Business and Data Analyst, Student Accounts - Division of Finance

Business and Data Analyst, Student Accounts - Division of Finance

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Employers By State in 2021.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn's vaccine requirements and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.

Posted Job Title
Business and Data Analyst, Student Accounts - Division of Finance

Job Profile Title
Business Systems Analyst

Job Description Summary
The Business Analyst reports to the Assistant Director of Student Accounts, within the Student Accounts Office, under the Director of Student Accounts. The Business will query and analyze Banner AR student account data to support billing, financial hold, and collection processes, improve management of student accounts for specific student populations, and research and resolve account discrepancies with vendors and the Penn community. The positions will also review pre-collection accounts prior to transfer to Penn's billing vendor. The Business and Data Analyst will also be responsible for communicating with students, staff, Penn community and vendor partners for all student account issues.

This role will assist the Assistant Director of Student Accounts perform analyses, development and evaluation on large databases and large complex consultation which will include daily operational duties and provide exceptional and customer-driven service delivery to various students, family members, third-party vendors/partners, and diverse stakeholders across Penn.

In the Division of Finance, we recognize diversity and inclusion is paramount to a positive and thriving work environment; it is a business imperative. We are committed to actively fostering diversity, inclusion, and cultural competency throughout our operational efforts in the Division of Finance. This role will be critical in supporting those efforts and demonstrating behaviors and competencies that reflect Penn's values.

We take pride in the myriad ways that diversity enriches our curriculum, and the cultural and social life of our campus. Penn's commitment to achieving eminence through diversity is ultimately a commitment to creating a more vibrant university so that our graduates will be both stimulated and empowered to shape a better world.

Job Description
  • Analyze Banner AR information, build reports and queries, to identify outstanding balance issues for specific populations and develop targeted communication, including pre-collection and financial hold student account populations.
  • Audit/reconcile daily output from Pennant AR batch processes, payment posting & scanning checks, review system error reports and update payment transactions (including modifying monthly payment plan budgets and plan amounts).
  • Work with the Assistant Director to audit, review, and reconcile student account activity from various departments that directly affect receivable balances.
  • Review student account transactions (pending roster) and complete Banner T-pay process to resolve unapplied financial credits to ensure fund application to tuition, fees and auxiliary charges.
  • Analyze collection accounts before transfer to external vendor, approximately $5 million annually.
  • Assist with scheduling, production, and distribution of output for the financial, collection, graduation and separation holds process, assist with 1098T and 1042S tax process including review of tax data and on-demand production of 1098T form using vendor website.
  • Monitor refund pending roster and update accounts as required to support the credit refund process, produce parent PLUS refunds, produce refunds to lenders.
  • Verify the accuracy and completeness of student financial transactions (payments, adjustment, refunds, late payment penalties, etc.) as recorded in Banner AR.
  • Research, resolve and respond to inquiries from students, parents, the Penn community, and our vendor partners regarding student accounts.
  • Prepare and audit student payment plans and financial acceptance of the plans for accuracy.
  • Work with third party vendors for our international population to facilitate student payments and refunds.
  • Recommend functionality enhancements to management to enhance student account on-time payment.
  • Assist with back to school and freshman cyclical processes, as needed.
  • Documents operational processes and presents to Management on recommended operational revisions or changes. Continue to develop data standards, policies, and procedures.
  • Perform other duties as assigned.


To be successful in this role, you will bring:
  • Organizational skills and the ability to manage projects/assignments simultaneously in a fast-paced work environment.
  • Ability to develop strong, positive relationships with students, families, staff, and other constituents in a warm and professional manner.
  • Detail oriented with strong analytical and problem-solving skills.
  • Knowledge of, computer system capabilities, business processes and workflow.
  • Problem solving and analytical thinking and ability to approach problems logically and systematically.
  • Creativity, resourcefulness, initiative, discernment, and a high degree of motivation is required.
  • Experience with higher education contract billing process.
  • Strong verbal and written communication, and customer service skills including the ability to bridge functional and technical resources by communicating effectively with individuals of varying systems expertise and business needs.
  • Have the ability to multi-task and plan priorities and deadlines.
  • Strong listening, negotiation, and conflict resolution skills.
  • Must be flexible, show effective judgement, discretion, and the ability to handle confidential financial matters.


Qualifications:
  • Bachelor's degree preferably in Finance, Business or Accounting.
  • Minimum of 4 years Accounts Receivables experience
  • Knowledge of bookkeeping or accounting principles to include posting of debits and credits and General Ledger posting
  • Experience using Excel and Microsoft applications.
  • Demonstrated competence in systems analysis and the ability to quickly learn and apply new technologies.
  • Experience in Ellucian/Banner, TouchNet and ECSI preferred.
  • Higher education administration experience (Student Accounts, Student Loans, Financial Aid and/or Registrar).
  • Excellent customer service and strong leadership skills.
  • Strong verbal and written communication skills.
  • Able to work independently and prioritize multiple tasks in a high-volume environment.
  • Demonstrated ability to collaborate effectively with other departments and diverse stakeholders in a dynamic higher education environment.
  • Working knowledge of FERPA, GLBA, Title IV regulations, HIPPA, PCI, and applicable privacy laws as related to student information and student accounts.


Please provide a cover letter in your Workday submission and include your salary requirements. The expected salary range for this role based on skills, experience and background is $50,000 to $70,000.

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Division of Finance

Pay Range
$51,824.00 - $109,535.33

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits
  • Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
  • Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
  • Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
  • Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.
  • Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
  • Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
  • Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
  • University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
  • Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
  • Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
  • Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
  • Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.



To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay

To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/Franklin-Building/Business-and-Data-Analyst--Student-Accounts---Division-of-Finance_JR00050939

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