Accounts Receivable Analyst 2 (4627U) 15802

San Francisco
Feb 25, 2021
Employment Type
Full Time
Institution Type
Four-Year Institution

Accounts Receivable Analyst 2 (4627U) 15802 About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Application Review Date

The First Review Date for this job is: March 10, 2021

Departmental Overview

This position is responsible for the reviewing and administering a variety of operational and financial transactions and services. Functional areas include receivables account analysis and reconciliation, data collection and reporting, review and control, research and resolution of escalated customer service issues, and assessment and correction of Student Financials system activity.


Serve as front line subject matter expert and first point of resolution for student financial matters:
  • Act as primary point of contact for Cal Student Central (CSC) and campus departmental (e.g., Graduate Division, Boalt, Haas, Optometry, etc.) student services staff. Respond to a variety of routine and unusual inquiries such as researching complex financial transactions, escalated system problems, and student/parent concerns about billing processes or transactions. Within established service level agreements for issues tracking ticketing system and Student Financials general mailbox - process simple to complex business requests such as applying/reapplying payments and financial awards and reconstructing account activity to explain outstanding balances.
  • Serve as a point of contact for students and parents regarding billing, payment and collection processes. Counsel customers on options and consequences of delinquent accounts, registration blocks and invoice disputes. Independently exercise appropriate judgement in exceptional circumstances to waive late fees, release blocks, authorize refunds or similar actions within scope of authority.

Student aid and refund disbursement:
  • Determine disbursement eligibility of CS refund check release based on campus policies.
  • Advise students of refund generation processes and related issues, including foreign tax withholding, electronic funds transfer (EFT) banking interfaces, cancellation of lost, stolen or fraudulently endorsed checks, transmission of outside agency loans/scholarship funds, etc.

Unit Operations:
  • Identify, suggest and implement procedures for streamlining or improving operations.
  • Support training initiatives and identify opportunities to improve communication online, in training documentation, and in department correspondence.
  • Serve as a Subject Matter Expert (SME) in support of the new Student Information System. Contribute to identifying requirements and defining business rules. Participate in testing output of new business processes and quality of converted data.
  • Under general supervision, research and gather information from a variety of sources; prepare and summarize information and reports relative to new services, regulatory compliance issues and/or operational activities. Prepare reports and analyses to include summaries of financial transactions, evaluation of current and proposed services and business processes, etc. for management review and decision-making.

Annual TRA 1098-T coordination
  • Research and resolve inquiries from system-wide TRA service provider and from students/parents. Identify data discrepancies and take appropriate action to resolve these, ensuring that data reported to the Internal Revenue Service is complete and accurate. Participate in system-wide discussions regarding vendor support levels and improvements to service delivery. Assist with testing system programming changes to maintain compliance with IRS regulations.

Required Qualifications
  • Ability to apply working knowledge of related regulations, processes, policies and procedures to a wide variety of situations.
  • Understanding of financial data management and reporting systems and interfaces.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Effective and sophisticated verbal and written communication skills; ability to communicate clearly and concisely with broad and diverse audiences.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • Strong organizational skills and ability to multi-task in a high volume environment.
  • Ability to perform consistently in an environment of competing demands, frequent interruptions, tight timeframes and fluctuating workloads.
  • Ability to fulfill the expectations of the position with a high degree of independence, accuracy, initiative and sensitivity.
  • Listening, negotiating, customer service and interpersonal skills to effectively respond to a diverse customer base on sensitive matters.
  • Ability to independently exercise appropriate judgement and make sound decisions.
  • Ability to identify, develop, and implement business processes, practices and procedures for improved unit performance.
  • Bachelors degree in related area and/or equivalent experience/training
  • Experience with higher education student billing accounts or financial aid preferred.

Salary & Benefits

For information on the comprehensive benefits package offered by the University visit:

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit

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