Location
Santa Clara, CA | United States
Job description
University Bursar
Position Title: University Bursar
Position Type: Regular
Hiring Range: $96,600-$113,600 commensurate with experience
Pay Frequency: Annual
A. POSITION PURPOSE
This position is responsible for maintaining the integrity of the University's student account receivables and collections efforts, while promoting and supporting a highly collaborative and engaged service-oriented culture. Responsible for adhering to, and maintaining accuracy in reporting and compliance with federal and state regulations, including Title IV aid and refunding, IRS 1098T and 1042-S filings, the Fair Debt Collection Practices Act, and state escheatment processes. Implement and maintain policies and procedures related to student financial services. Ensure that all customers receive the highest levels of customer service.
B. ESSENTIAL DUTIES AND RESPONSIBILITIES
Establish and maintain policies and procedures to ensure Bursar Office compliance with federal and state regulations governing higher education with the highest levels of accuracy.
Provide guidance to staff to ensure daily operations run efficiently.
Analyze and implement service related policies and procedures to maximize service to students and parents.
Serve as functional lead on all student system(s) projects and maintenance to ensure efficient servicing and improved and/or enhanced business office functions.
Collaborate on selection, modification, and implementation of student systems. Assist in product development, training, business process review, and written procedures.
Serves as a leader in identifying and developing business operations processes and practices related to area of responsibility
Responsible to ensure collaborative actions exist between all departments who provide or are impacted by student financial business processes.
Oversees the university receivable/collection portfolio and ensures staff is trained on regulatory compliance to mitigate any legal exposure.
Hire, train, develop and set performance standards for all departmental employees.
Conduct group presentations for parents/students on and off campus.
Liaison to departments, colleges, and schools, and other departments regarding financial registration requirements
Work closely and collaboratively with departments, colleges, schools, Registrar, Financial Aid, Student Life, Drahmann Advising and other stakeholders to manage the enrollment and retention of students.
Analyze financial data and prepare reports for senior management
Work with various offices to expedite resolution to all student/parent financial issues.
Produce multiple reports to maintain compliance for federal, state, Department of Education and the IRS with the highest levels of accuracy.
Responsible for dissemination of information related to student financial services in various forms including web and written communications.
C. GENERAL GUIDELINES
1. As a manager, work with others to ensure related processes flow effectively and efficiently from one department to another.
2. Lead staff to assume increasing responsibility and encourage them to work independently
3. Analyze business processes and modify as appropriate
4. Work with the University Finance Office towards continued improvement to processes, utilizing available systems and technology
5. Provide finance leadership on system implementations, testing, and upgrades
6. Other responsibilities as required
D. PROVIDES WORK DIRECTION
Provides work direction to four staff members.
E. QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.
This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment and to promote and contribute to an inclusive and respectful workplace.
1. Knowledge
Solid working knowledge of accounting principles and practices, auditing methods and procedures, applicable federal privacy laws and regulations, financial analysis, external reporting, and budget.
Understanding of state and federal regulatory agencies and compliance.
Solid working knowledge of FERPA, Gramm-Leach-Bliley Act (GLBA), Payment Card Industry Data Security Standards, California Privacy Act and Red Flag Rule
Proficiency in large ERP systems
Proficiency in Microsoft Word, Excel, online systems required
2. Skills
Excellent staff and team management skills
Strong project management and technology utilization skills.
Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.
Proven skills in conflict resolution and customer service
Excellent attention to detail and accuracy.
Excellent analytic and decision-making skills
Outstanding communication skills required for presentations and written correspondence.
Outstanding judgment, including discretion in the management of confidential information
Excellent interpersonal skills
3. Abilities
Ability and dedication to lead change initiatives through collaboration where needed in order to provide excellent customer service to all constituents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies
Ability to apply mathematical concepts to the analysis of information.
Ability to effectively manage multiple time-sensitive tasks and delegate effectively.
Ability to analyze and interpret technical journals, financial reports, and legal documents
Ability to define problems, collect data, analyze information in order to draw valid conclusions and solutions.
Ability to work with all levels in the organization
Ability to multitask on a daily basis and manage numerous requests
Possess a high degree of initiative, attention to detail and follow through, as well as ability to adjust to changing requirements and priorities
Commitment to understand and willingness to support Santa Clara University's distinctive Jesuit educational vision and institutional values of competence, conscience and compassion in pursuit of its mission and goals
4. Education
Bachelor's Degree in Business, Accounting, Finance or related field. MBA or Advance degree preferred.
At least 8-10 years of relevant work and management experience.
Experience in higher education with focus on student financial services, student loans, accounts receivable, collections, and financial aid administration preferred.
Experience with new system development and implementation and customer payment systems highly desirable.
5. Years of Experience
- At least 8-10 years of relevant work and or equivalent combination of education and experience, that includes supervision/management experience.
- Experience in higher education a plus
F. PHYSICAL DEMANDS
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
May be required to occasionally travel to outside customers, vendors or suppliers.
G. WORK ENVIRONMENT
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.
Typical office environment.
Mostly indoor office environment with windows.
Offices with equipment noise.
Offices with frequent interruptions.
COVID-19 Statement
The health and safety of the university community is a top priority. All Santa Clara University students, and employees are required to be vaccinated against COVID-19 or request a medical or religious exemption. Please visit our COVID-19 webpage for additional information.
EEO Statement
Equal Opportunity/Notice of Nondiscrimination
Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see
Title IX of the Education Amendments of 1972
Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. Information about Title IX can be found at Information about Section 504 and the ADA Coordinator can be found at (408) 554-4109, [email protected]. Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).
Clery Notice of Availability
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.
Americans with Disabilities Act
Santa Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at [email protected].
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