Excelsior University

Payroll

• Process day-to-day payroll updates for biweekly payroll.
• Maintain accurate tracking of all ongoing payroll items.
• Ensure compliance with federal, state, and local regulations.
• Review and approve employee-initiated changes.
• Conduct regular audits of payroll data for accuracy.

Senior Payroll Analyst

General Counsel

• Reviewing, drafting, researching, and negotiating University contracts
• Identifying legal risks related to University contracts, and coordinating with the Office of Risk Management on mitigation strategies
• Performing legal research in support of University initiatives in subject areas such as higher education law, intellectual property law, and labor and employment law
• Providing legal advice and counsel to University staff and leadership
• Identifying legal/compliance issues affecting the University and developing appropriate solutions
• Drafting and revising University policies
• Assisting the General Counsel with preparation for quarterly Board of Trustees’ meetings

Associate Counsel, Assistant Counsel

Manager

• Oversee all financial operations related to Fielding student accounts
• Work as a liaison between Fielding internal student account operations and Excelsior
• Manage billing, payments, and collections
• Ensure accuracy and compliance with regulatory requirements
• Deliver exceptional service to students and their families
• Facilitate communication and processes between Fielding and Excelsior
• Collaborate closely with interinstitutional stakeholders
• Prepare financial reports, analyze trends, and implement system enhancements

Student Accounts Manager

Counselor

• Provide individualized counseling to students regarding financial aid options, eligibility criteria, and application procedures over the phone, email, text, and in virtual meetings.
• Assist students in understanding different types of financial aid programs and amounts of funding available, including grants, scholarships, loans, etc.
• Evaluate and process financial aid applications, ensuring accuracy and compliance with federal, state, and institutional guidelines.
• Review financial aid packages based on students' eligibility and financial need.
• Conduct workshops and informational sessions to educate students and parents about the financial aid process, application deadlines, and available resources.
• Stay current on federal and state financial aid regulations, ensuring adherence to compliance requirements in all aspects of financial aid administration.
• Maintain accurate and confidential student records related to financial aid applications, awards, and communication.
• Collaborate with other departments, such as admissions and academic advising, to ensure a coordinated approach in supporting students' financial needs.

Financial Aid Counselor

Financial Planning and Analysis

• Provide visionary leadership aligned with the University’s mission and strategic priorities
• Develop long-term plans to enhance service delivery, operational efficiency, and student satisfaction
• Advise senior leadership on financial aid, student accounts, and Veteran benefits
• Build strong partnerships across campus to integrate financial services with broader student success strategies
• Promote a culture of belonging, ensuring all students feel respected, supported, and valued
• Lead integrated operations across financial aid, student accounts, and military/Veteran billing
• Monitor performance metrics to drive continuous improvement
• Maintain a regulatory calendar to ensure timely execution of key processes
• Ensure compliance with Title IV, FERPA, and other applicable regulations
• Serve as primary liaison to external auditors and regulatory agencies
• Conduct internal audits and risk assessments to proactively address issues
• Uphold financial aid integrity by implementing fraud prevention protocols and ethical oversight practices
• Oversee budget planning and resource allocation
• Coordinate reconciliation of aid disbursements and student accounts
• Support enrollment and retention through strategic aid packaging and tuition management
• Lead implementation and optimization of financial systems
• Collaborate with ITS and other departments to ensure data integrity and system interoperability
• Supervise and mentor department leaders and staff
• Promote a culture of accountability, innovation, and service excellence
• Deliver professional development and foster an inclusive, respectful environment
• Encourage team practices that reflect empathy, equity, and cultural awareness
• Champion a student-first approach to financial services
• Resolve complex student issues with empathy and sound judgment
• Collaborate with campus stakeholders to align financial services with broader student support

Senior Payroll Analyst

Associate Counsel, Assistant Counsel

Student Accounts Manager

Financial Aid Counselor

Executive Director – Student Financial Services