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Account Specialist, Bursar

San Marcos, California, Austin, Texas Job ID: 699 Date posted: 01/20/2022


At the University of St. Augustine for Health Sciences (USAHS), we seek innovative people that focus on supporting our learners through every stage of their educational journey. Working at USAHS allows you to put students first, while being a force for good. We believe that advancing our communities starts with a diverse employee base, so that as we interact with others, we can build bridges to trust, respect, and understanding. At USAHS, we understand how important it is to be able to come to work as your full, authentic self, bringing with you all of the experiences and ideas that are uniquely 'you'. Grow not only in your career but as a person. Be a force for good. Be the University of St. Augustine.

Success Profile

What makes a successful staff member at The University of St. Augustine? Check out the traits we’re looking for and see if you have the right mix.

  • Student First
  • Collaborate
  • Innovation
  • Customer Focus
  • Committed to Vision and Values
  • Accountable

Our Values

The mission of the University of St. Augustine for Health Sciences is the development of professional healthcare practitioners through innovative, individualized, and quality classroom, clinical, and distance education.

  • Student first
  • Professionalism
  • Promoting excellence and innovation in education
  • Collaboration
  • Integrity
  • Health and wellness
  • Responsiveness
  • Creative and critical thinking


As a Certified B Corp institution since 2015, we are proud to be a part of a global movement that empowers businesses to meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance and purpose. As part of the B Corp community we are committed to working toward reducing inequality, lowering levels of poverty, a healthier environment, stronger communities, and the creation of more high-quality jobs. As part of our family, you will be given the opportunity to participate in a wide range of community projects focused on environmental sustainability and community support.

Key Benefits

  • Generous Medical, Dental & Vision Plans

  • Higher Education Tuition Assistance

  • Flexible Spending Accounts

  • Short and Long Term Disability Coverage

  • Life and Accident (AD&D) Insurance

  • 401(k) Retirement Plan

Position Description

Job ID 699 Date posted 01/20/2022


Anyone accessing a USAHS campus will be asked to voluntarily disclose and agree to provide documentation that they have been fully vaccinated* for COVID-19. *Effective Monday, February 14, USAHS will include boosters as part of its Entry Protocols.

Those who are not fully vaccinated or do not wish to disclose their vaccination status will be required to submit proof of a valid negative COVID-19 test taken within seven days prior to each campus entry.

The mission of The University of St. Augustine for Health Sciences is the development of professional health care practitioners through innovation, individualized, and quality classroom, clinical, and distance education.


Perform bursar tasks, assist in processing changes requested by students, supply purchases, petty cash management, and general record keeping duties under the direction of the Finance Manager.Includes all or part of the essential functions below.


Petty Cash and Supplies Ordering

  • Manage Petty cash – manage request for and disbursement of petty cash, collection of expense receipts, maintain record of use of petty cash by department and account number and communicate with Corp Accounting for expense booking
  • Manage office supply ordering for the campus
  • Allocate office supplies expense to department and post cost allocation to Corporate Accounting for booking


  • Provide receipts to students for payments – Scan, save and process Call-in credit card payments, walk-in payments, FSA, etc.
  • Provide document behind receipting for Corporate Accounting to batch process
  • Post transactions to Jenzabar
  • Analyze AR Reports to identify and assist with collecting on student past due balances


  • Assist with ensuring billing statements go out timely and accurately and are aligned with pre-determined dates as outlined on the academic calendar
  • Assist students with payment plans, refund, bursar hold and billing questions
  • AR collections – weekly management, initiate and confirm correct data
  • Tuition & fee assessment – record and process schedule changes as approved by Registrar, calculate any refund or tuition changes, share changes with Financial Aid
  • Tuition & fee assessment – record and process post professional changes (see above)
  • Fee assessment – record and process miscellaneous fees
  • Refund /returns – record and process miscellaneous returns/refunds due to drop/withdrawal, return of lender funds, credit card credit, AP to HigherOne,
  • Refund/returns – Process Funds on Hold, CPE Seminar cancellation
  • Support the Bursar team by ensuring superior data quality ' work with counterparts in the organization to resolve data integrity issues

Project support – as required

  • Under the Direction of the Finance Manager, Executive Director of Finance, or CFO, assists with audit and other reporting requirement preparation and data entry.
  • Coordinates closely with Registrar, Bursar, Finance, Financial Aid, and other departments assisting with other accounting related tasks.
  • Support on 90/10 reporting
  • Back up of Accounting Associate/Accountant for PO handing purposes

Gear store Inventory management- Complete month end report and work with office supply coordinator to assure the school has sufficient inventory.


May perform other duties and responsibilities that management may deem necessary from time to time.


Reports to:Bursar Team Lead

Positions Supervised: N/A


To perform this job successfully an individual must be able to perform each essential duty satisfactorily.The requirements listed below are representative of the knowledge, skill, and/or ability required.Incumbents will be evaluated, in part, based on performance of each essential function.Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


  • High school diploma or equivalent required. Associate degree in accounting or related field with an accounting certificate preferred or minimum of 3 years applicable accounting experience.
  • Experience in an academic or educational setting preferred
  • Previous computer experience with intermediate to advance knowledge of Microsoft Office, specifically Excel.
  • Self-motivated, team player, work well with all levels of professionals.
  • Ability to organize and work on multiple projects.
  • Proven analytical thinking ability.


Minimal travel required.


To perform the job successfully, an individual should demonstrate the following competencies:

  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Being Resilient - Rebounding from setbacks and adversity when facing difficult situations.
  • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Drives Results - Consistently achieving results, even under tough circumstances.
  • Innovation - Creating new and better ways for the organization to be successful.
  • Customer Focus - Building strong customer relationships and delivering customer-centric solutions.

Work is performed primarily in a standard office environment but may involve exposure to moderate noise levels. Work involves operation of personal computer equipment for six to eight hours daily and includes physical demands associated with a traditional office setting, e.g., walking, standing, communicating, and other physical functions as necessary.

The University of St. Augustine for Health Sciences is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.  

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