BI Solutions Analyst
Cushman & Wakefield
SQL
Financial Management Analyst II
Duke Careers
full-time
Posted on:
Location Type: Hybrid
Location: Durham • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $62,694 - $107,633 per year
Job Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Monitor and reconcile the student receivables general ledger accounts daily
- Identify, assess, and address significant negative trends associated with receivable activity
- Ensure discrepancies are researched and resolved on a timely basis
- Provide monthly report reconciliations to management with appropriate recommendations for resolution
- Review payment activity – including e-check, electronic fund transfers and mail – to document, analyze, and track payment trend data
- Research and recommend changes to payment methods/options and implement on an as-needed basis
- Monitor student payment cash transfers from wire and e-check service providers
- Assess and report significant discrepancies to management immediately
- Review activity in all general ledger accounts assigned to the Bursar’s Office daily
- Ensure supporting schedules for monthly and quarterly reconciliations are accurately completed
- Identify, research, and resolve reconciling items within 60 days
- Maintain integrity of student direct deposit authorization data in SAP
- Analyze enrollment data to guarantee 100% accuracy and prevent errant direct deposits
- Coordinate with Schools, Payroll and Financial Aid Offices to ensure compliance with IRS regulations
- Determine undeliverable credit balances on student accounts
- Coordinate with Benefits Administration to process and award the Children’s Tuition Grant benefit
- Maintain a strong working knowledge of all Bursar’s Office and University Cashiering procedures
Requirements
- Work requires a bachelor’s degree in accounting, Finance, Economics, Business Administration, or a related field
- CPA is desirable
- Work requires three years’ experience in financial management, cost accounting or a field directly related to specialized area of assignment
- OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
- Superior analytical and organizational skills and the ability to assimilate and conceptualize information
- Strong understanding of internal controls and how they are operationalized in a cash handling environment
- Excellent time management skills and the ability to work in a deadline driven environment
- Initiative, motivation, and a high level of attention to detail
- Ability to work independently and in a team-oriented environment
- Clear, tactful, and diplomatic communication manner with colleagues, students, and parents and the ability to interact seamlessly with a broad constituency
- Excellent judgment and discretion – especially in identifying and maintaining confidential information
- Experience in working with PeopleSoft, SAP, or similar ERP process management software
- Strong proficiency in Excel and Access
Benefits
- comprehensive and competitive medical and dental care programs
- generous retirement benefits
- wide array of family-friendly and cultural programs to eligible team members
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial managementcost accountingreconciliationdata analysisinternal controlscash handlingenrollment data analysispayment trend analysisdiscrepancy resolutiondirect deposit management
Soft skills
analytical skillsorganizational skillstime managementattention to detailinitiativemotivationteamworkcommunicationjudgmentdiscretion
Certifications
CPA
