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You are here: The Job Explorer > Job Description > Business and Finance > Assistant Bursar Responsibilities

Assistant Bursar Duties

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SUMMARY

Manages the banking, credit card, petty cash and fee collection/student account functions of the Bursar's Office. Oversees a staff of eight and ensures that all transaction processing, balancing, reconciliation and related accounting functions are performed in an accurate and timely manner. Provides leadership and formulates internal policy and procedures. Participates in division-wide decision-making.

DUTIES AND RESPONSIBILITIES

Supervision of employees

Oversight of cashiering and banking operations.

Oversight of student account charges and payments. This includes tuition and fees, housing, meals, etc.

Oversight of student account refunds.

Oversight of Master Petty Cash reporting, reconciliation and reimbursement.

Responsible for 1098-T Data Collection, maintenance, reconciliation and reporting. Data reflects amounts students paid as well as their enrollment status. Follow guidelines and requirements set by the IRS. Implement changes yearly as needed.

Daily management of credit card operations including reconciliations w/ the bank and accounting.

Customer Service and trouble shooting.

Accounting functions including journal vouchers, reconciliations, monthly and annually financial reporting.

Maintenance and Improvement of existing mainframe and PC systems. Interact with AIS on a regular basis. Assist in determining which projects are priorities. Assist ensuring adjustments made to an existing system function as designed.

Oversight and implementation of new computer systems or new departmental procedures/methods. This includes review for accuracy, problems, programming errors, enhancements, and reconciliations of data.

Develop procedures/policies for improved efficiency and customer service.

EDUCATION AND EXPERIENCE

Bachelor's Degree in Finance or Business Administration with a minimum of four (4) years related experience.
KNOWLEDGE, SKILLS AND ABILITIES

This position requires a great deal of judgment, analytical skills, flexibility, strong people skills and creativity. The Director relies on this position to implement new/improved systems, policies and procedures. This position functions with a lot of independence. The assistant bursar must stay informed about changes in federal and state regulations to make sure the University stays in compliance. Additionally, knowledge of new technology and banking/commerce methods is important to ensure the department is operating in the most efficient and cost effective manner. Ability to read, analyze, and interpret professional journals, financial reports, and legal documents; ability to respond to inquiries or complaints from faculty, students, staff, regulatory agencies, or members of the community; write complex documents in a prescribed format; ability to effectively present information to top management and public groups; ability to communicate complex ideas and beliefs to top management. Responsible for managing multiple special projects through use of diverse resources. Monitoring of financial resources (e.g., provides analysis or recommendations).
 

 

 


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