Student Financial Analyst

May 17, 2017
Institution Type
Four-Year Institution

Stanford University

Student Financial Analyst

Job Number:

Student Financial Services seeks leaders with financial and analytical expertise to work on a team of 8 to optimize our offerings to students via technology and outreach. Our work involves significant collaboration and coordination with offices campus-wide, active management of tools, processes, and business relationships for efficient delivery of services, and a passion for minimizing administrative burden to students to help maximize their time spent learning. If you enjoy working with accounting data, using innovative technology, and fostering progressive relationships with staff and students, the position of Student Financial Analyst in Student Financial Services, a unit of the Division of Student Affairs, may be the right opportunity for you!

JOB PURPOSE: Perform a variety of regular and recurring professional accounting functions involving fiscal interpretation and analysis, reconciliations, and reviews of multiple accounts and transactions.

Student Financial Services core purpose is to ensure accurate billing, effective payments, proper reporting, accounting and compliance; to manage student loan placements and collections; and to provide resources and guidance to University departments to ensure accurate receipting and depositing of monies; and to manage the system integrations and vendor relationships to support billing and payments. In support of that, the primary job purpose of the Student Financial Analyst is to perform a variety of regular and recurring professional accounting functions involving fiscal interpretation and analysis, reconciliations, collection placements, and reviews of multiple student accounts and transactions.

  • Analyze accounting transactions and information to summarize current financial position at the unit or organization-wide level. Construct and assemble data for decision making; develop conclusions, and present high level summary of recommendations.
  • Capture, track, and report collection activities; Oversee, reconcile, and resolve problems relative to complicated accounts.
  • Maintain and review accounting process controls; recommend and implement any approved modifications; perform preliminary analysis and recommend solutions. Develop and maintain desktop procedures and process documentation for area of responsibility.
  • Run and analyze financial reports, often from multiple systems; prepare management information reports.
  • Execute internal control programs established by management, research new regulations, and recommend and implement approved changes. May manage compliance program for area of responsibility, and create complex compliance reports.
  • Contribute to unit and organization strategy; assist in the development of change management plans and materials as needed. Participate as a member of program team; support new initiatives. Make decisions determining approach to managing and completing processes.
  • Participate in critical analysis of existing systems and processes, and identify opportunities for process improvement. Define requirements, develop and implement complex test cases, perform system testing and analyze results.
  • Serve as a resource to local units and other departments to resolve student collection -related issues.
  • May act as a lead, train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise.
  • Collaborate with partners University-wide regarding integrated systems, interrelated activities, and mutually beneficial goals
  • Manage collection activities for all tuition and loan accounts ensuring audit and compliance with Title IV and Fair Debt Collections Practices Act.
  • Process manual student refund process ensuring audit and compliance of Title IV regulations for federal aid recipients; service as primary contact for A-133 audit.

Experience and Education: Bachelor's degree plus four years of applicable experience, or combination of education and relevant work experience.

Preferred Qualification: Undergraduate degree or equivalent combination of education and experience in finance, accounting, or higher education.

6+ years of experience ideally with a focus on financial or higher education operations with system integrations.

Knowledge, Skills and Abilities: - Must have knowledge of accounting and financial data analysis.

- Must be system proficient with Enterprise software solutions.

- Must have solid understanding of how technology is used to solve business problems.

- Solid proficiency in business applications such as Excel, Visio, and Word

- Experience in ERP software (PeopleSoft, HigherOne, Cashnet, Oracle Financials, etc.) is highly desired.

- Experience in Department of Education Title IV Regulations is highly desired.


  • Constantly perform desk-based computer tasks.
  • Frequently sit, sort, file paperwork or parts, grasp lightly, and use fine manipulation, lift, carry, push and pull objects that weigh 10 pounds or less.
  • Occasionally write by hand, twist, bend, stoop and squat.
  • Rarely stand, walk, reach or work above shoulders and use a telephone. * - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

  • May work extended hours during peak business cycles. WORK STANDARDS: - Interpersonal skills; demonstrated ability to interact effectively with colleagues, clients, campus partners and external organizations is necessary.

    - Ability to communicate effectively written/orally on all levels internally and externally is required

    - Promotes culture of safety; demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.

    - Subject to, and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,

    ABOUT US: The Student Financial Services team, a unit in Student and Academic Services within the division of Student Affairs, is responsible for managing billing, payment and collections of ~ $900+ million in student accounts receivables representing over 50% of the University's general budget funding; and managing student loan receivables which comprises approximately 10,000 borrowers and over $82 million. Student Financial Services core mission to provide the students exemplary service relating to their account billing and loan management incorporates a wide variety of online services and technology that is enhanced by the professional staff that support the operation. Experience a culture of excellence.

    Stanford University, located in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

    Supporting that mission is a staff of more than 10,000, which is rooted in a culture of excellence and values innovation, collaboration, and life-long learning. To foster the talents and aspirations of our staff, Stanford offers career development programs, competitive pay that reflects market trends and benefits that increase financial stability and promote healthy, fulfilling lives. An award-winning employer, Stanford offers an exceptional setting for professionals looking to advance their careers.

    Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Finalist candidate must successfully pass a pre-employment background check.

    Job: Finance

    Location: Vice Provost for Student Affairs
    Schedule: Full-time
    Classification Level:

    To be considered for this position please visit our web site and apply on line at the following link:

    Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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