Job TitleFinancial Practitioner II
AgencyTexas A&M University
DepartmentStudent Business Services
Proposed Minimum Salary
Proposed Minimum SalaryCommensurate
Job LocationCollege Station, Texas
Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & identities. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.
Who we are
Student Business Services is dedicated to helping each student and his or her family better understand and manage their financial obligations to Texas A&M University, through an open and honest partnership. SBS processes all student financial interactions and obligations including tuition and fees, student waivers and exemptions, the Texas Guaranteed Tuition Fund, loans, collections, application of financial aid, student refunds, and production of university ID cards. To learn more about us, please visit our website: https://sbs.tamu.edu/
What we want
The Financial Practitioner II position would be responsible for learning the management and processing of TWAPMTS and college/departmental payments, which are state and university mandated payments for graduate assistants in teaching or research positions. TWAPMTS entries accounted for almost 20,000 student accounts and over $64 million in FY 2022. These functions are essential to students, departments, and colleges and are performed for College Station, Galveston, and the Health Science Center. We also recently added additional system parts, TEES and AgriLife, to the TWAPMTS system, and having a full-time person to help manage all of the accounts and processes in the system is crucial.
What you need to know
Salary: Compensation will be commensurate to selected hire’s qualifications.
Required Education & Experience:
High school graduation or any equivalent combination of education and experience
Eight years of experience in a specialized field such as accounts payable, payroll or student accounts
Required Knowledge, Skills, and Abilities:
Excellent oral and written communication
Excellent Customer service and problem-solving skills
Attention to detail skills
Ability to comprehend, apply, and enforce rules and regulations
Ability to analyze complex financial information and make decisions on the data
Ability to maintain confidentiality
Preferred Education & Experience:
At least 5 years working with accounts receivable or complicated accounting calculations
At least 5 years of customer service experience; including answering phones, business emails, and meeting with customers in person
At least 1 year in Higher Education.
Previous Texas A&M University experience
Previous experience with state waivers and exemptions
Previous experience with Third Party Processing
Preferred Knowledge, Skills, and Abilities:
Knowledge of handling state waivers and exemptions.
Knowledge of CRM software.
Public Speaking and Presentation Skills .
TWAPMTS System Processing and Maintenance -Approves, processes, and verifies Compass processes and system for departments to authorize payments and request assistantship non-resident waivers for graduate and teaching assistants (TWAPMTS). Maintain training and resource material (job aids, procedures, presentation material, etc.) and train new users as needed. Prepares schedule each semester in accordance with Billing and Fee Assessment dates. Coordinates Compass job runs with EIS (open and close TWAPMTS, create reports for departments, etc.). Troubleshoots issues with Compass processes as needed. Is point of contact for TWAPMTS users and their questions. Acts as a resource for departments on campus and students. Verifies TWAPMTS data and reports to ensure Compass processes are working as expected.
Auditing and Analysis of Processes - Daily, weekly, monthly, quarterly, semesterly, and annual reporting checks for efficiencies and accuracy. This includes reports that check for multiple contracts, multiple non-resident waivers for assistantships, multiple contract priorities, TWAPMTS contract priorities, and ensuring departmental and college reports are current and up to date. Position is also responsible for the daily, weekly, monthly, quarterly, semesterly, and annual audits and analyses to ensure compliance with rules and regulations in regard to the payments from departments and application of assistantship non-resident waivers. Also includes compliance of payments and ensuring they are made in accordance with The Graduate School’s FY21 Tuition and Fee Mandate and the Graduate Advisor Handbook.
IDT Processing and Administration - Working with various departments around the university to ensure the correct posting and applying of funds for students after TWAPMTS has closed. This includes posting contracts, invoicing if needed, processing and applying payments, and setting up new sponsorships and contracts as necessary. Also includes the return of funds via IDT for overpayments departments have made to student accounts.
Account Reconciliation of TWAPMTS And IDTS: - Routinely monitors and checks the contract AR and Banner system screens to ensure timely payment and payment processing. If past due amounts remain, will contact the department/college to identify if contract will be paid. Might need to send a printout or invoice occasionally. This also includes following up with Part 28 and Part 06 for payments via equity transfer.
Non-Resident Waiver Audit Coordination - Coordinates audit of non-resident waivers for assistantships with colleges and departments each semester. Checks to ensure all students receiving waiver meet all requirements and are not ineligible for any reason. Works with departments to obtain documentation of eligibility. Coordinates with Scholarships and Financial Aid for students who should have been awarded a Competitive Scholarship Non-Resident Waiver. Position is also responsible for the daily, weekly, monthly, quarterly, semesterly, and annual audits and analyses to ensure compliance with rules and regulations in regard to the assistantship non-resident waivers. These include compliance with Senate Bill 1210, Selective Service requirements, Satisfactory Academic Performance requirements, evaluation of non-funded programs and courses, and ensuring student meets all assistantship non-resident waiver criteria. This is in accordance with Texas Education Code (TEC) 54.212.
Fiscal Appeal Waivers - Works with Executive Director of SBS and Assistant Director at Galveston to correctly apply waivers for approved fiscal appeals. These waivers include complex calculations and auditing to ensure fees and amounts are being waived accurately and correctly each semester for partial refunds, partial withdrawals, and non-funded tuition calculations. This is in accordance with Texas Education Code (TEC) 54.5035.
REU (Fully Funded) State Exemption for Summer Programs - Ensuring all processes for REU Exemptions is set up each Summer term to run. This includes turning on processes to remove general deposits for REU students, updating rate sheets for maximum amounts to be applied to REU students receiving a waiver, and providing customer service to departments and students in the REU programs. This will also include attending the REU Launch Meeting prior to the start of the Summer term, helping to update the materials provided to the departments, and being available via email and phone to help departments and students as needed. This is in accordance with Texas Education Code (TEC) 54.217.
Backup for Other SSB Team Members - Will serve as backup to members of the SSB Team when team members are out or when help is needed. Backup duties include Military TA, VA Ch.33, Hazlewood exemption, Texas Workforce Commission, Sales Tax Exemption, State 529 Plan Surveys, and State 529 waivers and exemptions. Will also assist with state waivers and exemptions during the first part of each semester. Performs other duties as assigned
Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application.
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.
Equal Opportunity/Affirmative Action/Veterans/Disability Employer committed to diversity.
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