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Posting Details

Position Information

Job Title Financial Aid Analyst

Full Time/Part Time Full Time

FLSA Exempt

General Job Description

This is a professional position responsible for performing timely, accurate, and complex reconciliations of federal, state, and institutional funds, including loans, grants, academic and athletic scholarships. Responsible for data analysis, return of Title IV calculations, and reporting accurate revenue, expenses, and projections. Works under general supervision, with moderate latitude for the use of initiative and independent judgment. Reports to the Director of Financial Aid.

Essential Job Functions

Reconciles accounts such as federal/state grants, federal/state loans, federal work-study, and university scholarships.

Monitors the daily operations of assigned revenue and expense accounts for all state and federal aid programs, including scholarship accounts. Assists in regular data reviews. Verifies, validates, and corrects data as needed.

Processes federally mandated return of Title IV calculations daily.

Monitors and coordinates the processing, payments, and reconciliation of all federal and state work-study.

Coordinates with other university departments to resolve account issues discovered during the reconciliation process.

Interprets and explains university policies and procedures related to financial aid and ensures university compliance with applicable policies, procedures, rules, and regulations.

Identifies and incorporates continuous changes in federal and/or state policies and procedures, ensuring university and departmental compliance.

Prepares, analyzes, and submits various special, quarterly, monthly, and ad hoc reports.

Counsels students and parents concerning financial aid programs, including but not limited to aid availability, the application process, repayment options, student loan debt, and the rights and responsibilities associated with federal, state, and university aid.

Accepts and reviews financial aid verification forms, state aid applications, and related documents for completeness and accuracy.

Processes financial aid requests, determines student eligibility, and verifies, packages, and adjusts awards.

Communicates with students concerning identified issues.

Non-Essential Job Functions

Assists with special projects, when assigned.

Performs other related duties as assigned.

Required Knowledge, Skills, and Abilities

The individual must possess the following knowledge, skills, and abilities or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation.

Knowledge of, or the ability to learn, university policies and procedures.

Knowledge of, or the ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility.

Knowledge of methods to forecast projected spending and/or usage of funds/expenditures.

Knowledge of, or the ability to learn, account reconciliation processes.

Skill in completing assignments accurately and with attention to detail.

Skill in using computer applications including spreadsheet, database, and word processing software.

Ability to identify problems, evaluate alternatives, and recommend solutions.

Ability to communicate effectively in both oral and written form.

Ability to maintain effective interpersonal relationships.

Ability to set priorities and complete assignments on time.

Ability to exercise sound judgment in making decisions.

Ability to accurately prepare and maintain records, files, and reports.

Ability to work with and maintain confidential information.

Ability to explain policies and procedures to current and prospective students, staff, and the public.

Ability to work effectively and patiently with students.

Ability to learn office and university-specific software.

Physical Demands

Required Education

Bachelor's degree in business, accounting, or a related field is required. Related experience may be substituted for required education on a basis set forth by the Department of Human Resources.

Required Experience and Training

Two years of related experience is required. Experience in accounting/bookkeeping, financial aid or data analysis is required. Additional education may substitute for experience on a basis set forth by the Department of Human Resources.

Preferred Qualifications

Current Certified Public Accountant ( CPA ) license is preferred. Customer service experience is preferred. Experience in higher education is preferred.

Special Conditions for Eligibility

This is a security-sensitive position subject to criminal record check.

This is an IT-sensitive position subject to the Computer and Network Security policy.

Min Pay Rate

Mid Pay Rate

Salary Information Salary Grade - 9

Specific Job Requirements/Duties for this Posting

Applicants must have the ability to access all federal financial aid websites ( NSLDS , COD , etc.).

Is Background Check Required? Yes

Benefit and Retirement Eligibility

This position is eligible for participation in the Teacher Retirement System of Texas ( TRS ) retirement plan, subject to the position being at least 20 hours per week and at least 135 days in length.

EEO Statement

Stephen F. Austin State University, an Equal Employment Opportunity and Affirmative Action Employer and Educator, is committed to excellence. All qualified applicants will receive consideration for employment without regard to sex, race, creed, color, age, national origin, religion or physical or mental disability as required by law. If, because of an impairment or disability, you need accommodation during any part of the employment process, please contact Human Resources at 936-468-2304.

Posting Detail Information

Posting Number S2024-065

Candidates Eligible to Apply Open to all qualified applicants

Number of Positions Available 1

Posted Date 08/01/2024

Review Start Date 08/07/2024

Close Date

Work Schedule Monday through Friday with occasional weekends

Open Until Filled Yes

Special Instructions to Applicants

Posting Quick Link https://careers.sfasu.edu/postings/11601

Contact Information

Contact Name Tammy Mitchum

Contact Phone (936)468-5561

Contact Email mitchumtm@sfasu.edu

Contact Information

Supplemental Questions

Required fields are indicated with an asterisk (*).

Which of the following best represents your education background?

Attended school but did not receive High School Diploma or GED

Completed High School Diploma or GED

Completed Associate's Degree or two years of college

Completed Bachelor's Degree

Completed Master's Degree

Completed Doctoral Degree or ABD

If you completed a college degree, please indicate your major field of study.

(Open Ended Question)

Which of the following best represents the number of years experience you possess relating to the job to which you are applying?

Less than two years

Two to three years

Four to five years

Six to seven years

Eight to nine years

Ten or more years

How many years of experience do you have in accounting/bookkeeping?

0 to less than 2 years

2 to less than 4 years

4 to less than 6 years

6 to less than 8 years

8 to less than 10 years

10 to less than 12 years

12 to less than 14 years

14 years or more

Describe your previous experience in accounting/bookkeeping.

(Open Ended Question)

Do you have any general financial aid experience in a university setting?

Yes

Please describe any previous experience you have working in a customer service environment.

(Open Ended Question)

How many years of experience do you have with general office practices and procedures?

1- less than 2

2- less than 3

3- less than 4

4-less than 5

Describe your proficiency and experience with basic office software (word processing, email/ scheduling/contacts, web browser, spreadsheets, filing, etc.).

(Open Ended Question)

Do you have experience working with confidential information?

Yes

I understand that the duties of this position require me to have the ability to access all federal financial aid websites (NSLDS, COD, etc.). To be granted access and clearance to these systems, an individual cannot be in default on any type of federal student loan.

Yes

Documents Needed To Apply

Required Documents

Resume

Cover Letter

Optional Documents

List of References

Letter of Recommendation

Transcript(s)

Stephen F. Austin State University

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Financial Aid Analyst