal entries, and maintaining neat, auditable financial records.
Daily:
Create Excel report Active Student Balances after deposits and receipts entries. Check PositivePay for all exceptions both checking and ACH. Post payments to Excel receipts report and to Student Data Base System Diamond SIS.
Semester Billing Management:
Post and verify all student semester charges, ensuring tuition, lab fees, and registration costs are accurately calculated and applied based on enrollment status
Financial Reporting Support:
Assist the Bursar in the preparation, generation, and analysis of all department financial reports, including aging reports, cash receipts summaries, and month-end closing documentation
Financial Aid Office Collaboration:
Additional Support the Financial Aid Office in identifying, tracking, notifying students regarding past due student accounts and Direct Loan accounts.
Ledger Maintenance:
Post student financial transactions, including tuition charges, fees, payments, and financial aid disbursements, directly to individual student ledgers.
Payment Processing:
Collect, verify, and record student tuition payments and other campus revenues
Record:
All issued checks via Citi PostivePay. Cancel outdated uncashed checks via
Postive Pay Account Reconciliation:
Post daily transactions and reconcile student ledgers with the general ledger to ensure data integrity and track down discrepancies.
Customer Service:
Assist students and parents with billing questions, payment plans, and account balances in person, via email, and over the phone.
Other Duties:
As needed to support the college, regarding financial account transactions, billing, payments, reporting and receivables
Required Qualifications:
Software Proficiency:
Proven, working knowledge of QuickBooks Desktop for recording transactions, managing ledgers, making journal entries, and extracting data for reporting
Spreadsheet Skills:
Advanced working knowledge of Microsoft Excel, including the ability to use formulas, VLOOKUPs, and pivot tables to build, format, and audit financial reports and semester billings
Skills and Competencies:
High level accuracy and strong attention to detail in bookkeeping and billing verification. Excellent Verbal and written communication skills with a professional and empathetic approach to discussing outstanding balances with students Ability to handle sensitive financial information with strict confidentiality Strong organizational and time management skills in a fast-paced environment Join us as a Bursar Assistant to play a key role in maintaining our organization's financial integrity while supporting our mission of educational excellence. Your energetic drive combined with your detailed understanding of accounting practices will make a meaningful impact every day!