About the role

Financial Management Analyst II at Duke University monitoring financial processes and ensuring accuracy. Collaborating within the Bursar’s Office to enhance student account management.

Responsibilities

Monitor and reconcile the student receivables general ledger accounts daily
Identify, assess, and address significant negative trends associated with receivable activity
Ensure discrepancies are researched and resolved on a timely basis
Provide monthly report reconciliations to management with appropriate recommendations for resolution
Review payment activity – including e-check, electronic fund transfers and mail – to document, analyze, and track payment trend data
Research and recommend changes to payment methods/options and implement on an as-needed basis
Monitor student payment cash transfers from wire and e-check service providers
Assess and report significant discrepancies to management immediately
Review activity in all general ledger accounts assigned to the Bursar’s Office daily
Ensure supporting schedules for monthly and quarterly reconciliations are accurately completed
Identify, research, and resolve reconciling items within 60 days
Maintain integrity of student direct deposit authorization data in SAP
Analyze enrollment data to guarantee 100% accuracy and prevent errant direct deposits
Coordinate with Schools, Payroll and Financial Aid Offices to ensure compliance with IRS regulations
Determine undeliverable credit balances on student accounts
Coordinate with Benefits Administration to process and award the Children’s Tuition Grant benefit
Maintain a strong working knowledge of all Bursar’s Office and University Cashiering procedures

Work requires a bachelor’s degree in accounting, Finance, Economics, Business Administration, or a related field
CPA is desirable
Work requires three years’ experience in financial management, cost accounting or a field directly related to specialized area of assignment
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Superior analytical and organizational skills and the ability to assimilate and conceptualize information
Strong understanding of internal controls and how they are operationalized in a cash handling environment
Excellent time management skills and the ability to work in a deadline driven environment
Initiative, motivation, and a high level of attention to detail
Ability to work independently and in a team-oriented environment
Clear, tactful, and diplomatic communication manner with colleagues, students, and parents and the ability to interact seamlessly with a broad constituency
Excellent judgment and discretion – especially in identifying and maintaining confidential information
Experience in working with PeopleSoft, SAP, or similar ERP process management software
Strong proficiency in Excel and Access