Job Title

Financial Accountant II

Agency

Texas A&M University

Department

Student Business Services

Proposed Minimum Salary

Commensurate

Job Location

College Station, Texas

Job Type

Staff

Job Description

What we want

The Financial Accountant II performs complex professional accounting, clerical, financial, and customer service duties in a specialized field within the Division of Finance and Business Operations. Researches problems and discrepancies. Applies and enforces rules and regulations. This position will be responsible for the management of all third party payments received for all third party sponsors, including State 529 plans, internal colleges and departments, Veterans Administration, military/government, Texas Workforce Commission, international, and other miscellaneous sponsors. This position will also be responsible for helping to manage the accounts receivables and collections process for all third party sponsors. Additional duties include assisting with customer service during peak times, and document management for third party.

Essential Duties/Tasks:

• Third Party Sponsor Accounts Payable and Receivables Management - Reconcile and audit all payments coming in from third party sponsors, including identifying check, ACH, wire, credit card, and Flywire payments as they come in, contact sponsors or students for identifying information about payments, working with the subject matter expert (SME) for each sponsor group to identify where payments need to be applied, and help initiate and provide support for consistent follow ups and contact with sponsors if payment information is missing or needed. FPI will work closely with Payment Processing Services team to ensure prompt and accurate posting of payments to sponsor accounts. Payments will be posted in Banner (student information system), the Flywire invoicing portal, and Ipay (cashiering system). FPI will need to understand and learn to navigate the different systems and how they all work together. Third Party sponsors include international sponsors, Texas Workforce Commission sponsors, Veterans Administration sponsors, military/government sponsors, State 529 plan sponsors, Texas A&M System colleges and departmental sponsors, and other miscellaneous sponsors. Processed and audited over 34,000 students for over $127 million in FY 2022 and have received and processed over $1.2 billion in payments since FY 2008.

• FRONTLINE CUSTOMER SERVICE - Assist the frontline customer service team during the first few weeks of each semester (Fall, Spring, and Summer) with phone calls, text messages, emails, walk-ins, appointments, etc. FPI will be trained in CRM, website, AI knowledge base, and other workflows. This will ensure top tier service to all of our customers.

• Third Party Sponsor Financial Accounting and Reporting - Reconcile and audit all third party sponsor accounts, including running AR reports, contact sponsors or students for information about payments and past due balances, ensuring all invoices are paid within the current semester they are due, working with the SME for each sponsor group to come up with a collections plan, and help initiate and provide support for consistent follow ups and contact with sponsors. FPI may be responsible for creating and running additional invoices as needed and working with sponsors to identify information they need on the invoice to pay the university. Duty may also include contacting students about past due sponsor balances and ensuring communications are up to date. Third Party sponsors include international sponsors, Texas Workforce Commission sponsors, Veterans Administration sponsors, military/government sponsors, State 529 plan sponsors, Texas A&M System colleges and departmental sponsors, and other miscellaneous sponsors.

• Third Party Sponsors Records and Document Management - Monitors and audits document and records management system to ensure prompt and efficient submission of documentation for records retention regulations. Establishes and maintains routing and approval for documents and records retention, and works with team and student employees to ensure processes run smoothly and effectively.

• BACKUP FOR OTHER SSB TEAM MEMBERS - Will serve as backup to members of the SSB Team when team members are out or when help is needed. Backup duties include TGTP, Department Contracts, VA Ch.31, IPPS Portal, and Miscellaneous sponsors not invoiced through Flywire.

  What you need to know

  Salary: Compensation will be commensurate to selected hire’s experience.

Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section.

Required Education and Experience

• Bachelor's degree or an equivalent combination of education and experience.

• Two years accounting experience in a business office.

Required Knowledge, Skills, and Abilities:

• Excellent oral and written communication

• Excellent Customer service and problem-solving skills

• Attention to detail

• Ability to comprehend, apply, and enforce rules and regulations

• Working knowledge of word processing, spreadsheet programs, and bookkeeping procedures

• Ability to multi-task (task-switching) and work cooperatively with others

• Ability to take initiative

• Ability to prioritize tasks

• Ability to analyze complex financial information and make decisions on the data

• Ability to maintain confidentiality

• Knowledge of all Microsoft Office products

Preferred Qualifications

• Knowledge of collections or aging accounts receivables

• Knowledge of any third party sponsors

• Knowledge of CRM software

• Banner knowledge

• Public Speaking and Presentation Skills

Other Requirements and Factors

• This position is security sensitive

• This position requires compliance with state and federal laws/codes and Texas A&M University System/TAMU policies, regulations, rules and procedures

• All tasks and job responsibilities must be performed safely without injury to self or others in compliance with System and University safety requirements

  Why Texas A&M University?

  Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values (https://www.tamu.edu/about/coreValues.html) which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration.  Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you.  Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. 

• Health (https://www.tamus.edu/business/benefits-administration/medical/) , dental (https://www.tamus.edu/business/benefits-administration/dental/) , vision (https://www.tamus.edu/business/benefits-administration/vision-insurance/) , life and long-term disability insurance (https://www.tamus.edu/business/benefits-administration/life-add/) with Texas A&M contributing to employee health and basic life premiums

• 12-15 days (https://employees.tamu.edu/employee-relations/leave/index.html) of annual paid holidays

• Up to eight hours of paid sick leave (https://employees.tamu.edu/employee-relations/leave/paid/sick.html)  and at least  eight hours of paid vacation each (https://employees.tamu.edu/employee-relations/leave/paid/vacation.html) month

• Automatic enrollment in the Teacher Retirement System of Texas

• Health and Wellness: Free exercise programs and release time (https://flourish.tamu.edu/wellness-release-time/)

• Professional Development: All employees have access to free  LinkedIn Learning (https://linkedinlearning.tamu.edu/) training, webinars, and limited financial support to attend conferences, workshops, and more

• Employee Tuition Assistance (https://livingwell.tamu.edu/employee-tuition-assistance/) and Educational Release time (https://employees.tamu.edu/employee-relations/leave/paid/educational.html) for completing a degree while a Texas A&M employee

Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Affirmative Action/Veterans/Disability Employer.