Financial Program Manager-Bursar (Deadline Extended)

Code: 14730 Posted: 09/11/2018

The University of Wisconsin-Parkside invites applications for the position of Financial Program Manager-Bursar.

This position reports directly to the Controller and functions under general supervision. It requires knowledge of UW, state, and federal regulations as they relate to the Bursar function. This position is also responsible for maintaining campus compliance with these entities. This is a supervisory position responsible for hiring, training, performance, review, discipline, and termination of all staff reporting to the Bursar position. This position has considerable oral and written communication with students, parents, academic and administrative departments, other campuses, private businesses, and state and federal agencies. The Bursar must exercise considerable judgment in interpreting and analyzing information and developing solutions under frequently changing conditions. The Bursar is responsible for the development and maintenance of manual and automated systems and procedures for all functions within the Cashier's Office, internal controls, and fiscal integrity for a number of institutional bank accounts. The Bursar is responsible for PCI Compliance, training, and auditing for all departments on campus who take credit cards either online or in person.

Essential Job Functions

Essential Duties and Responsibilities

Supervision/Management of the Cashier’s Office

  • Supervise Staff
  • Set Performance goals and standards, train, assign and review work
  • Prepare annual performance evaluations
  • Performs other duties as assigned
  • Recommend rates of pay, hiring of new employees, reprimands, suspensions, and terminations
  • Develop budget, monitor and control expenses for Cashier’s Office
  • Ensure staff follow FERPA and any other federal or state regulations as it relates to higher education

Management of Student Accounts

  • Manage the calculation and billing of charges for tuition, fees, housing meal plans and other campus related services on student accounts
  • Manage the collection, payment posting, reconciliation, and proper classification of student account receipts
  • Manage the setup, billing, payment posting and reconciliation of third party accounts
  • Manage the coding and reporting of remission waivers
  • Monitor and initiate collection action on Accounts Receivable
  • Research information relating to student tuition appeals
  • Analyze student accounts as required by internal and external information needs
  • Manage the process and reporting of 1098-Ts

Management of Financial and Student Information Systems

  • Work with CTS personnel in the design, development, maintenance, and integrity of the student information system
  • Manage and Maintain setup of tuition, fees, waivers, and the GL setup for payments, charges, financial aid and waivers
  • Analyze and troubleshoot system problems to effect resolution
  • Analyze current procedures and implement value-added processes
  • Design and implement other systems and processes to enhance Cashier operations
  • Ensure the effective performance of integrated processes and systems in the Cashier’s Office

Safeguarding of Cash Assets

  • Oversee and maintain the accuracy, integrity, and security of records and funds in the Cashier’s Office
  • Ensure deposits are processed timely, accurately, and securely
  • Reconcile all cash, check, credit card, and EFT transactions to the GL
  • Manage the deposits and prepare checks for Student Organizations using QuickBooks

Management of PCI Compliance for the University

  •  Prepare SAQs
  • Oversee and train departments on PCI Compliance
  • Audit departments on PCI Compliance
  • Manage and maintain credit card merchant IDs
  • Keep informed on the PCI Compliance updates and changes  

Implementation of Post-Award Financial Processes

  •  Manage the financial aid receipt, disbursement, correction, and reconciliation process in accordance with prescribed federal and state regulations
  • Distribute financial aid through direct-credit and refund process
  • Process Parent Plus Loan refunds in QuickBooks
  • Oversee Perkins Loan program distribution, collection, and reconciliation
  • Prepare Perkins Loan portion of the FISAP and provide information to the Financial Aid director on a timely basis
  • Process Return to Title IV refunds and report data to NSLD

Preparation of Financial Reports

  • Prepare various financial reports for the campus, UW System, State of Wisconsin, the federal government, and private agencies, including: AFIR, UWSA GAAP reports, remission reports, accounts receivable, AFIR, and FISAP
  • Prepare other receipt, collection, and receivable reports as requested

Provide Services to Campus Departments

  • Receive and post deposits from campus departments
  • Provide Cash Handling Training to campus departments
  • Resolve various financial receipting problems with campus personnel
  • Provide and log petty cash and change funds to campus personnel

Veterans Services     

  •  Serve as back-up to the campus Veteran’s Certifying Official
  • Serve on Veteran’s Services Support Committee
  • Assign WIGI waivers and post Post 911 payments
  • Defer Post 911 awards to third party account
  • Process Supplemental payments and send file to FA for disbursement
  • Represent Veterans Services at student orientations

Other Miscellaneous

  •  Interpret and implement institutional policies and procedures
  • Provide clear publications to students
  • Maintain Cashier’s Office website
  • Attend business and professional development meetings and conferences as required
  • Perform miscellaneous tasks as directed by the Controller
  • Serve as chair of the Financial Appeals Committee and send committee decision correspondence to students
  • Other duties as assigned

Standards of Performance

  • Overall thoroughness, organization, accuracy, and availability of appropriate financial records and related files.
  • Adequacy, timeliness, and accuracy of financial and other management reports.
  • Timeliness of meeting goals.
  • Willingness to make suggestions and soundness of those suggestions.
  • Soundness of judgment and operational decisions.
  • Ability to organize and prioritize work while being responsive to University personnel.
  • Timely and effective communication of problems and opportunities. This includes the responsibility for identifying and communicating information of importance as soon as possible.
  • Integrity in dealing with customers, students, vendors, employees, and management.
  • Punctuality, attendance, effective use of time, and willingness to work overtime when necessary.
  • Maintaining confidentiality of sensitive information.
  • Willingness to assist with special projects and other duties as assigned.

Essential Knowledge And Abilities

  • Intermediate MS Word and Excel knowledge
  • Good written and oral communication skills
  • Ability to sit or stand for long periods
  • Extensive computer use
  • Strong mathematical and analytical skills

Education, Experience, Training And/or Certifications


  • Bachelor’s degree from a four-year accredited college or university with a major in Accounting, or a major in Business Administration with strong emphasis in Accounting; or commensurate training and work experience.
  • Three or more years of professional experience in financial operations
  • Experience in employee supervision
  • Customer service experience


  • Experience working in Higher Education
  • Current experience with a student information software
  • Knowledge of UW System, state and federal regulations as they relate to the Bursar function
  • Working knowledge of PeopleSoft Campus Solutions
  • PeopleSoft query experience
Salary and Benefits

Salary and Benefits

Commensurate with qualifications and experience.

The University of Wisconsin System provides a liberal benefits package, including participation in a state pension plan. 

Benefit Details:

Total Compensation Estimator:

Application Process

Applications must be submitted electronically through our employment portal. If you need additional assistance you may contact Human Resources at (262) 595-2204. Hours 8:00am-4:30pm Monday-Friday.

STEP 1: Please select the applicable link below:

External Applicants: (NOT currently employed by the University of Wisconsin System)

Internal Applicants: (Currently employed by the University of Wisconsin System)

STEP 2: Submit application materials

Please be sure to complete all required fields and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. All materials must be added at one time, once submitted you may not edit/add to profile. Please include the following documents:

  • Cover letter addressing qualifications
  • CV/Resume
  • Names and contact information for three professional references

Review of Applications

Applications received by Thursday October 11th, 2018 are ensured full consideration. Position is open until filled.


You must select "SUBMIT". Selecting "Save" will not forward your application materials to the search committee. 

Please be sure to complete all required fields and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials.

In instances where the Review Committee is unable to ascertain from a candidates application materials whether she/he meets all of the required qualifications, or if all of the application materials are not submitted, they will be evaluated as not meeting such qualifications and may be excluded from further consideration.


Diann Swager

Diversity Jobs Employer Member
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