Student Accounts Manager (# 2016AS1077P)

Job Title: Student Accounts Manager
Department: Finance & Administration
Reports to: Executive Director for Student Financial
Services
FLSA Status: Exempt
Prepared Date: January 2026

POSITION SUMMARY

The Student Accounts Manager is
responsible for overseeing the day-to-day operations of the Student Accounts Office, including student billing, cashiering, payment plans,
refunds, third-party billing, and accurate maintenance of student financial records. This position supervises Student Accounts staff,
ensures that established procedures are followed, and supports compliance with federal, state, and institutional regulations. The Manager
provides high-quality service to students and families regarding account balances, payment options, and financial responsibilities while
recommending process improvements that enhance accuracy and efficiency.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Operational Management

• Manages daily operations of student account processes including billing, finance charges,
  payment
  plans, cashiering, 1098-T processing, external scholarship posting, and electronic data transfers.
• Ensures accuracy of the
  student
  accounts database and compliance with institutional, state, and federal requirements in routine processing.
• Monitors
  workflow to
  ensure timely completion of all student account activities, including refunds and payment postings.
• Work
  collaboratively with
  colleagues in Financial Aid, Finance and Administration, Enrollment Management, Registrar, Academic Advising,
  Athletics, Student Affairs,
  and all other departments to support recruitment and retention of students.
• Maintain strong working
  relationships with internal
  stakeholders, ensuring seamless communication and coordination Financial Aid.
• Provide competent and
  compassionate leadership by
  cultivating a collaborative, respectful, and healthy work environment; mentors and supports staff; and advances
  the institution’s core
  values of connection, commitment, compassion, and courage to enhance student success and belonging.

Staff
Supervision

• Supervises, trains, schedules, and evaluates Student Accounts staff.
• Ensures
  appropriate cross-training to
  maintain coverage during high-volume periods, vacations, or absences.
• Provides coaching and support
  to build a student-centered
  service environment.

Collections Support

• Oversees early-stage collection
  efforts for delinquent student accounts.
• Coordinates account review, payment arrangements, and communication workflows.
• Prepare account documentation for referral to
  external collection agencies when appropriate.
• Monitors aging reports and
  recommends strategies to improve collection outcomes.

Customer Service & Consulting

• Serves as a primary
  resource for students and families regarding billing, payment options,
  and financial responsibilities.
• Communicate professionally
  in person, by phone, and via email, ensuring clarity and exceptional
  service.
• Promotes monthly payment plans and other tools that
  support financial planning for families.

Administrative &
Compliance Support

• Implements established
  departmental policies and procedures.
• Participate in process review to
  identify efficiency improvements and recommend operational
  enhancements.
• Assists with audit requests, data validation, and reporting
  associated with Title IV funds, tax reporting, and GAAP
  compliance.
• Ensures appropriate internal controls are maintained within
  daily operations.

EDUCATION AND
EXPERIENCE

• Bachelor’s degree in accounting, business, finance, or a related field
  required.

• Minimum of 2
  years of experience in student accounts, billing/receivables, accounting, bursar’s office, or a related
  financial environment.
• 1–2 years of supervisory experience preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

• Experience with Ellucian
  Colleague or similar ERP system preferred.
• Strong customer service orientation with the ability
  to communicate clearly with
  students, parents, and campus partners.
• Ability to work independently, manage multiple tasks, and
  meet deadlines in a fast-paced
  environment.
• Proficiency with Microsoft Office applications (Excel, Word, PowerPoint, Outlook,
  Teams).
• Understanding
  of FERPA, GAAP principles, Title IV financial aid regulations, and best practices in student account
  management.
• Ability to
  handle confidential information with discretion.
• Strong problem-solving skills, attention to
  detail, and commitment to continuous
  process improvement.
• Excellent interpersonal skills, tact, and professionalism.

LANGUAGE SKILLS

• Ability to read, analyze, and interpret financial reports, policies, federal regulations, and
  technical procedures.
• Ability to
  write clear business correspondence and respond effectively to questions or concerns.
• Ability to present information to students,
  families, staff, and leadership as needed.

PHYSICAL DEMANDS

• Must be able to move between campus buildings.
• Work environment is typically quiet.
• Evening or weekend work may be
  required during peak periods.

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