Student Financial Services Senior Analyst

4 weeks ago

Waterloo, Canada University of Waterloo Full time

Overview

The incumbent works closely with the Manager, Student Financial Services and Finance Business Systems Analysts to ensure that there is operational support and collaborative project support for Student Financial Services. They will be expected to thoroughly understand financial systems, and are responsible for recommending process improvements to guide the team’s work. The incumbent also interacts with other University partners on process improvements and strategic initiatives. The incumbent will support accounting for and reporting of student revenue and receivables, acting as a functional expert in relation to the student information system.

Responsibilities

Execute and support daily operations of the Student Financial Services team

Apply business and system knowledge to ensure accurate assessment of tuition and fees Monitor 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 termly batch refunding process on the student information system Prepare clearing transactions (examples include but not limited to payments and invoices for campus partners and external partners, annual write-offs) Advise Student Financial Services team on complex, non-routine transactions Use judgment in applying knowledge of University policies and procedures and other published guidelines to Student Financial Services business processes 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

Apply functional system expertise

Provides functional system analysis and project leadership in system development related to financial systems and integrations across the University while supporting major more complex business processes Collaborate with Finance, IST and other campus partners on system upgrades, including testing and ongoing maintenance of the student information system Proactively identifies opportunities to improve business processes and prepares systems requests, anticipating outcomes with potential financial implications Advise on business case development for new initiatives or enhancement of existing use of the student financial system Optimizes application of technology, business, and accounting with regards to finance/financial system to transform business processes & reporting Participate in projects within relevant deadlines Establish project priorities to ensure responsiveness to stakeholders’ requests including timelines and progress to completion Provides documentation to Finance management team and UW campus partners to support informed decision making

Leading and training the Student Financial Services team

Provides functional day-to-day guidance and support to the Student Financial Services team Oversee and manage regular processes according to determined frequency Ensure all process documentation is created, complete, and updated regularly Identifies training needs for business-critical functions Supports team with regular system updates and changes that impact day-to-day workflow and responsibilities Oversees implementation of new systems, or policies/procedures as needed, Contributes to goal-setting and strategic planning for the department (with Manager and BSA) Supports Manager with hiring, training, and mentoring Student Financial Services team Supports achievement of Student Financial Services team members’ performance goals by promoting professional development and progression opportunities Leads the planning and coordination of cross-functional activities as needed Provides Manager with input into performance reviews of Student Financial Services team members Responds to escalated inquiries from Student Financial Services team as appropriate

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 Participate in working groups to understand and contribute to planning and decision-making Apply a strong understanding of tuition and student fee assessment to be able to provide advice to and respond to inquiries of team members, students and campus partners as required, Contributes to the development, improvement and promotion of strong internal financial controls to minimize risks Provide ongoing training and support to team members and campus partners on relevant processes and forms Provides strategic advice on initiatives for communications to students and campus partners Represents SFS at events and meetings as required Ensure effective and timely communication Refer changes in policies or procedures to the Manager, Student Financial Services

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: Apply a strong understanding of system-based processes within the student information system to ensure that transactions originating in the student information system are processed and interfaced to the University’s financial system as expected Apply a strong understanding of the financial system, generally accepted accounting principles, and the University’s requirements for accounting for and reporting on student revenue and receivables to complete required accounting for student revenue and receivables Support team in the preparation of account reconciliations Review and analyze relevant account balances in the financial system and address discrepancies Respond to internal requests for financial information 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

Qualifications

University degree, courses in accounting, business, or information systems preferred Chartered Professional Accountant (CPA) designation considered an asset Minimum 3 years’ experience in an accounting/finance related environment Experience in business/systems analysis and projects Experience in an enterprise-wide computerized student information system Experience in a not-for-profit and/or post-secondary environment preferred Demonstrated leadership and advising Conceptual thinker who is able to research, investigate, analyze and recommend current and potential changes to business processes Familiar with project management methodologies Demonstrated project management and leadership across multiple stakeholders Demonstrated ability to influence and collaborate Recognized as a team player who interacts respectfully and builds consensus Exceptional computer skills, eg MS Excel, Word Outstanding customer service skills Exceptional attention to detail Confident public speaker an asset High degree of discretion, judgment, tact and diplomacy Superb time management skills to manage competing priorities and meet deadlines Knowledge of FIPPA, AML, AODA, is an asset

  • Software Analyst Summer Student

    1 week ago

    Waterloo, ON, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 & Winter 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 & Winter 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095512 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a...

  • Financial Analyst, Accounting and Reporting

    6 days ago

    Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7434 Category : Finance Brand : Definity Regular/Temporary : Temporary Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : See Posting / Voir ci-dessous Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...

  • Student, Network Analyst

    4 days ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Network Analyst (Fall 2024) page is loaded Student, Network Analyst (Fall 2024) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00096665 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the...

  • Student, Network Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Network Analyst (Fall 2024) page is loaded Student, Network Analyst (Fall 2024) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00096665 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the...

  • Student, Network Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Network Analyst (Fall 2024) page is loaded Student, Network Analyst (Fall 2024) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00096665 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the...

  • Student, Network Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Network Analyst (Fall 2024) page is loaded Student, Network Analyst (Fall 2024) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00096665 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 - Summer 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 - Summer 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095511 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 & Winter 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 & Winter 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095512 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 - Summer 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 - Summer 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095511 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 & Winter 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 & Winter 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095512 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 & Winter 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 & Winter 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095512 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 - Summer 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 - Summer 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095511 Our student and new graduate programs offer a chance to explore Sun Life...

  • Student, Network Analyst

    1 week ago

    Waterloo, ON, Canada Sun Life Financial Full time

    Student, Network Analyst (Fall 2024) page is loaded Student, Network Analyst (Fall 2024) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00096665 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and...

  • Student, Software Delivery Analyst

    1 week ago

    Waterloo, ON, Canada Sun Life Financial Full time

    Student, Software Delivery Analyst (Fall 2024 & Winter 2025) page is loaded Student, Software Delivery Analyst (Fall 2024 & Winter 2025) Apply locations Waterloo, Ontario time type Full time posted on Posted 3 Days Ago job requisition id JR00095512 Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a...

  • Student, Junior Designer

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Junior Designer (Fall 2024) page is loaded Student, Junior Designer (Fall 2024) Apply locations Waterloo, Ontario Sun Life Toronto One York time type Full time posted on Posted 2 Days Ago job requisition id JR00094277 Our student and new graduate programs offer a chance to explore Sun Life from the inside....

  • Student, Junior Designer

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Junior Designer (Fall 2024) page is loaded Student, Junior Designer (Fall 2024) Apply locations Waterloo, Ontario Sun Life Toronto One York time type Full time posted on Posted 2 Days Ago job requisition id JR00094277 Our student and new graduate programs offer a chance to explore Sun Life from the inside....

  • Student, Junior Designer

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Junior Designer (Fall 2024) page is loaded Student, Junior Designer (Fall 2024) Apply locations Waterloo, Ontario Sun Life Toronto One York time type Full time posted on Posted 2 Days Ago job requisition id JR00094277 Our student and new graduate programs offer a chance to explore Sun Life from the inside....

  • Student, Junior Designer

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    Student, Junior Designer (Fall 2024) page is loaded Student, Junior Designer (Fall 2024) Apply locations Waterloo, Ontario Sun Life Toronto One York time type Full time posted on Posted 2 Days Ago job requisition id JR00094277 Our student and new graduate programs offer a chance to explore Sun Life from the inside....

  • Financial Analyst, Campus Housing

    1 month ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Financial Analyst, Campus Housing will assist the Manager, Financial Operations in providing financial and operational support within the Campus Housing department. This role will support complex financial and accounting tasks and perform a wide variety of detailed analysis. The Financial Analyst will prepare and present materials that support...

  • Senior Financial Analyst

    1 week ago

    Waterloo, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day,...