Financial Planner

Fayetteville, AR
Jun 10, 2017
Institution Type
Four-Year Institution

Posting Number NC699P

Quick Link for Posting

Working Title Financial Planner

Position Number 15615

Department Vice President - Finance and Admin

About the University

Founded in 1871 as a land grant institution, the University of Arkansas is classified by the Carnegie Foundation among the top two percent of universities in the nation with the highest level of research activity. Ten colleges and schools serve more than 26,700 students with more than 200 academic programs. University of Arkansas students earn nationally competitive awards at an impressive rate and represent 50 states and more than 120 countries.

As an employer, the University of Arkansas offers a vibrant work environment and a workplace culture that promotes a healthy work-life balance. The benefits package includes university contributions to health, dental, life and disability insurance, tuition waivers for employees and their families, 12 official holidays, immediate leave accrual, and a choice of retirement programs with university contributions ranging from 5 to 10% of employee salary.

About the College/Department

Department Home Page

Job Type Staff

Summary of Job Duties

The Financial Planner is responsible for directing all student financial aid advising and the administration of all student financial aid awards by creating, organizing and managing those processes and maintaining current knowledge of all federal and state student aid regulations for institutional compliance. Administration may require collaboration with colleagues and the ideal candidate has experience with daily coordination of information and effective communication in sharing the information. Job duties and responsibilities include planning, processing, awarding, and managing a strategic financial aid program with an attention to detail that includes complete and accurate record review and processing, ability to adapt well, exhibit strong interpersonal and organization skill, and an ability to prioritize a complex workload. The Financial Planner must remain informed and aware of changes in policy and regulations and be able to effectively apply that knowledge as required yet also use professional judgment when necessary.

Minimum Qualifications: Please ensure that all relevant application materials include details addressing the minimum qualifications. Applicants not meeting the minimum qualifications will be disqualified from consideration.
  • Bachelor's degree from an accredited institution of higher education
  • Experience in higher education

Does this job require any license(s)/certification(s)? No

If yes, please specify

Preferred Qualifications
  • Master's degree from an accredited institution of higher education
  • Three years of progressively responsible experience in administering student financial aid
  • Experience with nonstandard term aid processing, third party payments, and the Banner SIS is desired
  • Experience with developing and implementing a financial literacy and default prevention plans

Knowledge, Skills and Abilities (KSAs)
  • Excellent communication skills
  • Problem solving skills
  • Ability to work effectively with a diverse group of individuals to accurately explain student aid programs and explore innovative opportunities to support student success and achievement
  • Ability to understand and interpret policy and procedure to accurately apply the understanding in daily contact with students and colleagues while remaining focused on student success and achievement.
  • Ability to prepare and analyze reports and statistical data in a timely manner and communicate outcomes

Physical activities associated with this position

For questions regarding reasonable accommodations please contact the Office of Equal Opportunity and Compliance 479-575-4019.


  • Climbing
  • Driving
  • Grasping
  • Kneeling
  • Lifting
  • Pulling
  • Pushing
  • Reaching
  • Standing
  • Walking


  • Manipulate items with fingers, including keyboarding
  • Repetitive motion


  • Hearing
  • Sitting
  • Talking

The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; and/or visual inspection at distances close to the eyes.

Physical Conditions None. The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work).

Work Schedule Monday - Friday 8:00 a.m. - 5:00 p.m., 40 hours/week

Overtime Eligible No

Is this position weather/event essential? If yes, the employee in this position will report to work at the scheduled time when the University is closed due to inclement conditions. No

Work Location/Building Little Rock, AR - UA System Office

Benefits Eligible Yes

Appointment Percent 100

Salary $38,000

Does this Position require a Motor Vehicle Reports Check? No

Does this position require a background check? Yes

If yes, please specify
  • Criminal background check
  • Sex offender registry check
  • Financial history background check

Does this position require a substance abuse test? No

Pre-employment Screening Requirements

This position is subject to a pre-employment criminal background check, sex offender registry check, and financial history background check. A criminal conviction or arrest pending adjudication or adverse financial history information alone shall not disqualify an applicant in the absence of a relationship to the requirements of the position. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Posting Detail Information

Future Open Date

Close Date 06/25/2017

Open Until Filled No

Anticipated Start Date

Anticipated End Date (for temporary appointments)

Recruitment Contact Information

Tammy Harrison

All application materials must be uploaded to the U of A's employment system at Please do not send to listed recruitment contact

Special Instructions Summary

This position is located in Little Rock, AR.

Hiring Location 222 Administration Building Fayetteville, AR 72701.

EEO Statement

The University of Arkansas is an equal opportunity, affirmative action institution. The university welcomes applications without regard to age, race/color, gender (including pregnancy), national origin, disability, religion, marital or parental status, protected veteran status, military service, genetic information, sexual orientation or gender identity. Persons must have proof of legal authority to work in the United States on the first day of employment. All applicant information is subject to public disclosure under the Arkansas Freedom of Information Act.

Internal Posting No

City, St. Fayetteville, AR

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please identify your highest level of education.
    • Less than a high school diploma
    • High school diploma or equivalent
    • Some college but no degree
    • An associate's degree
    • A bachelor's degree
    • A master's or higher degree
  2. * How many years of progressive administrative experience do you have in higher education?
    • None
    • Less than two years
    • At least two years but less than four years
    • Four years or more
  3. * Please indicate your years of experience in student financial aid or a related area.
    • No experience
    • Less than one year
    • At least one year, but less than two
    • At least two years, but less than three
    • At least three years, but less than four
    • At least four years, but less than five
    • Five years or more
  4. * Provide an example of how you used professional judgment in processing financial aid.

    (Open Ended Question)

Documents Needed to Apply
Required Documents
  1. Cover Letter/Letter of Application
  2. Resume
Optional Documents
  1. Proof of Veterans Status


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