Yale University · 2 days ago
Associate Bursar
New Haven, CT
Full-time
Hybrid
Mid, Senior Level
$92K/yr - $147K/yr
7+ years expYale University is committed to contributing to a better tomorrow and is seeking an Associate Bursar to assist in managing the financial, administrative, and operational activities of the Office of Student Accounts. This role involves overseeing billing, compliance, and financial audits while ensuring efficient operations within the office.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
Assist the University Bursar in the financial, administrative, and operational management of the Office of Student Accounts
Recommend, develop, and implement new or revised policies and procedures to improve internal controls, compliance, and operational efficiency. This requires sound judgment and an understanding of business operations
Train, supervise, and evaluate Account Representative Cashiers and Student Loan staff. Prioritize and delegate work effectively, ensuring tasks are completed within deadlines and standards
Oversee the preparation and review of complex reconciliations to ensure accuracy, compliance, and timely reporting. Such reconciliations include but are not limited to: Direct Loan reconciliation, University accounts (wire, direct deposit, Student Loan Cash Clearing and Student Loans) reconciliations, reconciliation of monthly activity of Federal Loans, and the University’s student pending receipts account. Provide detailed support to auditors for internal and state audits
Manages and maintains the Student Account Receivables module within the Banner information system to accurately assess tuition and fees. Provides outreach and assistance for all billing operations to all Yale schools, assesses and recommends improved internal controls, and compliance with policies and regulations
Review and monitor excess credits resulting from student overpayments and excess Title IV funds to ensure timely and accurate processing of refunds in full compliance with federal regulations
Review student loan documents, maintain accurate records, and ensure compliance with federal and university regulations. Supervise loan portfolio reporting and student loan reconciliation processes
Identify and recommend opportunities for process improvements to enhance cash flow and reduce receivables, ensuring efficient and accurate billing procedures
Oversee the preparation and filing of federal reports such as FISAP and Tax Form 1098-T. Assists the Tax Department on accurately assessing and reporting on Non-Resident Alien Taxes (NRA)
Serve as the liaison with internal stakeholders, including other campus departments, to ensure alignment in supporting students and families
Qualification
Required
Bachelor's Degree in related field and seven years of experience or an equivalent combination of education and related experience
Strong Multitasking Ability: Must be able to juggle multiple priorities effectively without sacrificing accuracy or compliance. Experience handling competing priorities in a high-volume environment is crucial
Independent Decision-Making: Must be able to make decisions independently, especially when the University Bursar is unavailable. Ability to problem-solve with minimal guidance is essential
Advanced Financial Knowledge: Understanding of state statutes and regulations governing cash management, loans, and financial control of a university; GAAP; and laws governing collection activity. Knowledge of billing, collection, cashiering and accounting principles and methods for receivables
Project Management & Leadership: Proven ability to manage large-scale projects, lead teams, and implement new systems or solutions. Ability to work cross-functionally and drive change
Communication Skills: Excellent written and oral communication skills. Comfortable giving presentations to internal and external stakeholders
Regulatory Knowledge: Familiarity with state, federal, and University regulations governing financial aid, loan management, and student accounts. Ability to ensure compliance and navigate complex financial data
Interpersonal Skills: Ability to interact effectively with students, parents, faculty, staff, and auditors. Strong customer service orientation is a must
Change Management: Ability to identify inefficiencies and implement change in a collaborative, yet decisive manner
Proficient in Microsoft Office Suite, particularly Excel and Word
Preferred
Master's degree in a relevant business discipline
Proficiency with Banner Student Information Systems (especially in student accounts receivable and financial aid modules)
Experience with Workday Finance and financial aid operations
In-depth knowledge of federal financial aid regulations and processes
Company
Yale University
Yale University is a research and education institution that prioritizes its students.
10001+ employees
H1B Sponsorship
Yale University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)
Funding
Current Stage
Late StageTotal Funding
$42.86MKey Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M
Leadership Team
Geoffrey Chatas
Senior Vice President for Operations
Jack Callahan
Senior Vice President for Operations
Recent News
2025-12-10
Company data provided by crunchbase