STUDENT FINANCIALS TECHNICAL LEAD
Occupational Summary: This position directs the delivery and maintenance of all technical and reporting functionality of the PeopleSoft Student Financials module to support operations in the Bursar’s Office and University Cashiering. Major areas of responsibility for functionality supported include billing, tax reporting, tuition calculation, and cashiering. Duties: Direct the timely and accurate billing of student financial accounts for tuition & fees ($1B+ per year.) Establish annual scheduleof tuition & fees for all schools and programs. Collaborate with school academic and financial staff to stay informed of changes planned for programs and fee structures to ensure these proposals and expectations align with PeopleSoft functionality and University policy. Configure tuition calculation tables in PeopleSoft and coordinate the testing and review of billable transactions with each major tuition calculation assessment. Verify and sign-off on accuracy of this assessment with each term. Deliver and maintain PeopleSoft functionality for all cashiering operations. Supervise and monitor all processes transferring data between systems to ensure they function as intended. This includes, but is not limited to, internal transfers of general ledger and direct deposit information between PeopleSoft and SAP, as well as real-time posting of payments from multiple external payment processing systems. Generate and deliver accurate and timely 1098-T tax reports each calendar year. Guide proactive staff review of reportable transactions to verify accuracy. Work closely with the Director as well as colleagues in Corporate Tax to remain up-to-date on reporting standards to ensure compliance with prevailing IRS regulations. Direct, influence, and shape strategic decisions affecting billing, collecting, cashiering, and tax reporting functionality in PeopleSoft. Design, develop, test, and implement functionality to streamline and further automate major work processes. Collaborate with colleagues inStudent Information Systems Services (SISS), Office of Information Technology (OIT), Administrative Systems Support (ASM), and the various student services offices to maintain and build upon functionality delivered by PeopleSoft and SAP. Advocate for enhancementsto functionality as well as initiatives that will deliver streamlined service to students, parents, and customers Develop ad-hoc reporting for Bursar staff and other constituents. Develop and maintain queries and standard reports. Maintainand program MS Access databases. Replace shadow systems and manual work processes, as identified, with PeopleSoft delivered functionality where feasible. Supervise PeopleSoft patch and upgrade testing. Foster an environment of continuous improvement. Review key work processes regularly to identify opportunities to automate or streamline work to improve accuracy and timeliness of services delivered to students, parents, and Duke colleagues. Lead major projects to completion ensuring goals are achieved. Perform other related duties incidental to the work described herein. The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified. Experience and Education Required for this Level: Work requires knowledge of accounting principles generally acquired through a bachelor's degree in Accounting, Business Administration or a directly related field. Advanced degree or professional certification (e.g. CPA) strongly preferred. Experience with PeopleSoft, SAP or similar ERP preferred. Work generally requires four (4) years of experience in a financial accounting officewith management responsibilities in several of the following areas: billing and collections, accounts receivable, general ledger reporting, compliance with federal and state regulations and tax law, and cash management. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
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