Assistant Manager of Student Accounts - Division of Finance (Banner and Higher Education Experience)

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title
Assistant Manager of Student Accounts - Division of Finance (Banner and Higher Education Experience)

Job Profile Title
Manager D

Job Description Summary
This leadership role manages and controls the monthly student billing process (250K bills and $1.5B annually) supporting Penn and various stakeholders across the organization. The role is responsible for controlling cash and other payments ($750M annually) received for University charges and directly supervising/managing staff and operational workflows within the department, accounting, reporting and data requirements.

The role will develop and provide reports to management and the Penn community to identify financially at-risk students. Monitors IT productions schedule and schedule Banner AR jobs as required. Identify Banner AR technical problems and coordinate with Finance IT and Penn ISC for resolution. Manages multiple ‘hold' processes, coordinating system processes and communication to students and Penn community. Manages 1098T and 1042S tax processes. Develops communication plan for student account payment options including international wires, monthly payment plan and refund production. Vendor liaison with TouchNet, Heartland/ECSI, PayMyTuition, Flywire. Maintain personal proficiency and provide training to staff and Penn community on SRFS and university AR policies and procedures, operating software and job tasks.

Provide ongoing feedback, coaching and direction to staff in the department and consistently reflect the leadership behaviors and competencies of the University.

In the Division of Finance, we recognize diversity and inclusion is paramount to a positive and thriving work environment; it is a business imperative. We are committed to actively fostering diversity, inclusion and cultural competency throughout our operational efforts in the Division of Finance. This role will be critical in supporting those efforts and demonstrating behaviors and competencies that reflect Penn's values.

We take pride in the myriad ways that diversity enriches our curriculum, and the cultural and social life of our campus. Penn's commitment to achieving eminence through diversity is ultimately a commitment to creating a more vibrant university so that our graduates will be both stimulated and empowered to shape a better world.

Job Description

• Assists in the management of Student Account functions including student billing / tuition and fee assessment, issuing student Ebills using Penn.Pay; coordinates outreach to students with outstanding balances; reviews tuition liability cases and adjust accounts as appropriate; scrutinizing disbursements of all financial aid and scholarship programs; assists with the timely request of student refunds; assist with Federal forms such as 1098T, producing, disseminating and responding to student inquiries; works closely with the staff to maximize revenue for the University.
  
• Triages questions for Financial Aid, Registrar, etc. delivering direct support to students and parents regarding financial planning, aid eligibility, educating students about their financial obligations to the University as well as the appropriate financial resources available to them; exercises sound judgment and sensitivity when interacting with students, parents, faculty, staff and other internal and external stakeholders; understands policies and procedures particularly ensuring satisfactory resolution of problems escalated to the administrative level.
  
• Supervises four (4) Student Accounts Representatives, assists in the hiring and evaluation of staff and aligning leadership approach and supervision with Penn's policies and values; oversees the continued training of current staff members as well as the training and onboarding of any new employees to the Student Account team; has responsibility for effectively recommending the hiring, firing, promoting, demoting, and/or disciplining of employees in accordance with Penn's policies.
  
• Coordinates with the Director of Student Accounts to ensure consistent transfer of knowledge when resolving operational issues as they arise, quality control and auditing mechanisms are in place to investigate accordingly; recommends improvements to better utilize staff, processes and publications to guarantee consistency with department objectives and activities; analyzing business procedures, identifying and implementing changes to enhance customer service, efficiency and effectiveness for a diverse population of students, faculty, staff, outside agencies, and serving as our liaison to internal departments.
  
• In coordination with the Director participates in the planning, development and implementation of intra/interdepartmental initiatives, maintains liaison activities and directs the coordination with other divisions, departments, or agencies to advance cooperative projects and/or programs designed to contribute to division goals and objectives, ensuring that procedural activities are smoothly integrated and designed to improve or expand educational programs and activities.
  
• Evaluates, and updates all information communicated on our Student Registration and Financial Services web page for accuracy, ease of search topics, user friendly reading and understanding; ensuring compliance and consistency with all Federal, State, and University regulations related to student account issues; consults with department staff to provide procedural and interpretation support.
  
• Serves on various standing committees as needed and acts in the Director's position as needed; supports the Director of Student Accounts in handling all administrative and accounting duties within the Office of Student Accounts; monitors monthly reporting and compliance with Federal, State and University regulations.
  
• Performs other duties as assigned.
  

Qualifications:

• Bachelor's Degree in accounting, finance, or related business discipline.
  
• Minimum of 5 years' experience in the Office of Bursar, Student Accounts division.
  
• Established experience in Banner, or a similar system, student accounts receivable as it relates to assessment/billing, application of payment, on-line gateways, 1098-T, 1042S, collections, data entry
  
• Ability to manage a high-volume workload within a deadline driven environment.
  
• Strong organizational skills, the ability to creatively problem solve, the ability to multi-task and manage deadlines.
  
• Excellent written, oral, and interpersonal skills in order to effectively interact with staff, students, parents, and other related parties.
  
• Demonstrated ability to be detail-oriented and accurate. Able to handle multiple tasks simultaneously. Demonstrated organizational and prioritization skills, along with the ability to work within tight and often conflicting deadlines. Must be flexible, show effective judgement, discretion and have the ability to handle confidential financial matters.
  
• Work effectively in a highly matrixed and decentralized environment with the ability to navigate through ambiguity and demonstrate appreciation and support for diversity, inclusion and belonging in a constantly evolving academic/higher education environment.
  

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Division of Finance

Pay Range
$59,703.00 - $113,435.00

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

• Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
  
• Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
  
• Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
  
• Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.
  
• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
  
• Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
  
• Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
  
• University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement—and you and your family can enjoy many of these activities for free.
  
• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
  
• Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
  
• Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
  
• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
  

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To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay


To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/Franklin-Building/Manager--Accounting-Operations--Assistant-Director--Student-Accounts----Division-of-Finance_JR00028099





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