Student Financials Analyst
Nashville, Tennessee, United States
• Interacted with financial stakeholders through calls, emails, video conferences and in-person contact • Audited accounts to process millions in university refunds using PeopleSoft • Provided high quality and consistent customer service • Determined process improvements to create department growth • Facilitated conflict resolution by upholding office policies, while maintaining positive business relations • Advised students financially to maintain enrollment • Worked in fast pace environment, while maintaining professionalism and confidentiality • Assessed 1098-T and W9 forms • Prioritized procedures to prevent bottlenecks • Procured refund reconciliations for reissue and escheatment • Worked with other departments to streamline and improve processes • Lead at orientation• Assisted with Accounting Reconciliations • Notated Guarantor Authorization • Generated mass communications • Audit billing and late fee reports • Assisted with third party contracts and invoices • Counseled regarding billing payment plan and student health insurance • Interacted with collection agencies and assist with collection accounts • Authorized withdraws and tuition adjustments • Oversaw Transact Functionality and professional relationship engagement • Posted payments to student accounts through Transact, Flywire, and Western Union • Assisted with Onboarding and training for new hires • Personally managed 12,000+ student accounts as main point of contact, Spring 2019 - Fall 2021 • Fielded university Covid-19 policies and directions for inquiring campus populations prior to the creation of standardize practices, Spring 2020
