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Senior Financial Accounting Analyst
Senior Financial Accounting AnalystMount Mary University • Milwaukee, WI, USA
Senior Financial Accounting Analyst

Senior Financial Accounting Analyst

Mount Mary University • Milwaukee, WI, USA
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Senior Financial Accounting Analyst

This position plays a key role in communicating university policies and procedures to students, faculty, and staff. The Senior Financial Accounting Analyst is responsible for providing grant financial reports, preparing the budget and financial forecasts, preparation and reporting of form 1098-T, and managing student accounts and other receivables within the institution. This position supports the financial sustainability of the institution while maintaining a student-centered approach. The role also involves providing responsive and professional customer service to support the university community.

Essential Functions : Job duties that must be performed, with or without reasonable accommodation, and may include any of the following tasks, knowledge, skills and other characteristics. This job description is illustrative and is not a comprehensive listing of all functions and tasks performed by incumbents in this position.

  • Provide post-award grant administration and financial reporting.
  • Prepare the annual budget and multi-year financial forecasts and financial analyses.
  • Research and analyze student account discrepancies and respond to inquiries regarding student accounts in person, by phone, and through email.
  • Explain student account issues clearly and accurately while applying departmental policies and procedures to resolve concerns.
  • Assist with the generation, review, and distribution of tuition bills and account statements, student refund checks, and 1098-T forms.
  • Maintain accurate and up-to-date records in student financial systems to monitor and manage past due accounts for tuition, fees, housing, and other student charges.
  • Initiate contact with students and responsible parties to resolve outstanding balances.
  • Manage payment plans (Transact / Cashnet) in accordance with university policies.
  • Prepare monthly reports on aging accounts and collection performance.
  • Ensure compliance with Family Educational Rights and Privacy Act (FERPA), Fair Debt Collection Practices Act (FDCPA), and other applicable regulations.
  • Recommend accounts for write-off or referral to legal counsel when necessary.
  • Work with a sense of urgency while maintaining accuracy.
  • Communicate clearly with borrowers, team, and others using a courteous, pleasant tone in both written and verbal communications.
  • Ensure a high level of service while maintaining accuracy, confidentiality, and professionalism in all interactions.

General Expectations : Employees are expected to accomplish assigned duties in an efficient, effective and competent manner and to strive for improvement and excellence in all work performed. Employees must understand the mission and demonstrate the core values of the University. Additionally, demonstrate the ability to work with diverse personalities, and harmoniously with students, faculty and staff, and the public. Employees are expected to follow and abide by all University policies, rules, regulations and guidelines.

Education & Experience Requirements :

  • Bachelor's degree in Accounting, Business, or related field preferred.
  • Minimum of 5 years of experience in general accounting or business experience, with financial analysis, budget, accounts receivable, and student financial services preferred.
  • Working knowledge of financial statements and financial analysis, budget preparation, and forecasting.
  • Skilled in organizing work and setting priorities.
  • Knowledge of higher education billing systems (e.g., Jenzabar) is a plus.
  • Courteous, professional demeanor with strong communication, negotiation, and customer service skills.
  • Ability to work independently and handle sensitive information with discretion.
  • Knowledge, Skills and Abilities :

  • Knowledge of and ability to follow university policies and procedures.
  • Ability to establish and maintain effective working relationships with the campus community.
  • Extensive computer skills required, including intermediate knowledge of Excel, MS Word, Windows and client server system (Jenzabar preferred).
  • Strong interpersonal, verbal and written communication skills
  • Attention to detail, planning and multi-tasking skills and self-motivation.
  • Ability to work as a team player
  • Sensitivity to matters of confidentiality
  • Ability to accept performance feedback in a professional manner
  • Mount Mary University encourages applications from all qualified candidates and is vitally committed to all aspects of diversity, equity and inclusion. We welcome and encourage applications from qualified candidates  and all will receive consideration for employment regardless of  race, color, religion, sex, national origin, age, ethnicity, pregnancy, disability, genetic information or any other groups protected by law.  Mount Mary seeks to hire and retain personnel who will make a positive contribution to its mission, vision and values.

    For more information about diversity, equity and inclusion at Mount Mary please visit

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