Update payment plans within the SIS, annuallyAssist with maintaining General Ledger mappings and account coding within the Student Information System in coordination with Finance leadership Accounting and Student Financial Process Prepare billing statements, as directedReview and apply cash student payments, Federal Aid, and outside scholarship payments; post per student account, as neededRefund overages to student/funder as incurred by application of Financial Aid funding per federal guidelines and HCM requirements, as neededCommunicate and coordinate across various departments Review systems and processes for efficiency; make suggestions for improvementsMaintain appropriate internal controls and segregation of duties in the processing of student and non-student financial transactionsMonitor delinquent student accounts and assist with collection efforts in accordance with University policies Accounts Receivable and Cash Management Record student and non-student AR transactions, including miscellaneous receivables and third-party billingsProcess daily deposits and apply paymentsReconcile credit card transactions from payment terminal and merchant accountsOther Accounts Receivable tasks as requested Reporting, Close and Compliance Prepare and provide Student Accounts Reports for interested parties, as neededPrepare journal entries, account reconciliations, and supporting schedules for monthly and year-end financial close. Support annual audits by preparing required documentationPrepare and ensure the timely submission of IRS 1098-T Form; annuallyCoordinate with the Financial Aid Office to ensure accurate posting and reconciliation of federal, state, institutional, and outside financial aid Other Duties and Responsibilities Provide courteous and professional customer service to students, parents, faculty, and staff regarding student account inquiries while maintaining appropriate confidentialityMaintain the confidentiality of student financial records in accordance with FERPA and University policyCross-train with other Finance team members to ensure continuity of operationsPerform other duties and special projects as assigned in support of the Finance Department and University operations.