Student Financial Services Analyst

Overview:
The Student Financial Services Analyst is accountable for accounting for and reporting of student revenue and receivables, acting as a functional expert in relation to the student information system, having a strong knowledge of the financial system and preparing reconciliations of student revenue and receivables as recorded in these two systems. This role is also responsible for recommending process improvements in the team’s work and providing support and training to other staff within the Student Financial Services team. This role will also interact with other University partners on process improvements.

**Responsibilities**:
Accounting for and reporting of student revenue and receivables
- Account for and report on student revenue and receivables, which are material amounts in the University’s financial statements, as follows:

- Prepare reconciliations between the revenues/receivables in the student information system and the financial system
- Analyze relevant account balances in the financial system and address discrepancies
- Address accounting requirements for the month-end and year end close processes, including responsibility to prepare specific year end working papers supporting the financial statement preparation

Execute and support daily operations of the Financial Student Services team
- Execute processes related to tuition assessment, student registration, UHIP administration and payroll payment plans
- Monitor and ensure the quality of student account information (amounts billed, amounts owing) and adjustments in the student system
- Manage the student refunding processes on the student information system
- Advise Student Financial Services Associates on complex, non-routine transactions
- Identify, recommend and implement improvements in business processes with a focus on improving the efficiency of operations and the accuracy of results while maintaining appropriate internal controls
- Provide a high quality, consistent level of customer service to students, parents, campus partners and external partners
- Collaborate with Finance, IST and other campus partners on system upgrades, including testing and ongoing maintenance of the student information system
- Advise on business case development for new initiatives or enhancement of existing use of the student financial system
- Prepare systems development requests
- Participate in projects within relevant deadlines

Provide advice, training and direction on policies, procedures and best practices
- Keep current in advances in the industry and be familiar with new technology, using this knowledge to recommend improvements to existing processes
- Provide ongoing training and support to team members and campus partners on relevant processes and forms
- Refer changes in policies or procedures to the Manager, Student Financial Services

Qualifications:

- University degree, courses in accounting or business preferred
- Chartered Professional Accountant (CPA) designation
- Minimum 3 years’ experience in an accounting/finance related environment
- Previous experience in an enterprise-wide computerized accounting environment
- Experience in a not-for-profit environment preferred
- Experience in business improvement projects
- Conceptual thinker who is able to research, investigate, analyze and recommend current and potential changes to business processes
- Outstanding customer service skills
- Exceptional attention to detail
- Confident public speaker an asset
- Demonstrated ability to influence and collaborate
- Recognized as a team player who interacts respectfully and builds consensus
- High degree of discretion, judgment, tact and diplomacy
- Highly adaptable with a positive and progressive outlook

Equity Statement:
The University of Waterloo is committed to implementing the Calls to Action framed by the Truth and Reconciliation Commission. We acknowledge that we live and work on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples. The University of Waterloo is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River.