Business Process Manager for Financial Aid & Accounts Receivable

Position Number 998895

Functional Title Business Process Manager for Financial Aid & Accounts Receivable

Position Type Administration - Staff

Position Summary

The Business Process Manager for Financial Aid & Accounts Receivable (BPM-FAAR) is a member of UNCG's Integrated Futures Team, and serves as senior business process design and implementation expert for Financial Aid & Accounts Receivable. The BPM-FAAR works closely with other members of IFT, senior leaders, management and staff from Cashiers and Student Accounts Office, Accounting Services, Contracts & Grants, Financial Aid Office, Information Technology Systems (ITS), and other colleagues from across the university to ensure development, documentation, and maintenance of efficient, integrated, sustainable business processes. The BPM-FAAR also works closely with senior ERP Analysts from ITS, other members of IFT, and UNCG senior leadership to ensure UNCG's ERP systems support UNCG's strategic goals and regulatory requirements in the most effective way possible. The BPM-FAAR reports directly to the Executive Director for Banner 9 Implementation who also serves as the IFT chair. The IFT provides strategic business process governance, and, along with senior leaders from the various units, provides ERP Systems and data governance within an Agile framework.


  • works with university stakeholders, ERP Governance, and senior ERP Analysts from ITS to understand and fully document Financial Aid & Accounts Receivable operational needs and how these needs function in conjunction with other UNCG business unit needs;
  • designs creative, efficient, integrated, and sustainable business solutions that provide for cost-effective cross-functional business processes;
  • identifies needs for new institutional business processes or changes to existing business processes to improve integration and operational efficiency, streamline procedures, provide appropriate separation of duties, ensure policy and regulatory compliance, and mitigate risk to the university;
  • works with administrative areas throughout UNCG to make the customer experience clear, seamless, efficient, cost-effective, and integrated across UNCG business and academic functions;
  • works closely with senior ERP Analysts from ITS, IFT, and functional unit senior leaders, management and staff to ensure proper use of UNCG's ERP systems in support of integrated business processes;
    *works with ITS, IFT and various functional units to insure ERP systems function in accordance with UNCG's "Principles of ERP Implementation and Operation," UNCG's "Principles of Data Management," and UNCG's "Data Classification Policy;"
  • works with functional units, IFT, and ITS to ensure compliance with data quality standards and maintenance of institutional data consistency, accuracy, and integrity;
  • ensures Financial Aid & Accounts Receivable business processes are designed to support UNCG's strategic plan;
  • ensures adherence to Financial Aid & Accounts Receivable and university-wide business processes and policies by working with ERP and functional training specialists and managers to certify proficiency and continued compliance with business processes;
  • develops measurements to monitor Financial Aid & Accounts Receivable business process performance and efficiency;
  • reports performance on a monthly basis, and recommends and implements changes to improve performance as needed;
  • performs other responsibilities as assigned.

Minimum Qualifications
  • Bachelor's Degree in Higher Education Leadership, Educational Research, Education, Business Administration, Finance, Economics or Accounting including a minimum of 10 years of demonstrated progressive operational and leadership responsibilities
  • Functional Skills in:
    • Financial Aid Office
    • ERP Financial Aid Module
    • Writing Algorithmic rules
    • Document Management
    • Part of Term Processing (e.g. Packaging, Cost of Attendance, Satisfactory Academic Progress)
    • Cash and Student Accounts reconciliation and reporting
    • Oversight of application of federal and state financial aid and third-party sponsorships
    • Departmental receipts and receivables, university and affiliated organizational gift receipting, contracts and grants receipts and receivables
  • demonstrated capacity to lead ad hoc teams from functional units across the institution in development and implementation of integrated, cost-effective, customer-friendly, business processes;
  • demonstrated experience working with functional units and Information Technology experts in testing ERP systems-based solutions to business process needs;
  • experience managing development and maintenance of financial aid & accounts receivable process solutions, documentation and training, both within Financial Aid & Accounts Receivable and across an organization;
  • At least 5 years operational experience with ERP Financial Aid or Accounts Receivable solutions in a higher education environment;
  • Demonstrated understanding of:
    • Financial Aid Compliance/Verification
  • Title IV Regulations
  • Student Financial Aid eligibility
  • Institutional Financial Aid eligibility
  • Cost of Attendance
    • Satisfactory Academic Progress
    • Return of Title IV Funds
    • Calculating Awards
    • Fee Assessment
    • Application of Payment/Un-application of Payment
    • Student Billing and Collection
    • Federal 1098-T tax reporting
    • Third Party and Military Billing
    • Credit Card Processing and PCI Compliance
    • Student Payment Plans
    • Student Refunding Operations
    • a proven record developing and documenting business process needs and operational use cases;
    • business process modeling experience using Agile Modeling, BPML, or other process modeling techniques;
    • the strong interpersonal and verbal communications skills required to effectively lead both functional stakeholders (including senior university leaders) and technical professionals in building, testing, implementing, and measuring efficacy of Financial Aid or Accounts Receivable business processes;

Preferred Qualifications
  • Master's Degree
  • Experience as a university Financial Aid Director or Bursar.
  • 10 years' experience in higher education
  • Project Leadership experience
  • Agile Methodologies (Scrum, Kanban)

UNCG's Financial Aid & Accounts Receivable ERP environment includes a number of third party applications. While the BPM-FAAR may not be familiar with these applications, UNCG prefers the incumbent in this position to have some operational experience or familiarity with some or all of these applications:

  • Touch Net Payment Gateway
  • Academic Works
  • Degree Works
  • Banner Workflow;
  • document management and imaging (Banner Document Management, Perceptive Content/ImageNow, or other Ellucian partner);
    • Reporting software (WebFOCUS, Argos, Cognos, Tableau, Rapid Insight, or other);

Recruitment Range Commensurate upon education and experience

Org #-Department Banner ENGAGE - 10103

Job Open Date 07/14/2017

Job Close Date

Open Until Filled No

Number of Months per Year 12

Applicant Documents
Required Documents
  1. Resume/CV
  2. Cover Letter
  3. List of References
Optional Documents

    Supplemental Questions

    Required fields are indicated with an asterisk (*).

    1. * Please indicate how you learned of the vacant position for which you are applying:
      • UNCGjobsearch Website
      • Piedmont Triad Area Newspaper
      • The Chronicle of Higher Education
      • Inside Higher Ed
      • Other professional journal / website
      • UNC School System Job Board
      • Personal Networking
      • Facebook
      • Twitter
      • Other
    2. * If you selected "Other", please provide the name of the resource here.

      (Open Ended Question)

    To learn more or to apply for this position please visit our UNCGjobsearch website at

    EOE AA/M/F/D/V


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