Assistant Director of Student Financial Services

The Assistant Director of Student Financial Services and Accounts Receivable is responsible for supporting
the Director of Student Financial Services and Accounts Receivable in managing the Student Financial Services and Cashiering functions of
the University. The Assistant Director is responsible for supporting student account billing and collection functions, monitoring student
accounts receivable balances, and generating and analyzing applicable management reports from the student financial and cashiering systems.
The Assistant Director is also responsible for supporting compliance with applicable federal regulations, including Title IV financial aid
refunds, IRS Form 1098-T processing, and federal Truth-in-Lending statements. This position is responsible for serving as the Student
Financial Services liaison with Accounting and Accounts Payable. The Assistant Director is responsible for systems administration over the
Student Financial Services and Accounts Receivable functions.

Duties & Essential Job Functions:

1. Manages team of
student account professionals, structuring work, providing guidance, motivating the team, completing annual performance evaluations,
providing mentoring and helping develop internal talent.
2. Provides excellent customer service, directly assisting students and parents
with concerns and resolving difficult issues.
3. Assists the Director with developing the strategic direction of the department,
analyzing strategies and build options with changes to programs or the creation of new programs, and other duties as needed in the
Director’s absence.
4. Performs advanced aspects of the Student Financials and Accounts Receivable function including complex
reconciliations, authorizing fee waivers and student aid disbursements, ensuring accuracy of student account charges, and enforcing payment
terms with third party payers.
5. Identifies needed process and system improvements and drives changes to improve student experience and
overall efficiency and effectiveness of the department.
6. Serves as one of the ERP subject matter experts for SFS and assists with
system upgrades.
7. Supports and maintains student billing rate tables in PeopleSoft.
8. Monitors, reviews, and verifies AR
transactions for accuracy and timeliness and ensures compliance with internal policies, agency rules and regulations, and Generally Accepted
Accounting Principles.
9. Determines various AR work priorities, and identifies and implements changes to improve productivity and
increase efficiency.
10. Recommends internal control improvements to ensure appropriate checks and balances.
11. Analyzes, resolves,
and responds to complex or difficult problems presented by team members and University departments.
12. Creates, monitors, and reports
on appropriate departmental metrics to support the institution and takes action on metrics as needed.
13. Ensures written documentation
is up-to-date on internal policies and procedures.
14. Performs institutional 1098-T reporting.
15. Oversees various initiatives and
processes related to Financial Services, including but not limited to, the student account refund cycle, the monthly billing process, and
presentations regarding Student Financial Services information in student and parent orientations.
16. Analyzes aging reports; prepares
and maintains comparative receivable reports for management.
17. Performs various system related tasks such as updating and creating
Item types as required, managing and building charge tables in the PeopleSoft Student Account Service module, and managing updates to the
University’s ERP system in relation to the Student Financial Services area.
18. Serves as the point person for surveys and projects that
require information from the Student Account Service module by prioritizing requests, and creating and maintaining queries for Staff and
other projects.
19. Provides guidance and direct support to staff in building and optimizing PeopleSoft queries; maintains deep expertise
in query design, data structure, and reporting to support operational and strategic decision-making.
20. Performs other related duties as
assigned.

Required Education & Experience:

• Bachelor’s Degree in Finance, Accounting, Business or related field.
• 7 years accounting or finance experience.
• Supervisory experience.

Preferred Education &
Experience:

• Strong accounting and ERP technical background.
• Strong Knowledge of PeopleSoft Student Financial
  Module

Required Licensure/Certification/Specialized Training:

• None.

Preferred
Licensure, Certification, and/or Specialized Training:

• CPA

Knowledge, Skills &
Abilities:

• Knowledge of accounting principles and applicability.
• Knowledge of ERP systems and how to execute the
  efficient retrieval, compilation, and utilization of financial data and transactional information from these systems.
• Skill in
  communication and strong analytical and problem solving skills.
• Skill in Microsoft Office Suite with advanced use of Microsoft
  Excel.
• Skill in using Zoom or other virtual meeting software.
• Skill in strong, independent judgment, initiative and
  critical thinking skills.
• Skill in organized, detailed and accurate quantitative analysis.
• Ability to write and run
  queries to create reports as necessary for Student Financial Services.
• Ability to demonstrate exceptional customer service skills
  and ability to interface with diverse populations during stressful situations.
• Ability to handle all activities and highly
  confidential information with patience, discretion, tact and a keen eye for detail while working with people from a wide variety of
  backgrounds.
• Ability to work in a fast-paced environment and meet strict deadlines.
• Ability to prioritize, organize
  and work independently, or as part of a project team, to complete multiple tasks.
• Ability to train and supervise staff on best
  practices in accounts receivable management and delivery.
• Ability to use discretion within current policies and procedures;
  ability to recommend process improvements.
• Ability to work with multi-culturally diverse stakeholders in a University setting.
• Ability to stay abreast of advances and effective methods in accounts receivable methods and tools.

TCU Core
Competencies:

University Core Competencies definitions may be found on the Human Resources website and in the staff performance
management system.

Physical Requirements (With or Without Accommodations):

• Visual acuity to read information
  from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and
  general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and
  face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending,
  crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work
Environment:

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This
  role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The
  noise level in this work environment is usually moderate.

Employment Values Statement:

Texas Christian
University values Integrity, Engagement, Community, and Excellence in the workplace. TCU treats applicants and employees with fairness and
respect. TCU hires and promotes individuals based on their qualifications and their commitment to making a positive impact on our
student-centered community. TCU is an equal opportunity employer and follows all applicable employment laws. TCU fairly considers all
qualified individuals, ensuring we are a workplace free from unlawful discrimination and harassment.

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