Director of Student Financial Services by xvi10492


									                             University of Washington
                               Financial Management
                              Student Fiscal Services

                        Director of Student Fiscal Services


The mission of Student Fiscal Services is to achieve exceptional quality in the
fiscal administration of student financial aid program and University receivables;
and the provision of University cash management services. Key processes include
billing and collecting tuition and fees, disbursing and reconciling financial aid,
coordinating the loan origination process, coordinating the collection of receivables
(loans, aid, and invoices), providing financial information to students and parents,
educating students on personal finances, and supporting staff development.

Under general direction by the Associate Controller/Associate Treasurer of
Financial Management, the Director of Student Fiscal Services is responsible for
leading the department, improving and documenting processes, and keeping SFS
customer-focused and innovative. The Director is responsible for building a well
trained and strong team of leaders and work units to meet customer needs,
improve work processes and create a healthy work climate. The Director is
responsible for UW compliance with rules and regulations that govern federal,
state and institutional student aid programs, privacy of data, taxation, and
collection and banking regulations (including use of ACH, lockbox, and credit cards
for payment). The Director is also responsible for other programs administered by
SFS that include university-wide cashiering and collection activity for the UW, as
well as assuring security of financial information. The Director is responsible for
ensuring that the office provides outstanding customer service to University of
Washington current and former students, parents and sponsors. The Director is
responsible for developing effective working relationships with administrative and
academic offices, including the Financial Aid Office, the Registrar’s Office, UW
Extension, Housing and Food Services, Undergraduate Education and other
Financial Management departments. The Director works proactively with Computing
and Communications staff to ensure that our heritage computer systems
adequately support the mission and strategies of Student Fiscal Services. The
Director is responsible for management and fiscal control of financial aid

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disbursements and refunds, tuition receivables, loan disbursements, and University
loan receivables.
For 2003 – 2004, the total financial aid disbursed was $330 million; the total
tuition billed was $246 million; and the total annual loan disbursement was $170
million. The total outstanding University of Washington loan receivables
as of 10/31/2004 was $70 Million. The total 2003 – 2005 biennial SFS Operating
Budget is $3.6 Million.

The Director supervises 5 – 8 managers and specialists and ensures that all 31
Student Fiscal Services staff members receive appropriate training and
development support and meet the highest standards of productivity and service.
The Director will continually evaluate and improve the delivery of services to
students, parents, alumni, academic departments and colleagues which include
policies, procedures, web self-services, communications and staff performance.

Financial Management

Financial Management, which includes Payables Administration, Travel, Equipment
Inventory, Payroll, Financial Accounting, Treasury, Research Accounting and
Analysis, Risk Management, and Internal Audit, in addition to SFS, uses quality
improvement as its approach to meeting customer needs, improving work processes,
and developing highly productive and satisfied staff. The SFS director will serve
on the Executive Improvement Team which includes members of each of these
areas. As such, the SFS director will be involved with FM-wide initiatives and
activities and will be expected to work collaboratively with others to improve the
entire organization.

The SFS director has a matrix reporting relationship with the Controller. The
Controller is responsible for financial integrity of systems and processes, including
cash management, compliance, prevention of loss/risk, and consistency in customer
service. The SFS director will attend all Controller meetings and work on and be
responsible for process improvements across Financial Management.


The successful candidate will have exceptional leadership, technical, customer
service and communication skills that reflect a minimum of seven years of related
work experience (including staff supervision) with increasing responsibilities in

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higher education. The director must be committed to working in and encouraging
diversity in the workplace. Highly desirable is a depth of knowledge and experience
in accounting, federal financial aid programs and services, and/or banking.

The director must have experience managing in a diverse environment, have
knowledge and experience with use of quality improvement methods (including
process improvement and team facilitation skills), and be highly effective in
working with many different people and functions. A sense of humor and ability to
work through peak periods calmly is critical. Independent judgment, problem
solving and conflict resolution skills are required, in addition to time management
and organization skills. The SFS director must be committed to leading change, to
being an advocate for SFS, to creating innovative services using technology, to
educating students and parents and to helping SFS become a national leader in the
provision of services.

A CPA or MBA is preferred. A Bachelor’s degree is required. Excellent written and
verbal communications skills, including public speaking are required as are skills in
Microsoft Office Suite skills. A thorough knowledge and experience implementing
Federal and State regulations governing Federal student aid programs, collection
practices, IRS tax requirements, and related banking regulations is highly desired.
Demonstrated understanding of complex computer applications and systems is

December 1, 2004

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