THIS IS AN INTERNAL POSTING FOR CURRENT UMASS DARTMOUTH EMPLOYEES ONLY.

POSITION TITLE: Accountant II

AGENCY: University of Massachusetts Dartmouth

SALARY: Grade 16         

GENERAL STATEMENT OF DUTIES AND RESPONSIBILITIES:

Overall fiscal responsibility for Financial Aid programs, except Federal Work study, preparation of federal, state and institutional reports concerning financial aid disbursements and loan funds. Processing of loan funds, including refunding and returning of funds. Coordination of all Bursar related requirements for all the study abroad or away programs.

Follows the University’s best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population.

SUPERVISION RECEIVED: Bursar

DIRECT REPORTING STAFF: N/A

THEIR STAFF: N/A

DETAILED STATEMENT OF DUTIES AND RESPONSIBILITIES:

• Monthly reconciliation of bank transactions for loan-related bank accounts
• Monthly reconciliation of financial aid funds including federal, state and institutional grants and scholarships, and loan funds
• Responsible for daily data entry of cash receipt journals; perform research associated with journal entries and verify accuracy and appropriate recording; troubleshoot journal entries and budget errors and communicate corrections to appropriate parties
• Daily recording of receipts including financial aid funds, ACH, and wire transfers
• Weekly refund processing for all financial aid related credit balances and fund returns that require research, as well as monitoring withdrawals and processing campus stop payment requests
• Monthly coordination with the University Treasurer’s Office to resolve all refund checks not cashed
• Request funds from government agencies after completing weekly reconciliation of cash balances
• Responsible for payment posting which includes remote deposit processing and waiver posting for selected waiver types
• Assist with audits pertaining to financial aid receipts and disbursements, as well as payment plan and direct payments
• Responsible for fiscal year end reporting including FISAP and AOR reporting
• Responsible for coordinating and performing Bursar-related functions for the study away/study abroad programs, including document approvals, student account management, and refund processing
• Prepare and submit all financial aid disbursement and loan reporting including federal, state and institutional reports
• Prepare and manage correspondence with students and parents regarding student financial account information, billing, payments, and related account matters via Salesforce, phone calls, etc.
• Remain current on all federal and state regulations concerning financial aid disbursements
• Responsible for maintaining and updating job specific SOP documentation
• Create and provide ad hoc reporting concerning tuition, fees, waivers, and financial aid disbursement
• information using campus reporting tools
• Other job-related duties and responsibilities as assigned

QUALIFICATIONS REQUIRED AT HIRE:

• Knowledge of the principles and practices of accounting including terminology.
• Knowledge of the methods of general report writing.
• Ability to analyze and determine the applicability of accounting data, to draw conclusions and to make appropriate                      recommendations.
• Ability to read and interpret documents such as financial reports, accounts and ledgers.
• Ability to understand, apply and explain the laws, rules, regulations, policies, etc. governing assigned unit activities.
• Ability to perform mathematical calculations using formulae to solve accounting problems.
• Ability to follow oral and written instructions.
• Ability to gather information by examining records and documents and through questioning individuals.
• Ability to maintain accurate records.
• Ability to prepare general and financial reports.
• Ability to write concisely, to express thoughts clearly and to develop ideas in logical sequence.
• Ability to communicate effectively in oral expression.
• Ability to exercise sound judgment.
• Ability to exercise discretion in handling confidential information.
• Ability to deal tactfully with others.
• Ability to establish and maintain harmonious working relationships with others.
• Ability to work independently.
• Ability to work in a team setting.
• Ability to operate a motor vehicle.
• Ability to give written and oral instructions in a precise, understandable manner.

QUALIFICATIONS ACQUIRED ON JOB:

• Knowledge of the laws, rules, regulations, policies, procedures, specifications, standards and guidelines governing assigned unit activities.
• Knowledge of the types and uses of agency forms.
• Knowledge of state budgetary procedures including terminology.
• Knowledge of state accounting procedures including terminology.
• Knowledge of the laws, rules and regulations governing Federal Grant Administration.
• Knowledge of the principles and practices of cost accounting.
• Knowledge of availability and application of electronic data processing to accounting.
• Knowledge of the principles, practices and techniques of supervision
• Experience with computerized accounts receivable systems
• Knowledge of the standard procedures and methods followed in handling and recording cash

MINIMUM ENTRANCE REQUIREMENTS 

Applicants must have at least (A) two years of full-time, or equivalent part-time, professional experience in accounting or auditing, or (B) any equivalent combination of the required experience and the substitutions from the Massachusetts State Classification Specifications.

Substitutions:

I. An Associate’s degree with a major in accounting, business administration or business management may be substituted for a maximum of one year of the required (A) experience.*

II. A Bachelor’s degree with a major in accounting, business administration or business management may be substituted for a maximum of two years of the required (A) experience.*

*Education toward such a degree will be prorated based on the proportion of the requirements actually completed.

DEPARTMENT: Bursar Department

NO. OF POSITIONS: 1

INTERNAL/EXTERNAL POSTING: Yes

STATE FUNDED:  No  

SALARY: $60,131.50 - $82,245.94

HOURS: M-F, 9:00 am - 5:00 pm

GRADE: 16

UNION:  AFSCME 

UMass Dartmouth offers exciting benefits such as:

• 75% Employer-Paid Health Insurance
• Flexible Spending Accounts
• Life Insurance
• Long Term Disability
• State Pension Retirement Plan
• Optional Retirement Savings Plans
• Tuition Credit (Employee, Spouse, & Dependents)
• Twelve (12) paid holidays
• Paid personal, vacation, and sick time
• And More!

Benefits for AFSCME Union- AFSCME

Applicants must be authorized for permanent employment in the United States. Employment-based visa sponsorship is not available.

To apply please submit a letter of interest, a current resume and the contact information for three professional references.

The deadline for early consideration of internal AFSCME applicants is August 3, 2026.

The review of applications will be ongoing until the position is filled. 

Applicants must be current UMass Dartmouth employees. External applicants will not be considered.

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