Tekberry
Financial Analyst 2
Tekberry, Palo Alto, California, United States, 94306
Title : Financial Analyst 2
Pay Rate:
$55/hr Job Type:
8-month contract Duration:
ASAP - Aug 2025 Shift(s):
Mon - Fri, 8am - 5pm Location:
Palo Alto, CA 94305 Hybrid, 2 days on site
Job Code:
JPC-10623/1369639
Tekberry is looking for a highly qualified and motivated individual to work with our client, a world-class university and research center. As a W2 employee you will have access to health benefits.
Benefits
include health, dental, and vision (eligible on the 1st of the month following your start date).
Job Description:
Student Affairs is seeking a Financial Analyst to perform complex finance functions and/or activities requiring advanced knowledge and application of internal policies, external regulations, precedents, and systems. May manage a key area within a finance operation or department/unit. Manage, perform, and report on collection activities, internal controls, and system processes. Analyze and resolve varied complex issues and reconciliations, and communicate solutions to students and campus partners. Contribute to online communications and training regarding policies and systems. *This position reports to the University Bursar.
CORE DUTIES: Perform and design ad hoc analyses of large complex data sets: reconcile complex accounts.
Capture, track, and report collection activities for student receivables and third-party contracts Analyze accounts receivable and third-party receivable agings and report findings and trends to management Run and analyze financial reports, often from multiple systems; prepare management information reports Ensure accuracy of reports shared with internal and external partners Document and audit student payment arrangements Recommend annual write-offs based on thorough analysis of activity and trends
Identify and resolve complex issues which may span multiple areas.
Reconcile, and resolve problems relative to complicated accounts Monitor system activity and report exceptions to management Triage ticket and email queues to expedite handling Serve as a resource to local units and other departments to resolve student account and third party account issues. Analyze and respond to tickets and emails related to student accounts, third party accounts, student loans, payroll deduction, and other issues. Escalate issues as needed. Develop templates for commonly asked questions Update and maintain content on various student-facing websites Collaborate with the User Experience Design Services team to update and maintain Student Financial Services training for student services officers across campus.
Conduct analysis and resolution, and recognize exceptions. Participate in developing solutions that may require policy changes or the development of new processes; maintain broader organizational perspective in decision making. Execute internal control programs established by management, research new regulations, and recommend and implement approved changes. May manage compliance program for area of responsibility, and create complex compliance reports.
Perform collection activities for all tuition and loan accounts ensuring compliance with internal policies as well as all regulations including the Fair Debt Collections Practices Act. Communicate with students and third parties regarding internal policies and regulations to ensure understanding and foster successful resolution. Audit collection processes, internal and those of vendors Coordinate and communicate with the loan servicing vendor regarding student loan accounts; make decisions regarding student loan accounts and escalate issues as needed.
Perform service indicator audits and present findings to management Analyze the student loan portfolio and report findings to management Contribute to unit and organization strategy; assist in the development of change management plans and materials as needed. Define requirements, develop and implement complex test cases, perform system testing and analyze results. Participate in critical analysis of existing systems and processes, and identify opportunities for process improvement. Provide consulting advice to client group(s); serve as a resource on matters that require specific technical, financial, or subject matter expertise; support negotiations with external partners. May supervise, train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise. Requirements:
Bachelor's degree and four years of relevant experience or combination of education and relevant experience. Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel. Demonstrated knowledge of financial systems; internet and computer literacy. Knowledge of Generally Accepted Accounting Principles (GAAP). Knowledge of accounting and financial data analysis. Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences and client groups. Demonstrated project management skills and ability to contribute to or lead part of a multi-functional team. Preferred qualifications:
4+ years of experience ideally with a focus on financial or higher education operations with system integrations. Experience in ERP software (PeopleSoft, Oracle Financials, Flywire, etc.) is highly desired. Experience with regulations pertaining to collections and higher education is highly desired.
TEKBERRY OFFERS A $100 payment FOR REFERRALS!
Tekberry, Inc. a Soal Technologies company, is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other protected categories under all applicable laws.
Tekberry, Inc is a Certified Minority Business Enterprise (MBE) and Certified Disadvantaged Business Enterprise (DBE).
By submitting your resume, you are explicitly consenting to
receive communications from our organization via text message.
Rest assured all our texts are sent by real people and we look forward to a conversation with you about this job! Check out all our jobs at https://tekberry.com/search-jobs/
#INDHP
$55/hr Job Type:
8-month contract Duration:
ASAP - Aug 2025 Shift(s):
Mon - Fri, 8am - 5pm Location:
Palo Alto, CA 94305 Hybrid, 2 days on site
Job Code:
JPC-10623/1369639
Tekberry is looking for a highly qualified and motivated individual to work with our client, a world-class university and research center. As a W2 employee you will have access to health benefits.
Benefits
include health, dental, and vision (eligible on the 1st of the month following your start date).
Job Description:
Student Affairs is seeking a Financial Analyst to perform complex finance functions and/or activities requiring advanced knowledge and application of internal policies, external regulations, precedents, and systems. May manage a key area within a finance operation or department/unit. Manage, perform, and report on collection activities, internal controls, and system processes. Analyze and resolve varied complex issues and reconciliations, and communicate solutions to students and campus partners. Contribute to online communications and training regarding policies and systems. *This position reports to the University Bursar.
CORE DUTIES: Perform and design ad hoc analyses of large complex data sets: reconcile complex accounts.
Capture, track, and report collection activities for student receivables and third-party contracts Analyze accounts receivable and third-party receivable agings and report findings and trends to management Run and analyze financial reports, often from multiple systems; prepare management information reports Ensure accuracy of reports shared with internal and external partners Document and audit student payment arrangements Recommend annual write-offs based on thorough analysis of activity and trends
Identify and resolve complex issues which may span multiple areas.
Reconcile, and resolve problems relative to complicated accounts Monitor system activity and report exceptions to management Triage ticket and email queues to expedite handling Serve as a resource to local units and other departments to resolve student account and third party account issues. Analyze and respond to tickets and emails related to student accounts, third party accounts, student loans, payroll deduction, and other issues. Escalate issues as needed. Develop templates for commonly asked questions Update and maintain content on various student-facing websites Collaborate with the User Experience Design Services team to update and maintain Student Financial Services training for student services officers across campus.
Conduct analysis and resolution, and recognize exceptions. Participate in developing solutions that may require policy changes or the development of new processes; maintain broader organizational perspective in decision making. Execute internal control programs established by management, research new regulations, and recommend and implement approved changes. May manage compliance program for area of responsibility, and create complex compliance reports.
Perform collection activities for all tuition and loan accounts ensuring compliance with internal policies as well as all regulations including the Fair Debt Collections Practices Act. Communicate with students and third parties regarding internal policies and regulations to ensure understanding and foster successful resolution. Audit collection processes, internal and those of vendors Coordinate and communicate with the loan servicing vendor regarding student loan accounts; make decisions regarding student loan accounts and escalate issues as needed.
Perform service indicator audits and present findings to management Analyze the student loan portfolio and report findings to management Contribute to unit and organization strategy; assist in the development of change management plans and materials as needed. Define requirements, develop and implement complex test cases, perform system testing and analyze results. Participate in critical analysis of existing systems and processes, and identify opportunities for process improvement. Provide consulting advice to client group(s); serve as a resource on matters that require specific technical, financial, or subject matter expertise; support negotiations with external partners. May supervise, train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise. Requirements:
Bachelor's degree and four years of relevant experience or combination of education and relevant experience. Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel. Demonstrated knowledge of financial systems; internet and computer literacy. Knowledge of Generally Accepted Accounting Principles (GAAP). Knowledge of accounting and financial data analysis. Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences and client groups. Demonstrated project management skills and ability to contribute to or lead part of a multi-functional team. Preferred qualifications:
4+ years of experience ideally with a focus on financial or higher education operations with system integrations. Experience in ERP software (PeopleSoft, Oracle Financials, Flywire, etc.) is highly desired. Experience with regulations pertaining to collections and higher education is highly desired.
TEKBERRY OFFERS A $100 payment FOR REFERRALS!
Tekberry, Inc. a Soal Technologies company, is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other protected categories under all applicable laws.
Tekberry, Inc is a Certified Minority Business Enterprise (MBE) and Certified Disadvantaged Business Enterprise (DBE).
By submitting your resume, you are explicitly consenting to
receive communications from our organization via text message.
Rest assured all our texts are sent by real people and we look forward to a conversation with you about this job! Check out all our jobs at https://tekberry.com/search-jobs/
#INDHP