Financial Aid Analyst Bookmark this Posting Print Preview | Apply for this Job
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
No
- 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
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
No
- 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
No
Documents Needed To Apply
Required Documents
Resume
Cover Letter
Optional Documents
List of References
Letter of Recommendation
Transcript(s)
