Job Details

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Salary Range
$92,000.00 - $146,750.00

Overview

The Associate Bursar assists the University Bursar in managing the financial, administrative, and operational activities of the Office of Student Accounts. This role requires a strong ability to multitask, work independently, and make high-level decisions with minimal supervision. A solid understanding of business operations and financials is critical, as is the ability to effectively manage complex tasks, systems, and staff.

As the second-in-command in the absence of the Director, this individual is responsible for auditing of accounting and financial data, responding to internal and external auditors, and ensuring compliance with University, state, and federal regulations and standard accounting procedures; oversees billing, institutional and federal loan collections for Yale, assists in the design and administration of policies and procedures; writes reports and implements processes to improve cash flow, operations and reduce receivables; oversees the billing system and ensures associated procedures are efficient and accurate for billing delivery, including the development and implementation of new billing solutions to accommodate new initiatives, technology and change.

The Associate Bursar plays a critical role in ensuring the smooth operation of the Office of Student Accounts at Yale University. This is a highly dynamic role that requires flexibility, a proactive mindset, and the ability to navigate complex financial systems and regulations. The successful candidate will thrive in a fast-paced, ever-changing environment and will be committed to improving operational efficiency while maintaining the highest standards of compliance and service.

Primary Responsibilities:

• Financial & Operational Management: Assist the University Bursar in the financial, administrative, and operational management of the Office of Student Accounts.
• Decision Making & Policy Development: 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.
• Staff Supervision: Train, supervise, and evaluate Account Representative Cashiers and Student Loan staff. Prioritize and delegate work effectively, ensuring tasks are completed within deadlines and standards.
• Financial Reconciliations & Audits: 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.
• Billing Management: 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.
• Refund & Compliance Oversight: 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.
• Institutional Loan Management: Review student loan documents, maintain accurate records, and ensure compliance with federal and university regulations. Supervise loan portfolio reporting and student loan reconciliation processes.
• Process Improvement: Identify and recommend opportunities for process improvements to enhance cash flow and reduce receivables, ensuring efficient and accurate billing procedures.
• Federal Compliance & Reporting: 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).

• Collaboration: Serve as the liaison with internal stakeholders, including other campus departments, to ensure alignment in supporting students and families.

Required Skills & Abilities:

• 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 Qualifications

• 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.

Principal Responsibilities

1. Directs, monitors, and assesses needs and directs the application of resources of an administrative University office dealing with one or more major functional areas. 2. Directs and implements solutions to problems that are routine to complex in nature and that affect multiple functional areas of responsibility. 3. Plans and/or participates in planning University activities on a long-term basis to comply with University goals and objectives. 4. Establishes and implements consistent university-wide policies in multiple functional areas of responsibility. 5. Ensures that University office policies and procedures are in compliance with federal, state, and local laws and ordinances. 6. Develops and monitors goals and objectives for managerial and professional staff in compliance with University strategies. 7. Directs a staff of exempt and non-exempt employees. 8. May perform other duties as assigned.

Required Education and Experience

Bachelor's Degree in related field and seven years of experience or an equivalent combination of education and related experience.

Job Posting Date
01/16/2026

Job Category
Manager

Bargaining Unit
NON

Compensation Grade
Administration & Operations

Compensation Grade Profile
Manager; Program Leader (26)

Time Type
Full time

Duration Type
Staff

Work Model
Hybrid

Location
246 Church Street, New Haven, Connecticut

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.