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Financial Specialist Senior (Student Billing Resources)

The University of Wisconsin System is engaged in a Title and Total Compensation (TTC) project to redesign job titles and compensation structures. As a result of the TTC project, official job titles on current job postings may change in 2021. Job duties and responsibilities will remain the same. For more information please visit:

Posting Date

9/21/2021 12:00:00 AM

Position Information

Working Title:  Cashier
UW System Title:  Financial Specialist Senior

Essential Job Functions

This position reports to the Bursar and as part of the cashiering unit is responsible for coding, documenting, and reconciling financial transactions related to receipt of cash, checks, credit card and other electronic payments. This person provides friendly, helpful customer service to customers at the Bursar's Cashier window. Serve as the lead worker overseeing the training and daily activities of seasonal cashiers.

This position includes the following responsibilities:

  • As an 'author' user role with UWBI Report Writing tool, assist Bursar with writing of query reports using Oracle Business Intelligence (UWBI) report writing tool. Serve as the lead person for Bursar office to write new queries as requested by any campus staff and training of other Bursar office staff on use of the reporting tool.
  • Maintain, analyze and complete verification of student online payments with online payment vendor report; Peoplesoft query; and EFT deposits received in our bank.
  • Per IRS requirements for 1098T documents, complete process of identifying students missing SSN. Send notifications with W-9 forms to students missing TIN/SSN. Process to include running queries, analysis of which students need notification, send student notifications, maintain documentation tool and verify accuracy of documentation of missing TIN/SSN notifications sent.
  • Identify Chapter 33 payments received in back account; review analyze, audit Chapter 33 VA payments against the 3rd Part Contract deferral in Peoplesoft system; confirm student account for drop/withdrawals to determine eligibility, post payments on student accounts; and remove deferral on student account once payment in full is received. Position works with Financial Aid VA Representative on verification of invalid and partial payments received.
  • Assist Financial Specialist - Senior staff with creating 3rd party contracts in Peoplesoft and placement of students on correct contracts.
  • Per Federal Fund regulations, complete analysis, audit, follow-up and documentation of 'stale dated' (uncashed) student refund checks over 21-days old.
  • Assist Bursar in maintaining and updating Department webpage.
  • Receive and verify the accuracy of accounting codes on deposits by University departments. Ensure all deposits show appropriate taxable and non-taxable amounts. Verify the accuracy of tax figures.
  • Prepare bank deposit documentation for tuition/miscellaneous deposits and coordinate pickup by courier.
  • Prepare a daily deposit summary and total breakdown for bank receipts and credit card charges. Enter the data utilizing the applicable electronic or manual format.
  • Review daily online bank account activity to ensure all deposits are recorded accurately and in a timely manner.
  • Reconcile the daily deposits for all bank accounts to source documents and to the accounting system in consultation with the University departments, the Bursar and Controller office staff.
  • Prepare, record, track and receipt transactions of bank accounts utilizing financial software.
  • Prepare and track petty cash and change fund accounts issued to University employees in coordination with the Controller office staff.
  • Create general ledger journal entries to initiate State Treasury deposit transfers.
  • Coordinate and order change requests from various departments, arrange for delivery by the courier or pickup at the bank as necessary.
  • Complete 'month end' review and verifications of all entries made to the general ledger clearing accounts are processed. Reconcile all transactions in consultation with the Bursar and Controller office staff. Prepare adjusting general ledger entries as necessary.
  • Assist campus departments with questions regarding their deposit activity.
  • Work with the Controller office staff on fiscal year-end transactions, reconciliations, and reporting.
  • Process payments from customers (students) and record in the cashiering module of the Peoplesoft Student Information System (SIS).
  • Receive and document monies received for parking permits and citations utilizing the automated systems for student accounts and parking. Act as liaison to the Parking Department for transactions related to parking permits and citations.
  • Reconcile cash drawers daily and resolve any discrepancies.
  • Balance, verify, and replenish the cashiering petty cash fund (backup drawer).
  • Distribute student refund checks appropriately.
  • Train, direct and schedule seasonal cashiers, as needed.
  • Maintain inventory and order office supplies/forms for the department.
  • Answer customer inquiries at the cashier window or direct them to the appropriate campus resource.


  • Associate's degree in Accounting or equivalent or related field at time of application
  • 2 years accounting experience with knowledge of accounting/bookkeeping concepts

  • Associate's degree in Accounting
  • Experience in a higher education environment
  • 4 years of experience with knowledge of accounting/bookkeeping concepts

The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace.  The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.

In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.

Conditions Of Appointment

Position is a full-time 100% University Staff appointment. The work hours for this position will be 7:45 a.m. – 4:30 p.m., Monday through Friday.

A criminal conviction investigation will be conducted on the finalist(s). A six-month probationary period is required for this position. In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.



Hourly salary of $18.76.

This position will earn an additional $0.60 per hour for all weekend hours worked and an additional $0.45 per hour for all hours worked between 6 p.m. and 6 a.m.

This position is not exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).

The UW System provides an excellent benefits package, including participation in the Wisconsin State Retirement System.

To Apply

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: From "Search Jobs" screen,
  • Click "View All Jobs"
  • Select "Financial Specialist Senior"
    • You must login before you can apply. Input your "User Name" and "Password" and select "Sign In."
    • If you have not yet registered, click "Register Now" to begin the registration process.

STEP 3: 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. Please include the following documents:

  • Cover letter that specifically addresses qualifications for the essential job functions
  • Resume 
  • Names and contact information for three references

You must select "Submit" to forward your application materials to the search committee.

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Human Resources
Phone:  (920) 465-2390

Application Deadline

To ensure consideration, please submit application materials by Sunday, October 3, 2021.

Note: The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.

The University of Wisconsin-Green Bay is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, genetic information, national origin, ethnicity, citizenship status, veteran or military status (including disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran status), age, or disability.