• Conduct one-on-one sessions with students to promote informed borrowing, debt management strategies, and repayment responsibilities. • Lead financial literacy workshops to equip students with tools for successful financial planning. • Monitor and collect student tuition payments, collaborating with billing services to ensure accuracy. • Review and verify the accuracy of ledger balances for near-graduates. • Collaborate with graduating students to assess and determine the most suitable post-graduation payment plans. • Oversee billing for all tuition reimbursement programs, including employer-sponsored reimbursement, and Workforce Innovation and Opportunity Act (WIOA) programs. • Conduct exit counseling sessions with graduating students, providing guidance on student loan repayment and addressing any outstanding account balances and ensure consolidation of Institutional Financing loans services by 3rd party servicers. • Proactively notify students of account balances through outreach including in person meetings, phone calls, text messages and emails. • Escalate delinquent accounts and collaborate with staff for resolution, following established workflows. • Contribute to workshops and sessions aimed at raising awareness of payment plans and financial resources.

Role Description - Own end-to-end bookkeeping and monthly reconciliation for a portfolio of client accounts in Digits (primary), QuickBooks Online, and Xero, including work in transitional systems during migrations. - Categorize transactions accurately, including agency-specific items (pass-through ad spend/media buys, client retainers, deferred revenue). - Maintain clean, close-ready books month over month; flag discrepancies and unusual items for review. - Request and follow up on client documentation via email (statements, receipts, platform access). - Prepare standing client reports for ThinkProfit review prior to delivery; route any substantive or advisory client questions to ThinkProfit. - Help build and document SOPs for the bookkeeping and reconciliation workflow. - Help set up and maintain the Financial Cents practice-management system (workflows, task templates, client records). Company Description

• Collect and organize credit card receipts and supporting documentation from employees and departments • Review and process expense allocations to the appropriate departments, programs, or accounts • Perform regular bank reconciliations and investigate discrepancies as needed • Enter vendor bills and expenses into QuickBooks accurately and in a timely manner • Assist with preparing, verifying, and issuing customer invoices • Maintain accurate and organized digital financial records and documentation • Support the Finance team with general bookkeeping and administrative tasks • Ensure all financial information is processed in accordance with company procedures and deadlines • Handle sensitive and confidential financial information with professionalism and discretion • Assist with special financial projects, audits, and departmental initiatives as needed • Perform additional duties based on business needs

Role Description The Student Accounts Coordinator plays a critical role in fostering financial literacy among students by providing guidance on debt management, overcoming financial barriers, and ensuring informed borrowing practices. This position manages tuition payments, including institutional and third-party loan programs, and coordinates billing for reimbursement programs such as veterans' benefits and employer-sponsored tuition assistance. - Conduct one-on-one sessions with students to promote informed borrowing, debt management strategies, and repayment responsibilities. - Lead financial literacy workshops to equip students with tools for successful financial planning. - Monitor and collect student tuition payments, collaborating with billing services to ensure accuracy. - Review and verify the accuracy of ledger balances for near-graduates. Collaborate with graduating students to assess and determine the most suitable post-graduation payment plans. - Oversee billing for all tuition reimbursement programs, including employer-sponsored reimbursement, and Workforce Innovation and Opportunity Act (WIOA) programs. - Conduct exit counseling sessions with graduating students, providing guidance on student loan repayment and addressing any outstanding account balances and ensure consolidation of Institutional Financing loans services by 3rd party servicers. - Proactively notify students of account balances through outreach including in person meetings, phone calls, text messages and emails. - Escalate delinquent accounts and collaborate with staff for resolution, following established workflows. - Contribute to workshops and sessions aimed at raising awareness of payment plans and financial resources. Qualifications - Bachelor’s degree preferred. - 2–3 years of related experience. - Equivalent combinations of education, experience, and training will be considered. Requirements - Proficiency in Microsoft Office Suite. - Familiarity with CampusVue Student database is preferred. - Strong oral and written communication skills. - Exceptional organizational and analytical capabilities. - Adaptability to new methodologies, technologies, and systems. - Ability to excel in high-pressure environments with strict timelines. - Outstanding interpersonal skills, providing exemplary customer service to students, colleagues, and external contacts. - Capacity to work both independently and collaboratively in diverse team environments. Benefits - ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance.