Financial Practitioner II

Company: Texas A&M University
Location: College Station
Posted on: April 11, 2025

Job Description:

Job Title

Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.

Financial Practitioner II

Agency

Texas A&M University

Department

Student Business Services

Proposed Minimum Salary

Commensurate

Job Location

College Station, Texas

Job Type

Staff

Job Description

A Glimpse of the job

The Financial Practitioner II provides complex clerical, accounting, financial, and customer service duties. The Financial Practitioner II is responsible for managing the system, processes, and reports for departments and colleges to authorize payments and enter non-resident tuition waivers for graduate and teaching assistants (TWAPMTS). The Financial Practitioner II will also be responsible for auditing the system and processes to ensure correct application of payments and waivers to student accounts, and ensure compliance of the departments and colleges with state and university rules and regulations.

Job Responsibilities

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 security 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.

What you need to know

Salary: Compensation will be commensurate to selected hire's experience.

Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section.

Required Education and 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.

Preferred Education and Experience:

Bachelor's Degree.

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 Licenses and Certifications:

Any Microsoft Office classes or certifications.

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.

Working knowledge of word processing, spreadsheet programs, and bookkeeping procedures.

Ability to multi-task and work cooperatively with others.

Ability to take initiative.

Ability to prioritize tasks.

Ability to analyze complex financial information and make decisions on the data.

Ability to maintain confidentiality.

Knowledge of all Microsoft Office products.

Preferred Knowledge, Skills, and Abilities:

Knowledge of handling state waivers and exemptions.

Knowledge of CRM software.

Banner knowledge.

Public Speaking and Presentation Skills .

Why Texas A&M University?

Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes.

Health , dental , vision , life and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums

12-15 days of annual paid holidays

Up to eight hours of paid sick leave and at least eight hours of paid vacation each month

Automatic enrollment in the Teacher Retirement System of Texas

Health and Wellness: Free exercise programs and release time

Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more

Employee Tuition Assistance and Educational Release time for completing a degree while a Texas A&M employee

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/Veterans/Disability Employer.

Keywords: Texas A&M University, Sugar Land , Financial Practitioner II, Accounting, Auditing , College Station, Texas